joellewis/finance_skills

agent-skills via skills-shvia skillsdirectory-com

Upstream: github.com/joellewis/finance_skills
Version: 0-unstable-2026-07-18

Source details

Revision: 5c498eacf7057e31238c4c5a8012a1afe9ec7c8a commit
Hash: sha256-3R7XyAVTj36U4dTheZ6U/g43irbngzaOYR4+2X33JZc=
Snapshot: data/agent-skills/github.com/joellewis/finance_skills.json · latest JSON

91 packages

account-maintenance

0-unstable-2026-07-18 · plugins/client-operations/skills/account-maintenance

pkgs.agent-skills.github.joellewis.finance_skills.account-maintenance

Install with home-manager

programs.claude-code.skills.account-maintenance = pkgs.agent-skills.github.joellewis.finance_skills.account-maintenance;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.account-maintenance'

account-opening-compliance

0-unstable-2026-07-18 · plugins/client-operations/skills/account-opening-compliance

pkgs.agent-skills.github.joellewis.finance_skills.account-opening-compliance

Install with home-manager

programs.claude-code.skills.account-opening-compliance = pkgs.agent-skills.github.joellewis.finance_skills.account-opening-compliance;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.account-opening-compliance'

account-opening-workflow

0-unstable-2026-07-18 · plugins/client-operations/skills/account-opening-workflow

pkgs.agent-skills.github.joellewis.finance_skills.account-opening-workflow

Install with home-manager

programs.claude-code.skills.account-opening-workflow = pkgs.agent-skills.github.joellewis.finance_skills.account-opening-workflow;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.account-opening-workflow'

account-transfers

0-unstable-2026-07-18 · plugins/client-operations/skills/account-transfers

pkgs.agent-skills.github.joellewis.finance_skills.account-transfers

Install with home-manager

programs.claude-code.skills.account-transfers = pkgs.agent-skills.github.joellewis.finance_skills.account-transfers;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.account-transfers'

advertising-compliance

0-unstable-2026-07-18 · plugins/compliance/skills/advertising-compliance

pkgs.agent-skills.github.joellewis.finance_skills.advertising-compliance

Install with home-manager

programs.claude-code.skills.advertising-compliance = pkgs.agent-skills.github.joellewis.finance_skills.advertising-compliance;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.advertising-compliance'

advice-standards

0-unstable-2026-07-18 · plugins/compliance/skills/advice-standards

pkgs.agent-skills.github.joellewis.finance_skills.advice-standards

Install with home-manager

programs.claude-code.skills.advice-standards = pkgs.agent-skills.github.joellewis.finance_skills.advice-standards;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.advice-standards'

advisor-dashboards

0-unstable-2026-07-18 · plugins/advisory-practice/skills/advisor-dashboards

pkgs.agent-skills.github.joellewis.finance_skills.advisor-dashboards

Install with home-manager

programs.claude-code.skills.advisor-dashboards = pkgs.agent-skills.github.joellewis.finance_skills.advisor-dashboards;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.advisor-dashboards'

alternatives

0-unstable-2026-07-18 · plugins/wealth-management/skills/alternatives

pkgs.agent-skills.github.joellewis.finance_skills.alternatives

Install with home-manager

programs.claude-code.skills.alternatives = pkgs.agent-skills.github.joellewis.finance_skills.alternatives;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.alternatives'

anti-money-laundering

0-unstable-2026-07-18 · plugins/compliance/skills/anti-money-laundering

pkgs.agent-skills.github.joellewis.finance_skills.anti-money-laundering

Install with home-manager

programs.claude-code.skills.anti-money-laundering = pkgs.agent-skills.github.joellewis.finance_skills.anti-money-laundering;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.anti-money-laundering'

asset-allocation

0-unstable-2026-07-18 · plugins/wealth-management/skills/asset-allocation

pkgs.agent-skills.github.joellewis.finance_skills.asset-allocation

Install with home-manager

programs.claude-code.skills.asset-allocation = pkgs.agent-skills.github.joellewis.finance_skills.asset-allocation;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.asset-allocation'

bet-sizing

0-unstable-2026-07-18 · plugins/wealth-management/skills/bet-sizing

pkgs.agent-skills.github.joellewis.finance_skills.bet-sizing

Install with home-manager

programs.claude-code.skills.bet-sizing = pkgs.agent-skills.github.joellewis.finance_skills.bet-sizing;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.bet-sizing'

books-and-records

0-unstable-2026-07-18 · plugins/compliance/skills/books-and-records

pkgs.agent-skills.github.joellewis.finance_skills.books-and-records

Install with home-manager

programs.claude-code.skills.books-and-records = pkgs.agent-skills.github.joellewis.finance_skills.books-and-records;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.books-and-records'

client-disclosures

0-unstable-2026-07-18 · plugins/compliance/skills/client-disclosures

pkgs.agent-skills.github.joellewis.finance_skills.client-disclosures

Install with home-manager

programs.claude-code.skills.client-disclosures = pkgs.agent-skills.github.joellewis.finance_skills.client-disclosures;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.client-disclosures'

client-onboarding

0-unstable-2026-07-18 · plugins/advisory-practice/skills/client-onboarding

pkgs.agent-skills.github.joellewis.finance_skills.client-onboarding

Install with home-manager

programs.claude-code.skills.client-onboarding = pkgs.agent-skills.github.joellewis.finance_skills.client-onboarding;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.client-onboarding'

client-reporting-delivery

0-unstable-2026-07-18 · plugins/advisory-practice/skills/client-reporting-delivery

pkgs.agent-skills.github.joellewis.finance_skills.client-reporting-delivery

Install with home-manager

programs.claude-code.skills.client-reporting-delivery = pkgs.agent-skills.github.joellewis.finance_skills.client-reporting-delivery;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.client-reporting-delivery'

client-review-prep

0-unstable-2026-07-18 · plugins/advisory-practice/skills/client-review-prep

pkgs.agent-skills.github.joellewis.finance_skills.client-review-prep

Install with home-manager

programs.claude-code.skills.client-review-prep = pkgs.agent-skills.github.joellewis.finance_skills.client-review-prep;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.client-review-prep'

commodities

0-unstable-2026-07-18 · plugins/wealth-management/skills/commodities

pkgs.agent-skills.github.joellewis.finance_skills.commodities

Install with home-manager

programs.claude-code.skills.commodities = pkgs.agent-skills.github.joellewis.finance_skills.commodities;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.commodities'

conflicts-of-interest

0-unstable-2026-07-18 · plugins/compliance/skills/conflicts-of-interest

pkgs.agent-skills.github.joellewis.finance_skills.conflicts-of-interest

Install with home-manager

programs.claude-code.skills.conflicts-of-interest = pkgs.agent-skills.github.joellewis.finance_skills.conflicts-of-interest;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.conflicts-of-interest'

corporate-actions

0-unstable-2026-07-18 · plugins/client-operations/skills/corporate-actions

pkgs.agent-skills.github.joellewis.finance_skills.corporate-actions

Install with home-manager

programs.claude-code.skills.corporate-actions = pkgs.agent-skills.github.joellewis.finance_skills.corporate-actions;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.corporate-actions'

counterparty-risk

0-unstable-2026-07-18 · plugins/trading-operations/skills/counterparty-risk

pkgs.agent-skills.github.joellewis.finance_skills.counterparty-risk

Install with home-manager

programs.claude-code.skills.counterparty-risk = pkgs.agent-skills.github.joellewis.finance_skills.counterparty-risk;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.counterparty-risk'

crm-client-lifecycle

0-unstable-2026-07-18 · plugins/advisory-practice/skills/crm-client-lifecycle

pkgs.agent-skills.github.joellewis.finance_skills.crm-client-lifecycle

Install with home-manager

programs.claude-code.skills.crm-client-lifecycle = pkgs.agent-skills.github.joellewis.finance_skills.crm-client-lifecycle;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.crm-client-lifecycle'

currencies-and-fx

0-unstable-2026-07-18 · plugins/wealth-management/skills/currencies-and-fx

pkgs.agent-skills.github.joellewis.finance_skills.currencies-and-fx

Install with home-manager

programs.claude-code.skills.currencies-and-fx = pkgs.agent-skills.github.joellewis.finance_skills.currencies-and-fx;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.currencies-and-fx'

data-quality

0-unstable-2026-07-18 · plugins/data-integration/skills/data-quality

pkgs.agent-skills.github.joellewis.finance_skills.data-quality

Install with home-manager

programs.claude-code.skills.data-quality = pkgs.agent-skills.github.joellewis.finance_skills.data-quality;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.data-quality'

debt-management

0-unstable-2026-07-18 · plugins/wealth-management/skills/debt-management

pkgs.agent-skills.github.joellewis.finance_skills.debt-management

Install with home-manager

programs.claude-code.skills.debt-management = pkgs.agent-skills.github.joellewis.finance_skills.debt-management;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.debt-management'

digital-assets

0-unstable-2026-07-18 · plugins/wealth-management/skills/digital-assets

pkgs.agent-skills.github.joellewis.finance_skills.digital-assets

Install with home-manager

programs.claude-code.skills.digital-assets = pkgs.agent-skills.github.joellewis.finance_skills.digital-assets;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.digital-assets'

diversification

0-unstable-2026-07-18 · plugins/wealth-management/skills/diversification

pkgs.agent-skills.github.joellewis.finance_skills.diversification

Install with home-manager

programs.claude-code.skills.diversification = pkgs.agent-skills.github.joellewis.finance_skills.diversification;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.diversification'

emergency-fund

0-unstable-2026-07-18 · plugins/wealth-management/skills/emergency-fund

pkgs.agent-skills.github.joellewis.finance_skills.emergency-fund

Install with home-manager

programs.claude-code.skills.emergency-fund = pkgs.agent-skills.github.joellewis.finance_skills.emergency-fund;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.emergency-fund'

equities

0-unstable-2026-07-18 · plugins/wealth-management/skills/equities

pkgs.agent-skills.github.joellewis.finance_skills.equities

Install with home-manager

programs.claude-code.skills.equities = pkgs.agent-skills.github.joellewis.finance_skills.equities;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.equities'

equity-compensation

0-unstable-2026-07-18 · plugins/wealth-management/skills/equity-compensation

pkgs.agent-skills.github.joellewis.finance_skills.equity-compensation

Install with home-manager

programs.claude-code.skills.equity-compensation = pkgs.agent-skills.github.joellewis.finance_skills.equity-compensation;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.equity-compensation'

estate-gifting

0-unstable-2026-07-18 · plugins/wealth-management/skills/estate-gifting

pkgs.agent-skills.github.joellewis.finance_skills.estate-gifting

Install with home-manager

programs.claude-code.skills.estate-gifting = pkgs.agent-skills.github.joellewis.finance_skills.estate-gifting;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.estate-gifting'

examination-readiness

0-unstable-2026-07-18 · plugins/compliance/skills/examination-readiness

pkgs.agent-skills.github.joellewis.finance_skills.examination-readiness

Install with home-manager

programs.claude-code.skills.examination-readiness = pkgs.agent-skills.github.joellewis.finance_skills.examination-readiness;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.examination-readiness'

exchange-connectivity

0-unstable-2026-07-18 · plugins/trading-operations/skills/exchange-connectivity

pkgs.agent-skills.github.joellewis.finance_skills.exchange-connectivity

Install with home-manager

programs.claude-code.skills.exchange-connectivity = pkgs.agent-skills.github.joellewis.finance_skills.exchange-connectivity;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.exchange-connectivity'

factor-investing

0-unstable-2026-07-18 · plugins/wealth-management/skills/factor-investing

pkgs.agent-skills.github.joellewis.finance_skills.factor-investing

Install with home-manager

programs.claude-code.skills.factor-investing = pkgs.agent-skills.github.joellewis.finance_skills.factor-investing;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.factor-investing'

fee-billing

0-unstable-2026-07-18 · plugins/advisory-practice/skills/fee-billing

pkgs.agent-skills.github.joellewis.finance_skills.fee-billing

Install with home-manager

programs.claude-code.skills.fee-billing = pkgs.agent-skills.github.joellewis.finance_skills.fee-billing;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.fee-billing'

fee-disclosure

0-unstable-2026-07-18 · plugins/compliance/skills/fee-disclosure

pkgs.agent-skills.github.joellewis.finance_skills.fee-disclosure

Install with home-manager

programs.claude-code.skills.fee-disclosure = pkgs.agent-skills.github.joellewis.finance_skills.fee-disclosure;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.fee-disclosure'

fiduciary-standards

0-unstable-2026-07-18 · plugins/compliance/skills/fiduciary-standards

pkgs.agent-skills.github.joellewis.finance_skills.fiduciary-standards

Install with home-manager

programs.claude-code.skills.fiduciary-standards = pkgs.agent-skills.github.joellewis.finance_skills.fiduciary-standards;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.fiduciary-standards'

finance-psychology

0-unstable-2026-07-18 · plugins/wealth-management/skills/finance-psychology

pkgs.agent-skills.github.joellewis.finance_skills.finance-psychology

Install with home-manager

programs.claude-code.skills.finance-psychology = pkgs.agent-skills.github.joellewis.finance_skills.finance-psychology;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.finance-psychology'

financial-planning-integration

0-unstable-2026-07-18 · plugins/advisory-practice/skills/financial-planning-integration

pkgs.agent-skills.github.joellewis.finance_skills.financial-planning-integration

Install with home-manager

programs.claude-code.skills.financial-planning-integration = pkgs.agent-skills.github.joellewis.finance_skills.financial-planning-integration;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.financial-planning-integration'

financial-planning-workflow

0-unstable-2026-07-18 · plugins/advisory-practice/skills/financial-planning-workflow

pkgs.agent-skills.github.joellewis.finance_skills.financial-planning-workflow

Install with home-manager

programs.claude-code.skills.financial-planning-workflow = pkgs.agent-skills.github.joellewis.finance_skills.financial-planning-workflow;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.financial-planning-workflow'

financial-statements

0-unstable-2026-07-18 · plugins/wealth-management/skills/financial-statements

pkgs.agent-skills.github.joellewis.finance_skills.financial-statements

Install with home-manager

programs.claude-code.skills.financial-statements = pkgs.agent-skills.github.joellewis.finance_skills.financial-statements;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.financial-statements'

fixed-income-corporate

0-unstable-2026-07-18 · plugins/wealth-management/skills/fixed-income-corporate

pkgs.agent-skills.github.joellewis.finance_skills.fixed-income-corporate

Install with home-manager

programs.claude-code.skills.fixed-income-corporate = pkgs.agent-skills.github.joellewis.finance_skills.fixed-income-corporate;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.fixed-income-corporate'

fixed-income-municipal

0-unstable-2026-07-18 · plugins/wealth-management/skills/fixed-income-municipal

pkgs.agent-skills.github.joellewis.finance_skills.fixed-income-municipal

Install with home-manager

programs.claude-code.skills.fixed-income-municipal = pkgs.agent-skills.github.joellewis.finance_skills.fixed-income-municipal;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.fixed-income-municipal'

fixed-income-sovereign

0-unstable-2026-07-18 · plugins/wealth-management/skills/fixed-income-sovereign

pkgs.agent-skills.github.joellewis.finance_skills.fixed-income-sovereign

Install with home-manager

programs.claude-code.skills.fixed-income-sovereign = pkgs.agent-skills.github.joellewis.finance_skills.fixed-income-sovereign;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.fixed-income-sovereign'

fixed-income-structured

0-unstable-2026-07-18 · plugins/wealth-management/skills/fixed-income-structured

pkgs.agent-skills.github.joellewis.finance_skills.fixed-income-structured

Install with home-manager

programs.claude-code.skills.fixed-income-structured = pkgs.agent-skills.github.joellewis.finance_skills.fixed-income-structured;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.fixed-income-structured'

forward-risk

0-unstable-2026-07-18 · plugins/wealth-management/skills/forward-risk

pkgs.agent-skills.github.joellewis.finance_skills.forward-risk

Install with home-manager

programs.claude-code.skills.forward-risk = pkgs.agent-skills.github.joellewis.finance_skills.forward-risk;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.forward-risk'

fund-vehicles

0-unstable-2026-07-18 · plugins/wealth-management/skills/fund-vehicles

pkgs.agent-skills.github.joellewis.finance_skills.fund-vehicles

Install with home-manager

programs.claude-code.skills.fund-vehicles = pkgs.agent-skills.github.joellewis.finance_skills.fund-vehicles;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.fund-vehicles'

gips-compliance

0-unstable-2026-07-18 · plugins/compliance/skills/gips-compliance

pkgs.agent-skills.github.joellewis.finance_skills.gips-compliance

Install with home-manager

programs.claude-code.skills.gips-compliance = pkgs.agent-skills.github.joellewis.finance_skills.gips-compliance;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.gips-compliance'

historical-risk

0-unstable-2026-07-18 · plugins/wealth-management/skills/historical-risk

pkgs.agent-skills.github.joellewis.finance_skills.historical-risk

Install with home-manager

programs.claude-code.skills.historical-risk = pkgs.agent-skills.github.joellewis.finance_skills.historical-risk;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.historical-risk'

insurance-planning

0-unstable-2026-07-18 · plugins/wealth-management/skills/insurance-planning

pkgs.agent-skills.github.joellewis.finance_skills.insurance-planning

Install with home-manager

programs.claude-code.skills.insurance-planning = pkgs.agent-skills.github.joellewis.finance_skills.insurance-planning;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.insurance-planning'

integration-patterns

0-unstable-2026-07-18 · plugins/data-integration/skills/integration-patterns

pkgs.agent-skills.github.joellewis.finance_skills.integration-patterns

Install with home-manager

programs.claude-code.skills.integration-patterns = pkgs.agent-skills.github.joellewis.finance_skills.integration-patterns;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.integration-patterns'

investment-policy

0-unstable-2026-07-18 · plugins/wealth-management/skills/investment-policy

pkgs.agent-skills.github.joellewis.finance_skills.investment-policy

Install with home-manager

programs.claude-code.skills.investment-policy = pkgs.agent-skills.github.joellewis.finance_skills.investment-policy;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.investment-policy'

investment-suitability

0-unstable-2026-07-18 · plugins/compliance/skills/investment-suitability

pkgs.agent-skills.github.joellewis.finance_skills.investment-suitability

Install with home-manager

programs.claude-code.skills.investment-suitability = pkgs.agent-skills.github.joellewis.finance_skills.investment-suitability;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.investment-suitability'

know-your-customer

0-unstable-2026-07-18 · plugins/compliance/skills/know-your-customer

pkgs.agent-skills.github.joellewis.finance_skills.know-your-customer

Install with home-manager

programs.claude-code.skills.know-your-customer = pkgs.agent-skills.github.joellewis.finance_skills.know-your-customer;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.know-your-customer'

lending

0-unstable-2026-07-18 · plugins/wealth-management/skills/lending

pkgs.agent-skills.github.joellewis.finance_skills.lending

Install with home-manager

programs.claude-code.skills.lending = pkgs.agent-skills.github.joellewis.finance_skills.lending;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.lending'

liquidity-management

0-unstable-2026-07-18 · plugins/wealth-management/skills/liquidity-management

pkgs.agent-skills.github.joellewis.finance_skills.liquidity-management

Install with home-manager

programs.claude-code.skills.liquidity-management = pkgs.agent-skills.github.joellewis.finance_skills.liquidity-management;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.liquidity-management'

margin-operations

0-unstable-2026-07-18 · plugins/trading-operations/skills/margin-operations

pkgs.agent-skills.github.joellewis.finance_skills.margin-operations

Install with home-manager

programs.claude-code.skills.margin-operations = pkgs.agent-skills.github.joellewis.finance_skills.margin-operations;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.margin-operations'

market-data

0-unstable-2026-07-18 · plugins/data-integration/skills/market-data

pkgs.agent-skills.github.joellewis.finance_skills.market-data

Install with home-manager

programs.claude-code.skills.market-data = pkgs.agent-skills.github.joellewis.finance_skills.market-data;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.market-data'

next-best-action

0-unstable-2026-07-18 · plugins/advisory-practice/skills/next-best-action

pkgs.agent-skills.github.joellewis.finance_skills.next-best-action

Install with home-manager

programs.claude-code.skills.next-best-action = pkgs.agent-skills.github.joellewis.finance_skills.next-best-action;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.next-best-action'

operational-risk

0-unstable-2026-07-18 · plugins/trading-operations/skills/operational-risk

pkgs.agent-skills.github.joellewis.finance_skills.operational-risk

Install with home-manager

programs.claude-code.skills.operational-risk = pkgs.agent-skills.github.joellewis.finance_skills.operational-risk;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.operational-risk'

order-lifecycle

0-unstable-2026-07-18 · plugins/trading-operations/skills/order-lifecycle

pkgs.agent-skills.github.joellewis.finance_skills.order-lifecycle

Install with home-manager

programs.claude-code.skills.order-lifecycle = pkgs.agent-skills.github.joellewis.finance_skills.order-lifecycle;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.order-lifecycle'

order-management-advisor

0-unstable-2026-07-18 · plugins/advisory-practice/skills/order-management-advisor

pkgs.agent-skills.github.joellewis.finance_skills.order-management-advisor

Install with home-manager

programs.claude-code.skills.order-management-advisor = pkgs.agent-skills.github.joellewis.finance_skills.order-management-advisor;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.order-management-advisor'

performance-attribution

0-unstable-2026-07-18 · plugins/wealth-management/skills/performance-attribution

pkgs.agent-skills.github.joellewis.finance_skills.performance-attribution

Install with home-manager

programs.claude-code.skills.performance-attribution = pkgs.agent-skills.github.joellewis.finance_skills.performance-attribution;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.performance-attribution'

performance-metrics

0-unstable-2026-07-18 · plugins/wealth-management/skills/performance-metrics

pkgs.agent-skills.github.joellewis.finance_skills.performance-metrics

Install with home-manager

programs.claude-code.skills.performance-metrics = pkgs.agent-skills.github.joellewis.finance_skills.performance-metrics;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.performance-metrics'

performance-reporting

0-unstable-2026-07-18 · plugins/wealth-management/skills/performance-reporting

pkgs.agent-skills.github.joellewis.finance_skills.performance-reporting

Install with home-manager

programs.claude-code.skills.performance-reporting = pkgs.agent-skills.github.joellewis.finance_skills.performance-reporting;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.performance-reporting'

portfolio-management-systems

0-unstable-2026-07-18 · plugins/advisory-practice/skills/portfolio-management-systems

pkgs.agent-skills.github.joellewis.finance_skills.portfolio-management-systems

Install with home-manager

programs.claude-code.skills.portfolio-management-systems = pkgs.agent-skills.github.joellewis.finance_skills.portfolio-management-systems;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.portfolio-management-systems'

post-trade-compliance

0-unstable-2026-07-18 · plugins/trading-operations/skills/post-trade-compliance

pkgs.agent-skills.github.joellewis.finance_skills.post-trade-compliance

Install with home-manager

programs.claude-code.skills.post-trade-compliance = pkgs.agent-skills.github.joellewis.finance_skills.post-trade-compliance;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.post-trade-compliance'

pre-trade-compliance

0-unstable-2026-07-18 · plugins/trading-operations/skills/pre-trade-compliance

pkgs.agent-skills.github.joellewis.finance_skills.pre-trade-compliance

Install with home-manager

programs.claude-code.skills.pre-trade-compliance = pkgs.agent-skills.github.joellewis.finance_skills.pre-trade-compliance;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.pre-trade-compliance'

privacy-data-security

0-unstable-2026-07-18 · plugins/compliance/skills/privacy-data-security

pkgs.agent-skills.github.joellewis.finance_skills.privacy-data-security

Install with home-manager

programs.claude-code.skills.privacy-data-security = pkgs.agent-skills.github.joellewis.finance_skills.privacy-data-security;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.privacy-data-security'

private-placements

0-unstable-2026-07-18 · plugins/compliance/skills/private-placements

pkgs.agent-skills.github.joellewis.finance_skills.private-placements

Install with home-manager

programs.claude-code.skills.private-placements = pkgs.agent-skills.github.joellewis.finance_skills.private-placements;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.private-placements'

proposal-generation

0-unstable-2026-07-18 · plugins/advisory-practice/skills/proposal-generation

pkgs.agent-skills.github.joellewis.finance_skills.proposal-generation

Install with home-manager

programs.claude-code.skills.proposal-generation = pkgs.agent-skills.github.joellewis.finance_skills.proposal-generation;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.proposal-generation'

qualitative-valuation

0-unstable-2026-07-18 · plugins/wealth-management/skills/qualitative-valuation

pkgs.agent-skills.github.joellewis.finance_skills.qualitative-valuation

Install with home-manager

programs.claude-code.skills.qualitative-valuation = pkgs.agent-skills.github.joellewis.finance_skills.qualitative-valuation;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.qualitative-valuation'

quantitative-valuation

0-unstable-2026-07-18 · plugins/wealth-management/skills/quantitative-valuation

pkgs.agent-skills.github.joellewis.finance_skills.quantitative-valuation

Install with home-manager

programs.claude-code.skills.quantitative-valuation = pkgs.agent-skills.github.joellewis.finance_skills.quantitative-valuation;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.quantitative-valuation'

real-assets

0-unstable-2026-07-18 · plugins/wealth-management/skills/real-assets

pkgs.agent-skills.github.joellewis.finance_skills.real-assets

Install with home-manager

programs.claude-code.skills.real-assets = pkgs.agent-skills.github.joellewis.finance_skills.real-assets;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.real-assets'

rebalancing

0-unstable-2026-07-18 · plugins/wealth-management/skills/rebalancing

pkgs.agent-skills.github.joellewis.finance_skills.rebalancing

Install with home-manager

programs.claude-code.skills.rebalancing = pkgs.agent-skills.github.joellewis.finance_skills.rebalancing;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.rebalancing'

reconciliation

0-unstable-2026-07-18 · plugins/client-operations/skills/reconciliation

pkgs.agent-skills.github.joellewis.finance_skills.reconciliation

Install with home-manager

programs.claude-code.skills.reconciliation = pkgs.agent-skills.github.joellewis.finance_skills.reconciliation;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.reconciliation'

reference-data

0-unstable-2026-07-18 · plugins/data-integration/skills/reference-data

pkgs.agent-skills.github.joellewis.finance_skills.reference-data

Install with home-manager

programs.claude-code.skills.reference-data = pkgs.agent-skills.github.joellewis.finance_skills.reference-data;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.reference-data'

reg-bi

0-unstable-2026-07-18 · plugins/compliance/skills/reg-bi

pkgs.agent-skills.github.joellewis.finance_skills.reg-bi

Install with home-manager

programs.claude-code.skills.reg-bi = pkgs.agent-skills.github.joellewis.finance_skills.reg-bi;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.reg-bi'

regulatory-reporting

0-unstable-2026-07-18 · plugins/compliance/skills/regulatory-reporting

pkgs.agent-skills.github.joellewis.finance_skills.regulatory-reporting

Install with home-manager

programs.claude-code.skills.regulatory-reporting = pkgs.agent-skills.github.joellewis.finance_skills.regulatory-reporting;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.regulatory-reporting'

retirement-decumulation

0-unstable-2026-07-18 · plugins/wealth-management/skills/retirement-decumulation

pkgs.agent-skills.github.joellewis.finance_skills.retirement-decumulation

Install with home-manager

programs.claude-code.skills.retirement-decumulation = pkgs.agent-skills.github.joellewis.finance_skills.retirement-decumulation;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.retirement-decumulation'

return-calculations

0-unstable-2026-07-18 · plugins/core/skills/return-calculations

pkgs.agent-skills.github.joellewis.finance_skills.return-calculations

Install with home-manager

programs.claude-code.skills.return-calculations = pkgs.agent-skills.github.joellewis.finance_skills.return-calculations;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.return-calculations'

sales-practices

0-unstable-2026-07-18 · plugins/compliance/skills/sales-practices

pkgs.agent-skills.github.joellewis.finance_skills.sales-practices

Install with home-manager

programs.claude-code.skills.sales-practices = pkgs.agent-skills.github.joellewis.finance_skills.sales-practices;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.sales-practices'

savings-goals

0-unstable-2026-07-18 · plugins/wealth-management/skills/savings-goals

pkgs.agent-skills.github.joellewis.finance_skills.savings-goals

Install with home-manager

programs.claude-code.skills.savings-goals = pkgs.agent-skills.github.joellewis.finance_skills.savings-goals;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.savings-goals'

settlement-clearing

0-unstable-2026-07-18 · plugins/trading-operations/skills/settlement-clearing

pkgs.agent-skills.github.joellewis.finance_skills.settlement-clearing

Install with home-manager

programs.claude-code.skills.settlement-clearing = pkgs.agent-skills.github.joellewis.finance_skills.settlement-clearing;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.settlement-clearing'

statistics-fundamentals

0-unstable-2026-07-18 · plugins/core/skills/statistics-fundamentals

pkgs.agent-skills.github.joellewis.finance_skills.statistics-fundamentals

Install with home-manager

programs.claude-code.skills.statistics-fundamentals = pkgs.agent-skills.github.joellewis.finance_skills.statistics-fundamentals;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.statistics-fundamentals'

stp-automation

0-unstable-2026-07-18 · plugins/client-operations/skills/stp-automation

pkgs.agent-skills.github.joellewis.finance_skills.stp-automation

Install with home-manager

programs.claude-code.skills.stp-automation = pkgs.agent-skills.github.joellewis.finance_skills.stp-automation;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.stp-automation'

tax-efficiency

0-unstable-2026-07-18 · plugins/wealth-management/skills/tax-efficiency

pkgs.agent-skills.github.joellewis.finance_skills.tax-efficiency

Install with home-manager

programs.claude-code.skills.tax-efficiency = pkgs.agent-skills.github.joellewis.finance_skills.tax-efficiency;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.tax-efficiency'

tax-loss-harvesting

0-unstable-2026-07-18 · plugins/wealth-management/skills/tax-loss-harvesting

pkgs.agent-skills.github.joellewis.finance_skills.tax-loss-harvesting

Install with home-manager

programs.claude-code.skills.tax-loss-harvesting = pkgs.agent-skills.github.joellewis.finance_skills.tax-loss-harvesting;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.tax-loss-harvesting'

time-value-of-money

0-unstable-2026-07-18 · plugins/core/skills/time-value-of-money

pkgs.agent-skills.github.joellewis.finance_skills.time-value-of-money

Install with home-manager

programs.claude-code.skills.time-value-of-money = pkgs.agent-skills.github.joellewis.finance_skills.time-value-of-money;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.time-value-of-money'

trade-execution

0-unstable-2026-07-18 · plugins/trading-operations/skills/trade-execution

pkgs.agent-skills.github.joellewis.finance_skills.trade-execution

Install with home-manager

programs.claude-code.skills.trade-execution = pkgs.agent-skills.github.joellewis.finance_skills.trade-execution;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.trade-execution'

volatility-modeling

0-unstable-2026-07-18 · plugins/wealth-management/skills/volatility-modeling

pkgs.agent-skills.github.joellewis.finance_skills.volatility-modeling

Install with home-manager

programs.claude-code.skills.volatility-modeling = pkgs.agent-skills.github.joellewis.finance_skills.volatility-modeling;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.volatility-modeling'

workflow-automation

0-unstable-2026-07-18 · plugins/client-operations/skills/workflow-automation

pkgs.agent-skills.github.joellewis.finance_skills.workflow-automation

Install with home-manager

programs.claude-code.skills.workflow-automation = pkgs.agent-skills.github.joellewis.finance_skills.workflow-automation;

Build without the overlay

nix build 'github:sudosubin/agents.nix#agent-skills.aarch64-darwin.github.joellewis.finance_skills.workflow-automation'

The build command uses aarch64-darwin; aarch64-linux and x86_64-linux work too. Any agent that reads a skills directory can use these packages; see the usage guide for installation.