joellewis

GitHub ↗

7 open-source plugins by this GitHub creator are indexed, with 1204 combined stars.

plugins: 7
stars: 1.2k
skills: 91
MCP servers: 0

Last source update: last month

advisory-practice
by Joel Lewis
Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.
Claude Code12 Skills
172Updated last month
client-operations
by Joel Lewis
Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.
Claude Code8 Skills
172Updated last month
compliance
by Joel Lewis
US securities regulatory guidance for broker-dealers and investment advisers. Covers FINRA, SEC, ERISA, FinCEN, and CFA Institute GIPS requirements. Guidance-only — no Python scripts.
Claude Code17 Skills
172Updated last month
core
by Joel Lewis
Mathematical and statistical foundations required by all other plugins. Always installed — every plugin implicitly depends on core.
Claude Code3 Skills
172Updated last month
data-integration
by Joel Lewis
Data foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.
Claude Code4 Skills
172Updated last month
trading-operations
by Joel Lewis
Order lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.
Claude Code9 Skills
172Updated last month
wealth-management
by Joel Lewis
Investment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio construction, policy and planning, personal finance, behavioral finance, and reporting.
Claude Code38 Skills
172Updated last month