AgentToolHub
Skill

account-opening-workflow

account-opening-workflow — a Claude Code skill from joellewis/finance_skills

Features

  • ✓Comprehensive financial skill plugins for Claude Code
  • ✓Covers investment management, regulatory compliance, and advisory workflows
  • ✓Incorporates risk measurement, asset class knowledge, and valuation models
  • ✓Supports portfolio construction, policy and planning, and personal finance strategies
  • ✓Python scripts included for quantitative and statistical skills
  • ✓Visit the GitHub repo for full plugin details and installation instructions

Installation Guide

Option 1: Claude Code Marketplace (Recommended)

Install via Claude Code's built-in plugin system:

bash
/install JoelLewis/finance_skills

Option 2: npx skills

Use npx skills to install skills directly:

bash
# Install all skills
npx skills add JoelLewis/finance_skills

# Install specific plugins
npx skills add JoelLewis/finance_skills --plugin wealth-management

# List available plugins
npx skills add JoelLewis/finance_skills --list

Option 3: install.sh (Symlink)

Clone the repo and use the included installer, which symlinks skills into your
project so updates are reflected immediately:

bash
git clone https://github.com/JoelLewis/finance_skills.git
cd finance_skills

# Install a single plugin
./install.sh --plugin wealth-management --target /path/to/your/project

# Install all plugins
./install.sh --plugin all --target /path/to/your/project

# List available plugins
./install.sh --list

The installer always installs core first (implicit dependency), then any declared
plugin dependencies, then symlinks each skill into <target>/.claude/skills/.

Option 4: Clone and Copy

Copy skills directly without symlinks:

bash
git clone https://github.com/JoelLewis/finance_skills.git
mkdir -p /path/to/your/project/.claude/skills

# Copy a single plugin
cp -r finance_skills/plugins/core/skills/* /path/to/your/project/.claude/skills/
cp -r finance_skills/plugins/wealth-management/skills/* /path/to/your/project/.claude/skills/

# Or copy everything
for plugin in finance_skills/plugins/*/; do
  cp -r "$plugin"skills/* /path/to/your/project/.claude/skills/
done

What Gets Installed

text
your-project/
└── .claude/
    └── skills/
        ├── return-calculations/    # from core
        ├── time-value-of-money/    # from core
        ├── statistics-fundamentals/ # from core
        ├── historical-risk/        # from wealth-management
        └── ...

After installing, Claude will automatically pick up the skills. Verify with:

bash
ls /path/to/your/project/.claude/skills/

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