6 Wealth Management Agent Skills
Skills for financial advisors — client reporting, planning, and portfolio workflows.
Agent Skills for Claude Code built for financial advisors covering client reporting, financial planning, portfolio rebalancing, and investment proposals.
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Wealth management skills are built for financial advisors who produce high volumes of personalized client documentation — IPS drafts, client reports, portfolio rebalancing summaries, and financial planning updates. These skills structure the recurring documentation so advisors can spend more time on client relationships.
Useful for RIAs and advisory teams managing multiple client books — where consistent, professional documentation is a service quality signal as much as it is a compliance requirement.
Client Report
by @anthropics
Generate comprehensive client portfolio reports with performance attribution, market commentary, and forward-looking guidance.
Client Review Prep
by @anthropics
Prepare for client review meetings with portfolio summary, talking points, agenda, and personalized market context.
Financial Plan
by @anthropics
Build comprehensive financial plans covering goals, cash flow, investment strategy, tax efficiency, and estate planning.
Investment Proposal
by @anthropics
Create tailored investment proposals matching client goals, risk tolerance, and time horizon to a recommended portfolio strategy.
Portfolio Rebalance
by @anthropics
Analyze portfolio drift from target allocation and generate rebalancing recommendations with tax and transaction cost considerations.
Tax-Loss Harvesting
by @anthropics
Identify tax-loss harvesting opportunities in client portfolios while maintaining investment exposure and avoiding wash sale rules.