The biggest investing mistakes are behavioural — panic-selling, chasing, tinkering. A personal Investing Policy Statement is the rulebook you write while calm, to follow when you're not. This skill drafts one: goals, risk tolerance, a target asset allocation, and the contribution/rebalancing rules that keep you on track. It's educational and generic — not personalized financial advice or a recommendation of specific securities.
Investing Policy Statement is a community-contributed Claude Code skill in the education-learning sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/investing-policy-statement/ and loads when your prompt matches the skill's trigger.
When to invoke it: Use when asked to define an investment strategy, set a target asset allocation, or write rules to avoid panic-driven decisions. Produces a structured IPS: goals, risk tolerance, target allocation, contribution & rebalancing rules, and what NOT to do.
The Investing Policy Statement Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 150,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).
mkdir -p ~/.claude/skills/investing-policy-statement curl -L https://claudskills.com/skills/investing-policy-statement/SKILL.md \ -o ~/.claude/skills/investing-policy-statement/SKILL.md
Or just download SKILL.md directly and drop it into ~/.claude/skills/investing-policy-statement/. Claude Code auto-discovers it on next session.
Skills live at ~/.claude/skills/investing-policy-statement/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\investing-policy-statement\SKILL.md on Windows. See the full install guide for step-by-step instructions.
Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →
The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.
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SKILL.md from the source repository to ~/.claude/skills/investing-policy-statement/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Investing Policy Statement is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.If you reference this skill in a blog post, paper, or documentation, you can cite it as:
@misc{investing-policy-statement-2026,
author = {mohitagw15856},
title = {Investing Policy Statement [Claude Code skill]},
year = {2026},
publisher = {ClaudSkills},
url = {https://claudskills.com/skills/investing-policy-statement/}
}Grade A · scanned 2026-07-12 — free static scan against the OWASP Agentic Skills Top 10.
No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›
Browse all General skills in the ClaudSkills registry, or explore these other picks from the same category:
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SKILL.md files, not affiliated with, endorsed by, or sponsored by Anthropic.