ClaudSkills / General / finance-personal

Wealth Management

Q: What is a Claude Code skill and how does the Wealth Management skill fit in?

A Claude Code skill is a 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. Wealth Management is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: General · Sub-category: finance-personal · Last updated: 2026-06-01

Wealth management, financial planning, and investment analytics skill. Compounds on finance-substrate for Colombian tax-optimized wealth building. Runs descriptive (portfolio health), predictive (compound growth projections, Monte Carlo), and prescriptive (allocation, rebalancing, tax-efficient withdrawal) analytics. Use when: (1) projecting long-term wealth growth, (2) optimizing asset allocation, (3) running scenario/stress tests on a portfolio, (4) planning tax-efficient contributions or withdrawals, (5) generating a wealth dashboard or net worth timeline, (6) goal-based financial planning (retirement, housing, education). Triggers on: 'wealth management', 'compound interest', 'asset allocation', 'portfolio projection', 'net worth forecast', 'retirement planning', 'investment strategy', 'rebalancing', 'monte carlo', 'financial plan'.

Security AStatic scan found no risk patternsHow grading works ›

From the source SKILL.md

Long-term wealth building, investment analytics, and financial planning engine. Builds on finance-substrate for data ingestion (bank certificates, patrimonio, TRM rates, salary history) and adds forward-looking projection, optimization, and scenario analysis.

What this skill does

Wealth Management is a community-contributed Claude Code skill in the finance-personal sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/wealth-management/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when: (1) projecting long-term wealth growth, (2) optimizing asset allocation, (3) running scenario/stress tests on a portfolio, (4) planning tax-efficient contributions or withdrawals, (5) generating a wealth dashboard or net worth timeline, (6) goal-based financial planning (retirement, housing, education). Triggers on: 'wealth management', 'compound interest', 'asset allocation', 'portfolio projection', 'net worth forecast', 'retirement planning', 'investment strategy', 'rebalancing', 'monte carlo', 'financial plan'.

Who uses this skill

The Wealth Management 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 146,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/wealth-management
curl -L https://claudskills.com/skills/wealth-management/SKILL.md \
  -o ~/.claude/skills/wealth-management/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/wealth-management/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/wealth-management/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\wealth-management\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

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 →

Pro

One-click install via the desktop app

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.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Wealth Management Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/wealth-management/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Wealth Management skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Wealth Management skill?

Use Wealth Management when your Claude Code task falls under the General category — specifically in the finance personal area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Wealth Management" or describe the task and let Claude pick). Browse related skills at /category/general/.

What is a Claude Code skill and how does the Wealth Management skill fit in?

A Claude Code skill is a 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. Wealth Management 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/.

Attribution & license

Source: https://github.com/broomva/skills/blob/HEAD/skills/wealth-management/SKILL.md
License: MIT
Author: broomva
Website: https://skills.sh/broomva/skills

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

broomva. (2026). Wealth Management [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/wealth-management/

BibTeX

@misc{wealth-management-2026,
  author    = {broomva},
  title     = {Wealth Management [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/wealth-management/}
}

Embed this skill

Promote, attribute, or link this skill from your own README, blog post, or documentation. All three snippets are free to use — no sign-up, no API key. More distribution surfaces →

Badge

[![ClaudSkills](https://claudskills.com/badge/wealth-management.svg)](https://claudskills.com/skills/wealth-management/?utm_source=badge&utm_medium=readme&utm_campaign=skill_badge)

Security scan

Grade A · scanned 2026-07-06 — 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 ›

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
✓ Execution
✓ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/wealth-management/#security)

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Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills. · What's New · Install guide · About · llms.txt

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