wealth-management
Investment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio construction, policy and planning, personal…
Paquete de plugins · de Joel Lewis
Resumen
wealth-management es un paquete de plugins para herramientas de programación con IA publicado por Joel Lewis. Marketplaces que leemos y que lo publican: 1 (Community GitHub marketplaces). Lo vimos por primera vez el 2026-10-23 y desde entonces no hemos registrado cambios. Según nuestra pasada por los marketplaces del 2026-10-25.
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.
Qué pide
- Se instala como paquete de plugins
Ninguno de los marketplaces que leemos publica sus herramientas ni los ajustes que pide.
Lo que declara, pide y ejecuta, completo
Instala solo plugins de desarrolladores en los que confíes. Mostramos lo que publican los marketplaces y no probamos plugins.
Funciona con
- Claude Code
Según los marketplaces que lo listan y el transporte MCP que declara, tal como lo documenta cada cliente. No probamos plugins.
Conectar
Comandos y configuraciones generados solo a partir de lo que declaran sus marketplaces. No los ejecutamos por ti ni probamos plugins.
Como plugin de Claude Code
Generado a partir de lo que declara Community GitHub marketplaces.
/plugin marketplace add joellewis/finance_skills
/plugin install wealth-management@finance-skillsDónde está publicado
| Marketplace | Estado | Versión | Cifras | Verificado | Visto por primera vez |
|---|---|---|---|---|---|
| Marketplace de la comunidad joellewis/finance_skills (Abrir el código en GitHub) | Publicado | 1.0.0 | Forks (GitHub): 37 Estrellas (GitHub): 218 |
Sin marca |
Cada cifra es del propio marketplace y nunca se suma entre marketplaces. Un marketplace que no publica cifras no muestra ninguna: sin número no es cero.
Figura en un marketplace de la comunidad
| Marketplace | Repositorio | Estrellas (GitHub) |
|---|---|---|
| finance-skills | joellewis/finance_skills | 218 |
Qué contiene el paquete
Tal como se publica en Community GitHub marketplaces.
Skills: 38
alternativesasset-allocationbet-sizingcommoditiescurrencies-and-fxdebt-managementdigital-assetsdiversificationemergency-fundequitiesequity-compensationestate-gifting
Mostrar los otros 26
factor-investingfinance-psychologyfinancial-statementsfixed-income-corporatefixed-income-municipalfixed-income-sovereignfixed-income-structuredforward-riskfund-vehicleshistorical-riskinsurance-planninginvestment-policylendingliquidity-managementperformance-attributionperformance-metricsperformance-reportingqualitative-valuationquantitative-valuationreal-assetsrebalancingretirement-decumulationsavings-goalstax-efficiencytax-loss-harvestingvolatility-modeling
Qué cambió
- Pasó a ser un producto que seguimos
- Community GitHub marketplaces: apareció
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Encontrados por significado, no por código ni repositorio compartidos: los plugins similares siguen siendo productos distintos, y esto no es una reseña ni una recomendación.
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Demuestra que lo mantienes con un archivo en su repositorio, un archivo en tu dominio o un registro DNS, y podrás mostrar esta marca en la ficha, con banners en vivo para tu web y tu README. Cómo funciona la verificación
Además recibirás avisos cuando un marketplace lo publique, lo retire, cambie su marca verificada o lo que pide, y su endpoint remoto quedará monitorizado como un servicio web.
Datos de Community GitHub marketplaces. Las cifras proceden de nuestros propios recorridos periódicos por los marketplaces, leída por última vez el . No publicamos datos de contacto de los editores de plugins.