wealth-management
China wealth management — client reviews, financial plans, investment proposals
Paquete de plugins · de Anthropic FSI China
Resumen
wealth-management es un paquete de plugins para herramientas de programación con IA publicado por Anthropic FSI China. Marketplaces que leemos y que lo publican: 1 (Community GitHub marketplaces). Lo vimos por primera vez el 2026-10-24 y desde entonces no hemos registrado cambios. Según nuestra pasada por los marketplaces del 2026-10-25.
Qué pide
- Se instala como paquete de plugins
- Secretos: 2
- Ajustes: 2
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 jwangkun/claude-for-financial-services-cn
/plugin install wealth-management@claude-for-financial-services-chinaDónde está publicado
| Marketplace | Estado | Versión | Cifras | Verificado | Visto por primera vez |
|---|---|---|---|---|---|
| Marketplace de la comunidad jwangkun/claude-for-financial-services-cn (Abrir el código en GitHub) | Publicado | 0.1.0 | Forks (GitHub): 134 Estrellas (GitHub): 844 |
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) |
|---|---|---|
| claude-for-financial-services-china | jwangkun/claude-for-financial-services-cn | 844 |
Qué contiene el paquete
Tal como se publica en Community GitHub marketplaces.
Servidores MCP: 4
aksharechina-newsifindwind
Skills: 5
china-client-reportchina-client-reviewchina-financial-planchina-investment-proposalchina-portfolio-rebalance
Qué cambió
- Pasó a ser un producto que seguimos
- Community GitHub marketplaces: apareció
Plugins similares
Productos cuyos propios nombres, descripciones, herramientas y skills son los más cercanos a este por su significado, en todos los marketplaces que leemos. La cercanía se ordena solo dentro de esta lista.
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Private, self-hosted family-office workflows for research, quantitative analysis, portfolio strategy, and financial operations.
-
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…
-
Thrivee — Personal Finance Intelligence
Personal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.
-
2 AI agents that manage your personal wealth — net worth tracking, investment performance, cash flow analysis, and estate planning oversight.
-
x402 pay-per-call tools for AI agents: code review, data clean, briefs, regex, diff, URL meta.
-
Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.
-
AI-powered wealth management plugin for Indian investors. PMS/AIF analysis, NRI tax planning, family office advisory, goal-based SIPs, SEBI compliance.
-
Personal investment decision meta-router — 12 frameworks (Modern Portfolio Theory, All Weather, Bogleheads, Barbell Strategy, Value Investing, Factor Investing, Dollar-Cost…
-
Read your net worth, accounts, holdings, spending, and budgets.
Plugins similares por marketplace
La misma pregunta a cada marketplace por separado: ¿hay allí un equivalente de este plugin?
Publicado en Claude Code: claude-plugins-community (5)
-
AI-powered wealth management plugin for Indian investors. PMS/AIF analysis, NRI tax planning, family office advisory, goal-based SIPs, SEBI compliance.
-
Personal investment decision meta-router — 12 frameworks (Modern Portfolio Theory, All Weather, Bogleheads, Barbell Strategy, Value Investing, Factor Investing, Dollar-Cost…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
AI-powered bookkeeping and tax filing for entrepreneurs at the heart of the European economy.
-
Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds. Covers covenant compliance, EBITDA adjustments, IC memo generation…
Publicado en Claude Code: claude-plugins-official (5)
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
Publicado en Claude: knowledge-work-plugins (5)
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…
-
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…
Publicado en Codex: openai-curated (openai/plugins) (5)
-
Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and…
-
Develop your payments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to…
-
The Product Design plugin is built for turning early ideas into prototypes teams can review. It starts design and build work by confirming the brief, then helps teams explore…
-
Bring operational data and context into the flow of your ChatGPT conversations. You can ask questions, create and update records, and analyze your data—all through conversation…
-
Build web apps with frontend asset design, browser testing, UI components, payments, and database guidance.
Publicado en Community GitHub marketplaces (5)
-
Private, self-hosted family-office workflows for research, quantitative analysis, portfolio strategy, and financial operations.
-
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…
-
2 AI agents that manage your personal wealth — net worth tracking, investment performance, cash flow analysis, and estate planning oversight.
-
Investment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio construction, policy and planning, personal…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
Publicado en Copilot CLI: github/awesome-copilot (5)
-
Accept payments and grow your business. Stripe's agent plugin includes best practices, upgrade guidance, and our MCP server.
-
Comprehensive collection for building declarative agents with Model Context Protocol integration for Microsoft 365 Copilot
-
Three-layer verification pipeline for AI output. Extracts claims, finds sources, and flags hallucination risks so humans can verify before acting.
-
A runtime-portable 5-agent quality gate that adjudicates text artifacts before they ship. Five role-conditioned LLM deliberators run a 2-round async protocol with cross-read…
-
Self-configuring status briefing generator. Learns your communication style from examples, discovers your data sources, and produces draft updates for any audience on demand.
Publicado en Copilot CLI: github/copilot-plugins (5)
-
workiq
Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.
-
Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.
-
workiq-productivity
WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.
-
Build Power Apps Canvas Apps using the Canvas Authoring MCP server.
-
model-apps
Build and deploy Power Apps generative pages for model-driven apps with specialist agents for planning, entity creation, and parallel code generation. Requires PAC CLI >= 2.7.0…
Publicado en Cursor: cursor/plugins (5)
-
Read your net worth, accounts, holdings, spending, and budgets.
-
Review positions, balances, P&L, and draft trade instructions.
-
Link your bank, card, and investment accounts through Plaid so Grok can answer questions about balances, spending, subscriptions, and investments. You'll share contact details…
-
Research private companies, deals, investors, and funds.
-
Pull source-linked fundamentals, KPIs, filings, and prices.
Publicado en Docker MCP Catalog (5)
-
Tools for cross-border payments, taxes, and compliance.
-
The QuantConnect MCP Server is a bridge for AIs (such as Claude and OpenAI o3 Pro) to interact with our cloud platform. When equipped with our MCP, the AI can perform tasks on…
-
AI assistant for ingested content with anonymous access.
-
Tools for accessing the Manifold Markets online prediction market platform.
-
Enable fast, free real-time web search and access premium data from trusted media brands—news, financial markets, sports, entertainment, weather, and more. Build powerful AI…
Publicado en Official MCP Registry (5)
-
Thrivee — Personal Finance Intelligence
Personal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.
-
x402 pay-per-call tools for AI agents: code review, data clean, briefs, regex, diff, URL meta.
-
Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.
-
Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting
-
mcp-server eu.wealthapi/mcp-server
Read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.
Publicado en PyPI (MCP servers) (5)
-
trading212-mcp-server io.github.KyuRish/trading212-mcp-server
MCP server for Trading 212 API - portfolio, orders, pies, dividends, and analytics
-
MCP server for Monarch Money — accounts, transactions, budgets, cashflow, investments, and more
-
faida-mcp io.github.gabrielmahia/faida-mcp
Kenya savings and investment guides: T-bond calculator, NSE, unit trusts, diaspora. Indicative data.
-
Read-only access to comdirect accounts, transactions, depots, orders and postbox documents.
-
Query and update Monarch Money accounts, transactions, and budgets
Publicado en npm registry (MCP servers) (5)
-
MCP server for prospectapis.com: funding rounds and cited prospect research briefs.
-
dealflowpro io.github.jbechtel-97/dealflowpro
Multifamily real estate deal analysis — cap rate, DSCR, IRR, DFP Score, max offer price
-
MCP server for managing LunchMoney personal finances: transactions, budgets, categories, and more.
-
Evidence-backed crypto due diligence with sources, freshness, and a runtime receipt on every call.
-
next-finance io.github.paivapiovesan/next-finance
MCP Server for NEXT Finance ERP (finance.net.br) — browser login, wallets, accounts, transactions.
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.
¿Quieres esta marca para tu plugin en nuestro catálogo?
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.