Ext Ops Panel
Open dashboard

investment-framework

Personal investment decision meta-router — 12 frameworks (Modern Portfolio Theory, All Weather, Bogleheads, Barbell Strategy, Value Investing, Factor Investing, Dollar-Cost…

Plugin bundle · by ironyjk

About

investment-framework is a plugin bundle for AI coding tools published by ironyjk. Marketplaces we read that list it: 1 (Claude Code: claude-plugins-community). We first saw it on 2026-10-11 and have recorded no change since. As of our marketplace pass on 2026-10-12.

In its own words, on Claude Code: claude-plugins-community:

Personal investment decision meta-router — 12 frameworks (Modern Portfolio Theory, All Weather, Bogleheads, Barbell Strategy, Value Investing, Factor Investing, Dollar-Cost Averaging, Rebalancing, Behavioral Biases, Kelly Criterion, Korean Tax Optimization, Korean FIRE). Built on Korean tax regime (ISA, IRP, pension savings, health insurance dependents). NOT investment advice, NOT a stock recommender — provides decision structures only. Invoke /money.

What it asks for

  • Installs as a plugin bundle

None of the marketplaces we read publishes its tools or the settings it asks for.

What it declares, asks for and runs, in full

Only install plugins from developers you trust. We list what marketplaces publish and do not test plugins.

Connect

No data for an automatic command: what its marketplaces declare does not say unambiguously how to connect it.

Check its listing on Claude Code: claude-plugins-community

Where it is published

MarketplaceStatusVersionFiguresVerifiedFirst seen
Claude Code: claude-plugins-community (Open the source on GitHub) Listed 0.2.0 Forks (GitHub): 1
Stars (GitHub): 0
Not marked

Each figure is the marketplace's own and is never added up across marketplaces. A marketplace that publishes no figure shows none: no number is not zero.

What the bundle contains

As published on Claude Code: claude-plugins-community.

Skills: 13

  • all-weather
  • barbell-strategy
  • behavioral-biases
  • bogleheads
  • dollar-cost-averaging
  • factor-investing
  • fire-korean
  • kelly-criterion
  • korean-tax-optimization
  • modern-portfolio-theory
  • money
  • rebalancing
Show the remaining 1
  • value-investing

What changed

Nothing has moved on this plugin since we started watching it.

Similar plugins

Products whose own names, descriptions, tools and skills are closest in meaning to this one, on every marketplace we read. Closeness is ranked within this list only.

  • 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…

    by blackrock · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Describes nearly the same job

  • calculators com.retirecrunch/calculators

    FIRE & retirement calculators + a multi-currency portfolio rebalancer (exact buy/sell trades).

    by retirecrunch.com · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • wealth-stack

    AI-powered wealth management plugin for Indian investors. PMS/AIF analysis, NRI tax planning, family office advisory, goal-based SIPs, SEBI compliance.

    by revanupoju · Plugin bundle

    Listed on: Claude Code: claude-plugins-community · Describes nearly the same job

  • SmartFin

    Backtest S&P 500 stocks and ETFs on real prices, plus loan, savings, FIRE and retirement tools.

    by smartfin.fyi · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • Vanguard Advisor Tools

    Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…

    by Vanguard-oss · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Describes nearly the same job

  • financial-calculators com.smartmoney77/financial-calculators

    Financial calculators over MCP: compound interest, FIRE, historical returns, deep links, 6 languages

    by smartmoney77.com · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • Thrivee — Personal Finance Intelligence

    Personal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.

    by thrivee.ai · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • Wealthos

    Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.

    by wealthos.cc · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • QuantCalc Retirement Engine

    Retirement Monte Carlo, tax-aware withdrawal and Roth-conversion plans, and a 2026 return estimate.

    by quantcalc.app · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • openInvest

    Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting

    by longsizhuo · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

Similar plugins by marketplace

The same question asked of one marketplace at a time: is there an analog of this plugin there?

Has a listing on Claude Code: claude-plugins-community (5)
  • wealth-stack

    AI-powered wealth management plugin for Indian investors. PMS/AIF analysis, NRI tax planning, family office advisory, goal-based SIPs, SEBI compliance.

    by revanupoju · Plugin bundle

    Listed on: Claude Code: claude-plugins-community · Describes nearly the same job

  • shinobidata

    Portfolio analytics and US-equity market research for Claude Code. 32 OAuth-protected tools spanning portfolio CRUD, performance, fundamentals, sectors, screening, and news.

    by dark-horse-stocks · Plugin bundle

    Listed on: Claude Code: claude-plugins-community · Describes nearly the same job

  • analyst-never-sleep

    Your personal analyst. Always on. Never sleeps. Built for fundamental investors who want an edge with hours of researched prepared when you wake up, in your own way. What it does…

    by kmmz · Plugin bundle

    Listed on: Claude Code: claude-plugins-community · Describes nearly the same job

  • carta-investors

    Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.

    by carta · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces, Claude Code: claude-plugins-community · Describes nearly the same job

  • Daloopa

    Financial analysis skills powered by Daloopa's institutional-grade data

    by daloopa · Plugin bundle

    Listed on: Claude: knowledge-work-plugins, Claude Code: claude-plugins-community · Describes a similar job

Has a listing on 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…

    by blackrock · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Describes nearly the same job

  • Vanguard Advisor Tools

    Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…

    by Vanguard-oss · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Describes nearly the same job

  • Chronograph LP

    Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…

    by chronograph-pe · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces · Describes nearly the same job

  • Chronograph GP

    Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…

    by chronograph-pe · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces · Describes nearly the same job

  • carta-investors

    Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.

    by carta · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces, Claude Code: claude-plugins-community · Describes nearly the same job

Has a listing on 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…

    by blackrock · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Describes nearly the same job

  • Vanguard Advisor Tools

    Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…

    by Vanguard-oss · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Describes nearly the same job

  • Claude for Financial Advisors

    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…

    by anthropics · Plugin bundle

    Listed on: Claude: knowledge-work-plugins · Describes nearly the same job

  • Chronograph LP

    Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…

    by chronograph-pe · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces · Describes nearly the same job

  • Chronograph GP

    Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…

    by chronograph-pe · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces · Describes nearly the same job

Has a listing on Codex: openai-curated (openai/plugins) (5)
  • Public Equity Investing

    Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and…

    by OpenAI · Plugin bundle

    Listed on: Codex: openai-curated (openai/plugins) · Describes nearly the same job

  • Plugin Eval

    Evaluate Codex skills and plugins from chat with a beginner-friendly start command, local-first reports, token budget explanations, and guided benchmarking.

    by OpenAI Codex · Plugin bundle

    Listed on: Codex: openai-curated (openai/plugins) · Describes a similar job

  • Stripe

    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…

    by Stripe · Plugin bundle

    Listed on: Codex: openai-curated (openai/plugins) · Describes a similar job

  • Product Design

    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…

    by OpenAI · Plugin bundle

    Listed on: Codex: openai-curated (openai/plugins) · Describes a similar job

  • Build Web Apps

    Build web apps with frontend asset design, browser testing, UI components, payments, and database guidance.

    by OpenAI · Plugin bundle

    Listed on: Codex: openai-curated (openai/plugins) · Describes a similar job

Has a listing on Community GitHub marketplaces (5)
  • Chronograph LP

    Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…

    by chronograph-pe · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces · Describes nearly the same job

  • Chronograph GP

    Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…

    by chronograph-pe · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces · Describes nearly the same job

  • carta-investors

    Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.

    by carta · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces, Claude Code: claude-plugins-community · Describes nearly the same job

  • bigdata-com

    Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.

    by Bigdata-com · Plugin bundle

    Listed on: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Claude Code: claude-plugins-community, Community GitHub marketplaces · Describes nearly the same job

  • agentforge io.github.acarchidi/agentforge

    DeFi safety layer for AI agents: wallet safety, token risk, tx decode/simulate. 20 tools.

    by acarchidi · MCP server

    Listed on: Official MCP Registry, Community GitHub marketplaces · Describes nearly the same job

Has a listing on Copilot CLI: github/awesome-copilot (5)
  • rayfin

    Getting-started router skill for Rayfin - scaffold a new app with the Rayfin CLI, then use the version-locked skill installed in the project.

    by microsoft · Plugin bundle

    Listed on: Copilot CLI: github/awesome-copilot · Describes nearly the same job

  • doublecheck

    Three-layer verification pipeline for AI output. Extracts claims, finds sources, and flags hallucination risks so humans can verify before acting.

    by Awesome Copilot Community · Plugin bundle

    Listed on: Copilot CLI: github/awesome-copilot · Describes nearly the same job

  • TimeBase

    Explore and query TimeBase streams, schemas, QQL, symbols, and server status via MCP.

    by epam · MCP server

    Listed on: Official MCP Registry, Copilot CLI: github/awesome-copilot · Describes nearly the same job

  • edge-ai-tasks

    Task Researcher and Task Planner for intermediate to expert users and large codebases - Brought to you by microsoft/edge-ai

    by Awesome Copilot Community · Plugin bundle

    Listed on: Copilot CLI: github/awesome-copilot · Describes nearly the same job

  • token-pacman

    Visualizes live session AI-credit usage as a Pac-Man board with pellets, ghosts, fruit milestones, and game-over limits.

    by James Montemagno · Plugin bundle

    Listed on: Copilot CLI: github/awesome-copilot · Describes nearly the same job

Has a listing on Copilot CLI: github/copilot-plugins (5)
  • microsoft-365-agents-toolkit

    Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.

    by microsoft · Plugin bundle

    Listed on: Copilot CLI: github/copilot-plugins · Describes nearly the same job

  • workiq

    Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.

    by microsoft · Plugin bundle

    Listed on: Copilot CLI: github/copilot-plugins · Describes nearly the same job

  • workiq-productivity

    WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.

    by microsoft · Plugin bundle

    Listed on: Copilot CLI: github/copilot-plugins · Describes nearly the same job

  • canvas-apps

    Build Power Apps Canvas Apps using the Canvas Authoring MCP server.

    by microsoft · Plugin bundle

    Listed on: Copilot CLI: github/copilot-plugins · Describes nearly the same job

  • 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…

    by microsoft · Plugin bundle

    Listed on: Copilot CLI: github/copilot-plugins · Describes nearly the same job

Has a listing on Cursor: cursor/plugins (5)
  • Daloopa

    Pull source-linked fundamentals, KPIs, filings, and prices.

    by Cursor · Plugin bundle

    Listed on: Cursor: cursor/plugins · Describes nearly the same job

  • Interactive Brokers

    Review positions, balances, P&L, and draft trade instructions.

    by Cursor · Plugin bundle

    Listed on: Cursor: cursor/plugins · Describes nearly the same job

  • etoro

    View your eToro portfolio, balances, positions, and watchlists, research instruments and traders, and prepare and place trades.

    by Cursor · Plugin bundle

    Listed on: Cursor: cursor/plugins · Describes nearly the same job

  • S&P Global

    Query S&P Capital IQ financials, prices, and transcripts.

    by Cursor · Plugin bundle

    Listed on: Cursor: cursor/plugins · Describes nearly the same job

  • Robinhood

    View portfolios, positions, orders, watchlists, and market data, and trade in a Robinhood Agentic account.

    by Cursor · Plugin bundle

    Listed on: Cursor: cursor/plugins · Describes nearly the same job

Has a listing on Docker MCP Catalog (5)
  • QuantConnect

    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…

    by QuantConnect · MCP server

    Listed on: Docker MCP Catalog · Describes nearly the same job

  • Dappier Remote

    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…

    by docker · MCP server

    Listed on: Docker MCP Catalog · Describes nearly the same job

  • OpenZeppelin Solidity Contracts

    Access to OpenZeppelin Solidity Contracts.

    by docker · MCP server

    Listed on: Docker MCP Catalog · Describes nearly the same job

  • Manifold

    Tools for accessing the Manifold Markets online prediction market platform.

    by docker · MCP server

    Listed on: Docker MCP Catalog · Describes nearly the same job

  • OpenZeppelin Stellar Contracts

    Access to OpenZeppelin Stellar Contracts.

    by docker · MCP server

    Listed on: Docker MCP Catalog · Describes nearly the same job

Has a listing on Official MCP Registry (5)
  • calculators com.retirecrunch/calculators

    FIRE & retirement calculators + a multi-currency portfolio rebalancer (exact buy/sell trades).

    by retirecrunch.com · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • SmartFin

    Backtest S&P 500 stocks and ETFs on real prices, plus loan, savings, FIRE and retirement tools.

    by smartfin.fyi · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • financial-calculators com.smartmoney77/financial-calculators

    Financial calculators over MCP: compound interest, FIRE, historical returns, deep links, 6 languages

    by smartmoney77.com · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • Thrivee — Personal Finance Intelligence

    Personal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.

    by thrivee.ai · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

  • Wealthos

    Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.

    by wealthos.cc · MCP server

    Listed on: Official MCP Registry · Describes nearly the same job

Found by meaning, not by shared code or a shared repository: similar plugins stay separate products, and this is not a review or a recommendation.

Is this your plugin?

Prove you maintain it with a file in its repository, a file on your domain or a DNS record. You get alerts when a marketplace lists it, drops it, changes its verified mark or what it asks for, and can put its remote endpoint on monitoring as a web service.

Data comes from the public marketplace file https://github.com/anthropics/claude-plugins-community/blob/HEAD/.claude-plugin/marketplace.json. Figures come from our own regular passes over the marketplaces, last read on . We publish no contact details for plugin publishers.

Where the data comes from: how the catalog is built