@gonzih/skills-finance

AI skill suite for financial advisors and wealth managers. Four skills packaged as a single npm install — works with Claude Code, Cursor, and Windsurf.

Skills

| Skill | What it does | |-------|-------------| | portfolio-narrative | Turns raw performance data into a professional client portfolio letter | | market-commentary | Generates weekly/monthly market commentary for client communications | | financial-plan-summary | Translates a technical financial plan into a clear client-facing summary | | compliance-comms-review | Reviews communications for SEC/FINRA compliance red flags |

Install

npm install @gonzih/skills-finance

Skills are automatically installed to ~/.claude/skills/, ~/.cursor/skills/, or ~/.windsurf/skills/ on install.

Usage

Invoke any skill by describing what you need in natural language:

Write a portfolio narrative for Margaret Chen, Q1 return +6.2% vs S&P +7.1%

Draft a weekly market commentary — Fed held rates, jobs report came in at +187K

Write a financial plan summary for a 52-year-old couple retiring at 65 with $1.2M

Review this email for compliance before I send it to clients

Skills

portfolio-narrative

Transforms raw portfolio performance data into a professional, plain-English client narrative. Contextualizes returns vs. benchmarks, explains what happened in markets, and reinforces the long-term strategy.

Produces:

• Formal client letter (professional, third-person)
• Email version (warmer, first-person)
• One-page narrative summary

Invoke with: portfolio review, portfolio narrative, performance summary, quarterly review, portfolio letter, client portfolio update

Compliance note: Output is a drafting template. Advisor must review for accuracy and compliance. Past performance disclaimer language included.

market-commentary

Generates a professional weekly or monthly market commentary. Provides a narrative framework the advisor fills with current data — saves 2–3 hours of writing per week.

Produces:

• Full base commentary (Macro View / What Markets Did / What It Means / What We're Watching)
• Conservative client version
• Growth client version
• LinkedIn post (250 words)
• 3 email subject line options

Invoke with: market commentary, weekly market update, market newsletter, investment update, market conditions, market outlook

financial-plan-summary

Produces a client-facing financial plan summary — translates the technical plan into a clear story about where the client is, where they're going, and what needs to happen.

Produces:

• Goal analysis table with gap/surplus for each goal
• Top 3–5 prioritized recommendations with plain-English reasoning
• 1-page plan narrative (readable in under 5 minutes)
• Client/advisor action checklist with deadlines

Invoke with: financial plan, plan summary, financial planning, retirement plan, client plan review, planning summary, financial goals

compliance-comms-review

Reviews client-facing communications against common compliance red flags and suggests compliant alternatives.

Scans for:

• Performance promises or guarantees
• Misleading performance claims (cherry-picked timeframes, no benchmark)
• Missing required disclosures (past performance disclaimer, registration)
• Testimonials without proper SEC Marketing Rule disclosure
• Predictions stated as facts
• Unsubstantiated superlatives ("best," "top-rated")
• Omission of material risks
• Suitability red flags

Produces:

• Issue-by-issue flag report with suggested rewrites
• Fully compliant rewritten version
• Required disclosures checklist

Invoke with: compliance review, compliance check, review communication, suitability review, regulatory check, SEC compliance, FINRA compliance

Disclaimer: This skill is a drafting aid and first-pass screening tool, not legal or compliance advice. Final review must be performed by a qualified compliance officer or legal counsel.

License

MIT — Copyright (c) 2026 Maksim Soltan