Advisor Dashboards is a Data skill for Claude Code, published by JoelLewis in finance_skills.
Advisor Dashboards designs and builds KPI dashboards for RIA practice management, including AUM, revenue, retention, organic growth, and advisor productivity. Use it to monitor firm health, benchmark performance, and set role-based views or alerts.
Advisor Dashboards is cataloged under Data on DirSkills. Advisor Dashboards comes from a repository tagged claude, claude-code, compliance, finance and financial-services.
Documentation
Key performance indicators for advisory practices fall into several categories, each measuring a different dimension of firm health. A well-designed KPI framework provides both a snapshot of current performance and the trend data needed to identify emerging risks or opportunities.
This is the opening of the README. Read the full README on GitHub.
Advisor Dashboards is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Advisor Dashboards does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
Advisor Dashboards ranks #731 by stars among the 796 Data skills in this catalog. The most-starred ones next to it are Benchmark Methodology, Jupyter Notebook and Solana. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Advisor Dashboards against them. Open each page to compare what they document and how they install.
Advisor Dashboards is one of 25 skills cataloged on DirSkills from JoelLewis/finance_skills.
Advisor Dashboards is one of 796 Data skills cataloged on DirSkills, ranked #731 by stars among them.