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AutomationPython

Portfolio Management Systems

by JoelLewis

Portfolio Management Systems is an Automation skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18
View source on GitHubDownload repo ZIP
claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management
Install in seconds
Install Portfolio Management Systems
Copy Portfolio Management Systems into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.
terminal
npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/portfolio-management-systems ~/.claude/skills/portfolio-management-systems

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file
plugins/advisory-practice/skills/portfolio-management-systems/SKILL.md in JoelLewis/finance_skills
Installs to
~/.claude/skills/portfolio-management-systems
Collection
One of 25 skills cataloged from this repository
Category
Automation — 2109 skills

What Portfolio Management Systems does

Portfolio Management Systems covers selecting and operating PMS platforms for advisory firms, including model portfolios, UMA sleeves, drift monitoring, rebalancing, reconciliation, and custodian feeds. Use it when configuring a PMS, migrating platforms, or troubleshooting portfolio data and feed issues.

Portfolio Management Systems is cataloged under Automation on DirSkills. Portfolio Management Systems comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Frequently asked about Portfolio Management Systems

  • What else does JoelLewis publish alongside Portfolio Management Systems?

    Portfolio Management Systems 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 Portfolio Management Systems does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.

  • How does Portfolio Management Systems compare to other Automation skills?

    Portfolio Management Systems ranks #1900 by stars among the 2109 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. 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 Portfolio Management Systems against them. Open each page to compare what they document and how they install.

More from JoelLewis/finance_skills

Portfolio Management Systems is one of 25 skills cataloged on DirSkills from JoelLewis/finance_skills.

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Account Maintenance

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🛡️
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Account Opening Compliance

Account Opening Compliance embeds CIP, KYC, OFAC, and beneficial ownership checks into onboarding workflows. Use it when designing account-opening approval gates, exception handling, and recordkeeping for regulated financial accounts.
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Account Opening Workflow

Account Opening Workflow designs back-office pipelines from application intake through custodian submission and account activation. Use it to reduce NIGO rejections, define document requirements, and troubleshoot delays across custodians or account types.
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2h ago

Account Transfers

Account Transfers processes and manages account moves between financial institutions, including ACATs, non-ACAT transfers, journals, rollovers, and cost basis reporting. Use it when handling transfer rejects, residuals, fractional shares, or beneficiary and Roth conversion paperwork.
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Advertising Compliance

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Advice Standards

Advice Standards determines when a product, platform, or communication crosses from education into investment advice under Advisers Act Section 202(a)(11). Use it to assess registration questions, publisher and broker-dealer exclusions, and disclaimer language for financial content.
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