Investment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio construction, policy and planning, personal finance, behavioral finance, and reporting.
- Stars
- 220
- Version
- v1
- Copies
- 0
Overview
Waxell's checks found 25 findings to review, highest severity high.
- Highest severity
- high
- Findings
- 25
- What ran
- Static analysis
A clean result means nothing alarming in what is published, not a guarantee. How the checks work
Skills in this plugin
- asset-allocationjoellewisDetermine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about… Review findingsFinanceLegal & compliance220
- bet-sizingjoellewisDetermine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly… Review findingsFinance220
- commoditiesjoellewisAnalyze commodity markets including futures curve dynamics, roll yield, and supply/demand fundamentals. Use when the user asks about… Review findingsFinanceData & analytics220
- debt-managementjoellewisProvide frameworks for managing and paying off personal debt effectively. Use when the user asks about debt payoff strategies (avalanche… Review findingsFinanceSales & marketing220
- diversificationjoellewisBuild diversified portfolios using correlation analysis, efficient frontier construction, and factor-based diversification. Use when the… Review findingsFinanceData & analytics220
- emergency-fundjoellewisSize and structure an emergency fund based on individual circumstances, income stability, and expense profile. Use when the user asks… Review findingsFinanceSales & marketing220
- equitiesjoellewisAnalyze equity securities, factor models, and equity portfolio construction. Use when the user asks about stocks, equity valuation ratios,… Review findingsFinanceData & analytics220
- factor-investingjoellewisApply factor models to portfolio construction and fund evaluation, from CAPM through the Fama-French 3- and 5-factor models plus momentum.… Review findingsFinanceResearch220
- financial-statementsjoellewisAnalyze financial statements for investment decisions: derive EBITDA and free cash flow (FCFF/FCFE) from the income statement and cash… Review findingsFinanceData & analytics220
We don't republish the plugin's instructions. Read them on GitHub at the reviewed commit.
Security
Security scan
Checked 2 days ago
Result
Review findings Waxell's checks found 25 findings to review, highest severity high.
Checked with static analysis: servers it launches, packages it installs at runtime, scripts piped to a shell and bundled binaries. Nothing was run. How the checks work
Findings (25)
high · 25
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/asset-allocation/SKILL.md:180 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/bet-sizing/SKILL.md:177 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/commodities/SKILL.md:103 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/debt-management/SKILL.md:142 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/diversification/SKILL.md:156 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/emergency-fund/SKILL.md:159 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/equities/SKILL.md:99 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/factor-investing/SKILL.md:166 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/financial-statements/SKILL.md:166 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/fixed-income-corporate/SKILL.md:95 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/fixed-income-municipal/SKILL.md:94 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/fixed-income-sovereign/SKILL.md:132 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/fixed-income-structured/SKILL.md:111 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/forward-risk/SKILL.md:243 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/fund-vehicles/SKILL.md:100 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/historical-risk/SKILL.md:174 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/lending/SKILL.md:158 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/liquidity-management/SKILL.md:135 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/performance-attribution/SKILL.md:131 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/performance-metrics/SKILL.md:179 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/performance-reporting/SKILL.md:200 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/quantitative-valuation/SKILL.md:169 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy)
skills/real-assets/SKILL.md:107 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/rebalancing/SKILL.md:244 · skill_risk:S2
- high
Tells Claude to install unpinned packages (numpy, scipy)
skills/tax-efficiency/SKILL.md:142 · skill_risk:S2
Versions
Version history
Each distinct content we have seen, newest first, with the verdict it got at the time.
One version so far: v1 (1.0.0), seen 2026-11-03.
Files
Files
69 files, 1.0 MB in total. Names only; open them on GitHub.
- .claude-plugin/plugin.json
- skills/alternatives/SKILL.md
- skills/asset-allocation/SKILL.md
- skills/asset-allocation/scripts/asset_allocation.py
- skills/bet-sizing/SKILL.md
- skills/bet-sizing/scripts/bet_sizing.py
- skills/commodities/SKILL.md
- skills/commodities/scripts/commodities.py
- skills/currencies-and-fx/SKILL.md
- skills/currencies-and-fx/scripts/currencies_and_fx.py
- skills/debt-management/SKILL.md
- skills/debt-management/scripts/debt_management.py
- skills/digital-assets/SKILL.md
- skills/diversification/SKILL.md
- skills/diversification/scripts/diversification.py
- skills/emergency-fund/SKILL.md
- skills/emergency-fund/scripts/emergency_fund.py
- skills/equities/SKILL.md
- skills/equities/scripts/equities.py
- skills/equity-compensation/SKILL.md
- skills/equity-compensation/scripts/equity_compensation.py
- skills/estate-gifting/SKILL.md
- skills/factor-investing/SKILL.md
- skills/factor-investing/scripts/factor_investing.py
- skills/finance-psychology/SKILL.md
- skills/financial-statements/SKILL.md
- skills/financial-statements/scripts/financial_statements.py
- skills/fixed-income-corporate/SKILL.md
- skills/fixed-income-corporate/scripts/fixed_income_corporate.py
- skills/fixed-income-municipal/SKILL.md
- skills/fixed-income-municipal/scripts/fixed_income_municipal.py
- skills/fixed-income-sovereign/SKILL.md
- skills/fixed-income-sovereign/scripts/fixed_income_sovereign.py
- skills/fixed-income-structured/SKILL.md
- skills/fixed-income-structured/scripts/fixed_income_structured.py
- skills/forward-risk/SKILL.md
- skills/forward-risk/scripts/forward_risk.py
- skills/fund-vehicles/SKILL.md
- skills/fund-vehicles/scripts/fund_vehicles.py
- skills/historical-risk/SKILL.md
- skills/historical-risk/scripts/historical_risk.py
- skills/insurance-planning/SKILL.md
- skills/investment-policy/SKILL.md
- skills/lending/SKILL.md
- skills/lending/scripts/lending.py
- skills/liquidity-management/SKILL.md
- skills/liquidity-management/scripts/liquidity_management.py
- skills/performance-attribution/SKILL.md
- skills/performance-attribution/scripts/performance_attribution.py
- skills/performance-metrics/SKILL.md
- skills/performance-metrics/scripts/performance_metrics.py
- skills/performance-reporting/SKILL.md
- skills/performance-reporting/scripts/performance_reporting.py
- skills/qualitative-valuation/SKILL.md
- skills/quantitative-valuation/SKILL.md
- skills/quantitative-valuation/scripts/quantitative_valuation.py
- skills/real-assets/SKILL.md
- skills/real-assets/scripts/real_assets.py
- skills/rebalancing/SKILL.md
- skills/rebalancing/scripts/rebalancing.py
- skills/retirement-decumulation/SKILL.md
- skills/retirement-decumulation/scripts/retirement_decumulation.py
- skills/savings-goals/SKILL.md
- skills/savings-goals/scripts/savings_goals.py
- skills/tax-efficiency/SKILL.md
- skills/tax-efficiency/scripts/tax_efficiency.py
- skills/tax-loss-harvesting/SKILL.md
- skills/volatility-modeling/SKILL.md
- skills/volatility-modeling/scripts/volatility_modeling.py
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SOC 2 Type II attested · ISO/IEC 27001:2022 certified · HIPAA with a BAA · aligned to the EU AI Act and NIST AI RMF
More finance skills and plugins
- asset-allocationjoellewisDetermine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about… Review findingsFinanceLegal & compliance220
- bet-sizingjoellewisDetermine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly… Review findingsFinance220
- commoditiesjoellewisAnalyze commodity markets including futures curve dynamics, roll yield, and supply/demand fundamentals. Use when the user asks about… Review findingsFinanceData & analytics220
- debt-managementjoellewisProvide frameworks for managing and paying off personal debt effectively. Use when the user asks about debt payoff strategies (avalanche… Review findingsFinanceSales & marketing220