{
  "schemaVersion": "plugins-directory/1.0.0",
  "snapshotId": "plugins-2026-09-12.p6",
  "localBriefFormat": "gptsapp-plugin-decision-brief/1.0.0",
  "plugin": {
    "id": "gpa:plugin:aa79c90a1c536ff90a184c8b7df5a4491eec20536b35c77075fda1af0a637012",
    "key": "p4-financial-wealth-management",
    "name": "Wealth Management",
    "ecosystem": "claude-code",
    "packageRole": "vertical-bundle",
    "deliveryNote": "Plugin-format workflow package. Cowork and Claude Code installation instructions are separate from Managed Agent deployment and provider access.",
    "sourceIssues": [],
    "sourceOwner": "anthropics",
    "declaredAuthor": "Anthropic FSI (manifest declaration)",
    "canonical": "https://plugins.gptsapp.io/plugins/claude-code/anthropics/wealth-management",
    "repository": "https://github.com/anthropics/financial-services",
    "packageRoot": "plugins/vertical-plugins/wealth-management",
    "installation": {
      "url": "https://github.com/anthropics/financial-services",
      "label": "Official installation",
      "note": "Publisher marketplace: claude-for-financial-services. Entry: wealth-management. Exact package root: plugins/vertical-plugins/wealth-management. Review publisher instructions and Claude host requirements; no installation is performed here.",
      "observationOnly": true
    },
    "purpose": "Inspect client-reporting and planning templates for qualified review, not a service that recommends or executes trades.",
    "tasks": [
      "financial-modeling",
      "document-processing"
    ],
    "documentedTargets": [
      {
        "id": "claude-code",
        "label": "Claude Code"
      }
    ],
    "version": "0.1.2",
    "revision": "69cbc81467a5dced793eee03dec4658aa24ef856",
    "observedAt": "2026-09-08T12:45:36.336Z",
    "componentDeclarations": [
      {
        "kind": "skill",
        "label": "Observed packaged skill files",
        "members": [
          "client-report",
          "client-review",
          "financial-plan",
          "investment-proposal",
          "portfolio-rebalance",
          "tax-loss-harvesting"
        ],
        "scope": "Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory.",
        "inventoryBasis": "pinned-source-tree",
        "inventoryComplete": true,
        "memberSources": [
          {
            "name": "client-report",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/client-report/SKILL.md"
          },
          {
            "name": "client-review",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/client-review/SKILL.md"
          },
          {
            "name": "financial-plan",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/financial-plan/SKILL.md"
          },
          {
            "name": "investment-proposal",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/investment-proposal/SKILL.md"
          },
          {
            "name": "portfolio-rebalance",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md"
          },
          {
            "name": "tax-loss-harvesting",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/tax-loss-harvesting/SKILL.md"
          }
        ]
      },
      {
        "kind": "command",
        "label": "Observed packaged command files",
        "members": [
          "client-report",
          "client-review",
          "financial-plan",
          "proposal",
          "rebalance",
          "tlh"
        ],
        "scope": "Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory.",
        "inventoryBasis": "pinned-source-tree",
        "inventoryComplete": true,
        "memberSources": [
          {
            "name": "client-report",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/client-report.md"
          },
          {
            "name": "client-review",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/client-review.md"
          },
          {
            "name": "financial-plan",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/financial-plan.md"
          },
          {
            "name": "proposal",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/proposal.md"
          },
          {
            "name": "rebalance",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/rebalance.md"
          },
          {
            "name": "tlh",
            "url": "https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/tlh.md"
          }
        ]
      },
      {
        "kind": "hook",
        "label": "Hook configuration file present",
        "members": null,
        "scope": "File presence is not execution or safety verification.",
        "inventoryBasis": "pinned-source-tree",
        "inventoryComplete": false
      }
    ],
    "requirements": [
      {
        "key": "human-review",
        "label": "Draft work products require review by a qualified professional; no investment, legal, tax or accounting advice is provided here.",
        "necessity": "required",
        "tasks": [
          "financial-modeling",
          "document-processing"
        ],
        "source": 3
      },
      {
        "key": "provider-access",
        "label": "Provider access and any subscription or API-key requirements must be checked for the intended data workflow.",
        "necessity": "unknown",
        "tasks": [
          "financial-modeling",
          "document-processing"
        ],
        "source": 3
      }
    ],
    "access": "Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries.",
    "sourceUrls": [
      "https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json",
      "https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/.claude-plugin/plugin.json",
      "https://github.com/anthropics/financial-services/tree/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management",
      "https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md"
    ],
    "licenseDeclaration": "Package license not established by this observation; reference-only directory metadata.",
    "coverage": "partial",
    "qualification": "manifest-inspected",
    "channel": {
      "curator": "anthropics (repository owner; marketplace declares Matt Piccolella)",
      "name": "claude-for-financial-services",
      "authority": "official-publisher-marketplace",
      "indexUrl": "https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json",
      "indexRevision": "69cbc81467a5dced793eee03dec4658aa24ef856",
      "observedAt": "2026-09-08T12:45:32.127Z",
      "packagePins": [
        "69cbc81467a5dced793eee03dec4658aa24ef856"
      ],
      "revisionState": "source-pinned"
    },
    "distributions": [
      {
        "entry": "wealth-management",
        "marketplace": "claude-for-financial-services",
        "indexUrl": "https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json",
        "indexRevision": "69cbc81467a5dced793eee03dec4658aa24ef856",
        "packageRevision": "69cbc81467a5dced793eee03dec4658aa24ef856",
        "resolvedSourceRevision": "69cbc81467a5dced793eee03dec4658aa24ef856",
        "packagePath": "plugins/vertical-plugins/wealth-management",
        "evidence": "manifest-and-index-observed"
      }
    ],
    "manifestObservation": {
      "sourceUrl": "https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/.claude-plugin/plugin.json",
      "revision": "69cbc81467a5dced793eee03dec4658aa24ef856",
      "observedAt": "2026-09-08T12:45:36.336Z",
      "version": "0.1.2",
      "declaredAuthor": "Anthropic FSI",
      "componentPathsOnly": true
    },
    "componentObservationScope": "69cbc81467a5dced793eee03dec4658aa24ef856",
    "evidence": "Source metadata only; no install, connection, authorization or task execution observed."
  }
}