# GPTsApp Plugins decision brief ## Wealth Management (claude-code) Format: gptsapp-plugin-decision-brief/1.0.0 Plugin ID: gpa:plugin:aa79c90a1c536ff90a184c8b7df5a4491eec20536b35c77075fda1af0a637012 Canonical: https://plugins.gptsapp.io/plugins/claude-code/anthropics/wealth-management Source owner: anthropics Declared author: Anthropic FSI (manifest declaration) Repository: https://github.com/anthropics/financial-services Package root: plugins/vertical-plugins/wealth-management Package format: claude-plugin Documented targets: Claude Code (claude-code) Documented targets are source declarations, not tested compatibility. Other interfaces remain unknown. Task scope: All recorded tasks Recorded tasks: Prepare financial models (financial-modeling); Work with documents (document-processing) Inspect client-reporting and planning templates for qualified review, not a service that recommends or executes trades. ### Version and observation scope Workflow-note version: 0.1.2 Workflow-note revision: 69cbc81467a5dced793eee03dec4658aa24ef856 Workflow-note observation: 2026-09-08T12:45:36.336Z Manifest version: 0.1.2 Manifest revision: 69cbc81467a5dced793eee03dec4658aa24ef856 Manifest observation: 2026-09-08T12:45:36.336Z Component observation scope: 69cbc81467a5dced793eee03dec4658aa24ef856 A manifest observation does not revalidate older component or prerequisite notes. ### Installation and delivery Package role: vertical-bundle Delivery boundary: Plugin-format workflow package. Cowork and Claude Code installation instructions are separate from Managed Agent deployment and provider access. Access: Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries. License declaration: Package license not established by this observation; reference-only directory metadata. A license declaration is not a directory redistribution or safety certification. Official installation: https://github.com/anthropics/financial-services 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. Distribution: claude-for-financial-services / wealth-management; path plugins/vertical-plugins/wealth-management; index revision 69cbc81467a5dced793eee03dec4658aa24ef856; package revision 69cbc81467a5dced793eee03dec4658aa24ef856 Distribution evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json ### Prerequisites by recorded task - required: Draft work products require review by a qualified professional; no investment, legal, tax or accounting advice is provided here. [Tasks: Prepare financial models; Work with documents] Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md - unknown: Provider access and any subscription or API-key requirements must be checked for the intended data workflow. [Tasks: Prepare financial models; Work with documents] Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md The complete prerequisite inventory has not been established; unknown does not mean optional, free or unnecessary. ### Included components and observation limits - Observed packaged skill files (Skills): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory. Recorded members: client-report, client-review, financial-plan, investment-proposal, portfolio-rebalance, tax-loss-harvesting client-report: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/client-report/SKILL.md client-review: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/client-review/SKILL.md financial-plan: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/financial-plan/SKILL.md investment-proposal: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/investment-proposal/SKILL.md portfolio-rebalance: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md tax-loss-harvesting: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/skills/tax-loss-harvesting/SKILL.md - Observed packaged command files (Commands): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory. Recorded members: client-report, client-review, financial-plan, proposal, rebalance, tlh client-report: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/client-report.md client-review: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/client-review.md financial-plan: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/financial-plan.md proposal: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/proposal.md rebalance: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/rebalance.md tlh: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/wealth-management/commands/tlh.md - Hook configuration file present (Hooks): File presence is not execution or safety verification. Exact member count: Unknown. Included Skill, Agent and Command files are not a request to install duplicate copies. File/configuration presence is not host activation. ### Source issues No separately recorded issue. This is not a safety review. ### Independent runtime states Package installed: Not observed External connection: Not observed Access authorized: Not observed Task completed: Not observed This brief includes no personal prerequisite answers, credentials or runtime checks. No winner, compatibility, safety or authorization verdict. ### Sources - 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