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Claude Codev0.1.2 · manifest

Wealth Management

Inspect client-reporting and planning templates for qualified review, not a service that recommends or executes trades.

Source owner: anthropics · anthropics/financial-services
Declared author / attribution: Anthropic FSI (manifest declaration)

Prepare financial models →Work with documents →

Package installedNot observed

External connectionNot observed

Access authorizedNot observed

Task completedNot observed

A source listing is not a check of your machine, account, permissions or result.

COMPOSITION

What is included

Partial inventory

These are declared contents or individually observed source files. Each row states its evidence scope; these are not separate installation recommendations.

Skills

Observed packaged skill files

Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory.

6 observed skills. Not a runtime capability count.

Packaged here — do not install a second copy just because it appears here. File presence does not establish host activation.

Commands

Observed packaged command files

Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory.

6 observed commands. Not a runtime capability count.

Packaged here — do not install a second copy just because it appears here. File presence does not establish host activation.

Hooks

Hook configuration file present

File presence is not execution or safety verification.

Exact member count not established.

DISTRIBUTION EVIDENCE

Marketplace entries and source pins

Manifest fields inspected. Publisher marketplace. Marketplace curator: anthropics (repository owner; marketplace declares Matt Piccolella). Curator identity is not package authorship or runtime certification.

wealth-management: 69cbc81467a5dced793eee03dec4658aa24ef856
Package path: plugins/vertical-plugins/wealth-management

Inspect the exact marketplace snapshot

Manifest version 0.1.2 was observed separately at 69cbc81467a5dced793eee03dec4658aa24ef856. Directory pointers do not establish a complete file inventory.

TASK-SCOPED PREREQUISITES

What you need to check

Required, optional and unknown describe the recorded workflow. They are not security or compatibility verdicts.

required

Draft work products require review by a qualified professional; no investment, legal, tax or accounting advice is provided here.

For: Prepare financial models · Work with documents

Evidence · source 4

unknown

Provider access and any subscription or API-key requirements must be checked for the intended data workflow.

For: Prepare financial models · Work with documents

Evidence · source 4

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Your notes stay in this page. They cannot establish authorization or task success.

EVIDENCE & CHANGE HISTORY

Version and sources

Recorded workflow-note version: 0.1.2
Source revision: 69cbc81467a5dced793eee03dec4658aa24ef856
Observation date: 2026-09-08T12:45:36.336Z — not a release date or runtime test date
Declared target: Claude Code. Other interfaces remain unknown unless specifically documented.
Package license information: Package license not established by this observation; reference-only directory metadata.
Identity: gpa:plugin:aa79c90a1c536ff90a184c8b7df5a4491eec20536b35c77075fda1af0a637012
Exact package root: https://github.com/anthropics/financial-services / plugins/vertical-plugins/wealth-management

This snapshot has one recorded observation for this package. No earlier version or permission change is invented. A future source change requires a new reviewed observation before current relationships are carried forward.

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