ai-theories
Open-source projects published on GitHub Pages.
Wealth Skills
Claude skills for wealth management and investing. Wealth skills and investing skills for Claude, Claude Code, Codex and Cursor: skill packs, calculation engines, a CLI and MCP servers for tax and retirement planning, portfolio risk and performance, compliance and fund operations, with human review built in.
Tax Skills
Claude skills for US investment tax analysis. Lot-level gain and loss, wash-sale screening that spans accounts and UMA sleeves and catches a purchase a manager has planned but not placed, loss harvesting and rebalancing under a gain budget, municipal bond pricing, and federal estimates — every figure computed by a deterministic Python engine behind nine MCP servers, with versioned rule packs where each rule cites its authority. Analysis only: it places no trades.
See what it does · All 301 tested cases · Source on GitHub · llms.txt