Execution: Claude skills backed by calculation code

What wealth-execution calculates

5 commands, each available in the CLI, as an MCP tool and as a JavaScript import. Every result carries the method it used, the questions it still needs answered and the next steps worth taking.

When to use it

Requests this pack answers:

• “can they afford this trade”
• “is this sell allowed”
• “build the order for alpaca”
• “prepare this trade for IBKR”
• “generate a FIX order”
• “build a 35=D message”
• “is this ISIN valid”
• “check this CUSIP”
• “when does this trade settle”
• “settlement date”

What it does not do

Named here because leaving it out is how an agent ends up asserting something the code never computed.

Guidance only, no engine behind it

• Schwab, Fidelity and Pershing custodian workflows (there are no custodian connectors)
• Order submission, routing and best execution
• Block allocations, corporate actions and ACAT transfers

Limits to state with every result

• Checks fail closed: a buy needs a reference price and settled cash, and a sell needs the held position. Missing data is an error, not a pass.
• Interactive Brokers routes on the contract ID. Resolve the conid with GET /iserver/secdef/search?symbol=<ticker> and pass it explicitly; the builder refuses to guess.
• FIX MsgSeqNum must come from the live FIX session; the generator's counter is a placeholder.

Run it

node bin/wealth-skills.js execution validate --order '{"symbol":"VTI","action":"BUY","quantity":50,"price":275}' --settled-cash 25000
node bin/wealth-skills.js execution validate --order '{"symbol":"VTI","action":"SELL","quantity":40,"price":275}' --positions '{"VTI":100}'
node bin/wealth-skills.js execution payload --broker Alpaca --account ACC-123 --order '{"symbol":"VTI","action":"BUY","quantity":50,"price":275}'
node bin/wealth-skills.js execution payload --broker IBKR --account "$IBKR_ACCOUNT" --conid "$VTI_CONID" --order '{"symbol":"VTI","action":"BUY","quantity":50,"price":275}'
node bin/wealth-skills.js execution fix-payload --custodian Pershing_NetX360 --symbol VTI --side BUY --qty 500 --price 275.50

The same commands are exposed as MCP tools, so Claude, Claude Code, Codex, Cursor and any other MCP client can call them directly. See the integration guide and the pack itself, skills/wealth-execution/SKILL.md.

Catalog coverage

51 resources from the US Wealth Management Capability Catalog map to this pack, 17 of them backed by engine code and the rest cited as guidance or reference.

Questions it answers

The other skill packs

• Compliance: Automated screen of advisory communications for promissory language and missing standard disclosures, FINRA 2111 suitability and Marketing Rule performance checks, investment adviser registration lookups in SEC IAPD compilation files, and guidance for supervisory review.
• CRM: Meeting transcript parsing into decisions and action items, and CRM task payload construction, plus guidance for meeting preparation.
• Fund operations: Fund administration and wealth operations checks - position reconciliation against the custodian, NAV tie-out with level 3 and stale-price flags, LP capital statement roll-forwards, and month-end close tracking - plus guidance for accounting and regulatory reporting that the engines do not perform..
• Onboarding: Customer Identification Program field checks, application gaps by account type (CIP, beneficial ownership, FINRA 4512, 2090, 2111 and 2165), and onboarding milestone tracking.
• Planning: US retirement and tax planning calculations - tax year 2026 bracket headroom for sizing Roth conversions, required minimum distributions, retirement Monte Carlo with inflation-adjusted withdrawals, capital-loss netting and carryover, and net investment income tax - plus guidance for broader household planning that the engines do not model..
• Portfolio: Portfolio drift monitoring and rebalancing, parametric VaR and expected shortfall, tax-loss harvesting screens with a wash-sale look-back, cost basis by lot, time- and money-weighted returns, Sharpe ratio reliability, and small-universe historical and forward simulations - plus guidance for accounting, attribution and risk-model workflows that the engines do not implement..
• Research: Valuation ratios from supplied fundamentals, DCF valuation with sensitivity, keyword risk-factor summaries of filing text, XBRL fact extraction, and live FRED and SEC EDGAR fetches, plus guidance for earnings and market research that the engines do not perform..
• UHNW: Concentrated-stock collar construction with constructive-sale review, and private equity multiple tracking (TVPI, DPI, RVPI), plus guidance for trust, philanthropic and exchange-fund planning that the engines do not model..