Portfolio reviews, client reporting, rebalancing, and tax-loss harvesting — built from real wealth management operating experience.
We're building Claude Code skills that encode real wealth management expertise. Built by the team behind Canopy Cloud — serving 60+ institutions and $80B+ in assets.
Generate a comprehensive client review brief — performance attribution, allocation drift, rebalancing needs, and talking points.
Analyze drift from target allocation, generate trade recommendations with tax impact awareness and lot-level optimization.
Scan holdings for unrealized losses, identify swap candidates, flag wash sale risks. Built for multi-account households.
Transform raw portfolio data into polished quarterly reports with performance commentary, market context, and next steps.
These skills encode domain expertise from serving institutional wealth managers — not generic finance templates.
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