{
  "markdown": "# WealthStack\n\nAI-powered wealth management plugin for Indian investors.\n\n**27 skills. 26 AI agents. 23 scripts. 10 layers deep. Built for India.**\n\nPMS/AIF due diligence, NRI tax planning, HNI/UHNI advisory, family office governance, goal-based SIPs, SEBI compliance, autonomous research, self-improving agent memory — all from your terminal.\n\n## Install\n\n### Claude Code (plugin)\n\n```bash\nclaude plugin install wealthstack\n```\n\nOr load locally during development:\n\n```bash\ngit clone https://github.com/revanupoju/Wealth-Stack.git\nclaude --plugin-dir ./Wealth-Stack\n```\n\nThen type `/wealthstack:portfolio` or any skill name.\n\n### Claude Desktop / Web\n\nUpload the contents of any `skills/*/SKILL.md` or `agents/*.md` file as **Project Knowledge** in your Claude project.\n\n## Architecture\n\nWealthStack is built in 10 layers, each adding capability on top of the last:\n\n```\nLayer 10  Website & Docs         Marketing site, GUIDE.md, README\nLayer 9   Research System         Autonomous research, self-audit, active learning\nLayer 8   Agent Memory            26 persistent memory directories, self-improving\nLayer 7   Knowledge Packs         4 curated domain bundles (tax, NRI, PMS, retirement)\nLayer 6   Knowledge Base          Regulatory rules + historical crisis scenarios\nLayer 5   Scripts                 23 CLI tools — data fetching, calculations, analysis\nLayer 4   Agents                  26 AI specialists with distinct personas\nLayer 3   Skills                  27 slash commands — structured workflows\nLayer 2   Plugin Infrastructure   Manifest, settings, configuration\nLayer 1   Claude Code             Foundation model + tool access\n```\n\n## What's Inside\n\n### Skills (27 slash commands)\n\n**Core**\n\n| Skill | What It Does |\n|-------|-------------|\n| `/portfolio` | Holdings analysis, allocation breakdown, concentration risk |\n| `/risk-assess` | Risk questionnaire, Sharpe/VaR/drawdown, stress testing |\n| `/tax-optimize` | LTCG/STCG harvesting, wash sale detection, lot optimization |\n| `/rebalance` | Drift analysis, trade generation, tax-aware rebalancing |\n| `/client-report` | Professional HTML reports for client meetings |\n| `/market-brief` | Nifty/Sensex, RBI policy, FII/DII flows, sector analysis |\n| `/compliance` | SEBI suitability, concentration limits, documentation audit |\n| `/financial-plan` | Retirement Monte Carlo, estate planning, education funding |\n\n**India Wealth Management**\n\n| Skill | What It Does |\n|-------|-------------|\n| `/pms-aif` | PMS manager evaluation, AIF Cat I/II/III due diligence, fee analysis |\n| `/hni-advisory` | Rs 5Cr+ multi-asset structuring, PMS/AIF, LRS international |\n| `/nri-wealth` | FEMA, DTAA, PFIC, NRE/NRO/FCNR, repatriation planning |\n| `/family-office` | Trusts, HUF, succession, philanthropy, governance |\n| `/goal-planner` | Goal-mapped SIPs with glide path allocation |\n\n**Products & Analysis**\n\n| Skill | What It Does |\n|-------|-------------|\n| `/mutual-funds` | MF screening, comparison, direct plan recommendations |\n| `/stock-screener` | NSE/BSE fundamentals — PE, ROE, debt, dividends |\n| `/fd-bonds` | FD rate comparison, NCD analysis, G-Sec yields |\n| `/insurance-audit` | Term life HLV, health structuring, ULIP evaluation |\n| `/tax-filing` | Old vs new regime, 80C/80D optimization, capital gains |\n| `/retirement-calc` | FIRE planning, NPS optimization, withdrawal strategy |\n| `/wealth-overview` | Lists all skills and capabilities |\n\n**Operations & Monitoring**\n\n| Skill | What It Does |\n|-------|-------------|\n| `/alerts` | Portfolio monitoring, threshold-based alerts, rebalancing triggers |\n| `/market-shock` | Crisis scenario testing, stress modeling |\n| `/onboarding` | Client intake, risk profile questionnaire |\n| `/annual-review` | Yearly portfolio review and rebalancing |\n| `/client-switch` | Multi-client portfolio management |\n\n**Research & Self-Improvement**\n\n| Skill | What It Does |\n|-------|-------------|\n| `/research` | Autonomous deep research on any financial topic |\n| `/audit` | Self-audit of knowledge freshness and accuracy |\n\n### Agents (26 subagents)\n\n**Analysis & Research**\n\n| Agent | Specialization |\n|-------|---------------|\n| `portfolio-analyzer` | Holdings, allocation, performance attribution |\n| `risk-profiler` | Sharpe, Sortino, VaR, stress testing |\n| `market-researcher` | Nifty, RBI, FII/DII, sector rotation |\n| `capital-markets-research` | IPO analysis, yield curve, derivatives, earnings |\n\n**Advisory**\n\n| Agent | Specialization |\n|-------|---------------|\n| `investment-counsellor` | IPS drafting, behavioral coaching, suitability |\n| `fund-manager` | Stock picking, forensic accounting, portfolio construction |\n| `asset-allocator` | Multi-asset models, tactical shifts, rebalancing |\n| `hni-advisor` | Rs 5Cr+ structuring, PMS/AIF, LRS |\n| `pms-analyst` | PMS/AIF due diligence, fee comparison, tax drag |\n\n**Planning**\n\n| Agent | Specialization |\n|-------|---------------|\n| `goal-planner` | SIP calculations, glide path, FIRE |\n| `retirement-specialist` | Bucket strategy, SWP, NPS optimization |\n| `family-office` | Trusts, succession, philanthropy, governance |\n| `liquidity-event-planner` | ESOP exits, property sales, lump sum deployment |\n\n**Tax & Compliance**\n\n| Agent | Specialization |\n|-------|---------------|\n| `tax-strategist` | LTCG/STCG, harvesting, wash sales, HUF |\n| `compliance-checker` | SEBI suitability, concentration limits |\n| `nri-advisor` | FEMA, DTAA, PFIC, repatriation |\n\n**Specialized**\n\n| Agent | Specialization |\n|-------|---------------|\n| `insurance-estate` | Term life, health, will/nomination audit |\n| `credit-debt-advisor` | Loan optimization, CIBIL, debt restructuring |\n| `nbfc-lending` | LAS, LAP, gold loans, MSME lending |\n| `alternative-investments` | REITs, InvITs, SGBs, crypto |\n| `private-equity` | LP due diligence, J-curve, co-invest |\n| `early-stage-investor` | Angel investing, term sheets, AIF Cat I |\n| `startup-equity-advisor` | ESOP tax, exercise timing, secondary sales |\n| `corporate-treasury` | Cash deployment, FD laddering, working capital |\n| `esg-planner` | ESG scoring, BRSR, carbon footprint, green bonds |\n\n**Output**\n\n| Agent | Specialization |\n|-------|---------------|\n| `deck-creator` | Client-ready portfolio review presentations |\n\n### Scripts (23 CLI tools)\n\n**Data Fetching**\n\n| Script | What It Does |\n|--------|-------------|\n| `fetch-quotes.sh` | Stock/ETF quotes via yfinance (NSE/BSE) |\n| `fetch-mf-nav.sh` | Mutual fund NAV from AMFI API |\n| `fetch-indices.sh` | Nifty/Sensex index data |\n| `fetch-fii-dii.sh` | FII/DII flow data |\n| `fetch-rbi-rates.sh` | RBI repo rate and policy data |\n| `fetch-historical.sh` | Historical prices for backtesting |\n\n**Portfolio Analysis**\n\n| Script | What It Does |\n|--------|-------------|\n| `import-portfolio.sh` | Import CSV from Zerodha/Groww/Angel One/custom format |\n| `portfolio-xirr.sh` | XIRR from portfolio cashflows |\n| `enrich-portfolio.sh` | Add sector, market-cap, fundamentals data |\n| `parse-cas-pdf.sh` | Parse MF Consolidated Account Statement PDFs |\n\n**Calculations**\n\n| Script | What It Does |\n|--------|-------------|\n| `sip-calculator.sh` | SIP future value and required SIP calculator |\n| `tax-calculator.sh` | Old vs new regime comparison (FY 2025-26) |\n| `tax-lot-optimizer.sh` | Lot-level tax optimization (FIFO/HIFO/LIFO) |\n| `monte-carlo.sh` | Retirement corpus probability simulation |\n| `goal-gap-analyzer.sh` | Goal vs current savings gap analysis |\n\n**Analysis**\n\n| Script | What It Does |\n|--------|-------------|\n| `nse-screener.sh` | Stock screening by value/quality/growth/dividend |\n| `fd-compare.sh` | FD rates across major banks and NBFCs |\n| `drift-analyzer.sh` | Portfolio drift from target allocation |\n| `suitability-check.sh` | SEBI suitability rule compliance |\n| `check-alerts.sh` | Monitor portfolio for alert conditions |\n| `backtest.sh` | Historical strategy backtesting |\n\n**Client Management**\n\n| Script | What It Does |\n|--------|-------------|\n| `client-manager.sh` | Multi-client portfolio management |\n| `seed-knowledge.sh` | Initialize knowledge base |\n\n### Knowledge Base\n\nRegulatory rules and historical crisis scenarios that agents reference during analysis.\n\n**Regulatory** (`knowledge/regulatory/`)\n\n| File | Coverage |\n|------|----------|\n| `sebi-rules.md` | PMS, AIF, RIA regulations, suitability norms |\n| `income-tax-rules.md` | Income Tax Act sections, exemptions, deductions |\n| `fema-rules.md` | Foreign exchange management for NRIs |\n| `rbi-rules.md` | Monetary policy, lending rates, banking rules |\n\n**Historical Scenarios** (`knowledge/scenarios/`)\n\n| Scenario | What agents learn from it |\n|----------|--------------------------|\n| 2008 Global Financial Crisis | Systemic risk, correlation spikes, recovery patterns |\n| 2013 Taper Tantrum | EM currency and debt impact |\n| 2016 Demonetization | India-specific liquidity shock |\n| 2020 COVID crash | V-shaped recovery, sectoral divergence |\n| 2022 Rate Hike Cycle | Duration risk, growth-to-value rotation |\n\n### Knowledge Packs (4 curated bundles)\n\nShareable, domain-specific knowledge sets in `packs/`:\n\n| Pack | Contents | Enhances |\n|------|----------|----------|\n| **India Tax 2025** | LTCG/STCG rates, TDS/TCS, deductions, new regime guide | tax-strategist, compliance-checker |\n| **NRI US Corridor** | India-US DTAA, FBAR/FATCA, cross-border planning | nri-advisor, tax-strategist |\n| **PMS Landscape 2025** | Top PMS managers, fee comparison, PMS vs MF vs AIF | pms-analyst, hni-advisor |\n| **Retirement & FIRE** | FIRE India guide, NPS/EPF optimization, withdrawal strategies | retirement-specialist, goal-planner |\n\n### Agent Memory (self-improving knowledge)\n\nEvery agent has a persistent memory directory at `.claude/agent-memory/<agent-name>/` that survives across conversations.\n\n**How it works:**\n1. Agent checks its memory before responding\n2. Evaluates whether a new insight was discovered\n3. Saves dated findings (e.g., `ltcg-rate-change-2025.md`)\n4. Updates its `MEMORY.md` index\n5. Next conversation benefits from accumulated knowledge\n\n26 agents, 26 independent memory stores — each getting smarter with use.\n\n### Research System\n\nAutonomous research capability inspired by Karpathy's autoresearch, accessible via `/research` and `/audit`.\n\n| Mode | How it works |\n|------|-------------|\n| **Passive Learning** | Agents learn from every user conversation |\n| **Active Research** | `/research` triggers deep autonomous research on any topic |\n| **Self-Audit** | `/audit` verifies knowledge freshness and flags stale data |\n\nResearch output is saved to `research/` and fed back into agent memory.\n\n## Client Tiers\n\n| Tier | AUM | Recommended Skills |\n|------|-----|--------------------|\n| Retail | < Rs 50L | `/goal-planner` `/mutual-funds` `/tax-filing` |\n| Affluent | Rs 50L – 5Cr | `/goal-planner` `/risk-assess` `/financial-plan` |\n| HNI | Rs 5Cr – 25Cr | `/hni-advisory` `/pms-aif` `/tax-optimize` |\n| UHNI | Rs 25Cr – 100Cr | `/hni-advisory` `/pms-aif` `/compliance` |\n| Family Office | Rs 100Cr+ | `/family-office` `/nri-wealth` `/compliance` |\n\n## Directory Structure\n\n```\nwealthstack/\n├── .claude-plugin/\n│   └── plugin.json           # Plugin manifest\n├── skills/                   # 27 skill directories\n│   ├── portfolio/SKILL.md\n│   ├── research/SKILL.md\n│   ├── alerts/SKILL.md\n│   └── ...\n├── agents/                   # 26 subagent definitions\n│   ├── portfolio-analyzer.md\n│   ├── hni-advisor.md\n│   └── ...\n├── scripts/                  # 23 CLI tools\n│   ├── sip-calculator.sh\n│   ├── monte-carlo.sh\n│   ├── backtest.sh\n│   └── ...\n├── knowledge/                # Regulatory + historical scenarios\n│   ├── regulatory/           # SEBI, Income Tax, FEMA, RBI\n│   └── scenarios/            # 2008 GFC, 2020 COVID, etc.\n├── packs/                    # 4 knowledge packs\n│   ├── india-tax-2025/\n│   ├── nri-us-corridor/\n│   ├── pms-landscape-2025/\n│   └── retirement-fire/\n├── research/                 # Autonomous research output\n│   └── program.md            # Research framework\n├── .claude/agent-memory/     # 26 persistent agent memories\n├── docs/                     # Marketing website\n├── settings.json             # Default plugin settings\n├── GUIDE.md                  # Complete user guide\n├── LICENSE\n└── README.md\n```\n\n## Contributing\n\nPRs welcome for:\n- Zerodha/Groww/Angel One CSV import formats\n- AMFI MF NAV API integration\n- NPS/PPF/EPF tracking\n- F&O position analysis\n- More broker formats\n- New knowledge packs (e.g., NRI-UK corridor, NRI-Singapore corridor)\n- Historical scenarios (e.g., 2024 election rally)\n- Regional language support\n\n## Disclaimer\n\nWealthStack is for informational purposes only. It does not constitute financial, tax, or legal advice. Consult qualified professionals before making investment decisions. Tax laws and regulations change frequently.\n\n## License\n\nMIT\n\nBuilt for the Indian wealth management community.\n",
  "bytes": 12864,
  "sha": "a5a9561d08371c36293082f06ad2ac97bd1308345817b91b3a74796c4ad59437",
  "repo_slug": "revanupoju/wealth-stack",
  "fonte": "repo",
  "truncated": false,
  "api": "https://agentalog.com/api/listings/plg_revanupoju_wealth_stack_wealth_stack_92d3fb03/readme"
}