wealth-stack
AI-powered wealth management plugin for Indian investors. PMS/AIF analysis, NRI tax planning, family office advisory, goal-based SIPs, SEBI
Open source Repository Open in the app JSON README (API)
About
AI-powered wealth management plugin for Indian investors. PMS/AIF analysis, NRI tax planning, family office advisory, goal-based SIPs, SEBI compliance.
Details
- Kind
- Plugins
- Topic
- Finance & crypto
- Publisher
- revanupoju
- Origin
- marketplace
- Category
- ferramentas
- Stars
- 3
- Last push
- 2026-04-04T05:15:11Z
- Repository state
- ativo
- Language
- Shell
- License
- MIT
- Added
- 2026-08-30 01:48:58
- Updated
- 2026-08-30 01:48:58
- Origin id
revanupoju/wealth-stack/wealth-stack
README
# WealthStack AI-powered wealth management plugin for Indian investors. **27 skills. 26 AI agents. 23 scripts. 10 layers deep. Built for India.** PMS/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. ## Install ### Claude Code (plugin) ```bash claude plugin install wealthstack ``` Or load locally during development: ```bash git clone https://github.com/revanupoju/Wealth-Stack.git claude --plugin-dir ./Wealth-Stack ``` Then type `/wealthstack:portfolio` or any skill name. ### Claude Desktop / Web Upload the contents of any `skills/*/SKILL.md` or `agents/*.md` file as **Project Knowledge** in your Claude project. ## Architecture WealthStack is built in 10 layers, each adding capability on top of the last: ``` Layer 10 Website & Docs Marketing site, GUIDE.md, README Layer 9 Research System Autonomous research, self-audit, active learning Layer 8 Agent Memory 26 persistent memory directories, self-improving Layer 7 Knowledge Packs 4 curated domain bundles (tax, NRI, PMS, retirement) Layer 6 Knowledge Base Regulatory rules + historical crisis scenarios Layer 5 Scripts 23 CLI tools — data fetching, calculations, analysis Layer 4 Agents 26 AI specialists with distinct personas Layer 3 Skills 27 slash commands — structured workflows Layer 2 Plugin Infrastructure Manifest, settings, configuration Layer 1 Claude Code Foundation model + tool access ``` ## What's Inside ### Skills (27 slash commands) **Core** | Skill | What It Does | |-------|-------------| | `/portfolio` | Holdings analysis, allocation breakdown, concentration risk | | `/risk-assess` | Risk questionnaire, Sharpe/VaR/drawdown, stress testing | | `/tax-optimize` | LTCG/STCG harvesting, wash sale detection, lot optimization | | `/rebalance` | Drift analysis, trade generation, tax-aware rebalancing | | `/client-report` | Professional HTML reports for client meetings | | `/market-brief` | Nifty/Sensex, RBI policy, FII/DII flows, sector analysis | | `/compliance` | SEBI suitability, concentration limits, documentation audit | | `/financial-plan` | Retirement Monte Carlo, estate planning, education funding | **India Wealth Management** | Skill | What It Does | |-------|-------------| | `/pms-aif` | PMS manager evaluation, AIF Cat I/II/III due diligence, fee analysis | | `/hni-advisory` | Rs 5Cr+ multi-asset structuring, PMS/AIF, LRS international | | `/nri-wealth` | FEMA, DTAA, PFIC, NRE/NRO/FCNR, repatriation planning | | `/family-office` | Trusts, HUF, succession, philanthropy, governance | | `/goal-planner` | Goal-mapped SIPs with glide path allocation | **Products & Analysis** | Skill | What It Does | |-------|-------------| | `/mutual-funds` | MF screening, comparison, direct plan recommendations | | `/stock-screener` | NSE/BSE fundamentals — PE, ROE, debt, dividends | | `/fd-bonds` | FD rate comparison, NCD analysis, G-Sec yields | | `/insurance-audit` | Term life HLV, health structuring, ULIP evaluation | | `/tax-filing` | Old vs new regime, 80C/80D optimization, capital gains | | `/retirement-calc` | FIRE planning, NPS optimization, withdrawal strategy | | `/wealth-overview` | Lists all skills and capabilities | **Operations & Monitoring** | Skill | What It Does | |-------|-------------| | `/alerts` | Portfolio monitoring, threshold-based alerts, rebalancing triggers | | `/market-shock` | Crisis scenario testing, stress modeling | | `/onboarding` | Client intake, risk profile questionnaire | | `/annual-review` | Yearly portfolio review and rebalancing | | `/client-switch` | Multi-client portfolio management | **Research & Self-Improvement** | Skill | What It Does | |-------|-------------| | `/research` | Autonomous deep research on any financial topic | | `/audit` | Self-audit of knowledge freshness and accuracy | ### Agents (26 subagents) **Analysis & Research** | Agent | Specialization | |-------|---------------| | `portfolio-analyzer` | Holdings, allocation, performance attribution | | `risk-profiler` | Sharpe, Sortino, VaR, stress testing | | `market-researcher` | Nifty, RBI, FII/DII, sector rotation | | `capital-markets-research` | IPO analysis, yield curve, derivatives, earnings | **Advisory** | Agent | Specialization | |-------|---------------| | `investment-counsellor` | IPS drafting, behavioral coaching, suitability | | `fund-manager` | Stock picking, forensic accounting, portfolio construction | | `asset-allocator` | Multi-asset models, tactical shifts, rebalancing | | `hni-advisor` | Rs 5Cr+ structuring, PMS/AIF, LRS | | `pms-analyst` | PMS/AIF due diligence, fee comparison, tax drag | **Planning** | Agent | Specialization | |-------|---------------| | `goal-planner` | SIP calculations, glide path, FIRE | | `retirement-specialist` | Bucket strategy, SWP, NPS optimization | | `family-office` | Trusts, succession, philanthropy, governance | | `liquidity-event-planner` | ESOP exits, property sales, lump sum deployment | **Tax & Compliance** | Agent | Specialization | |-------|---------------| | `tax-strategist` | LTCG/STCG, harvesting, wash sales, HUF | | `compliance-checker` | SEBI suitability, concentration limits | | `nri-advisor` | FEMA, DTAA, PFIC, repatriation | **Specialized** | Agent | Specialization | |-------|---------------| | `insurance-estate` | Term life, health, will/nomination audit | | `credit-debt-advisor` | Loan optimization, CIBIL, debt restructuring | | `nbfc-lending` | LAS, LAP, gold loans, MSME lending | | `alternative-investments` | REITs, InvITs, SGBs, crypto | | `private-equity` | LP due diligence, J-curve, co-invest | | `early-stage-investor` | Angel investing, term sheets, AIF Cat I | | `startup-equity-advisor` | ESOP tax, exercise timing, secondary sales | | `corporate-treasury` | Cash deployment, FD laddering, working capital | | `esg-planner` | ESG scoring, BRSR, carbon footprint, green bonds | **Output** | Agent | Specialization | |-------|---------------| | `deck-creator` | Client-ready portfolio review presentations | ### Scripts (23 CLI tools) **Data Fetching** | Script | What It Does | |--------|-------------| | `fetch-quotes.sh` | Stock/ETF quotes via yfinance (NSE/BSE) | | `fetch-mf-nav.sh` | Mutual fund NAV from AMFI API | | `fetch-indices.sh` | Nifty/Sensex index data | | `fetch-fii-dii.sh` | FII/DII flow data | | `fetch-rbi-rates.sh` | RBI repo rate and policy data | | `fetch-historical.sh` | Historical prices for backtesting | **Portfolio Analysis** | Script | What It Does | |--------|-------------| | `import-portfolio.sh` | Import CSV from Zerodha/Groww/Angel One/custom format | | `portfolio-xirr.sh` | XIRR from portfolio cashflows | | `enrich-portfolio.sh` | Add sector, market-cap, fundamentals data | | `parse-cas-pdf.sh` | Parse MF Consolidated Account Statement PDFs | **Calculations** | Script | What It Does | |--------|-------------| | `sip-calculator.sh` | SIP future value and required SIP calculator | | `tax-calculator.sh` | Old vs new regime comparison (FY 2025-26) | | `tax-lot-optimizer.sh` | Lot-level tax optimization (FIFO/HIFO/LIFO) | | `monte-carlo.sh` | Retirement corpus probability simulation | | `goal-gap-analyzer.sh` | Goal vs current savings gap analysis | **Analysis** | Script | What It Does | |--------|-------------| | `nse-screener.sh` | Stock screening by value/quality/growth/dividend | | `fd-compare.sh` | FD rates across major banks and NBFCs | | `drift-analyzer.sh` | Portfolio drift from target allocation | | `suitability-check.sh` | SEBI suitability rule compliance | | `check-alerts.sh` | Monitor portfolio for alert conditions | | `backtest.sh` | Historical strategy backtesting | **Client Management** | Script | What It Does | |--------|-------------| | `client-manager.sh` | Multi-client portfolio management | | `seed-knowledge.sh` | Initialize knowledge base | ### Knowledge Base Regulatory rules and historical crisis scenarios that agents reference during analysis. **Regulatory** (`knowledge/regulatory/`) | File | Coverage | |------|----------| | `sebi-rules.md` | PMS, AIF, RIA regulations, suitability norms | | `income-tax-rules.md` | Income Tax Act sections, exemptions, deductions | | `fema-rules.md` | Foreign exchange management for NRIs | | `rbi-rules.md` | Monetary policy, lending rates, banking rules | **Historical Scenarios** (`knowledge/scenarios/`) | Scenario | What agents learn from it | |----------|--------------------------| | 2008 Global Financial Crisis | Systemic risk, correlation spikes, recovery patterns | | 2013 Taper Tantrum | EM currency and debt impact | | 2016 Demonetization | India-specific liquidity shock | | 2020 COVID crash | V-shaped recovery, sectoral divergence | | 2022 Rate Hike Cycle | Duration risk, growth-to-value rotation | ### Knowledge Packs (4 curated bundles) Shareable, domain-specific knowledge sets in `packs/`: | Pack | Contents | Enhances | |------|----------|----------| | **India Tax 2025** | LTCG/STCG rates, TDS/TCS, deductions, new regime guide | tax-strategist, compliance-checker | | **NRI US Corridor** | India-US DTAA, FBAR/FATCA, cross-border planning | nri-advisor, tax-strategist | | **PMS Landscape 2025** | Top PMS managers, fee comparison, PMS vs MF vs AIF | pms-analyst, hni-advisor | | **Retirement & FIRE** | FIRE India guide, NPS/EPF optimization, withdrawal strategies | retirement-specialist, goal-planner | ### Agent Memory (self-improving knowledge) Every agent has a persistent memory directory at `.claude/agent-memory/<agent-name>/` that survives across conversations. **How it works:** 1. Agent checks its memory before responding 2. Evaluates whether a new insight was discovered 3. Saves dated findings (e.g., `ltcg-rate-change-2025.md`) 4. Updates its `MEMORY.md` index 5. Next conversation benefits from accumulated knowledge 26 agents, 26 independent memory stores — each getting smarter with use. ### Research System Autonomous research capability inspired by Karpathy's autoresearch, accessible via `/research` and `/audit`. | Mode | How it works | |------|-------------| | **Passive Learning** | Agents learn from every user conversation | | **Active Research** | `/research` triggers deep autonomous research on any topic | | **Self-Audit** | `/audit` verifies knowledge freshness and flags stale data | Research output is saved to `research/` and fed back into agent memory. ## Client Tiers | Tier | AUM | Recommended Skills | |------|-----|--------------------| | Retail | < Rs 50L | `/goal-planner` `/mutual-funds` `/tax-filing` | | Affluent | Rs 50L – 5Cr | `/goal-planner` `/risk-assess` `/financial-plan` | | HNI | Rs 5Cr – 25Cr | `/hni-advisory` `/pms-aif` `/tax-optimize` | | UHNI | Rs 25Cr – 100Cr | `/hni-advisory` `/pms-aif` `/compliance` | | Family Office | Rs 100Cr+ | `/family-office` `/nri-wealth` `/compliance` | ## Directory Structure ``` wealthstack/ ├── .claude-plugin/ │ └── plugin.json # Plugin manifest ├── skills/ # 27 skill directories │ ├── portfolio/SKILL.md │ ├── research/SKILL.md │ ├── alerts/SKILL.md │ └── ... ├── agents/ # 26 subagent definitions │ ├── portfolio-analyzer.md │ ├── hni-advisor.md │ └── ... ├── scripts/ # 23 CLI tools │ ├── sip-calculator.sh │ ├── monte-carlo.sh │ ├── backtest.sh │ └── ... ├── knowledge/ # Regulatory + historical scenarios │ ├── regulatory/ # SEBI, Income Tax, FEMA, RBI │ └── scenarios/ # 2008 GFC, 2020 COVID, etc. ├── packs/ # 4 knowledge packs │ ├── india-tax-2025/ │ ├── nri-us-corridor/ │ ├── pms-landscape-2025/ │ └── retirement-fire/ ├── research/ # Autonomous research output │ └── program.md # Research framework ├── .claude/agent-memory/ # 26 persistent agent memories ├── docs/ # Marketing website ├── settings.json # Default plugin settings ├── GUIDE.md # Complete user guide ├── LICENSE └── README.md ``` ## Contributing PRs welcome for: - Zerodha/Groww/Angel One CSV import formats - AMFI MF NAV API integration - NPS/PPF/EPF tracking - F&O position analysis - More broker formats - New knowledge packs (e.g., NRI-UK corridor, NRI-Singapore corridor) - Historical scenarios (e.g., 2024 election rally) - Regional language support ## Disclaimer WealthStack 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. ## License MIT Built for the Indian wealth management community.