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.
claude plugin install wealthstackOr load locally during development:
git clone https://github.com/revanupoju/Wealth-Stack.git
claude --plugin-dir ./Wealth-StackThen type /wealthstack:portfolio or any skill name.
Upload the contents of any skills/*/SKILL.md or agents/*.md file as Project Knowledge in your Claude project.
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
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 |
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 |
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 |
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 |
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 |
Every agent has a persistent memory directory at .claude/agent-memory/<agent-name>/ that survives across conversations.
How it works:
- Agent checks its memory before responding
- Evaluates whether a new insight was discovered
- Saves dated findings (e.g.,
ltcg-rate-change-2025.md) - Updates its
MEMORY.mdindex - Next conversation benefits from accumulated knowledge
26 agents, 26 independent memory stores — each getting smarter with use.
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.
| 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 |
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
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
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.
MIT
Built for the Indian wealth management community.