Vanguard Advisor Research
Research and compare funds and ETFs to prepare for client meetings.
by Vanguard
What it does
Helps financial advisors look up and compare Vanguard and industry funds or ETFs. It pulls relevant data together to help prepare talking points for client conversations.
Who it’s for
A good fit for investors and people researching markets and bookkeepers, finance teams and business owners.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.
Safety note
Gives financial info - not professional advice. Needs a Vanguard advisor account.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
No license file found, so the reuse terms are unclear. Check the source before sharing or selling anything built with it.