Vanguard-oss/vanguard-advisor-tools

VanguardCollection

Install Repository

Skills for Vanguard advisors, backed by approved Vanguard fund data.

Install

npx skills add Vanguard-oss/vanguard-advisor-tools

gh skill install Vanguard-oss/vanguard-advisor-tools

git clone --depth 1 https://github.com/Vanguard-oss/vanguard-advisor-tools

Skills in this collection

Model PrepVanguardHelp a financial advisor find Vanguard model portfolios that match a client need, understand how those models are built, and produce a meeting-ready advisor one-pager — as text and as a styled PDF — with optional client-facing material.Documents & Office