Vanguard-oss/vanguard-advisor-tools

Vanguard技能合集

安装源码仓库

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

安装

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

合集内的技能

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.文档办公