fund-vehicles
CommunityCompare and select investment vehicles.
AuthorJoelLewis
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps users understand and compare different investment vehicles like mutual funds, ETFs, and SMAs, enabling them to make informed decisions based on factors like fees, tax efficiency, and mechanics.
Core Features & Use Cases
- Compare Fund Types: Differentiate between mutual funds, ETFs, index funds, and SMAs.
- Analyze Fees: Understand expense ratios, 12b-1 fees, loads, and their long-term impact.
- Tax Efficiency: Evaluate how different vehicles affect after-tax returns.
- Use Case: A user is trying to decide between an ETF and a mutual fund for their retirement savings and wants to know which is more tax-efficient and has lower costs over the long term.
Quick Start
Compare the long-term fee impact of a 0.05% expense ratio fund versus a 0.75% expense ratio fund on a $100,000 investment over 30 years.
Dependency Matrix
Required Modules
numpy
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: fund-vehicles Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#fund-vehicles Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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