vanguard-advisor-tools — Claude Code plugin: how to install
Connects Vanguard's advisor connector to Claude Code for industry-wide fund and ETF research before client meetings.
/plugin install vanguard-advisor-tools@claude-plugins-official
/plugin marketplace add anthropics/claude-plugins-officialWhat vanguard-advisor-tools does
This plugin connects Claude Code with Vanguard advisor tooling. It lets you inspect market funds, evaluate industry ETFs, and run side-by-side asset comparisons directly from the terminal prompt.
The integration is structured to help advisors assemble notes for investor meetings. Because the connector operates via the official Anthropic registry, you need access to the marketplace catalog to set it up.
What it helps with
- compare mutual funds and ETFs against industry peers
- gather asset metrics before investor consultations
- research market indicators across fund families inside Claude Code
Example prompts for the agent
- Compare fee structures and holdings for leading index ETFs
- Pull fund data to help outline an upcoming client portfolio review
How to install vanguard-advisor-tools
Plugin marketplace
/plugin install vanguard-advisor-tools@claude-plugins-official/plugin marketplace add anthropics/claude-plugins-officialStep by step, with commands for each platform: Claude Code plugins: marketplaces, installing, and building your own
Questions about vanguard-advisor-tools
How do I install vanguard-advisor-tools in Claude Code?
First add the catalog with /plugin marketplace add anthropics/claude-plugins-official, then run /plugin install vanguard-advisor-tools@claude-plugins-official.
What does vanguard-advisor-tools do?
It links Vanguard advisor tools into Claude Code to search, cross-reference, and compare market funds or ETFs for client prep.
Who is this plugin designed for?
It is made for financial advisors and wealth professionals who evaluate investment products before client discussions.
