vanguard-advisor-tools

Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor connector in Claude.

Install

If the official marketplace isn’t added yet, run

Category: Productivity
Author: Vanguard
GitHub: Vanguard-oss/vanguard-advisor-tools
Website: advisors.vanguard.com

Good for

Compare different funds and ETFs
Prepare for client conversations
Research market trends
Analyze investment portfolios

Getting started

Install the plugin: /plugin install vanguard-advisor-tools@claude-plugins-official
Log in with your Vanguard account
Select funds or ETFs to compare
Generate an analysis report

Before you install

Requires a Vanguard account, intended for financial professionals only

Summarized by AI from the project docs; check the official docs before relying on it.

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