Security App Wealth Advisor
PassAudited by ClawScan on May 11, 2026.
Overview
This is an instruction-only wealth-advisory skill with no executable code or credential access, but users should treat its financial recommendations as requiring qualified human review.
This skill appears safe to install as an instruction-only template, but it should not be treated as a licensed financial advisor. Review generated recommendations carefully, confirm product suitability and required disclosures, and avoid deploying outputs directly to customers without qualified compliance and advisor oversight.
Findings (2)
Artifact-based informational review of SKILL.md, metadata, install specs, static scan signals, and capability signals. ClawScan does not execute the skill or run runtime probes.
Users could rely too heavily on generated investment recommendations if they are not reviewed by qualified financial professionals.
The skill is designed to generate wealth-product recommendations and consultation scripts, which are high-trust financial interactions even though they match the stated purpose.
provides product recommendations, investment consultation, and compliance-compliant customer interaction
Use the skill as advisory drafting support only, verify recommendations against current regulations and product disclosures, and require qualified human review before customer-facing or investment decisions.
Users have limited external information for validating the publisher or maintenance history.
The registry metadata does not identify an upstream source or homepage. Because this is instruction-only with no installable code, this is a provenance note rather than a security concern.
Source: unknown; Homepage: none
Review the SKILL.md content before use and prefer a verified publisher or internal review process for customer-facing financial workflows.