Finance
220 finance agent skills. Back to the full catalog.
- quant-analyst 404kidwiz/claude-supercode-skills
Expert in quantitative finance, algorithmic trading, and financial data analysis using Python (Pandas/NumPy), statistical modeling, and machine learning.
1,105 installs - financial-plan anthropics/financial-services
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Trigg…
1,100 installs - earnings-preview anthropics/financial-services
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify wha…
1,088 installs - simple-earn binance/binance-skills-hub
Binance Simple-earn request using the Binance API. Authentication requires API key and secret key.
1,080 installs - client-report anthropics/financial-services
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance repo…
1,075 installs - portfolio-monitoring anthropics/financial-services
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing port…
1,075 installs - financial-expert modelstudioai/skills
Use when users need China or Hong Kong securities, funds, fund managers, company financials, valuation, global macro or industry time series, broker research, announcements, financial news, or enterprise-risk data. Trig…
1,072 installs - ic-memo anthropics/financial-services
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committe…
1,071 installs - financial-analyst alirezarezvani/claude-skills
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing…
1,061 installs - stock-watcher agentbay-ai/agentbay-skills
Manage and monitor a personal stock watchlist with support for adding, removing, listing stocks, and summarizing their recent performance using data from 10jqka.com.cn. Use when the user wants to track specific stocks,…
1,049 installs - returns-analysis anthropics/financial-services
Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or…
1,041 installs - budget-optimizer aaron-he-zhu/aaron-marketing-skills
Use when the user asks to "allocate my influencer budget", "optimize spend across tiers", or "compare budget scenarios"; produces a tier/platform/content allocation table, ROI and CPM/CPE projections, scenario compariso…
1,037 installs - merger-model anthropics/financial-services
Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analy…
1,022 installs - trading-strategist kukapay/crypto-skills
Provides trading strategies for cryptocurrencies based on Binance market data, calculated technical analysis indicators, and aggregated market sentiment from crypto RSS news feeds. Use when users ask for trading advice,…
1,022 installs - model-update anthropics/financial-services
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance…
1,020 installs - kalshi machina-sports/sports-skills
Kalshi prediction markets — events, series, markets, trades, and candlestick data. Public API, no auth required for reads. US-regulated exchange (CFTC). Covers football (EPL, UCL, La Liga), basketball, baseball, tennis,…
1,011 installs - shopify-tax-compliance nexscope-ai/ecommerce-skills
Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting
1,010 installs - portfolio-rebalance anthropics/financial-services
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocat…
1,002 installs - financial-deep-research rebyteai-template/rebyte-skills
Conduct enterprise-grade financial research with multi-source synthesis, regulatory compliance tracking, and verified market analysis. Use when user needs comprehensive financial analysis requiring 10+ sources, verified…
970 installs - trading-expert personamanagmentlayer/pcl
Expert-level algorithmic trading, market systems, quantitative analysis, and trading platforms. Use when the user mentions algorithmic trading, quant, markets, finance, or high-frequency trading, or when the task involv…
958 installs