Agent Skills·Tag ·finance
Tag · 2,041 skills

Agent skills tagged finance

2,041 SKILL.md skills tagged finance — the most complete ones are below, all usable across Hermes, Cursor, Codex, Gemini CLI, OpenCode, Claude Code and 30+ more agents.

Browse all 2,041 finance skills →

Business
worth-buy-stocks
Evaluate whether a US stock is worth buying, holding, reducing, avoiding, or watchlisting under the user's Alpaca-based trend-following and relative-strength framework, with news/e…
claude-codecodexcursorgemini-clistocksalpacatrend-following
General
pulsenetwork
Pay-per-query access to 68 intelligence APIs via x402 (real USDC charges on Base or Solana per call, no API keys, no subscription, no refunds). Use when an agent needs live paid da…
claude-codecodexcursorgemini-climcp-serverfinancecrypto
Testing
write-lookahead-test
Generate rigorous look-ahead bias tests for any module that touches market data, features, or signals. Use this skill whenever the user adds or modifies code in data/feature_engine…
claude-codecodexcursorgemini-clitestinglookahead-biasmarket-data
Business
AnythingButLaw
法外功夫 — Non-legal business skills for lawyers. Decision analysis, game theory, contract design, accounting, finance, microeconomics, law & economics, statistics, and regression anal…
claude-codecodexcursorgemini-clilawgame-theoryfinance
Business
AnythingButLaw
法外功夫 — Non-legal business skills for lawyers. Decision analysis, game theory, contract design, accounting, finance, microeconomics, law & economics, statistics, and regression anal…
claude-codecodexcursorgemini-clilaweconomicsfinance
Automation
heath-ledger
AI bookkeeping agent for Mercury bank accounts. Pulls transactions, categorizes them (rule-based + AI), and generates Excel workbooks with P&L, Balance Sheet, Cash Flow, and transa…
claude-codecodexcursorgemini-clibookkeepingmercuryexcel
Business
countly-calculators
Perform all financial and health calculations from countly.cz directly in chat. Covers Czech net salary (HPP), self-employed income (OSVC/OSVČ), HPP vs OSVC comparison, retirement …
cursorai-agentcalculatorchatgpt
Business
prognose-dokumentation-stichtag
Final self-documentation of the going-concern forecast at a specific reporting date. Covers baseline assumptions, plausibility checks, liquidity analysis, scenarios, remediation st…
claude-codecodexcursorgemini-clifinanceforecastcompliance
Business
personal-finance-skill
Provides 75 tools across seven extensions for bank aggregation via Plaid, brokerage trading with Alpaca, IBKR portfolio monitoring, tax optimization, market data from Finnhub, SEC …
claude-codecodexcursorgemini-clifinanceplaidalpaca
Business
Financial Analyst - Core
Transforms any AI coding agent into a CFA-level financial analyst for valuation, credit analysis, deal modelling, portfolio construction, fund structuring, three-statement modellin…
claude-codecodexcursorgemini-clifinancevaluationdcf
AI / ML
sharpe-ratio-non-iid-corrections
Generalized Sharpe ratio inference under non-Normal serially correlated returns. Implements López de Prado, Lipton & Zoonekynd (2026): PSR, MinTRL, DSR, pFDR, oFDR, SFDR with ρ-cor…
claude-codecodexcursorgemini-clipythonfinancestatistics
Business
sanierungsbausteine-vorschlagen
Proposes concrete restructuring measures when a going-concern forecast is negative or marginally positive. Selects from comfort letters, shareholder loans with subordination, defer…
claude-codecodexcursorgemini-clirestructuringfinancegerman-law
Business
d365-finance-close-to-report
Reviews Dynamics 365 Finance ledger setup, sub-ledger reconciliations, period and year-end close workflows, consolidations, posting profiles, tax configuration, and reporting contr…
claude-codecodexcursorgemini-clitype:reviewdynamics-365finance
Business
acre-accelerator-core-tutor
Tutor through the A.CRE Accelerator Core 18-course program covering CRE valuation, returns, income statements, lease modeling, development cash flow, debt structures, and partnersh…
claude-codecodexcursorgemini-clicrereal-estatevaluation
Business
stundungsanfrage-glaeubiger
Generates creditor deferral requests for suppliers, banks, landlords, tax authorities, and social insurers. Captures claim amount, due date, requested deferral terms, justification…
claude-codecodexcursorgemini-clilegalfinancegerman
Data
tej-variable-mapper
Maps Compustat/CRSP variable definitions to precise TEJ Taiwan fields and codes, outputting a three-column mapping table (journal definition, TEJ field/code, GAAP-IFRS gaps and pro…
claude-codecodexcursorgemini-clicloud:cloudflaretejcompustat
AI / ML
option-pricing
Python library for pricing European and American options with nine methods including Black-Scholes, binomial, trinomial, Monte Carlo with Longstaff-Schwartz, Bjerksund-Stensland, H…
claude-codecodexcursorgemini-clilang:pythonpythonfinance
General
tagessatzhoehe-40-ii-stgb-nettotagesverdienst
Calculates daily fine amounts under § 40 para. 2 StGB based on net income divided by 30, with a minimum of 1 EUR. Covers court estimation powers, special cases for unemployed perso…
claude-codecodexcursorgemini-clilegalcalculationgermany
Security
sap-finance-fico-controls-review
Reviews SAP S/4HANA Finance (FI-CO) internal controls including posting rules, account validations, period-end governance, Financial Close Cockpit tasks, SoD enforcement, parallel …
claude-codecodexcursorgemini-clitype:reviewsapfico
Business
longbridge-ark-analysis
Single-stock disruptive-innovation diagnostic that gates suitability on platform fit, revenue mix, R&D intensity, and vision, then builds TAM ranges, Wright’s-Law cost curves, and …
claude-codecodexcursorgemini-clitype:debugfinanceinnovation
Data
macro-liquidity-monitor
Monitors USD funding and repo liquidity via SOFR-IORB spread, SOFR tail, ON RRP buffer, bank reserves, TGA flows, net liquidity, and SRF usage. Flags regime as ABUNDANT, AMPLE, TIG…
claude-codecodexcursorgemini-cliliquiditysofrfed
Data
fiinquant
Generates accurate Python code for FiinQuantX, the Vietnamese stock market data library. Handles install/login, ticker/index/sector lists, realtime/historical prices, orderbook, fi…
claude-codecodexcursorgemini-clilang:pythonpythonfinance
Business
procure-to-pay-protocol
Coordinates procure-to-pay workflows across Dynamics 365 Supply Chain Management and Finance with separation-of-duties governance. Manages the full cycle from requisition through o…
claude-codecodexcursorgemini-clidynamics365procurementfinance
Business
capital-allocation-master
Integrates investment evaluation, capital budgeting, WACC calculation, and shareholder-return management into a unified capital allocation workflow. Executes annual budgeting or ma…
claude-codecodexcursorgemini-clifinancecapitalwacc
Data
news-reaction-failure-analyzer
Evaluates whether a crowded market failed to react to favorable news, using a statistically validated drift-significance test on price series. Consumes a contrarian-detector report…
claude-codecodexcursorgemini-cliai:claudefinancestatistics
Business
annual-budget-planning
Assists finance teams with annual budget compilation, balancing, and review. Supports departmental aggregation, cross-team consistency checks, balance testing, and draft preparatio…
claude-codecodexcursorgemini-clibudgetfinanceplanning
Business
fpa-forecasting-advisor
Advisory framework for FP&A processes including driver-based and zero-based budgeting, rolling forecasts, variance analysis, scenario modeling, and integrated financial statement p…
claude-codecodexcursorgemini-clifinanceforecastingbudgeting
Data
a-stock-data
当任务需要写代码实际获取A股数据时使用——拉取行情/K线(mootdx+腾讯+百度)、研报(东财+同花顺+iwencai)、信号(热点/北向/龙虎榜/解禁/行业)、资金面(融资融券/大宗/股东户数/分红/资金流)、新闻、财务三表/F10、公告(巨潮)、打板(涨停池/连板/炸板率)、ETF期权(T型报价/希腊字母/IV)、舆情互动(互动易/热榜/人气榜)等真实…
claude-codea股financedata
Business
candor-finance
Use Candor for personal finance: organize the user's accounts and spending, remember approved budgets and goals, review investments, investigate possible savings, and keep evidence…
openclawfinancebudgetinginvestments
Data
education-data-source-nacubo
NACUBO endowment data covering ~650 institutions from 2012-2022. Portal exposes seven columns: total endowment, per-FTE, and year-over-year change for size and trend analysis. Full…
claude-codecodexcursorgemini-clieducationendowmentnacubo
Business
cta-contractual-trust-arrangement-strukturierung
CTA Contractual Trust Arrangement: Doppeltreuhand Sicherungs- und Verwaltungstreuhand Bilanzentlastung nach HGB-Paragraph-246-Abs-2-S-2 und IAS-19 plan asset BAG, Urt. v. 22.09.202…
claude-codecodexcursorgemini-clilang:rustlegalfinance
Business
annual-report-red-flag-auditor
Use when analyzing a listed company's annual report for financial-report red flags, financial quality scoring, fraud/earnings-management risk, asset quality, profit quality, cash-f…
claude-codecodexcursorgemini-clifinanceauditannual-report
Data
api-moex
Provides public MOEX ISS REST access for Russian tickers: reference data, dividends, splits, OHLCV candles, trades history, market data, index constituents, bond yields, FX rates, …
claude-codecodexcursorgemini-climoexfinancerest
Data
index-weight-list
Retrieves paginated constituent weights for an index (market.ft.tech). Requires index_code; optional date and pagination. Returns code, name, weight, and url_hash per entry. Use af…
claude-codecodexcursorgemini-clifinanceindex-weightspagination
Data
jfqa-data-analysis
Handles empirical finance analysis for JFQA submissions: builds datasets from CRSP/Compustat/TAQ/IBES, applies winsorizing, fixed effects, clustered/Newey-West errors, and robustne…
claude-codecodexcursorgemini-clitype:reviewfinanceempirical
Business
financial-analysis-master
Comprehensive financial analysis workflow that unifies profit analysis, budget execution tracking, KPI dashboards, and exception detection. Executes end-to-end monthly reporting: d…
claude-codecodexcursorgemini-clifinancekpibudget
Research
mx-search
Leverage East Money MX search for financial scenarios with intelligent source filtering. Retrieve time-sensitive or event-specific information including news, announcements, resear…
claude-codecodexcursorgemini-clifinancesearcheast-money
Business
ressortaufgaben-bmf
Handles legislative drafting tasks for Germany's Federal Ministry of Finance: determines procedure type, justification requirements, stakeholder consultation under GGO §47, co-sign…
claude-codecodexcursorgemini-cligermanyfinancelegislation
Business
ghayth-experience
Designs operational input experiences in Ghayth ERP using the "entity drives experience" pattern. Standardizes create/input flows across HR, finance, fleet, projects, and other dom…
claude-codecodexcursorgemini-clierpuxentity-pattern
Business
santander-finance-telegram
Use when Giovanni asks financial questions in Spanish via Telegram — gastos de tarjeta, estado del crédito, deudores, splits de transacciones, proyección de pago, or resumen mensua…
claude-codecodexcursorgemini-clifinancetelegramspanish
Business
401k-plan-decoder
Breaks down 401k and workplace retirement plans to reveal true fund costs, match eligibility rules, vesting schedules, and which features to prioritize or skip. Outputs dollar-impa…
claude-codecodexcursorgemini-cli401kretirementfinance
Data
etf_analysis
Analyzes ETFs across three categories: closed-end funds (NAV premium and holdings), thematic ETFs (composition and thesis alignment), and cash funds (yield and dividends). Outputs …
claude-codecodexcursorgemini-clietffinanceanalysis
Business
borsaci
Provides Borsa İstanbul stocks, indices, TEFAS funds, Turkish company financials, KAP disclosures, BtcTurk/Coinbase crypto, TRY rates, and gold/commodities with Buffett/value/DCF/m…
claude-codecodexcursorgemini-clifinancestocksanalysis
Business
calibrate_targets
Guides iterative target-weight calibration for each holding, comparing current versus target allocations with supporting rationale. Captures user adjustments or research requests, …
claude-codecodexcursorgemini-clitype:reviewportfolioallocation
Data
education-data-source-nccs
NCCS Form 990 data for private nonprofit colleges, IPEDS-matched, spanning 1993-2016. Provides revenue, expenses, assets, endowment, and governance details beyond IPEDS scope. Use …
claude-codecodexcursorgemini-clieducationnccs990
Research
thesis-consistency-audit
Performs systematic internal-consistency audits on quantitative theses in management, finance, or strategy. Detects contradictions that reviewers often flag, covering hypothesis–re…
claude-codecodexcursorgemini-clitype:audittype:reviewthesis
Automation
budget-execution-monitor
Monitors budget execution across cost centers in real time, flagging overspending risks through three-way analysis of actuals versus budget versus commitments. Runs on fixed schedu…
claude-codecodexcursorgemini-clifinancebudgetmonitoring
Data
leaks
Comprehensive audit of money leaving accounts through untracked subscriptions, hidden fees, interest charges, predatory products, gambling patterns, duplicate charges, and billing …
claude-codecodexcursorgemini-clitype:auditfinanceaudit
Data
member-build-process
Retrieves a futures member's position changes for a contract or date range and estimates daily or cumulative P&L using contract prices. Filters by exchange, member, or contract, wi…
claude-codecodexcursorgemini-clifinancefuturespositions
Research
liquidity-topology
Market liquidity evaluation skill covering bid-ask spreads, depth analysis, dark pools, VPIN toxicity metrics, flash crash patterns, ETF liquidity illusions, HFT effects, and payme…
claude-codecodexcursorgemini-clifinanceliquiditymarkets
Business
real-options-analysis
Evaluates strategic flexibility in high-uncertainty projects by quantifying real option value—delay, expand, contract, or abandon—where traditional DCF falls short. Applies when NP…
claude-codecodexcursorgemini-clifinancestrategydcf
Data
altman-z
Credit risk analysis using the Altman Z'' score. Quantitatively evaluates corporate bankruptcy risk and classifies firms into safe zone, gray zone, or danger zone. Use when asked a…
claude-codecodexcursorgemini-clifinancecredit-riskbankruptcy
Data
ashare-news-fetcher
Aggregates A-share market intelligence from public sources including Cailian Press, Wall Street Insights, Jin10, Sina 7x24, East Money, and regulatory announcements. Outputs struct…
claude-codecodexcursorgemini-clifinancenewsa-share
Business
agency-loan-quote-analyzer
Analyzes Freddie Mac and Fannie Mae multifamily quotes, reconciling DSCR/LTV constraints, pricing rate buy-downs and IO trade-offs, modeling caps/locks, and auditing reserves, reco…
claude-codecodexcursorgemini-clitype:auditfinancemultifamily
Data
tej-data-wrangler
Cleans TEJ raw Excel/CSV into analysis-ready panels: standardizes column names, parses dates and fiscal periods, reshapes wide-to-long, reports missing values, and offers winsoriza…
claude-codecodexcursorgemini-clicloud:cloudflaretejexcel
Web
Finance Control App
// DESPUÉS: const getLabel = () => { if (isConnecting) return 'Preparando micrófono...'; if (isRecording) return `🎤 Te escucho (${recordingTimeLeft}s)`; if (isProcessing) return 'E…
claude-codecodexcursorgemini-clicross-agentgemini-mdfinance
Research
jbf-tables-figures
Prepares publication-ready tables and figures for Journal of Banking & Finance, including descriptive stats, regression results, event-study plots, mechanism and heterogeneity anal…
claude-codecodexcursorgemini-clitablesfiguresfinance
Web
Portfoliorebalancer
Refer to official Questrade API documentation @web here: https://www.questrade.com/api/documentation/getting-started and other tabs in that link Authorization section of Questrade …
claude-codecodexcursorgemini-clicross-agentwindsurfquestrade
AI / ML
QuantZoo Project Instructions
This is a Python trading strategy backtesting framework with the following components: - Modular strategy implementation system - Backtesting engine with fees and slippage - Walk-f…
claude-codecodexcopilotcursorcopilot-instructionscross-agentpython
Data
stockbee-setup-fluency-trainer
Builds Stockbee-style setup model books from momentum-burst screener candidates and tracks 3- and 5-day forward outcomes with MFE/MAE, stop-hit status, and cohort stats. Converts s…
claude-codecodexcursorgemini-clitype:reviewstocksbacktesting

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