Agent Skills·Tag ·finance
Tag · 1,571 skills

Agent skills tagged finance

1,571 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 1,571 finance skills →

Business
Capital Market Report
Generate high-signal, impact-driven capital market anomaly and delta reports covering both Chinese and global markets. Uses local scrapers + Brave web_search...
openclawv3financemarkets
Data
InvestToday Finance Data
获取中国市场金融数据与投研信息,覆盖 A股、港股、基金、指数、财务、公告、研报和宏观经济等 200+ 接口。Use when: 用户要查股票走势、基金净值、指数行情、财务报表、估值指标、公告研报、机构观点、宏观数据、板块主题、产业链、市场统计,或要拉取、导出、对比结构化金融数据。Do not use when:...
openclawa-shareetffinance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
mx-stocks-screener
Natural language screener for global assets—A-shares, HK/US stocks, ETFs, bonds, funds—using multi-dimensional filters across technical, fundamental, sentiment, and news data. Supp…
claude-codecodexcursorgemini-clistocksscreenerfinance
Business
aireadylife-wealth-flow-analyze-investment-performance
Reviews investment accounts including 401k, Roth IRA, Traditional IRA, HSA, and taxable brokerage. Calculates 30-day and YTD returns, derives asset allocation, flags drifts over fi…
claude-codecodexcursorgemini-clitype:reviewfinanceinvestments
Business
glaw-receivables-assignment
Determines assignability of claims, receivables, or contract rights under FL/DE law, drafts assignments with corporate authorizations and notices, performs true-sale analysis, and …
claude-codecodexcursorgemini-clilegalcontractsfinance
Data
regime
Detects market regime (Bull/Bear/Sideways) for any asset and converts it into a tradeable signal or risk filter. Supports regime-aware strategy confirmation, risk gating, position …
claude-codecodexcursorgemini-clitradingmarket-regimefinance
Business
revolving-credit-agreement
Drafts market-standard U.S. revolving credit agreements for bilateral or syndicated facilities. Covers facility structure, SOFR and base rate interest, borrowing base, LC sublimits…
claude-codecodexcursorgemini-clilegalfinancecredit-agreements
Business
bk-mifid-suitability-spezial
Detailed handling of MiFID II suitability and appropriateness assessments, including investor profiling, objectives, risk tolerance, loss-bearing capacity, Robo-Advisor obligations…
claude-codecodexcursorgemini-clilegalfinancemifid
Content
jfi-tables-figures
Creates publication-ready tables and figures for Journal of Financial Intermediation papers, with explicit sample construction, institution definitions, event timing, fixed-effect …
claude-codecodexcursorgemini-clifinancetablesfigures
Business
wandlungspreis-berechnung
Calculates conversion price using the formula: shares equal loan plus accrued interest divided by price. Applies MIN of pre-money per share, discounted pre-money per share, and cap…
claude-codecodexcursorgemini-clifinancecalculationformula
Research
jfqa-topic-selection
Determines if a research question aligns with JFQA scope in empirical and quantitative financial economics, including corporate finance, investments, markets, institutions, and qua…
claude-codecodexcursorgemini-clifinancejournaltopic-fit
Business
wandelereignis-trigger-dispatcher
Master logic for detecting conversion events across multiple parallel triggers. Evaluates order of Qualified Financing, Maturity, Liquidation, and Exit events, applies contract pri…
claude-codecodexcursorgemini-cliworkflowfinancecap-table
Business
working-capital-advisor
Advises on working capital optimization across jurisdictions: cash conversion cycle, receivables and payables management, inventory strategies, 13-week cash forecasting, and financ…
claude-codecodexcursorgemini-clifinanceforecastingaccounting
Automation
enveloping
Provides envelope budgeting setup and review: separates non-discretionary bills into dedicated accounts so they stay covered, leaving discretionary funds guilt-free. Activates on p…
claude-codecodexcursorgemini-clitype:reviewbudgetingfinance
Research
jfr-fit-positioning
Assesses whether a manuscript aligns with Journal of Financial Research scope and determines macro-finance versus micro corporate-finance positioning, with rerouting guidance to in…
claude-codecodexcursorgemini-clifinancejournalscope
Business
loan-document-reviewer
Reviews commercial real estate loan documents for covenant compliance, carve-outs, cash management triggers, and borrower obligations. Branches by loan type, recourse, mezzanine st…
claude-codecodexcursorgemini-clitype:reviewlegalcompliance
Data
ca-file-processor
Handles financial documents for Indian CA practices. Detects and processes PDF, Excel, CSV, or image uploads — extracting text, tables, and fields such as GSTIN, invoice numbers, t…
claude-codecodexcursorgemini-clitype:auditfinanceca
Business
debt-restructuring-planner
Designs debt restructuring plans for distressed companies, combining debt-to-equity swaps, reductions, extensions, and asset sales. Distinguishes secured versus unsecured claims to…
claude-codecodexcursorgemini-clidebtrestructuringfinance
Engineering
money-decimal-arithmetic
Handles precise monetary and decimal math via integer minor units or arbitrary-precision decimals, supporting per-currency exponents, configurable rounding, largest-remainder alloc…
claude-codecodexcursorgemini-clifinancedecimalarithmetic
Business
wandlungsmechanik-konzipieren
Designs conversion mechanics including valuation logic with cap and discount, trigger conditions for Qualified Financing, Maturity, and Liquidation Events, the MIN formula for conv…
claude-codecodexcursorgemini-clifinancemodelingcap-table
Business
guaranty-agreement
Creates U.S. commercial guaranty agreements that secure debtor obligations to creditors, covering payment elections, scope, caps, waivers, defaults, remedies, and enforceability. A…
claude-codecodexcursorgemini-clilegalcontractsguaranty
Business
wandlungspruefung-trigger-qualified-financing
Verifies occurrence of a qualified financing round: minimum pre-money valuation of EUR 4 M, minimum investment volume of EUR 500 000. Calculates conversion price via discount or va…
claude-codecodexcursorgemini-clilegalfinancefinancing
Business
afrexai-personal-finance
Comprehensive personal finance toolkit covering budgeting, debt reduction, investing, tax strategies, net worth tracking, and financial independence planning. Applies to money mana…
claude-codecodexcursorgemini-clifinancebudgetinginvesting
Business
aireadylife-wealth-flow-build-debt-summary
Builds a debt table with balances, interest rates, minimum payments, payoff dates, and remaining interest. Ranks debts by interest rate and models extra-payment scenarios of one hu…
claude-codecodexcursorgemini-clifinancedebtinterest
Business
review-investment-screenshot
Performs a fund-manager-grade review of an investment idea or portfolio from a screenshot. Pulls live prices, executes a seven-point check covering macro, flows, events, earnings, …
claude-codecodexcursorgemini-clitype:reviewinvestingportfolio

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