HotSkill
3-statement-model
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model…
@anthropics-2View SkillClaude Code Finance skills :)
Flowy lists 202 skills in the Finance category for Claude Code, across 10 plugins. A skill is a folder of instructions an agent loads while you work. Every one here shows what is inside before you install, who wrote it, and whether it is Auto-invoked, meaning a FLOW.md router fires it as you prompt.
@anthropics-2View SkillHotSkill
accrual-schedule
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft…
@anthropics-2View SkillHotSkill
ai-readiness
Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across…
@anthropics-2View SkillSkill
academy-skill
Retrieve Binance Academy's official educational content (Glossary, Courses, Learn & Earn, Articles) for AI chat. Trigger when the user's message expresses one…
@binanceView SkillSkill
binance
Use binance-cli for Binance Spot, Futures (USD-S), and Convert. Requires auth.
@binanceView SkillSkill
binance-agentic-wallet
Use when the user mentions wallet connect/sign in/sign out, check balance, send/transfer tokens, swap/buy/sell tokens, DEX trade, limit/market order, cancel…
@binanceView SkillAuto-invokedSkill
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CNinfo2Notebookllm
Use when user wants to analyze China stock reports (A-share or Hong Kong), upload annual/quarterly reports to NotebookLM, or research a Chinese listed…
@jarodiseView SkillAuto-invokedSkill
okx-agent-payments-pro…
Handle agent payments and paid endpoints via x402, MPP, payment links, a2a-pay, and HTTP-payment recurring or metered billing. Use for HTTP…
@okxView SkillAuto-invokedSkill
okx-agentic-wallet
Operate OKX Onchain OS wallets and execute or inspect on-chain transactions. Use for wallet login/status/accounts/addresses/balances/holdings;…
@okxView SkillAuto-invokedSkill
okx-ai
Operate OKX.AI agents and marketplace workflows. Use when the user wants to register or update an Agent identity; discover, publish, buy, or manage Agent…
@okxView SkillSkill
charlie-cfo-skill
Your AI CFO for bootstrapped startups, named after Charlie Munger who embodied the principle that capital discipline is a competitive advantage. Provides…
@everyincView SkillSkill
bitget-wallet-skill
Interact with Bitget Wallet API for crypto market data, token info, swap quotes, RWA (real-world asset) stock trading, and security audits. Use when the user…
@bitget-wallet-ai-labView SkillSkill
stock-daily-analysis-s…
LLM驱动的每日股票分析系统。支持A股/港股/美股自选股智能分析，生成决策仪表盘和大盘复盘报告。提供技术面分析（均线、MACD、RSI、乖离率）、趋势判断、买入信号评分。可与market-data skill集成获取更稳定的ETF数据。触发词：股票分析、分析股票、每日分析、技术面分析。
@chjm-aiView SkillSkill
account-maintenance
Process account maintenance requests across the account lifecycle. Use when changing a client address or contact info with identity verification, updating…
@joellewisView SkillSkill
account-opening-compli…
Embed compliance controls into account opening and verify regulatory readiness. Use when designing CIP/KYC identity verification gates, implementing OFAC and…
@joellewisView SkillSkill
account-opening-workfl…
Design and operate back-office account opening pipelines from application intake through custodian submission and activation. Use when building account opening…
@joellewisView SkillHotSkill
audit-xls
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including…
@anthropics-2View SkillHotSkill
bond-futures-basis
Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and…
@anthropics-2View SkillHotSkill
bond-relative-value
Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond…
@anthropics-2View SkillSkill
binance-leaderboard
On-chain wallet leaderboard and Gem Hunter analysis on Binance Web3. Query top trader rankings by PnL, win rate, volume, trade count, or token count across…
@binanceView SkillSkill
binance-onchain-copy-t…
Scaffold for assembling on-chain copy-trading strategies on Binance Agentic Wallet. Wires the existing capabilities — address monitoring, signal subscription,…
@binanceView SkillSkill
binance-sports-ai-anal…
Use when users ask for World Cup or 世界杯 AI match predictions, WC assistant probabilities, World Cup news insights, master analysis, recomputing football match…
@binanceView SkillAuto-invokedSkill
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okx-dapp-discovery
Discover supported third-party DApps and route protocol-specific requests to OKX plugins without signing or broadcasting. Use for DApp discovery or comparison;…
@okxView SkillAuto-invokedSkill
okx-defi
Discover and manage OKX-aggregated DeFi products and positions across protocols and chains. Use for generic or venue-agnostic yield, APY, or TVL discovery and…
@okxView SkillAuto-invokedSkill
okx-dex-market
Query read-only DEX token, market, signal, social, trenches, and WebSocket data. Use for token search, rankings, liquidity, holders, risk metadata, clusters,…
@okxView SkillSkill
account-transfers
Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers,…
@joellewisView SkillSkill
advertising-compliance
Ensure investment advertising and marketing materials comply with SEC Marketing Rule and FINRA Rule 2210. Use when the user asks about performance advertising,…
@joellewisView SkillSkill
advice-standards
Determine when a product, platform, or communication crosses the regulatory line from education into investment advice requiring investment adviser…
@joellewisView SkillHotSkill
break-trace
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side…
@anthropics-2View SkillHotSkill
buyer-list
Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes…
@anthropics-2View SkillHotSkill
catalyst-calendar
Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro…
@anthropics-2View SkillSkill
binance-tokenized-secu…
Query Ondo tokenized US stock data on Binance Web3. Covers: supported stock token list, RWA metadata (company info, attestation reports), market and per-asset…
@binanceView SkillSkill
binance-trading-signal
On-chain trading signals and custom signal strategy management on Binance Web3. Three signal sources: smart money (wallet buy/sell events), platform…
@binanceView SkillSkill
binance-wallet-tracker
Wallet tracking and monitoring on Binance Web3. Monitor token/trade activity for private groups or public Smart Money/KOL data. Four domains: (A) Discovery —…
@binanceView SkillAuto-invokedSkill
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okx-guide
Guide users through installing or updating Onchain OS, getting started, OKX.AI introduction and role-registration routing, and customer support. Use when…
@okxView SkillSkill
advisor-dashboards
Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about…
@joellewisView SkillSkill
alternatives
Analyze alternative investments including hedge funds, private equity, and venture capital. Use when the user asks about hedge fund strategies (long/short,…
@joellewisView SkillSkill
anti-money-laundering
Guide BSA/AML compliance program design, ongoing transaction monitoring, and FinCEN reporting for broker-dealers, banks, and investment advisers. Use when the…
@joellewisView SkillHotSkill
cim-builder
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready…
@anthropics-2View SkillHotSkill
clean-data-xls
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag…
@anthropics-2View SkillHotSkill
client-report
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual…
@anthropics-2View SkillSkill
crypto-market-rank
Crypto market leaderboards — ranked aggregate feeds across the whole market: social-hype/sentiment rank, trending / top-search / Binance Alpha /…
@binanceView SkillSkill
fiat
Query Binance fiat payment capabilities — supported countries, currencies, payment methods, limits, and crypto prices — via public APIs, plus authenticated…
@binanceView SkillSkill
meme-rush
Live launchpad feed + AI hot topics for meme tokens. (1) meme-rush: real-time lifecycle feed on launchpads (Pump.fun, Four.meme) — brand-new launches,…
@binanceView SkillAuto-invokedSkill
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asset-allocation
Determine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about portfolio allocation,…
@joellewisView SkillSkill
bet-sizing
Determine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly criterion,…
@joellewisView SkillSkill
books-and-records
Guide the design and maintenance of recordkeeping programs under SEC Rules 17a-3, 17a-4, and 204-2. Use when the user asks about document retention schedules,…
@joellewisView SkillHotSkill
client-review
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into…
@anthropics-2View SkillHotSkill
competitive-analysis
Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user…
@anthropics-2View SkillHotSkill
comps-analysis
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.…
@anthropics-2View SkillSkill
onchain-pay
Binance Onchain Pay enables users to buy cryptocurrency with fiat (e.g., EUR, USD) or send existing crypto from their Binance account directly to any external…
@binanceView SkillSkill
p2p
Binance P2P trading assistant for natural-language queries about P2P/C2C market ads, the user's own P2P order history, order detail & appeal tracking, and…
@binanceView SkillSkill
payment
Binance Pay Assistant - Send and Receive crypto payments. Send: QR code payment from Funding Wallet (C2C + PIX). Use when user wants to…
@binanceView SkillAuto-invokedSkill
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client-disclosures
Guide which client disclosure documents must exist, what each must contain, and when and how they must be delivered to clients of investment advisers and…
@joellewisView SkillSkill
client-onboarding
Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection,…
@joellewisView SkillSkill
client-reporting-deliv…
Design, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance…
@joellewisView SkillHotSkill
datapack-builder
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract,…
@anthropics-2View SkillHotSkill
dcf-model
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash…
@anthropics-2View SkillHotSkill
dd-checklist
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with…
@anthropics-2View SkillSkill
query-address-info
Snapshot of a single wallet's token holdings on a specific chain — list of every token currently held with name, symbol, current price, 24h price change, and…
@binanceView SkillSkill
query-token-audit
Query token security audit to detect scams, honeypots, and malicious contracts before trading. Returns comprehensive security analysis including contract…
@binanceView SkillSkill
query-token-info
Per-token details for a specific token identified by keyword, symbol, or contract address: (1) search — find tokens by keyword/symbol/contract; (2) meta —…
@binanceView SkillSkill
client-review-prep
Prepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use…
@joellewisView SkillSkill
commodities
Analyze commodity markets including futures curve dynamics, roll yield, and supply/demand fundamentals. Use when the user asks about commodity investing,…
@joellewisView SkillSkill
conflicts-of-interest
Identify, disclose, and mitigate conflicts of interest in advisory and brokerage relationships under Reg BI and fiduciary duty. Use when the user asks about…
@joellewisView SkillHotSkill
dd-meeting-prep
Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question…
@anthropics-2View SkillHotSkill
deal-screening
Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail…
@anthropics-2View SkillHotSkill
deal-sourcing
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing…
@anthropics-2View SkillSkill
square-post
Use when the user wants to publish new content to Binance Square — short text, multi-image posts (up to 4), long-form articles with an optional cover, or…
@binanceView SkillSkill
trading-signal
Per-trade smart-money signals — each result is a discrete buy or sell event from a tracked smart-money wallet, with trigger price, current price, max gain…
@binanceView SkillSkill
corporate-actions
Process and manage corporate actions from announcement through settlement. Use when handling dividends, stock splits, reverse splits, mergers, or spin-offs,…
@joellewisView SkillSkill
counterparty-risk
Guide counterparty credit risk measurement and management for OTC and securities trading, organized around three workflows: assessing a new counterparty,…
@joellewisView SkillSkill
crm-client-lifecycle
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention…
@joellewisView SkillHotSkill
deal-tracker
Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and…
@anthropics-2View SkillHotSkill
deck-refresh
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the…
@anthropics-2View SkillHotSkill
earnings-analysis
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.…
@anthropics-2View SkillSkill
currencies-and-fx
Analyze currency markets, exchange rate mechanics, and FX risk management for international portfolios. Use when the user asks about exchange rates, FX…
@joellewisView SkillSkill
data-quality
Design and operate data quality programs for financial data — validation rules, pricing validation, data lineage, exception management, profiling, and…
@joellewisView SkillSkill
debt-management
Provide frameworks for managing and paying off personal debt effectively. Use when the user asks about debt payoff strategies (avalanche vs snowball),…
@joellewisView SkillHotSkill
earnings-preview
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare…
@anthropics-2View Skill106 more in Finance. See them all →