Claude Code Finance skills :)
Flowy lists 1011 skills in the Finance category for Claude Code, across 59 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.
3-statement-model
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) .…
accrual-schedule
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during…
ai-readiness
Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly…
3-statement-model
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) .…
accrual-schedule
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during…
ai-readiness
Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly…
eli5
Explain a topic like I'm a 5 year old. Use when the user types /eli5 <topic> or asks for a dead-simple picture explainer of how…
html-plan
Write an implementation plan as one interactive HTML page - a tree of claims (why › what › how › where), each proved by one…
quickdesign
Use the `quickdesign` CLI to generate AI media — UGC promo videos, image edits, product creatives, video upscales — through…
backtest-expert
Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating…
breadth-chart-analyst
This skill should be used when analyzing market breadth charts, specifically the S&P 500 Breadth Index (200-Day MA based) and the…
breakout-trade-planner
Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat…
serenity-skill
Research technology and advanced-manufacturing investments using Serenity-inspired supply-chain bottleneck analysis. Use for…
alphaear-deepear-lite
Fetch the latest financial signals and transmission-chain analyses from DeepEar Lite. Use when the user needs immediate insights…
alphaear-logic-visuali…
Create visualize finance logic diagrams (e.g., Draw.io XML) to explain complex finance transmission chains or finance logic flows.
alphaear-news
Fetch hot finance news, unified trends, and prediction financial market data. Use when the user needs real-time financial news,…
zhengxi-views
郑希观点库——基于易方达基金经理郑希 2012–2026 年全部公开观点原文语料,外加从语料蒸馏、有本人原话佐证的郑希投资方法的可溯源 research skill。能做: (1) 溯源问答——他怎么看 AI算力/光通信/新能源/半导体/ROE…
academy-skill
Retrieve Binance Academy's official educational content (Glossary, Courses, Learn & Earn, Articles) for AI chat. Trigger when the…
binance
Use binance-cli for Binance Spot, Futures (USD-S), and Convert. Requires auth.
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,…
digital-oracle
Answer prediction questions using market trading data, not opinions. Use when the user asks probability questions about…
china-3-statement-mode…
Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model methodology for Chinese accounting…
china-accrual-schedule
Build accrual schedules for A-share fund administration. Tracks revenue recognition, expense accruals, and working capital timing…
china-ai-readiness
Assess an A-share portfolio company's AI readiness for China-focused private equity investments. Evaluates data infrastructure,…
buffett
Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or…
yahoo-finance2
Use when building with the yahoo-finance2 TypeScript/Deno/npm library, using its Yahoo Finance data modules, CLI, or MCP server,…
OpenMobius-skill
Provides multi-school trading Q&A, chart/OHLCV analysis, annotation, and fresh-market workflows covering ICT/SMC, ChanLun,…
bayesian-intrinsic-gro…
Use a Bayesian intrinsic-growth valuation model to evaluate whether a company's market value sufficiently, excessively, or…
buy-side-equity-resear…
Generate source-backed buy-side equity research memos from a ticker, starting with investment view, target-price scenarios, SEC…
gf-dma-health-index
Score a stock's current valuation/trend health using the GF-DMA Health Index, combining fundamental growth speed,…
finops-toolkit
This skill should be used when the user asks about "FinOps hubs", "FinOps toolkit", "KQL queries", "Kusto", "cost data analysis",…
microsoft-writing-styl…
Use when writing, rewriting, or reviewing Microsoft-branded or customer-facing content, or resolving Microsoft terminology.…
support-report
Generate the FinOps toolkit support status report (customers waiting on us, triage queue, S0/S1, customer replies since the last…
shioaji
Shioaji (SJ) is SinoPac/永豐金證券's API for trading Taiwan markets (台股/期權 on TWSE, TPEX, TAIFEX). Use for any Shioaji task, or for…
backtrader
Event-driven backtesting with bar-by-bar execution, complex order types, multiple analyzers, and custom indicators
birdeye-api
Solana token market data via Birdeye — prices, OHLCV, trades, token metadata, security checks, and trader activity
coingecko-api
Broad crypto market data from CoinGecko covering 13,000+ tokens. Global market stats, historical price data going back years,…
earn-hunter
Automatically monitors OKX Flash Earn, Fixed Earn and Flexible Earn opportunities, sends push notifications, and guides…
okx-cex-auth
Use this skill when the user wants to 'login/log in/sign in', 'authenticate', 'authorize', 'connect OKX account', 'set up…
okx-cex-bot
Manage Grid bots (spot/contract/coin-margined), DCA Martingale bots (Spot DCA 现货马丁 / Contract DCA 合约马丁), and Smart Portfolio bots…
regime
Detect the market regime (Bull / Bear / Sideways) for ANY asset and turn it into a tradeable signal or a risk filter. Use this…
akquant
生成 akquant 框架的可执行量化策略代码,涵盖数据接口、事件驱动、风控与优化。当用户需要开发量化策略、配置回测环境、设置风控规则、进行参数优化、实现横截面轮动策略,或提及 akquant 时使用
backtrader
Backtrader 开源量化回测框架,支持多数据源、多策略、多周期回测与实盘交易,纯Python实现。当用户需要开发量化策略、进行回测分析、编写交易逻辑、回测参数优化,或提及…
finlab
Backtest and research stock strategies with the FinLab Python package on real market data: Taiwan stocks (台股) first, plus US, KR,…
serenity-bottleneck-hu…
给定一个投资主题/趋势,复用交易者 Serenity(@aleabitoreddit)的"供应链瓶颈逆向映射"方法论,独立挖出被市场忽视的上游瓶颈股(而非分析他已喊过的标的)。当用户给出一个主题(如"AI 数据中心电力""人形机器人""HBM…
luopan
商业研究路由器:根据研究对象进入行业研究或公司研究。 用户询问行业结构、产业链、市场格局、行业前景或“值不值得进入某行业”时,运行行业模式。 用户询问具体公司怎么赚钱、发展状况、财务表现、生态位、是否值得投资、是否值得投递或加入时,运行公司模式。…
minara
Crypto trading & wallet, and AI market analysis via Minara CLI. Swap, perps, transfer, deposit (credit card/crypto), withdraw, AI…
CNinfo2Notebookllm
Use when user wants to analyze China stock reports (A-share or Hong Kong), upload annual/quarterly reports to NotebookLM, or…
investment-analysis
Triggers on stock/market analysis, investment research, earnings, valuations, sentiment queries.
ar-aging
Produce an accounts-receivable aging report and surface overdue invoices for a Well workspace. Use when the user asks who owes…
autonomous-loop
Iterate until success or limit, composing existing skills with Jidoka integration
balance-sheet
Build a balance sheet (bilan) from a Well workspace. Use when the user asks for a balance sheet, bilan,…
okx-agent-payments-pro…
Handle agent payments and paid endpoints via x402, MPP, payment links, a2a-pay, and HTTP-payment recurring or metered billing.…
okx-agentic-wallet
Operate OKX Onchain OS wallets and execute or inspect on-chain transactions. Use for wallet…
okx-ai
Operate OKX.AI agents and marketplace workflows. Use when the user wants to register, update, or view Agent identities; discover,…
charlie-cfo-skill
Your AI CFO for bootstrapped startups, named after Charlie Munger who embodied the principle that capital discipline is a…
trade-analyze
Full Stock Analysis Orchestrator — launches 5 parallel subagents for comprehensive multi-dimensional stock analysis with…
trade-compare
Head-to-Head Stock Comparison — takes two tickers and compares them across valuation, growth, profitability, technical setup,…
trade-earnings
You are a pre-earnings analysis specialist within the AI Trading Analyst system. When invoked via `/trade earnings <ticker>`, you…
bank
Answer questions about the user's own bank accounts and money using the bank MCP tools (list_accounts, get_balances,…
deploy
Deploy BankMCP™ to a small server so it works in claude.ai and on the phone: Railway or Fly.io, volume, domain, setup page,…
setup
Set up BankMCP™ on this machine step by step: check Node, register the local MCP server, walk through the Enable Banking…
x2strategy
ALAGENT X2Strategy: any research input (PDF paper, Markdown draft, DOCX report, text notes, or keyword search) → structured…
10k-digest
Deep-read a 10-K annual report and output a structured markdown digest — abstract, section summaries, key metrics, and sourced…
bear-case
Build the strongest possible bear case against a stock — a deliberate short-seller red-team that argues why NOT to hold,…
catalyst-calendar
Forward-looking catalyst calendar identifying upcoming events and their expected price impact over a 90-day window
bitget-wallet-skill
Interact with Bitget Wallet API for crypto market data, token info, swap quotes, RWA (real-world asset) stock trading, and…
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…
create
Quick wizard to create a new Pine Script from a description. Just describe what you want and get working code.
examples
Browse and learn from example Pine Scripts. Shows available examples organized by complexity level.
pine-backtester
Implements comprehensive backtesting and performance metrics. Use when adding trade analysis, equity curves, or statistical…
global-stock-analysis
Global stock analysis (US, China & EU stock markets, technicals, fundamentals, etc) powered by NASDAQ's official data provider…
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