Agent skills for Financial and Investment Analysts

35 agent skills are labelled for Financial and Investment Analysts work. They are listed by code score, out of 100.

All 35

1. deep-company-series HKUDS/Vibe-Trading

   Write a publication-grade 8-part deep-dive series on a single company (~120k words total): cognitive reset / moat / profit engine / hidden assets / era variable (e.g. AI) / financ…

   Verified83B
2. bottleneck-hunter HKUDS/Vibe-Trading

   Supply-chain bottleneck arbitrage. Given a super-trend (AI infra, energy transition, defense, semiconductor reshoring, space economy), decompose its physical supply chain down to…

   Verified80B
3. okx-growth-competition internet-court/internet-court-skill

   List OKX Agentic Wallet exclusive trading competitions, register users for contests, track participation and leaderboard rankings, and claim won rewards. Use when users want to li…

   79B
4. cash-flow-snapshot anthropics/knowledge-work-plugins

   Reads AR/AP, historical cash timing, and known fixed costs from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) or from PayPal, Square, or Stripe — or a CSV upload —…

   78B
5. comps-analysis NousResearch/hermes-agent

   Build comparable-company valuation workbooks in Excel.

   77B
6. lbo-model NousResearch/hermes-agent

   Build leveraged buyout workbooks with IRR/MOIC in Excel.

   77B
7. startup-financial-modeling wshobson/agents

   Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use this skill when cr…

   77B
8. channel-economics alirezarezvani/claude-skills

   Use for a direct vs partner channel review: fully loaded cost to serve, channel ROI and the best channel mix under constraints. Runs cost_to_serve_calculator.py, channel_roi_analy…

   77B
9. saas-metrics-coach alirezarezvani/claude-skills

   Use when someone shares SaaS revenue or customer numbers, or asks about ARR, MRR, churn, LTV, CAC, NRR or how their SaaS is doing. Computes metrics with metrics_calculator.py, qui…

   77B
10. trader-risk Jakeschincariol/day-trader-skill

    Risk Manager. Checks every trade against your limits and stops anything over them, before it can reach the broker. For a day trade: a stop is required, the loss at the stop must f…

    76B
11. stock-analysis alirezarezvani/claude-skills

    Analyze, research or value a listed stock or company (US, global, NSE or BSE) with verified data, ratios, scores and valuation. Use whenever asked if a stock is a buy, what it is…

    75B
12. trader-pelosi Jakeschincariol/day-trader-skill

    The Pelosi Tracker. Watches the stock trades members of Congress must disclose under the STOCK Act: reads the House Clerk's public Periodic Transaction Reports (PTRs) as soon as t…

    75B
13. backtest-diagnose HKUDS/Vibe-Trading

    Diagnose failed or underperforming backtests, locate the root cause, and fix the issue

    74B
14. strategy-generate HKUDS/Vibe-Trading

    Create, modify, and optimize quantitative trading strategies, then backtest and evaluate them.

    74B
15. ito-baskets affaan-m/ECC

    Read-only Itô basket and prediction-market data skill. Index the live basket catalog, compare a basket against user-supplied research or a watchlist, build a source-grounded marke…

    73B
16. research-discipline HKUDS/Vibe-Trading

    A short self-bias checklist to run at the START of any investment research task (stock screen / sector study / company deep-dive). Four biases that systematically warp AI research…

    73B
17. commercial-forecaster alirezarezvani/claude-skills

    Use when building a bookings, ARR, pipeline or NRR forecast, or a commit, best-case and pipeline board number. Forecasts with bookings_forecaster.py, projects cohorts with cohort_…

    73B
18. research-finance alirezarezvani/claude-skills

    Use for R&D program money: multi-period budgets with indirect cost split, burn and runway against milestones, or capitalize vs expense routing. Runs program_budget_planner.py, bur…

    73B
19. okx-dapp-discovery internet-court/internet-court-skill

    Plugin router for 20 third-party DeFi protocols (Polymarket, Aave, Hyperliquid, PancakeSwap, Morpho, Raydium, Curve, Compound, Pendle, Lido, ether.fi, GMX, Kamino, Orca, Meteora,…

    73B
20. 3-statement-model NousResearch/hermes-agent

    Build integrated IS/BS/CF financial workbooks in Excel.

    72B
21. solana NousResearch/hermes-agent

    Query Solana wallets, tokens, txs, and NFTs in USD.

    72B
22. financial-analyst alirezarezvani/claude-skills

    Analyze financial statements, value a company with a DCF, explain budget variance, build rolling forecasts. Use whenever the user asks what a business is worth or why spend missed…

    72B
23. trader-analyst Jakeschincariol/day-trader-skill

    The Earnings Analyst. Reads a company's reported numbers straight from SEC EDGAR (XBRL company facts from its 10-Qs and 10-Ks, plus the latest earnings 8-K and its press release)…

    72B
24. trader-exit Jakeschincariol/day-trader-skill

    Exit Planner. Sets your stop and your target before you enter, so you know when to get out. Reads the entry from trader-entry (or a price you give), puts the stop at the opening-r…

    72B
25. trader-news Jakeschincariol/day-trader-skill

    News Monitor. Tracks breaking news on every stock you watch and flags what moves it: Yahoo Finance headlines per ticker, each company's 8-K filings on SEC EDGAR (earnings, CEO cha…

    72B
26. data-routing HKUDS/Vibe-Trading

    The single ROUTER for every data need. Load this skill BEFORE any backtest, data-fetch, or research task to pick the best available source/tool, honour auth (env) requirements, an…

    71B
27. officecli-financial-model iOfficeAI/OfficeCLI

    Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fund…

    71B
28. portfolio-review xbtlin/ai-berkshire

    AI Berkshire skill: 组合管理：从"研究公司"到"管理组合". Source: skills/portfolio-review.md.

    71B
29. trader-broker Jakeschincariol/day-trader-skill

    Order Executor. Sends approved orders to your broker, paper trading by default, never without your yes. Shows each order as a plain ticket (a bracket shows its stop-loss, take-pro…

    71B
30. private-company-research HKUDS/Vibe-Trading

    Deep research framework for pre-IPO / private companies (Ant Group, SpaceX, Stripe, ByteDance...). Six analyst lenses — business model, financial forensics, competitive landscape,…

    70B
31. strategy-dev-manager HKUDS/Vibe-Trading

    Strategy Development Manager: convert academic papers and research reports into validated factors and strategies with automated backtesting, persistent storage, and decay monitori…

    70B
32. trader-alerts Jakeschincariol/day-trader-skill

    Price Alerts. Rings when a price, a stop or the opening bell hits. Turns the trade plan into three alerts in one go (the stop, the target and "flat by close" at your flat-by time)…

    70B
33. trader-budget Jakeschincariol/day-trader-skill

    Budget Manager. Sizes every position to your budget and your max loss per trade. Reads the trade plan from trader-exit (entry, stop, target), finds the whole shares that fit insid…

    70B
34. trader-entry Jakeschincariol/day-trader-skill

    Entry Timer. Watches a setup bar by bar and tells you the moment to get in. Reads free Yahoo 1-minute or 5-minute bars, builds the opening range (the first 15 minutes by default)…

    70B
35. trader-scanner Jakeschincariol/day-trader-skill

    Chart Scanner. Scans thousands of charts for setups: opening-range breakouts, flags, oversold bounces. Builds the list of US-listed common stocks, ordinary shares and ADRs from Na…

    70B

Scores come from a snapshot of 300 public GitHub repositories taken on 12 November 2026. Every score is the result of fixed checks run by code; no AI is involved. How scoring works.