Finance Claude Skills
1 219 finance skills from 209 authors. They deal with money: trading, payments, accounting and crypto. Half of them fit into 1 824 tokens or less — that is what one costs your context window when the agent loads it. 285 ship runnable scripts rather than instructions alone. 32 of them cannot work without an MCP server, most often rube. We also found 166 copies of these same skills sitting in other people's repositories — counted once here, not 166 times.
1 219 unique 209 authors 1 updated this month 87 from vendors
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ranked by how many repositories carry the same content
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest results. Applicable when user asks about backtesting, strategy validation, robustness testing, avoiding overfitting, or systematic trading development.
This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mid-cap and above companies (over $2B market cap) that have significant market impact, organizing the data by date and timing in a clean markdown table format. Supports multiple environments (CLI, Desktop, Web) with flexible API key management.
Crypto wallet operations via the awal CLI — sign in, check balances, send USDC/ETH/POL/SOL, trade tokens, fund the wallet, and use the x402 payment protocol to discover paid services, pay for API calls, monetize an API, or query onchain data. Use whenever the user mentions signing in, login, authentication, wallet status, balance, address, sending money, paying someone, transferring tokens, ENS names, swapping/trading/converting tokens, funding/topping up/onramp, USDC, ETH, POL, SOL, the x402 bazaar, paid APIs, monetizing an endpoint, or querying onchain data on Base.
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest results. Applicable when user asks about backtesting, strategy validation, robustness testing, avoiding overfitting, or systematic trading development.
This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mid-cap and above companies (over $2B market cap) that have significant market impact, organizing the data by date and timing in a clean markdown table format. Supports multiple environments (CLI, Desktop, Web) with flexible API key management.
Crypto wallet operations via the awal CLI — sign in, check balances, send USDC/ETH/POL/SOL, trade tokens, fund the wallet, and use the x402 payment protocol to discover paid services, pay for API calls, monetize an API, or query onchain data. Use whenever the user mentions signing in, login, authentication, wallet status, balance, address, sending money, paying someone, transferring tokens, ENS names, swapping/trading/converting tokens, funding/topping up/onramp, USDC, ETH, POL, SOL, the x402 bazaar, paid APIs, monetizing an endpoint, or querying onchain data on Base.
Braintree Automation: manage payment processing via Stripe-compatible tools for customers, subscriptions, payment methods, and transactions
Coinbase Automation: list and manage cryptocurrency wallets, accounts, and portfolio data via Coinbase CDP SDK
Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional holdings (13F), company financials, annual/quarterly reports (10-K, 10-Q), proxy statements (DEF 14A), 8-K current events, company screening by ticker/CIK/industry, multi-period financial analysis, or any SEC regulatory filings.
Access real-time and historical stock market data, forex rates, cryptocurrency prices, commodities, economic indicators, and 50+ technical indicators via the Alpha Vantage API. Use when fetching stock prices (OHLCV), company fundamentals (income statement, balance sheet, cash flow), earnings, options data, market news/sentiment, insider transactions, GDP, CPI, treasury yields, gold/silver/oil prices, Bitcoin/crypto prices, forex exchange rates, or calculating technical indicators (SMA, EMA, MACD, RSI, Bollinger Bands). Requires a free API key from alphavantage.co.
Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.
Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.
Build production-ready Web3 applications, smart contracts, and decentralized systems. Implements DeFi protocols, NFT platforms, DAOs, and enterprise blockchain integrations. Use PROACTIVELY for smart contracts, Web3 apps, DeFi protocols, or blockchain infrastructure.
Integrate Stripe, PayPal, and payment processors. Handles checkout flows, subscriptions, webhooks, and PCI compliance. Use PROACTIVELY when implementing payments, billing, or subscription features.
Integrate PayPal payment processing with support for express checkout, subscriptions, and refund management. Use when implementing PayPal payments, processing online transactions, or building e-commerce checkout flows.
Implement PCI DSS compliance requirements for secure handling of payment card data and payment systems. Use when securing payment processing, achieving PCI compliance, or implementing payment card security measures.
Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage. Use PROACTIVELY for quantitative finance, trading algorithms, or risk analysis.
Monitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy, and implements stop-losses. Use PROACTIVELY for risk assessment, trade tracking, or portfolio protection.
Master smart contract security best practices to prevent common vulnerabilities and implement secure Solidity patterns. Use when writing smart contracts, auditing existing contracts, or implementing security measures for blockchain applications.
Automate Square tasks via Rube MCP (Composio): payments, orders, invoices, locations. Always search tools first for current schemas.
Generate comprehensive investor-ready business case document with market, solution, financials, and strategy
Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios
This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or requests 3-5 year financial planning for a startup.
Automate Stripe tasks via Rube MCP (Composio): customers, charges, subscriptions, invoices, products, refunds. Always search tools first for current schemas.
Implement Stripe payment processing for robust, PCI-compliant payment flows including checkout, subscriptions, and webhooks. Use when integrating Stripe payments, building subscription systems, or implementing secure checkout flows.
Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.
Integrate PayPal payment processing with support for express checkout, subscriptions, and refund management. Use when implementing PayPal payments, processing online transactions, or building e-commerce checkout flows.
Implement PCI DSS compliance requirements for secure handling of payment card data and payment systems. Use when securing payment processing, achieving PCI compliance, or implementing payment card security measures.
Master smart contract security best practices to prevent common vulnerabilities and implement secure Solidity patterns. Use when writing smart contracts, auditing existing contracts, or implementing security measures for blockchain applications.
Implement Stripe payment processing for robust, PCI-compliant payment flows including checkout, subscriptions, and webhooks. Use when integrating Stripe payments, building subscription systems, or implementing secure checkout flows.
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.
Query the U.S. Treasury Fiscal Data REST API for federal financial data. No API key required. Use for national debt (Debt to the Penny), Daily Treasury Statements, Monthly Treasury Statements, Treasury securities auctions, interest rates, foreign exchange rates, savings bonds, or U.S. government revenue and spending statistics.
How to pull SEC EDGAR data with the edgartools Python package — company lookup, filings, XBRL financial statements, and filing sections like Item 1A risk factors. Use whenever a task involves SEC filings, 10-K/10-Q data, or company financials.
Entry point for Internet Court — the trust layer for agent-to-agent commerce. Use whenever an agent needs to transact with another agent or a paid service, or a user mentions agent payments, paid APIs (HTTP 402/x402), wallet custody or trust concerns, spending mandates, delegated permissions (ERC-7710/7715), escrow, agent identity or reputation (ERC-8004), negotiation between agents (A2A), agent jobs (ERC-8183), machine payments (MPP, AP2), supervision of agent behavior, revocation, verification, or dispute resolution (GenLayer) — even if they never say "Internet Court". Routes to the vendored protocol skills and connector skills in this package.
Design and implement demos combining x402 HTTP payments with ERC-7710 smart contract delegations and ERC-7715 wallet permission requests for subscriptions, bounded agent budgets, recurring spend, pay-per-use APIs, and agentic commerce.
Use this skill when the user asks to list, create, inspect, update, disable, re-enable, or revoke AltLLM Portal API keys for external agents or applications. Do NOT use for wallet login, billing history, or payment links.
Use this skill when the user asks to log in or out with a wallet session, fetch a wallet sign-in challenge, verify an externally signed challenge, or troubleshoot AltLLM Portal wallet login for the local altllm CLI. Do NOT use for API key management, billing history, or payment links.
Use this umbrella skill when the request spans multiple AltLLM Portal CLI domains, or when you need to navigate the local altllm CLI in this repository across auth, API keys, billing history, NOWPayments payment links, and related x402 Portal top-up guidance.
Use this skill when the user asks to create a NOWPayments crypto payment link, poll payment status, or execute a supported direct wallet payment through the AltLLM Portal CLI. Do NOT use for wallet login, API key management, billing history, or x402 credit top-ups.
BNB Chain MCP server connection and tool usage. Covers npx @bnb-chain/mcp@latest, PRIVATE_KEY and RPC, and every MCP tool — blocks, transactions, contracts, ERC20/NFT transfers, wallet, ERC-8004 agent registration, Greenfield. Use when connecting to bnbchain-mcp, querying or transacting on BNB Chain/opBNB/EVM, registering as ERC-8004 agent, or using Greenfield.
> (1) Web3 on-chain data via Chainbase CLI — use when the user asks about blockchain data, token holders, wallet addresses, token prices, ENS domains, transactions, DeFi portfolios, "token price", "token transfers", "ENS domain", "on-chain data", "blockchain query", "SQL query on-chain", across Ethereum, BSC, Polygon, Arbitrum, Optimism, Base, Avalanche, zkSync, and other EVM chains. (2) Crypto social intelligence via Tops (chainbase tops) — use when the user asks about trending crypto narratives, social mentions, Twitter/X crypto discussions, narrative narrative", "what's trending in crypto", "social mentions", "who is talking about", "crypto twitter", "KOL signals", "narrative search", "topic posts".
Give the AI agent its own EVM wallet with admin-controlled policies the agent CANNOT bypass even under prompt injection. Encrypted keystore (AES-256-GCM, scrypt KDF), policy file the agent has no tool to write, deterministic policy gate on every signing operation, optional local HTTP dashboard. Triggers: agent wallet, give the agent a wallet, agent address, fund the agent, agent autonomy, policy gate, kill switch, agent permissions, bounded autonomy, ERC-4337 alternative, session-key alternative.
Build with the ChainGPT Web3 AI developer platform. Full API/SDK reference and project scaffolding for: Web3 AI Chatbot & LLM, AI NFT Generator, Smart Contract Generator, Smart Contract Auditor, AI Crypto News, AgenticOS Twitter agents, and Solidity LLM. Use when building blockchain apps, Web3 chatbots, NFT tools, smart contract tools, crypto news feeds, AI agents, or integrating any ChainGPT API. Triggers: chaingpt, web3 ai, nft generator, smart contract audit, crypto news api, agenticos, solidity llm, cgpt, blockchain ai, token analytics.
Access real-time crypto token data, DeFi analytics, wallet intelligence, project research, and blockchain insights through Heurist Mesh agents. Use when the user asks about token trends, DeFi protocols, wallet holdings, project due diligence, Twitter/X crypto sentiment, or deeper market analysis.
Upload files to IPFS through the Kleros x402 payment gateway in exchange for $0.01 USDC on Base mainnet. Use this skill **specifically** when the user is uploading content destined for the Kleros ecosystem — dispute evidence, meta-evidence JSON, court / dispute / arbitrator policies, Curate item metadata, juror justifications, or any artifact a Kleros smart contract or subgraph will reference by IPFS CID. Trigger when the request mentions Kleros, a court / arbitrator / dispute / juror / curate / proof-of-humanity context, or any of the conventional Kleros operation tags (evidence, meta-evidence, justification). Do NOT trigger for generic 'upload to IPFS' / 'get me a CID' requests with no Kleros context — point those users at Pinata, web3.storage, or any general-purpose pinning service instead. Exception: if the user explicitly names this gateway (kleros-ipfs-gateway.fly.dev / kleros-api.netlify.app/.netlify/functions/upload-to-ipfs), explicitly requests this skill, or asks the agent to test / validate / sanity-check this gateway or skill, trigger regardless of topical context — a deliberate end-to-end test is a valid trigger.
Is this token held by quality wallets or retail noise? SM holder ratio, flow breakdown by label, and recent buyer quality.