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
Expert guide for Odoo eCommerce and Website: product catalog, payment providers, shipping methods, SEO, and order-to-fulfillment workflow.
Expert guide for Odoo Inventory: stock valuation (FIFO/AVCO), reordering rules, putaway strategies, routes, and multi-warehouse configuration.
When the user wants to design, construct, or improve an offer — the thing they actually sell — including value framing, bonus stacking, guarantee design, scarcity/urgency, naming, and payment structure. Also use when the user mentions 'offer,' 'offer design,' 'build an offer,' 'grand...
Design and implement production-grade Pakistani payment integrations (JazzCash, Easypaisa, bank/PSP rails, optional Raast) for SaaS with PKR billing, webhook reliability, and reconciliation.
Integrate Stripe, PayPal, and payment processors. Handles checkout flows, subscriptions, webhooks, and PCI compliance. Use PROACTIVELY when implementing payments, billing, or subscription features.
Master PayPal payment integration including Express Checkout, IPN handling, recurring billing, and refund workflows.
Master PCI DSS (Payment Card Industry Data Security Standard) compliance for secure payment processing and handling of cardholder data.
Mask, redact, anonymize and censor sensitive information (PII) in screenshots and images — phone numbers, emails, IDs, API keys, crypto wallets, credit cards, passwords, and more. Uses OCR (Tesseract + RapidOCR) with 47 regex rules and optional NER (GLiNER) to detect private data and...
Audit a shipped repo for production-readiness gaps across RLS, webhooks, secrets, grants, Stripe idempotency, mobile UX, and deployment health.
Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage.
Monitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy, and implements stop-losses.
Verifies code implements exactly what documentation specifies for blockchain audits. Use when comparing code against whitepapers, finding gaps between specs and implementation, or performing compliance checks for protocol implementations.
Automate Square tasks via Rube MCP (Composio): payments, orders, invoices, locations. Always search tools first for current schemas.
Expert startup business analyst specializing in market sizing, financial modeling, competitive analysis, and strategic planning for early-stage companies.
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 '
Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.
Automate Stripe tasks via Rube MCP (Composio): customers, charges, subscriptions, invoices, products, refunds. Always search tools first for current schemas.
Master Stripe payment processing integration for robust, PCI-compliant payment flows including checkout, subscriptions, webhooks, and refunds.
A trading journal that captures the decision, not just the fill: thesis, plan, and emotion at the moment of entry, written to the user's own Notion database; reviews grade decisions, not P&L.
Review generated or changed WooCommerce extensions, payment and shipping integrations, checkout customizations, and order or product logic.
WooCommerce store development workflow covering store setup, payment integration, shipping configuration, customization, and WordPress 7.0 features: AI connectors, DataViews, and collaboration tools.
Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex).
Passive income portfolio analysis — activate when user asks about dividend yields, Treasury rates, REIT income, monthly passive income goals, or portfolio yield optimization. Scans 4 asset classes, ranks by risk-adjusted return, and builds allocations targeting a specific monthly income.
Access 20+ years of global financial data: equities, options, forex, crypto, commodities, economic indicators, and 50+ technical indicators.
Master PCI DSS (Payment Card Industry Data Security Standard) compliance for secure payment processing and handling of cardholder data.
Master Stripe payment processing integration for robust, PCI-compliant payment flows including checkout, subscriptions, webhooks, and refunds.
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.
Explain blockchain fundamentals including distributed ledger architecture, consensus mechanisms, and block structure. Use this skill when the user needs to understand blockchain concepts, evaluate whether blockchain fits a use case, or design a blockchain-based solution — even if they say 'how does blockchain work', 'do I need blockchain', or 'distributed ledger'.
Design and implement smart contracts as self-executing programmatic agreements on blockchain. Use this skill when the user needs to build automated on-chain logic, evaluate smart contract security, or design tokenized business rules — even if they say 'smart contract development', 'automated agreement', or 'on-chain logic'.
Implement VCG mechanism for incentive-compatible ad slot allocation with truthful bidding. Use this skill when the user needs to design a truthful auction mechanism, compute externality-based payments, or understand why platforms may prefer GSP over VCG — even if they say 'truthful auction design', 'VCG payments', or 'incentive-compatible mechanism'.
Apply Benford's Law to detect anomalies in numerical datasets by analyzing first-digit frequency distributions. Use this skill when the user needs to audit financial data for fraud indicators, validate data integrity, or detect fabricated numbers — even if they say 'data manipulation detection', 'first digit test', or 'accounting fraud screening'.
Calculate Altman Z-Score to predict corporate bankruptcy probability from financial ratios. Use this skill when the user needs to assess a company's financial distress risk, screen for bankruptcy-prone firms, or evaluate credit worthiness — even if they say 'bankruptcy prediction', 'financial distress score', or 'Z-score analysis'.
Calculate Value at Risk to estimate maximum portfolio loss at a given confidence level. Use this skill when the user needs to quantify downside risk, set risk limits, or report regulatory risk measures — even if they say 'worst case loss', 'portfolio risk', or 'how much could we lose'.
Calculate safety stock levels to buffer against demand and lead time uncertainty. Use this skill when the user needs to set inventory buffers, determine service level trade-offs, or optimize safety stock across SKUs — even if they say 'how much buffer inventory', 'stockout prevention', or 'service level calculation'.
Apply BCG Growth-Share Matrix to analyze a product or business unit portfolio for resource allocation decisions. Use this skill when the user needs to prioritize investments across multiple products, decide which products to grow vs harvest vs divest, or evaluate a portfolio's balance — even if they say 'which products should we invest in' or 'portfolio strategy' without naming BCG.
Corporate-governance practice playbook: board composition, three lines of defense, audit/compensation/nomination committee operations, independent-director governance, stakeholder communication, IPO governance upgrade, and family-business professionalization. Use for board-structure design, independent-director selection, three-lines implementation, IPO governance preparation, major governance incidents (fraud, scandal, insider trading), or family-business corporatization. Triggers: 『董事會組成』『獨董沒發揮功能』『三道防線』『上櫃治理補強』『家族法人化』『委員會分工』『ESG 治理』『審計委員會』『薪酬委員會』『提名委員會』. For Taiwan EMBA corporate-governance/finance/law/ESG cases. Focuses on listed-company and IPO practice; governance theory: use Asgard `grad-governance`; 9-box/繼任規劃/接班人才盤點: use `ops-talent-strategy`; COSO ERM/風險地圖/風險委員會運作: use `biz-erm`.
Build Discounted Cash Flow (DCF) valuation models to estimate intrinsic value. Use this skill when the user needs to value a company, evaluate an investment, estimate fair share price, or build financial projections — even if they say 'what is this company worth', 'should we acquire them', or 'build me a valuation model'.
Apply DuPont Analysis to decompose Return on Equity (ROE) into profitability, efficiency, and leverage components. Use this skill when the user needs to diagnose why ROE is high or low, compare financial performance drivers across companies, or identify which operational lever to pull — even if they say 'why is our ROE declining' or 'how do we improve returns'.
Analyze financial health using ratio categories: profitability, liquidity, leverage, efficiency, and valuation. Use this skill when the user needs to assess a company's financial performance, compare companies, evaluate creditworthiness, or prepare financial due diligence — even if they say 'is this company financially healthy', 'analyze these financial statements', or 'compare these two companies'.
Corporate innovation-governance toolkit integrating Stage-Gate process, 3 Horizons model, innovation portfolio management, open innovation, corporate venture capital (CVC), innovation KPIs, and intrapreneurship. Use for innovation-portfolio design, second-curve planning, innovation-project review gating, open-innovation evaluation, CVC setup, innovation-KPI design, or managing tension between core and new businesses. Triggers: 『第二曲線』『創新專案怎麼管』『新事業孵化』『收購投資新創』『Stage-Gate』『研發投資組合』『內部創業』『開放式創新』『CVC』『3 Horizons』『創新 KPI』. For Taiwan EMBA innovation-management/strategy/technology-management cases (台大／中山). Startup basics: use Asgard `ux-lean-startup`; innovation theory: use Asgard `grad-disruptive-innovation`, `grad-ambidexterity`; 家族二代接班治理: use `biz-corporate-governance` 或 `ops-talent-strategy`; ESG/淨零策略結合: use `biz-net-zero-transition`.
Management accounting toolkit for internal decision support: ABC costing, variance analysis, transfer pricing, and responsibility accounting. Use for product profitability disputes, budget variance diagnosis, inter-division pricing design, and business-unit manager performance evaluation. Triggers: 『這個產品真的賺錢嗎』『成本分攤』『事業部之間怎麼算錢』『本月成本超支』『評核廠長績效』『內部轉撥』『ABC 作業成本』『差異分析』『責任中心』『管理會計』. For Taiwan EMBA cases, term reports, and management-decision simulations (台大／陽交／成大 財管必修).
Analyze supply chain operations using the SCOR model across Plan, Source, Make, Deliver, and Return processes. Use this skill when the user needs to optimize supply chain efficiency, evaluate supplier performance, improve logistics, or design an end-to-end supply chain strategy — even if they say 'our deliveries are slow', 'supply chain costs are too high', or 'we keep running out of stock'.
Analyze inventory health using turnover ratios, ABC classification, safety stock calculations, and stockout vs overstock diagnostics. Use this skill when the user needs to optimize inventory levels, reduce carrying costs, prevent stockouts, or classify products by inventory priority — even if they say 'we have too much stock', 'we keep running out of bestsellers', 'how much safety stock do we need', or 'which products should we focus on'.
Interpret the three core financial statements (income statement, balance sheet, cash flow statement) to assess business health and performance. Use this skill when the user needs to read financial statements, understand profitability vs cash flow, evaluate a company's financial position, or prepare for investor/board meetings — even if they say 'explain these financials', 'are we making money', 'read this annual report', or 'what do these numbers mean'.
Develop e-commerce strategy for Southeast Asian markets including platform selection, payment infrastructure, logistics challenges, and localization requirements. Use this skill when the user is expanding e-commerce to SEA, evaluating Shopee vs Lazada vs Tokopedia, or needs to understand SEA market differences — even if they say 'sell to Southeast Asia', 'which platform in Vietnam', 'SEA payment methods', or 'cross-border e-commerce in ASEAN'.
Apply behavioral economics concepts including bounded rationality, prospect theory, mental accounting, and nudge theory to analyze decision-making biases. Use this skill when the user needs to understand why people make irrational economic decisions, design choice architectures, or apply nudges to influence behavior — even if they say 'why do customers make bad choices', 'how do we encourage people to save more', or 'design a better default option'.
M&A integration playbook covering eight modules: strategic rationale, target screening, due diligence (financial/legal/commercial), valuation with valuation bridge, synergy analysis, deal structuring (stock vs. asset, cash vs. equity, earn-out), SPA key clauses, and post-merger integration (PMI). Use for deal evaluation, valuation disputes, structure design, earn-out design, synergy breakdown, integration risk, or hostile takeover defense. Triggers: 『併購』『收購』『M&A』『盡職調查』『DD』『估值橋』『綜效』『earn-out』『換股比例』『PMI』『買殼』『借殼上市』『敵意併購』『交易結構』. For Taiwan EMBA 財管組 case studies and term reports (台大／政大／陽交). Complements Asgard `biz-dcf` and `fin-modeling` (valuation tools) plus `biz-corporate-governance` (governance layer) by providing the transaction-layer framework.