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
Summarize and analyze earnings calls (法說會) including financial highlights, management commentary, guidance, and analyst Q&A key takeaways. Use this skill when the user needs to digest an earnings call transcript, extract key financial data and forward guidance, compare actual results vs consensus estimates, or prepare for an investor meeting — even if they say 'summarize this earnings call', 'what did management say about next quarter', 'did they beat estimates', or 'key takeaways from the 法說會'.
Build three-statement financial models (Income Statement, Balance Sheet, Cash Flow) with revenue forecasting, assumption management, and scenario analysis. Use this skill when the user needs to project financials, build a fundraising model, create financial projections for a business plan, or evaluate M&A targets — even if they say 'build a financial model', 'project our revenue', 'how much money will we make next year', or 'model this acquisition'.
Apply the Fama-French three-factor model to decompose asset returns into market, size, and value factors. Use this skill when the user needs to explain cross-sectional return differences, evaluate fund performance beyond CAPM alpha, assess small-cap or value tilts in a portfolio, or when they ask 'why do small caps earn more', 'is value premium real', or 'what factors drive returns'.
Apply the Efficient Market Hypothesis (Fama, 1970) to evaluate information incorporation in asset prices across weak, semi-strong, and strong forms. Use this skill when the user needs to assess market efficiency, determine if a trading strategy can generate abnormal returns, evaluate event studies, or when they ask 'can technical analysis work', 'does the market already know this', or 'is this anomaly exploitable'.
Apply event study methodology to measure abnormal returns and cumulative abnormal returns (CAR) around corporate or market events. Use this skill when the user needs to quantify the market impact of announcements, design event and estimation windows, or when they ask 'did this event affect stock price', 'how do I calculate abnormal returns', or 'what is the market reaction to this announcement'.
Apply Hierarchical Linear Modeling (HLM) to analyze nested data structures with random intercepts and slopes, accounting for intra-class correlation and cross-level interactions. Use this skill when the user has students nested in schools, employees in firms, or repeated measures in individuals, needs to partition variance across levels, or when they ask 'how do I handle nested data', 'what is ICC', or 'do group-level factors moderate individual-level relationships'.
Apply pecking order theory (Myers and Majluf, 1984) to analyze how information asymmetry drives financing hierarchy decisions. Use this skill when the user needs to explain why firms prefer internal over external financing, interpret equity issuance as a negative signal, evaluate capital raising decisions, or when they ask 'why did the stock drop on the equity offering', 'should we use debt or equity', or 'why do firms hoard cash'.
Apply the Resource-Based View (Barney, 1991) and VRIO framework to evaluate whether a firm's resources and capabilities confer sustained competitive advantage. Use this skill when the user needs to assess internal resources for strategic value, determine if a competitive edge is sustainable, audit resource portfolios for VRIO criteria, or when they ask 'what makes our advantage sustainable', 'which resources matter most', or 'can competitors replicate this'.
Apply systems thinking — causal loop diagrams, stock-and-flow models, system archetypes, and leverage-point analysis — to organizational, economic, or social problems where feedback loops, delays, or emergent behavior drive recurring failure across multiple interacting actors. Use this skill when the user describes a multi-actor situation that resists linear fixes: policy interventions that backfire, org-level fixes that break other teams, market symptoms that return after being solved, or time-lagged second-order consequences, even if they say 'why does fixing X make Y worse' or 'identify the leverage points in this system'. Do NOT use for single-cause software bugs, flaky tests, or regressions — those are debugging problems, not systems-thinking problems, even when phrased as 'this keeps coming back'.
Review business contracts for risk identification including liability clauses, IP ownership, termination terms, and payment conditions. Use this skill when the user needs a practical contract risk assessment for vendor agreements, partnership contracts, or service agreements — even if they say 'review this contract', 'what should I watch out for', 'is this agreement fair', or 'negotiate better terms'.
Structure and write investor pitch decks covering problem, solution, market, business model, traction, team, and financials. Use this skill when the user needs to create a fundraising presentation, prepare for investor meetings, or structure a startup pitch — even if they say 'build a pitch deck', 'present to investors', 'prepare for fundraising', or 'how should I structure my pitch'.
查询A股实时行情、历史数据、技术指标、事件、资金面、热门行业/概念、板块热力图与个股行业信息。Use when 用户提到股票代码、板块、热门概念、热门行业、概念涨跌、行业涨跌、热力图、市场快讯、技术分析、财务指标、指数成分、交易日历、宏观数据或个股所属行业。
基于“均线定方向，MACD定节奏”的A股选股与交易计划技能。Use when 用户要求把均线与MACD结合做选股、筛票、盘前候选池、趋势跟随、回踩再上、金叉确认、顶背离减仓、或希望把技术判断沉淀成可执行规则与风控模板。
A股模拟盘交易与回测技能。Use when 用户要启动模拟仓服务、创建多账户、下限价单/市价单、撤单、查询持仓资金、验证涨跌停成交逻辑或运行A股回测。
基于退哥短线交易规则的A股场景化决策技能。Use when 用户要按交易场景查看短线规则、做选股、判断趋势回踩、涨停回调、连板接力、洗盘结束、卖出失效或仓位纪律。
Idempotent API operations with idempotency keys, Redis caching, DB constraints. Use for payment systems, webhook retries, safe retries, or encountering duplicate processing, race conditions, key expiry errors.
Integrates payment processing with Stripe, PayPal, or Square including subscriptions, webhooks, and PCI compliance. Use when implementing checkout flows, recurring billing, or handling refunds and disputes.
>- Manage account balance, payments, invoices, webhooks, and view audit logs and detail records. This skill provides REST API (curl) examples.
>- Manage account balance, payments, invoices, webhooks, and view audit logs and detail records. This skill provides Go SDK examples.
>- Manage account balance, payments, invoices, webhooks, and view audit logs and detail records. This skill provides JavaScript SDK examples.
>- Manage account balance, payments, invoices, webhooks, and view audit logs and detail records. This skill provides Java SDK examples.
>- Manage account balance, payments, invoices, webhooks, and view audit logs and detail records. This skill provides Ruby SDK examples.
>- Add credit to a Telnyx account through Machine Payment Protocol (MPP) using Stripe Link or Tempo USDC, then verify the transaction and balance.
>- Make cryptocurrency payments to fund a Telnyx account using the x402 protocol (USDC on Base). Covers quoting, EIP-712 signing, and settlement.
Payment gateway testing including Stripe, PayPal, and Square integration testing with sandbox environments, webhook verification, and error handling.
Router skill for LLMQuant equities workflows. Use when the user needs stock analysis, equity comparison, research memos, merger-arb memos, or sell/take-profit work.
Router skill for LLMQuant equity derivatives workflows. Use when the user needs single-stock derivative, convertible, warrant, structured payoff, or hybrid security analysis.
Router skill for LLMQuant crypto workflows. Use when the user needs crypto market regime analysis, token research, perpetual funding, basis, leverage, liquidity, or cross-asset crypto context.
Router skill for LLMQuant macro workflows. Use when the user needs macro dashboards, Fed or central-bank previews, inflation and growth context, liquidity, or macro-to-portfolio impact analysis.
Router skill for LLMQuant portfolio workflows. Use when the user needs company profiles, thesis tracking, theme research, watchlist monitoring, or alert management.
Router skill for LLMQuant portfolio-lab workflows. Use when the user needs portfolio exposure maps, what-if simulations, scenario states, or virtual portfolio comparisons.
VectorBT backtesting expert. Use when user asks to backtest strategies, create entry/exit signals, analyze portfolio performance, optimize parameters, fetch historical data, use VectorBT/vectorbt, compare strategies, position sizing, equity curves, drawdown charts, or trade analysis. Also triggers for openalgo.ta helpers (exrem, crossover, crossunder, flip, donchian, supertrend).
Polymarket integration for prediction market trading on Polygon. Covers authentication (L1 EIP-712, L2 HMAC-SHA256, builder headers), order placement (GTC/GTD/FOK/FAK, batch, post-only, heartbeat), market data (Gamma API, Data API, orderbook, subgraph), WebSocket streaming (market/user/sports channels), CTF operations (split, merge, redeem, negative risk), bridge (deposits, withdrawals, multi-chain), and gasless relayer transactions. Use when building AI agents, autonomous market makers, prediction market UIs, or any application integrating with Polymarket on Polygon.
AI-powered career biographer that conducts empathetic interviews, extracts structured career narratives, and transforms professional stories into portfolios, CVs, and personal brand assets. This skill should be used when users want to document their career journey, create professional portfolios, generate CVs, or craft compelling career narratives.
Strategic analyst that maps competitive landscapes, identifies white space opportunities, and provides positioning recommendations. Use when users need competitive analysis, market positioning strategy, differentiation tactics, or "how do I stand out?" guidance across any domain (portfolios, products, services). NOT for market size estimation or financial forecasting.
Multidisciplinary decision-making using mental models from psychology, economics, mathematics, and science to identify high-conviction opportunities and avoid cognitive biases. Keywords: latticework, lollapalooza, circle of competence, inversion, moats. NOT for single-discipline analysis, high-frequency trading, or speculative diversification.'
Expert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building strategies grounded in academic research. Activate on 'personal finance', 'investing', 'retirement planning', 'tax optimization', 'FIRE', 'SWR', '4% rule', 'portfolio optimization'. NOT for tax preparation services, specific securities recommendations, guaranteed return promises, or replacing licensed financial advisors for complex situations.
Analyze complex systems through stocks, flows, and feedback loops to find high-leverage interventions. For organizational, environmental, social, and technical systems exhibiting circular causality. NOT for linear problems or simple cause-effect chains.
MiniQMT 迅投量化交易接口，基于 XtQuant Python 库，支持 A 股/期货/期权的行情数据获取（K线、分笔、财务数据等）和交易下单（报单、撤单、查询资产/委托/持仓）。当用户提及 miniqmt、xtquant、迅投、获取实时行情、量化交易下单、回测数据获取，或需要连接 MiniQMT 客户端进行程序化交易时使用
聚宽（JoinQuant）本地数据 SDK，提供 A 股行情、历史K线、财务数据、指标数据等，与聚宽官网数据同源。当用户提及 jqdatasdk、聚宽数据、需要获取A股数据，或已注册聚宽账号时使用。与 baostock（免费）和 tushare（数据最全）不同，jqdatasdk 需注册聚宽账号获取 Token，适合已在使用聚宽平台的用户。本地数据获取请用本技能，聚宽官网策略开发请用 joinquant-docs 技能。
BaoStock 免费开源 A 股数据平台，无需注册、无需 API Key，支持股票行情、K线、财务数据、行业分类、指数成分股查询。当用户提及 baostock、需要获取A股历史行情、财务报表、交易日历，或需要**免费、免注册**的A股数据时使用。与 tushare（数据更全但需注册）和 jqdatasdk（聚宽数据）不同，baostock 完全免费无限制，适合快速入门和低成本数据需求。
同花顺问财数据查询：使用中文自然语言查询A股、指数、基金、港美股、可转债等市场数据；当用户需要通过自然语言从问财获取选股、财务、资金流、技术指标等数据时使用。
通达信量化数据获取技能。当用户提及 tdxquant、通达信、TdxQuant、tqcenter，并且需要获取A股数据（行情快照、K线、财务、板块、可转债、新股、交易数据等）、查询交易日历、执行通达信公式、订阅行情、交易下单时使用
Tushare 专业金融数据平台，提供A股行情、历史K线、财务数据、宏观数据、指数数据等，覆盖全面、数据质量高。当用户提及 Tushare、获取A股数据、查询财务报表、下载宏观数据，或需要高质量、多维度金融数据时使用。与 baostock（免费但功能有限）和 jqdatasdk（需注册但有积分门槛）不同，tushare 数据最全但需注册获取 Token。免费替代方案可用 baostock 或 akshare。
Suede-owned retention discipline for voluntary and involuntary churn: cancel flows, pause paths, evidence-based save offers, failed-payment recovery, proactive signals, and win-back design. Use when diagnosing subscriber loss or designing a bounded retention intervention. NOT FOR: lifecycle-email production (use suede-emails), pricing architecture (use suede-pricing), paywall design (use suede-paywalls), or event instrumentation (use suede-analytics).
Run the weak-agent adversarial test harness against docx-cli. Spawns weak exercise agents (Haiku by default, Sonnet to probe, or a local agent harness's pre-produced runs) to perform real document tasks over six scenarios — five editing (MNDA form-fill + font fidelity, invoice table-edit/restructure + logo replace, résumé styling, contract redlining + commenting, contract finalize via accept/reject + comment reply/resolve) and one authoring (T. S. Eliot poetry journal: multi-column, verse, footnotes, links, figure) — renders every result with Word, has opus judge them against ground-truth rubrics, measures each exercise's tool economy, token cost, wall-clock, and correctness (from transcripts for Claude, the exercise.json ledger for the local harness), and synthesizes a prioritized ergonomics report. Use when the user says 'adversarial review', 'test docx-cli with weak agents', 'run the haiku harness', 'weak agent test', or wants to re-run yesterday's adversarial process.
Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the user asks about tiered or breakpoint fee schedules, billing cycle configuration, AUM valuation for billing, direct-debit vs invoice collection, GAAP revenue recognition for fees, ADV Part 2A or Reg BI fee disclosure, diagnosing billing exceptions or refunds, migrating from spreadsheet billing to automated systems, or forecasting advisory revenue. Also trigger when users mention 'fee calculation', 'billing engine', 'effective fee rate', 'household billing aggregation', 'mid-period adjustment', 'billing in advance vs arrears', 'fee compression', or 'ERISA 408(b)(2)'.