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
This skill should be used when the user asks about 'account balance', 'how much USDT do I have', 'my funding account', 'show my positions', 'open positions', 'position P&L', 'unrealized PnL', 'closed positions', 'position history', 'realized PnL', 'account bills', 'transaction history', 'trading fees', 'fee tier', 'account config', 'max order size', 'how much can I buy', 'withdrawable amount', 'transfer funds', 'move USDT to trading account', or 'switch position mode'. Also use for '总资产', 'full balance', 'all assets', 'total holdings', 'net worth', 'how much do I have in total', 'show all my balances', 'all account balances', 'asset overview', 'aggregated balance', 'asset snapshot', '资产快照'. Requires API credentials. Do NOT use for market prices (use okx-cex-market), placing/cancelling orders (use okx-cex-trade), or grid/DCA bots (use okx-cex-bot).
Manage Grid bots (spot/contract/coin-margined) and DCA Martingale bots (Spot DCA 现货马丁 / Contract DCA 合约马丁) on OKX. Covers create, stop, amend, monitor P&L, TP/SL, margin/investment adjustment, and AI-recommended parameters. Requires API credentials. Not for regular orders (okx-cex-trade), market data (okx-cex-market), or account info (okx-cex-portfolio).
Use this skill when the user wants to 'login/log in/sign in', 'authenticate', 'authorize', 'connect OKX account', 'set up credentials', 'first time setup', 'configure okx', '登录', '授权', '认证', '连接账户', '首次配置'. Also when any OKX CLI command fails with an auth error: 'Run okx auth login first', 'Session expired', 'not authenticated', 'requires_auth', '401 Unauthorized', 'token expired/not found', 'StorageNotFoundError', '会话过期', '未认证', '需要登录'. Also when the user asks about login status or the login was interrupted. Also when the user wants to install/update/check/remove the okx-auth binary — 'install/update/remove auth', 'download okx-auth', '安装/更新/卸载认证', 'auth binary status', 'Failed to spawn okx-auth'. Also use before using okx-cex-trade/portfolio/earn/bot for the first time. Do NOT use for market data queries (use okx-cex-market).
Smart Money analytics on OKX: leaderboard traders, position tracking, trade records, closed-position history, aggregated consensus signals, and signal history. Use this skill when the user asks about 聪明钱, smart money, 牛人榜, leaderboard, top traders, 交易员排行, trader ranking, trader positions, trader PnL, 交易员持仓, 交易员收益, 历史平仓, closed positions, realized PnL track record, trade history, 成交记录, smart money signal, 聪明钱信号, long/short ratio, 多空比, capital flow, 资金流向, position conviction, 仓位强度, entry price distribution, smart money overview, 聪明钱总览, signal history, 信号历史, trader search, 搜索交易员, who is trading BTC, 谁在交易BTC, recommend traders, 推荐交易员, best traders, top performers.
Use this skill when the user asks to: 'find a trading skill', 'search for skills', 'install a skill', 'add a skill', 'download a skill', 'browse skill marketplace', 'what skills are available', 'update a skill', 'check for skill updates', 'remove a skill', 'uninstall a skill', 'list installed skills', 'show my skills', 'skill categories', 'verify skill signature', 'verify installed skill', 're-verify a skill', 'check skill integrity', or any request to discover, install, update, verify, or manage AI trading skills from the OKX Skills Marketplace. This skill covers searching, browsing categories, installing via CLI, downloading zip packages, checking for updates, removing installed skills, and verifying Ed25519 signatures of installed skills. Requires API credentials for marketplace API access. Do NOT use for placing orders (use okx-cex-trade), market data (use okx-cex-market), or bot management (use okx-cex-bot).
Use when the user asks to 'buy BTC', 'sell ETH', 'place a limit order', 'place a market order', 'cancel my order', 'amend my order', 'long BTC perp', 'short ETH swap', 'open a position', 'close a position', 'set take profit', 'limit take profit', 'immediate TP', 'set stop loss', 'self-trade prevention', 'stpMode', 'auto-cancel on close', 'trailing stop', 'pending order', 'chase order', 'iceberg', 'TWAP', 'split order', 'large order', 'set leverage', 'check my orders', 'fill history', 'buy a call', 'sell a put', 'option chain', 'implied volatility', 'IV', 'Greeks', 'delta', 'gamma', 'event contract', 'buy Yes', 'buy No', 'buy Up', 'buy Down', 'prediction market', or any request to place, cancel, or amend spot, swap, futures, options, or event contract orders on OKX CEX. Covers conditional (TP/SL/trailing) algo orders. Requires API credentials. Do NOT use for market data (okx-cex-market), account balance (okx-cex-portfolio), or bots (okx-cex-bot).
Use this skill for OKX Outcomes markets (YES/NO event contracts, formerly OKX Predictions) via the okx-outcomes binary. Triggers: 'list prediction events', '预测市场', 'event detail', 'place prediction order', '预测下单', 'buy YES', 'buy NO', '撤单 预测', 'split xp', '拆分 xp', 'merge YES NO', '赎回 预测', 'prediction positions', '预测持仓', 'live prediction price', '预测行情', 'OHLCV candles', 'K线', 'CTF', 'polymarket'. Auth: OAuth sign-in via 'okx outcomes auth login'; writes need a signing key configured by 'okx outcomes setup'. Do NOT use for OKX CEX event contracts (use okx-cex-trade event), spot/swap/futures (okx-cex-trade), crypto market data (okx-cex-market), or CEX portfolio (okx-cex-portfolio). Namespace required: account: balance/positions/order/orders/trades; clob: price/prices/midpoint/midpoints/spread/spreads/book/books; data: events/event/event-markets/market/trending/ticker/candles; ctf: split/merge/redeem; wallet: show; auth: login/refresh/status; setup: status/region/bind.
Use this skill when the user asks about: 'any crypto news', 'latest news', 'market update', 'daily briefing', 'BTC news', 'ETH news', 'news on SOL', 'search SEC ETF', 'regulation news', 'Bitcoin halving', 'is BTC bullish or bearish', 'coin sentiment', 'sentiment trend', 'trending coins', 'top bullish coins', 'bearish sentiment', 'social buzz', 'market mood', 'fear and greed', 'full article', 'read more', 'economic calendar', '经济日历', 'macro data', '宏观数据', 'NFP', 'nonfarm', '非农', 'CPI', 'GDP', 'FOMC', '利率决议', 'interest rate decision', 'PMI', 'unemployment rate', '失业率', 'economic events', '经济事件', or any request for crypto news, market intelligence, sentiment analysis, social trend data, or macro-economic calendar. Requires API credentials. Do NOT use for market prices/candles (okx-cex-market), placing orders (okx-cex-trade), or account info (okx-cex-portfolio).
> Use when receiving vague or unclear ERPNext/Frappe development requests that need interpretation. Transforms requirements like 'make invoice auto-calculate' or 'add approval workflow' into concrete technical specifications. Determines which Frappe mechanisms to use and maps to translate business need, technical spec, implementation plan, what does this mean, unclear requirement, translate to code, how to build this.
> Templates, Notification templates, Portal Pages, and custom Jinja methods. Covers template creation workflows, child table handling, conditional sections, styling, multi-language support, and debugging. Prevents N+1 queries, wrong formatting, and Report Print confusion. template, invoice template, jinja methods, notification template, web page template, print format styling.
> Use when implementing OAuth providers, Connected Apps, Webhooks, Payment Gateways, or Data Import/Export in Frappe. Prevents authentication failures from wrong OAuth flow, missed webhook deliveries, and data corruption during bulk imports. Covers OAuth2 provider/client, Connected App DocType, Webhook DocType, Payment Gateway integration, Data Import, Data Export, frappe.integrations module.
Get cryptocurrency market data. Get Binance AI analysis report. Get blockchain news updates.
Assess customer account health using product usage, support sentiment, payment status, and relationship signals
Build financial projections, P&L statements, DCF models, and valuation analyses from assumptions and historical data
Generate balance sheets, cash flow statements, P&L reports, and executive financial summaries
Extract, validate, and categorize invoice data against purchase orders and GL codes
The banned-primitive gate. Routed to when changed code hashes, signs, encrypts, derives keys, generates security-relevant randomness, configures TLS, or imports a crypto library. Rejects broken primitives, disabled TLS verification, and home-rolled crypto; the approved-primitive list lives in security-controls.md. The auth-crypto-reviewer agent is dispatched as the reviewer.
The secret-source gate. Routed to when changed code reads, writes, or passes a secret — API key, token, password, connection string, signing key, certificate, or any value that grants access. Validates that every secret comes from the approved store and never lands in source, log, test fixture, error response, image, or LLM prompt. The auth-crypto-reviewer agent is dispatched as the reviewer.
The banned-primitive gate. Routed to when changed code hashes, signs, encrypts, derives keys, generates security-relevant randomness, configures TLS, or imports a crypto library. Rejects broken primitives, disabled TLS verification, and home-rolled crypto; the approved-primitive list lives in security-controls.md. The auth-crypto-reviewer agent is dispatched as the reviewer.
The secret-source gate. Routed to when changed code reads, writes, or passes a secret — API key, token, password, connection string, signing key, certificate, or any value that grants access. Validates that every secret comes from the approved store and never lands in source, log, test fixture, error response, image, or LLM prompt. The auth-crypto-reviewer agent is dispatched as the reviewer.
The banned-primitive gate. Routed to when changed code hashes, signs, encrypts, derives keys, generates security-relevant randomness, configures TLS, or imports a crypto library. Rejects broken primitives, disabled TLS verification, and home-rolled crypto; the approved-primitive list lives in security-controls.md. The auth-crypto-reviewer agent is dispatched as the reviewer.
The secret-source gate. Routed to when changed code reads, writes, or passes a secret — API key, token, password, connection string, signing key, certificate, or any value that grants access. Validates that every secret comes from the approved store and never lands in source, log, test fixture, error response, image, or LLM prompt. The auth-crypto-reviewer agent is dispatched as the reviewer.
The banned-primitive gate. Routed to when changed code hashes, signs, encrypts, derives keys, generates security-relevant randomness, configures TLS, or imports a crypto library. Rejects broken primitives, disabled TLS verification, and home-rolled crypto; the approved-primitive list lives in security-controls.md. The auth-crypto-reviewer agent is dispatched as the reviewer.
The secret-source gate. Routed to when changed code reads, writes, or passes a secret — API key, token, password, connection string, signing key, certificate, or any value that grants access. Validates that every secret comes from the approved store and never lands in source, log, test fixture, error response, image, or LLM prompt. The auth-crypto-reviewer agent is dispatched as the reviewer.
Use when hardening Go code at API boundaries — copying slices/maps, verifying interface compliance, using defer for cleanup, time.Time/time.Duration, or avoiding mutable globals. Also use when reviewing for robustness concerns like missing cleanup or unsafe crypto usage, even if the user doesn't mention "defensive programming." Does not cover error handling strategy (see go-error-handling).
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template
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.
Forecast inventory needs using demand analysis, safety stock calculations, reorder point optimization, and seasonal adjustment
Expert warehouse manager with 10+ years experience in inventory control, logistics coordination, stock management, OSHA compliance, and warehouse operations optimization. Use when: inventory management, warehouse operations, stock control, logistics, warehouse optimization.
Boeing Chief Engineer perspective on aerospace engineering, commercial aviation programs (737 MAX, 787 Dreamliner, 777X), defense systems (F-15, F/A-18, satellites), space programs (Starliner, SLS), and corporate transformation under CEO Kelly Ortberg. Use when: Boeing aircraft analysis, aerospace industry strategy, Boeing financial performance, 737 MAX recovery, defense contract evaluation.
Senior brand strategist with 15+ years experience advising Fortune 500 companies and high-growth startups. Specializes in brand positioning, market segmentation, brand architecture, identity systems, and go-to-market strategy. Delivers executive-level frameworks for competitive differentiation, portfolio brand structure, and repositioning initiatives. Use when: developing new brand strategy,
A senior blockchain architect specializing in decentralized system design, smart contract development, and enterprise blockchain solutions. Expert in DeFi protocols, ZK-proof systems, and cross-chain architectures. Use when: blockchain, web3, cryptocurrency, smart-contracts, DeFi.
Expert-level Accounting Trainer with deep knowledge of financial accounting, managerial accounting, CPA exam preparation, IFRS/GAAP standards, and corporate finance
Expert University Administrator with deep knowledge of higher education policy, accreditation, enrollment management, financial aid, academic affairs, and institutional compliance
Senior carbon management consultant specializing in emissions accounting, carbon trading strategies, CCUS project development, and decarbonization roadmaps
Expert-level Virtual Power Plant (VPP) Operator skill with deep knowledge of distributed energy resource aggregation, demand response programs, wholesale power markets, grid integration, and advanced energy management systems. Use when: virtual-power-plant, distributed-energy, demand-response, energy-trading, aggregator.
Adidas sportswear and lifestyle expert specializing in Three Stripes brand strategy, product innovation, sustainability initiatives, DTC transformation, and retail excellence. Use when: analyzing sportswear market positioning, developing product strategies, optimizing retail operations, or implementing sustainability frameworks in apparel.
Peer-Reviewer and portfolio-curator side of the TSI Shepherding Model — backlog stewardship, quarterly prioritization, funnel intake handoff.
Check cryptocurrency wallet balances across multiple blockchains using free public APIs.
Fetch current and historical crypto prices and compute ATH or ATL over common time windows.
Compute common trading indicators from OHLCV price data for analysis and strategy development.
> Apply Xiao Xing's financial statement analysis framework from 一本书读懂财报 (Understanding Financial Reports in One Book). Use this skill whenever a user wants to assess whether a company's assets are of high quality, verify whether reported profits are real, diagnose cash flow health, evaluate solvency and turnover efficiency, or judge overall investment value via ROIC. Covers industry context analysis, asset & liability quality check, profit authenticity verification, cash flow diagnosis, solvency analysis, and good-company "are profits real", "cash flow diagnosis", "ROIC analysis", "red flags in balance sheet", "good company test", "财报分析", "利润质量", "现金流健康".
Apply John Bogle stewardship capitalism logic to separate investing from speculation, diagnose financial-system costs, and critique Wall Street incentives.
Analyzes Chinese public company financial statements (balance sheet, income statement, cash flow) to assess asset quality, profit authenticity, cash flow health, solvency, and overall investment value. Use when the user provides financial data or a company name and asks whether financials are healthy, whether profits are real, whether there are red flags, or whether the company is a good investment. Based on the book "一本书读懂财报" by Xiao Xing (Tsinghua University).
Use Graham value investing for Is this investment or speculation, defensive stock screens, margin of safety, Mr. Market, allocation, funds, IPOs.