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
> Find insurance payments, total annual premiums, and compare to benchmarks.
> Estimate IRS underpayment penalties for missed quarterly tax payments.
> Build custom financial reports with user-defined date ranges and categories.
> Generate a monthly financial summary with metrics, trends, and anomalies.
> Estimate quarterly tax payments using income totals and safe harbor rules.
> Generate an annual financial review with totals, trends, and highlights.
Fetches live AI crypto trading signals with entry price, stop-loss, take-profit, leverage, confidence scores, and automated verification. Covers 50+ coins including BTC, ETH, SOL. Use when the user asks for crypto signals, trade ideas, market direction, portfolio analysis, or wants to build a trading bot.
>- HomeKit, ARKit, machine learning, generative AI, iCloud, Sign in with Apple, SharePlay, CarPlay, Game Center, in-app purchase, NFC, Wallet, VoiceOver, Maps, "HealthKit", "HomeKit", "ARKit", "augmented reality", "machine learning", "generative AI", "iCloud sync", "Sign in with Apple", "SharePlay", "CarPlay", "in-app purchase", "NFC", "VoiceOver", "Maps", "Mac Catalyst". Also use when the user says "how do I integrate Siri," "what are the Apple Pay guidelines," "how should my AR experience work," "how do I use Sign in with Apple," or asks about any Apple framework or service integration.
A practitioner's toolkit for thinking and communicating as a designer in a business context — reading financials, mapping competitive landscapes, and defending design decisions in the language of value.
Craft portfolio-ready case studies that tell the story of a design project.
When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies. Also use when the user mentions 'churn,' 'cancel flow,' 'offboarding,' 'save offer,' 'dunning,' 'failed payment recovery,' 'win-back,' 'retention,' 'exit survey,' 'pause subscription,' 'involuntary churn,' 'people keep canceling,' 'churn rate is too high,' 'how do I keep users,' or 'customers are leaving.' Use this whenever someone is losing subscribers or wants to build systems to prevent it. For post-cancel win-back email sequences, see emails.
Balance visual design with ATS compatibility for creative roles
Transform resume bullets into detailed portfolio case studies
Apply @aleabitoreddit ("Serenity")'s distilled stock-analysis method to ANY ticker, sector, or situation — critical-chokepoint / supply-chain-OSINT idea discovery, first-principles value-chain decomposition, a Buffett-style quality gate (moat / profitability / customer-replacement risk, all default unverified), and narrative-vs-fundamentals hygiene. Produces a beginner-friendly Chinese analysis (她的观点 / 小白解释 / 第一性原理 / Buffett 直接判断 / 当前结论) that classifies an idea as 研究地图 vs 可投资结论. Trigger on "analyze like Serenity / 用 aleabito 的方法分析 / 用 Serenity 框架 / critical chokepoint 分析 / 第一性原理 + Buffett 判断这只股 / supply-chain bottleneck thesis". Never emits buy/sell calls.
Use when audited OpenClaw conversations or outgoing Feishu/Slack/channel messages contain concrete business numbers such as revenue, percentages, stock prices, contract values, costs, market share, or funding and need evidence checks plus red/yellow/green audit stamps after sends.
This skill should be used when the user asks to "connect to Trading 212", "authenticate Trading 212 API", "place a trade", "buy stock", "sell shares", "place market order",, "place pending order", "place limit order", "cancel order", "check my balance", "view account summary", "get positions", "view portfolio", "check P&L", "find ticker symbol", "search instruments", "check trading hours", "view dividends", "get order history", "export transactions", "generate CSV report", or needs guidance on Trading 212 API authentication, order placement, position monitoring, account information, instrument lookup, or historical data retrieval.
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\
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 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.
Audit and improve an Upwork freelancer profile. Use when the user pastes their profile (title, overview, portfolio list, skills, stats) and wants it scored and fixed, or asks why they aren't getting invitations or search visibility. Triggers include "review my Upwork profile", "why am I not getting invites", "improve my profile", "profile title help", "optimize my overview". Returns a prioritized fix list, biggest lever first. Companion to upwork-proposal-writer (the proposal earns the profile visit; the profile closes it).
Run multi-indicator technical analysis on crypto or market OHLCV data. Use for deterministic trend, momentum, volume, and divergence analysis.
Run loan, investment, NPV, retirement, savings, and risk calculations with schedules and charts. Use for deterministic financial modeling tasks.
Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.
Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.
タスクごとのバジェット、支出コントロール、ノンカストディアルウォレットを備えた x402 決済実行を AI エージェントに追加します。agentwallet-sdk を通じて Base をサポートし、OKX Payments / OKX エージェント決済プロトコルを通じて X Layer をサポートします。
Stripeなどの接続された請求ツールを使用して、サブスクリプション、返金、チャーントリアージ、請求ポータルの回復、プラン分析などの顧客請求ワークフローを操作します。顧客を助けたい、サブスクリプション状態を検査したい、または収益に影響する請求操作を管理したい場合に使用します。
日本語翻訳：このファイルは llm-trading-agent-security 用の日本語翻訳が必要です
Add x402 payment execution to AI agents with per-task budgets, spending controls, and non-custodial wallets. Supports Base through agentwallet-sdk and X Layer through OKX Payments / OKX Agent Payments Protocol.
> Codified expertise for managing carrier portfolios, negotiating freight rates, tracking carrier performance, allocating freight, and maintaining strategic carrier relationships. Informed by transportation managers with 15+ years experience. Includes scorecarding frameworks, RFP processes, market intelligence, and compliance vetting. Use when managing carriers, negotiating rates, evaluating carrier performance, or building freight strategies.
Operate customer billing workflows such as subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe. Use when the user needs to help a customer, inspect subscription state, or manage revenue-impacting billing operations.
Evidence-first revenue, pricing, refunds, team-billing, and billing-model truth workflow for ecc. Use when the user wants a sales snapshot, pricing comparison, duplicate-charge diagnosis, or code-backed billing reality instead of generic payments advice.
创建和更新宣传文稿、一页简介、投资者备忘录、加速器申请、财务模型和融资材料。当用户需要面向投资者的文件、预测、资金用途表、里程碑计划或必须在多个融资资产中保持内部一致性的材料时使用。
Security patterns for autonomous trading agents with wallet or transaction authority. Covers prompt injection, spend limits, pre-send simulation, circuit breakers, MEV protection, and key handling.
>- Offers the user an informed choice about how much response depth to consume before answering. Use this skill when the user explicitly wants to control response length, depth, or token budget. "response length", "answer depth", "short version", "brief answer", "detailed answer", "exhaustive answer", "respuesta corta vs larga", "cuántos tokens", "ahorrar tokens", "responde al 50%", "dame la versión corta", "quiero controlar cuánto usas", or clear variants where the user is explicitly asking to control answer size or depth. session (maintain it), the request is clearly a one-word answer, or "token" refers to auth/session/payment tokens rather than response size.
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 strateg...
| Backtest crypto and traditional trading strategies against historical data. Calculates performance metrics (Sharpe, Sortino, max drawdown), generates equity curves, and optimizes strategy parameters. Use when user wants to test a trading strategy, validate signals, or compare approaches. Trigger with phrases like "backtest strategy", "test trading strategy", "historical performance", "simulate trades", "optimize parameters", or "validate signals".
Transaction-verified trading signals on Base blockchain. Agents publish trades Transaction-verified trading signals on Base. Register agent as signal provider, publish trades with TX hash proof, consume signals from top performers via REST API. All track records verified against blockchain data. No fake performance claims. "subscribe to signals", "copy trade", "bankr signals", "signal feed", "trading leaderboard", "read signals", "get top traders".
AI-powered crypto trading agent and LLM gateway via natural language. Use when the user wants to trade crypto, check portfolio balances, view token prices, transfer crypto, manage NFTs, use leverage, bet on Polymarket, deploy tokens, set up automated trading, sign and submit raw transactions, or access LLM models through the Bankr LLM gateway funded by your Bankr wallet. Supports Base, Ethereum, Polygon, Solana, and Unichain.
Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recu...
Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, reconciliation, and financial statements. Not professional accounting advice — consult a CPA for complex situations. Trigger on "bookkeeping", "accounting", "track expenses", "financial records", "QuickBooks", "invoicing", "receipts", "profit and loss".
BTC 5-minute Up/Down paper trading on Polymarket. Scans Binance 1m candles for momentum/mean-reversion/volume signals, makes virtual trades on Polymarket 5-min markets, tracks P&L. Use when: (1) scanning BTC 5-min trading signals, (2) running paper trade simulations, (3) reviewing 5-min strategy performance, (4) iterating scalping strategy parameters. Trigger: 'btc 5min', '5分钟', 'scalper', 'paper trade', '纸盘', '模拟盘'.
Legal contract analysis using CUAD dataset (41 risk categories). Supports NDA, SaaS, M&A, employment, payment/merchant, and finder/broker agreements. Identifies red flags, suggests redlines, compares to market standards.
This skill teaches AI agents systematic crypto business development: discover Autonomous crypto business development patterns — multi-chain token discovery, 100-point scoring with wallet forensics, x402 micropayments, ERC-8004 on-chain identity, LLM cascade routing, and pipeline automation for CEX/DEX listing acquisition. Use when building AI agents for crypto BD, token evaluation, exchange listing outreach, or autonomous commerce with payment protocols.
Comprehensive derivatives market analysis across centralized and decentralized exchanges. This skill aggregates funding rates, open interest, liquidat Track cryptocurrency futures, options, and perpetual swaps with funding rates, open interest, liquidations, and comprehensive derivatives market analysis. Use when monitoring derivatives markets, analyzing funding rates, tracking open interest, finding liquidation levels, or researching options flow. Trigger with phrases like "funding rate", "open interest", "perpetual swap", "futures basis", "liquidation levels", "options flow", "put call ratio", "derivatives analysis", or "BTC perps".
Guide to cryptocurrency portfolio management — asset allocation, rebalancing strategies, risk-adjusted returns, benchmarking, and tax-loss harvesting. Use when helping users build portfolios, rebalance holdings, or evaluate portfolio performance.
This skill provides comprehensive cryptocurrency portfolio tracking with Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".