Finance Skills

HARD BLOCK — never use for prediction-market/Polymarket UpDown queries; route to okx-dapp-discovery when a named DApp (Polymarket/Aave/Hyperliquid/PancakeSwap/Morpho) appears with a timeframe, or 涨跌/updown for BTC/ETH/SOL/XRP/BNB/DOGE/HYPE. Otherwise, read-only on-chain DEX data, 6 groups: TOKEN (search, hot/热门, liquidity, holders/whale, risk metadata, cluster/持仓集中度, trade history, top traders); MARKET (price/价格, K线/OHLC, index price, wallet PnL/胜率, trade history); SIGNAL (smart money/KOL/whale tracking, buy signals/信号, leaderboard/牛人榜); SOCIAL (news/新闻, sentiment/情绪, token vibe/热度, KOL leaderboard); TRENCHES (pump.fun/meme launches/新盘/扫链, dev reputation, bundle/sniper detection/捆绑狙击者, co-investor — read-only; buy/snipe → okx-dapp-discovery); WS (onchainos ws CLI, or custom WebSocket script/脚本). Also owns Market API payment/x402, quota/额度, and MARKET_API_*_OVER_QUOTA/confirming:true for all 6 groups.

List OKX Agentic Wallet exclusive trading competitions, register users for contests, track participation and leaderboard rankings, and claim won rewards. Use when users want to list available trading competitions or trading cups, view competition rules / prize pool / total prizes, register or sign up or enroll or join a contest, check the leaderboard (who is winning) or their own rank (am I in the prize zone, what is my place), ask did I win or query participation / claim status, claim won rewards or prizes from completed competitions, see which wallet account they registered with, or submit Telegram / WeChat / Email / Twitter contact for prize delivery to top-tier winners.

Onchain OS onboarding & guide hub — the single entry for first-time, 'what is this / how do I use it', OKX.AI, and customer-support intents; classifies the intent and routes to the right sub-flow via its Intent Routing table. Covers: (1) Onchain OS onboarding + welcome banner — 'what is onchainos', 'what is onchain os', 'what can it do', 'what can onchainos do', 'what does onchainos do', 'how do I use this', 'how do I play', 'how to use onchainos', 'how to play onchainos', 'how does onchainos work', 'how do I start', 'getting started', 'tutorial', 'onboarding', 'first time', 'I just installed', 'now what', 'what do I do now', 'where do I start', 'who are you', 'what are you', 'introduce onchainos', 'tell me about onchainos', 'I'm new'; (2) OKX.AI intro & role-registration routing (the Agent economic system — roles User / ASP / Evaluator) — 'what is OKX.AI', 'OKX.AI 是什么', 'how to use OKX.AI', 'OKX.AI 快速开始', and any spelling / spacing / casing / typo variant (OKXAI, okx ai, okx-ai, lowercase okx.ai, 啥是okxai); (3) customer support / Help Center — 'contact support', 'talk to a human', 'customer service', 'file a complaint', 'give feedback', 'report a bug / system error', 'help center', 'FAQ', 'user guide', 'something is broken'. NOT for: direct on-chain actions (swap / wallet / balance / token) or Agent task lifecycle (publish / accept / deliver / dispute) — those have their own skills.

Complete guide to using @openserv-labs/client for managing agents, workflows, triggers, and tasks on the OpenServ Platform. Covers provisioning, authentication, x402 payments, ERC-8004 on-chain identity, and the full Platform API. IMPORTANT - Always read the companion skill openserv-agent-sdk alongside this skill, as both packages are required to build any agent. Read reference.md for the full API reference.

Launch tokens on Base blockchain via the OpenServ Launch API. Creates ERC-20 tokens with Aerodrome concentrated liquidity pools. Use when launching tokens, deploying memecoins, or building agents that create tokens with locked LP. Read reference.md for the full API reference. Read openserv-agent-sdk and openserv-client for building and running agents. You can launch tokens for your OpenServ agents.

Reference for building Starknet applications using starknet.js v9.x SDK, including contract interaction, account management, transaction handling, fee estimation, wallet integration, and paymaster flows.

Create and manage Starknet wallets for AI agents. Transfer tokens, check balances, manage session keys, deploy accounts, and interact with smart contracts using native Account Abstraction.

TypeScript SDK for the Payment HTTP Authentication Scheme. Handles 402 Payment Required flows with Tempo, Stripe, and other payment methods. Use when integrating payments or mppx into a client or server application.

Expert Vietnam Personal Data Protection Law (PDPL) compliance advisor for Law No. 91/2025/QH15 and implementing Decree 356/2025/ND-CP (effective January 1, 2026). Use this skill for gap analysis against the Vietnam PDPL, data subject rights fulfilment workflows, cross-border data transfer impact assessments, privacy notices and internal policies, breach notification procedures, sector-specific obligations (finance, AI, cloud, blockchain), and DPO qualification reviews. Trigger whenever a user mentions Vietnam data privacy, VN-PDPL, Nghị định 356, Vietnamese personal data, or cross-border transfers involving Vietnamese citizens' data.

Cross-border e-commerce expansion advisor. Scores target markets on 8 weighted dimensions (market size, ecommerce penetration, competition, regulatory complexity, logistics infrastructure, payment ecosystem, cultural distance, IP protection), compares 5 fulfillment models with cost and transit data, provides country-by-country tax/duty compliance guides (EU VAT/IOSS, UK VAT, US sales tax, CA GST, AU GST, JP consumption tax), maps local payment preferences by market, and builds a phased expansion roadmap. No API key required.

Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation

Statistical arbitrage tool for identifying and analyzing pair trading opportunities. Detects cointegrated stock pairs within sectors, analyzes spread behavior, calculates z-scores, and provides entry/exit recommendations for market-neutral strategies. Use when user requests pair trading opportunities, statistical arbitrage screening, mean-reversion strategies, or market-neutral portfolio construction. Supports correlation analysis, cointegration testing, and spread backtesting.

Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.

Expert in building 3D experiences for the web - Three.js, React Three Fiber, Spline, WebGL, and interactive 3D scenes. Covers product configurators, 3D portfolios, immersive websites, and bringing depth to web experiences.

Production-tested patterns for building AI agents that autonomously discover, > evaluate, and acquire token listings for cryptocurrency exchanges.

Expert in building portfolios that actually land jobs and clients - not just showing work, but creating memorable experiences. Covers developer portfolios, designer portfolios, creative portfolios, and portfolios that convert visitors into opportunities.

Use this skill to find high-quality dividend growth stocks (12%+ annual dividend growth, 1.5%+ yield) that are experiencing temporary pullbacks, identified by RSI oversold conditions (RSI ≤40). This skill combines fundamental dividend analysis with technical timing indicators to identify buying opportunities in strong dividend growers during short-term weakness.

Screen US stocks using William O'Neil's CANSLIM growth stock methodology. Use when user requests CANSLIM stock screening, growth stock analysis, momentum stock identification, or wants to find stocks with strong earnings and price momentum following O'Neil's investment system.

Analyze recent post-earnings stocks using a 5-factor scoring system (Gap Size, Pre-Earnings Trend, Volume Trend, MA200 Position, MA50 Position). Scores each stock 0-100 and assigns A/B/C/D grades. Use when user asks about earnings trade analysis, post-earnings momentum screening, earnings gap scoring, or finding best recent earnings reactions.

Build and open FinViz screener URLs from natural language requests. Use when user wants to screen stocks, find stocks matching criteria, filter by fundamentals or technicals, or asks to open FinViz with specific conditions. Supports both Japanese and English input (e.g., "高配当で成長している小型株を探したい", "Find oversold large caps with high ROE").

Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by following where sophisticated investors are deploying capital.

Monitor dividend portfolios with Kanchi-style forced-review triggers (T1-T5) and convert anomalies into OK/WARN/REVIEW states without auto-selling. Use when users ask for 減配検知, 8-Kガバナンス監視, 配当安全性モニタリング, REVIEWキュー自動化, or periodic dividend risk checks.

Comprehensive market environment analysis and reporting tool. Analyzes global markets including US, European, Asian markets, forex, commodities, and economic indicators. Provides risk-on/risk-off assessment, sector analysis, and technical indicator interpretation. Triggers on keywords like market analysis, market environment, global markets, trading environment, market conditions, investment climate, market sentiment, forex analysis, stock market analysis, 相場環境, 市場分析, マーケット状況, 投資環境.

Detects market top probability using O'Neil Distribution Days, Minervini Leading Stock Deterioration, and Monty Defensive Sector Rotation. Generates a 0-100 composite score with risk zone classification. Use when user asks about market top risk, distribution days, defensive rotation, leadership breakdown, or whether to reduce equity exposure. Focuses on 2-8 week tactical timing signals for 10-20% corrections.

This skill should be used when analyzing recent market-moving news events and their impact on equity markets and commodities. Use this skill when the user requests analysis of major financial news from the past 10 days, wants to understand market reactions to monetary policy decisions (FOMC, ECB, BOJ), needs assessment of geopolitical events' impact on commodities, or requires comprehensive review of earnings announcements from mega-cap stocks. The skill automatically collects news using WebSearch/WebFetch tools and produces impact-ranked analysis reports. All analysis thinking and output are conducted in English.

Options trading strategy analysis and simulation tool. Provides theoretical pricing using Black-Scholes model, Greeks calculation, strategy P/L simulation, and risk management guidance. Use when user requests options strategy analysis, covered calls, protective puts, spreads, iron condors, earnings plays, or options risk management. Includes volatility analysis, position sizing, and earnings-based strategy recommendations. Educational focus with practical trade simulation.

Screen post-earnings gap-up stocks for PEAD (Post-Earnings Announcement Drift) patterns. Analyzes weekly candle formation to detect red candle pullbacks and breakout signals. Supports two input modes - FMP earnings calendar (Mode A) or earnings-trade-analyzer JSON output (Mode B). Use when user asks about PEAD screening, post-earnings drift, earnings gap follow-through, red candle breakout patterns, or weekly earnings momentum setups.

| Skill that analyzes 18-month scenarios from a news headline. Runs the primary analysis with the scenario-analyst agent and obtains a second opinion with the strategy-reviewer agent. Generates a comprehensive English report covering 1st/2nd/3rd-order impacts, recommended stocks, and a critical review. medium-to-long-term investment strategy

Druckenmiller Strategy Synthesizer - Integrates 8 upstream skill outputs (Market Breadth, Uptrend Analysis, Market Top, Macro Regime, FTD Detector, VCP Screener, Theme Detector, CANSLIM Screener) into a unified conviction score (0-100), pattern classification, and allocation recommendation. Use when user asks about overall market conviction, portfolio positioning, asset allocation, strategy synthesis, or Druckenmiller-style analysis. Triggers on queries like "What is my conviction level?", "How should I position?", "Run the strategy synthesizer", "Druckenmiller analysis", "総合的な市場判断", "確信度スコア", "ポートフォリオ配分", "ドラッケンミラー分析".

Screen US stocks for Stockbee-style selling-exhaustion hammer setups using prior momentum, pullback depth, undercut/reclaim, long lower-wick geometry, close-location, volume confirmation, quality/liquidity gates, and risk-distance scoring. Use when the user asks for Stockbee, Pradeep Bonde, exhaustion setup, selling exhaustion, hammer reversal, undercut reclaim, near-close reversal candidates, or pullback entries in high-quality funds-owned stocks.

Screen US stocks for Stockbee-style short-term Momentum Burst setups using 4% breakout, dollar breakout, range expansion, volume expansion, prior range contraction, close-location, failure filters, and risk-distance scoring. Use when the user asks for Stockbee, Pradeep Bonde, momentum burst, 4% breakout, range expansion, dollar breakout, short-term swing momentum candidates, or 3-5 day burst setup review.

>- Review closed trades, partial exits, and monthly trade aggregates for process adherence, risk discipline, execution quality, and evidence-based trading behavior patterns. Use after trader-memory-core and signal-postmortem have produced records, or when the user asks for a post-trade coach, risk-manager style review, rule-adherence review, next-session operating rules, or psychology-aware trading behavior feedback. This skill does not provide buy/sell advice, therapy, or broker execution.

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

Screen S&P 500 stocks for Mark Minervini's Volatility Contraction Pattern (VCP) and detect historical VCPs in a single ticker's price path. Identifies Stage 2 uptrend stocks forming tight bases with contracting volatility near breakout pivot points; in historical single-ticker mode walks a multi-year history and emits every VCP that formed with forward-outcome stats (breakout / stop-hit / timeout). Use when user requests VCP screening, Minervini-style setups, tight base patterns, volatility contraction breakout candidates, Stage 2 momentum stock scanning, or historical VCP pattern study on a specific ticker (e.g. FIX, TSLA).

Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). Supports two-stage screening using FINVIZ Elite API for efficient pre-filtering followed by FMP API for detailed analysis. Use when user requests dividend stock screening, income portfolio ideas, or quality value stocks with strong fundamentals.

Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API

Query the U.S. Treasury Fiscal Data API for federal financial data including national debt, government spending, revenue, interest rates, exchange rates, and savings bonds. Access 54 datasets and 182 data tables with no API key required. Use when working with U.S. federal fiscal data, national debt tracking (Debt to the Penny), Daily Treasury Statements, Monthly Treasury Statements, Treasury securities auctions, interest rates on Treasury securities, foreign exchange rates, savings bonds, or any U.S. government financial statistics.

> Zero-shot time series forecasting with Google's TimesFM foundation model. Use this skill when forecasting ANY univariate time series — sales, sensor readings, stock prices, energy demand, patient vitals, weather, or scientific measurements — without training a custom model. Automatically checks system RAM/GPU before loading the model, supports CSV/DataFrame/array inputs, and returns point forecasts with calibrated prediction intervals. Includes a preflight system checker script that MUST be run before first use to verify the machine can load the model. For classical statistical time series models (ARIMA, SARIMAX, VAR) use statsmodels; for time series classification/clustering use aeon.

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.

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 ...

> Wycheproof provides test vectors for validating cryptographic implementations. Use when testing crypto code for known attacks and edge cases.

CCXT cryptocurrency trading library. Use for cryptocurrency exchange APIs, trading, market data, order management, and crypto trading automation across 150+ exchanges. Supports JavaScript/Python/PHP.

CoinGecko API documentation - cryptocurrency market data API, price feeds, market cap, volume, historical data. Use when integrating CoinGecko API, building crypto price trackers, or accessing cryptocurrency market data.

Cryptofeed - Real-time cryptocurrency market data feeds from 40+ exchanges. WebSocket streaming, normalized data, order books, trades, tickers. Python library for algorithmic trading and market data analysis.

Hummingbot trading bot framework - automated trading strategies, market making, arbitrage, connectors for crypto exchanges. Use when working with algorithmic trading, crypto trading bots, or exchange integrations.

Comprehensive Polymarket skill covering prediction markets, API, trading, market data, and real-time WebSocket data streaming. Build applications with Polymarket services, monitor live trades, and integrate market predictions.

Quick reference for Portfolio Buddy 2 project structure. Use when: adding new features, modifying existing components, understanding data flow, or onboarding to the codebase. Contains component hierarchy, hook patterns, and utility functions.

Quantitative trading expertise for DeFi and crypto derivatives. Use when building trading strategies, signals, risk management. Triggers on signal, backtest, alpha, sharpe, volatility, correlation, position size, risk.