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
Count the number of distinct stocks (equity positions only) held by Renaissance Technologies. Filters to SH (share) type only and excludes options/derivatives by checking PUTCALL column. Use this specifically for Q2 answer about Renaissance stock count.
Retrieve a fund's AUM, stock holding counts, or compare investment changes between two quarters.
Identify and rank the top fund managers holding a specific stock CUSIP in a given quarter.
Find the CUSIP (Committee on Uniform Securities Identification Procedures) identifier for a specific company or stock.
Guidelines for analyzing 13F filings, finding fund accession numbers, calculating AUM, and counting exact stock holdings by utilizing existing scripts and correctly excluding options.
Load, parse, and transform stock market data from CSV files for D3 visualization. Use this skill when working with financial CSV data, handling missing values (ETFs often lack market cap/country data), formatting market capitalization as human-readable strings (1.64T), and preparing data for both visualization and table display. Essential for stock dashboards, portfolio analytics, and financial data pipelines.
Optimize travel costs including accommodations, meals, transportation, and attractions while respecting budget constraints. Use this skill whenever building a trip with specific budget limits that require cost calculation, price comparison, or financial constraint satisfaction. Essential for maximizing trip value within fixed budgets.
Calculate financial metrics in Excel including percentages of GDP, percentage changes, and weighted averages. Use this skill when working with economic data, calculating net exports as percentage of GDP, or deriving financial ratios from raw data.
Perform data analysis on SEC 13-F filing datasets (TSV format) to obtain insights about fund activities such as number of holdings, AUM, and change of holdings between two quarters. Use this skill whenever analyzing hedge fund portfolios, comparing quarterly holdings, or working with SEC EDGAR 13F data files.
Fuzzy search fund names in SEC 13F COVERPAGE data or stock names in INFOTABLE data. Use this skill whenever searching for a fund or stock by name when the exact spelling or format is uncertain, or when performing case-insensitive partial matching on SEC filing data.
Compare hedge fund holdings between two quarters to identify changes in investment positions. Use this skill when analyzing Q-over-Q changes in fund portfolios, finding top increased/decreased positions, or tracking specific fund activity across reporting periods. Triggers on questions about "change from Q2 to Q3", "increased investment", "top buys/sells", or any cross-quarter 13F comparison.
Analyze SEC 13F filings data from TSV files. Use this skill whenever the user asks about hedge fund holdings, AUM (Assets Under Management), stock positions, fund managers, or any analysis of 13F filings data. Triggers on questions about fund portfolios, investment positions, quarterly comparisons, or SEC filing data stored in COVERPAGE.tsv, INFOTABLE.tsv, SUMMARYPAGE.tsv files.
Use this skill for D3.js (v6) force-directed bubble charts and linked data tables. Always use this when tasked with financial data visualization using D3.js.
This skill includes search capability in 13F, such as fuzzy search a fund information using possibly inaccurate name, or fuzzy search a stock cusip info using its name.
This skill includes search capability in 13F, such as fuzzy search a fund information using possibly inaccurate name, or fuzzy search a stock cusip info using its name.
First-time openInvest installation and onboarding. **ONLY use when** user explicitly says "set up invest" / "init invest" / "帮我初始化 invest", OR when `invest` skill's `doctor` returns `status="needs_setup"`. **NOT for daily usage** — once onboarding is done, the `invest` skill takes over (portfolio viewing, committee analysis, buy/sell tracking). Wraps `run.sh init --from-stdin` with the canonical 5-question flow.
openInvest multi-asset AI investment committee — **daily use**. Read portfolio / live prices / strategy / decision history / adjust positions / run a 4-role LLM committee for an investment verdict. Supports any yfinance symbol (A-share / HK / US / ETF / crypto / commodities) and any currency. **Two paths** — (1) Coordinator, Claude Code spawns 4 subagents, saves DeepSeek tokens; (2) Direct, any agent (Codex / Hermes / OpenClaw / Cursor / Cline / plain script) runs `run.sh run_committee <SYM>` for a one-shot verdict. **Trigger scenarios** — "show portfolio / 看看我的持仓", "how is my P&L / 我现在涨了多少", "should I buy/sell X / 该不该买卖X", "analyze X / 分析一下X", "run committee on X / 跑委员会", "track AAPL / 跟踪苹果", "add/trim a position, log a trade / 加仓减仓记一笔". **First-time install uses a separate skill `invest-setup`** (switch to it when `doctor` returns `needs_setup`). Backend — longsizhuo/openInvest.
Derive a provider-side price and bounded payment request natively.
Prepare and explicitly file an evidence-bound payment dispute response using native receipt proof, approval, provider execution, and independent readback.
Route the mock payment rail through canonical spend authority and finality.
Route the mpp payment rail through canonical spend authority and finality.
Validate one invoice against a real payment authority and prepare an executable canonical spend handoff without moving money.
Execute one governed outbound payment through deterministic quote, authority reservation, approval, rail fulfillment, and provider evidence.
Fulfill a reserved payment challenge through one rail under attenuated runx authority.
Reconcile an idempotent payment attempt before retrying or sealing.
Deterministically normalize one structured payment signal into a bounded quote and requested payment authority derived from the caller's real parent authority.
Deterministically mint and prove one single-use child payment authority from a native quote and the caller's real parent authority.
Route the stripe provider-charge plan through canonical charge.
Execute a governed stripe-spt payment by delegating to the canonical spend authority and finality lane.
Route the stripe refund plan through canonical receipt- and authority-bound refund.
Validate an x402 payment challenge against bounded Runx payment authority and prepare the canonical spend quote without pretending a wallet adapter or settlement exists.
Build production-ready Web3 applications, smart contracts, and decentralized systems. Implements DeFi protocols, NFT platforms, DAOs, and enterprise blockchain integrations.
Build document analysis applications with Azure Document Intelligence (Form Recognizer) SDK for Java. Use when extracting text, tables, key-value pairs from documents, receipts, invoices, or buildi...
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...
Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage.
Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recu...
FreshBooks Automation: manage businesses, projects, time tracking, and billing in FreshBooks cloud accounting
Automate Square tasks via Rube MCP (Composio): payments, orders, invoices, locations. Always search tools first for current schemas.
Automate Stripe tasks via Rube MCP (Composio): customers, charges, subscriptions, invoices, products, refunds. Always search tools first for current schemas.
Wave Accounting toolkit is not currently available as a native integration. No Wave-specific tools were found in the Composio platform. This skill is a placeholder pending future integration.
Automate Wave Accounting tasks via Rube MCP (Composio): invoices, customers, payments, and small business accounting. Always search tools first for current schemas.
WooCommerce store development workflow covering store setup, payment integration, shipping configuration, and customization.
Xero Automation: manage invoices, contacts, payments, bank transactions, and accounts in Xero for cloud-based bookkeeping
Automate Zoho Books accounting workflows including invoice creation, bill management, contact lookup, payment tracking, and multi-organization support through natural language commands
Automate Zoho Invoice tasks via Rube MCP (Composio). Always search tools first for current schemas.
Automate Zoho Books tasks via Rube MCP (Composio): invoices, expenses, contacts, payments, and accounting. Always search tools first for current schemas.
Automate Zoho Inventory tasks via Rube MCP (Composio): items, orders, warehouses, shipments, and stock management. Always search tools first for current schemas.
Automate Zoho Invoice tasks via Rube MCP (Composio): invoices, estimates, expenses, clients, and payment tracking. Always search tools first for current schemas.