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
>- Specialized business strategy prompt methodology for Claude. Provides 11 tested approaches (3 identity, 4 reasoning, 4 output formats) for consulting, M&A, corporate strategy, and strategic planning tasks. Use when building prompts for deal evaluation, due diligence, portfolio strategy, business model analysis, board narratives, investment cases, market entry analysis," "due diligence prompt," "board narrative," "investment case," "market entry strategy," "strategic options," "portfolio strategy prompt," "business model analysis prompt," "consulting-style analysis." Do NOT use for evaluating or scoring existing prompts (use rootnode-prompt-validation if available) or for auditing Claude Projects (use rootnode-project-audit if available).
Use when Codex must make a high-quality judgment on any complex problem, not only technical problems. Trigger when a question has high complexity, uncertainty, cost of being wrong, long-term impact, value tradeoffs, possible structural causes, or when the user asks for 全面思考, 深度理解, 系统性分析, 帮我想清楚, 从根上看, 这件事到底怎么看, 方法论, 复杂问题拆解, 系统方案, 架构判断, 策略判断, or 根因分析. Also trigger for project and engineering high-risk scenarios such as multi-module, multi-environment, multi-data-source, multi-state, financial truth, live trading, ledger, revenue, customer assets, order governance, broker interfaces, online availability, major solution selection, and system closure.
Structure creative finance deals — subject-to, seller financing, lease options, wraps, and hybrids. Use when a wholesaler needs to analyze a deal that doesn't work as a traditional cash assignment. Calculates payments, cash flow, equity capture, and exit scenarios. Uses Perplexity MCP for current rate data and market context.
Use when the user asks to create a custom post type, build a portfolio, set up case studies, add team members, events, or podcast episodes, or says 'scaffold a CPT'. Creates the post type plus supporting taxonomies, an ACF field group, sample entries, and a builder-specific single template suggestion.
Use when the user says 'why is my checkout broken', 'audit my woocommerce store', 'cart problems woocommerce', or 'losing sales woocommerce'. Diagnoses checkout and cart failures, AJAX mismatches, caching conflicts, payment gateway setup, and SSL enforcement.
Use this skill for any task involving Thai tax invoices, receipts, quotations, or withholding-tax certificates. Trigger whenever the user asks to: draft a Thai tax invoice (ใบกำกับภาษี), receipt (ใบเสร็จ), quotation (ใบเสนอราคา), credit/debit note (ใบลดหนี้/ใบเพิ่มหนี้), or WHT certificate (ภ.ง.ด.3/53). Also trigger for requests like "ออกใบกำกับภาษี", "ใบเสร็จ", "ใบเสนอราคา", "Thai tax invoice", "VAT 7%", "ภาษีหัก ณ ที่จ่าย", or any variation. If the context involves Thai accounting documents under Revenue Code §86/4, use this skill.
> Query Data912 market data endpoints for Argentina and USA instruments. Use when the user asks for MEP/CCL quotes, live Argentine market panels (stocks, options, cedears, notes, corporate debt, bonds), USA panels (ADRs, stocks), OHLC historical series by ticker, USA option chains, or volatility/risk metrics. Also use when the user mentions "Data912", "mep", "ccl", "cedears", "option chain", "historical bars", "OHLC", "implied volatility", "historical volatility", or "volatility percentiles" and expects API-backed market snapshots.
> Consulta cotizaciones de criptomonedas con CriptoYa por exchange y en forma agregada. Usar cuando el usuario pida "precio BTC en ARS", "cotizacion USDT", "precio ETH en USD", "mejor precio por exchange", "comparar exchanges", "precio en belo/ripio/lemon/binance/bybit", o cuando pida comisiones de retiro y fees por red.
> Query the BCRA (Banco Central de la República Argentina) Central de Deudores API to check the credit status of individuals or companies in Argentina's financial system. Use when the user asks to check someone's debt situation, credit report, financial standing, rejected checks, or credit history using a CUIT/CUIL/CDI number. Also use when the user mentions "central de deudores", "situación crediticia", "deudas BCRA", "cheques rechazados", "historial crediticio", "informe crediticio", or wants to know if a person or company has debts reported in Argentina's financial system.
> Consulta precios, market cap, trending, historico OHLC, Fear & Greed y datos DEX/onchain via APIs keyless (sin API key) de CoinGecko, GeckoTerminal y CoinMarketCap. Usar cuando el usuario pida "precio bitcoin", "market cap eth", "trending crypto", "fear and greed", "pools solana", "ohlcv dex", "conversion BTC a USD/ARS", "CoinGecko", "CoinMarketCap", "GeckoTerminal", o datos crypto publicos sin autenticacion.
Consult hedge fund and superinvestor portfolios and recent moves from DataRoma using defuddle.md markdown pages. Use when the user asks for holdings, portfolio composition, 13F-style updates, activity, buys, sells, manager movements, or comparisons between investors from DataRoma.
> Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or going freelance.
Enterprise Platform architecture assistant. Use for questions about Customer Management, Billing & Payments, Analytics & Insights, or any Enterprise Platform architecture topic.
Access to the user's Т-Инвестиции / Tinkoff (T-Invest) brokerage account via the T-Invest API — portfolio, positions, cash, quotes and prices, operations, dividends, commissions, yield/returns, bonds, stocks, funds, screeners, and trades on explicit command. Data and analytics, not investment advice. Use whenever the user asks about their own portfolio, account, securities, a quote or price, operations, dividends, returns or trading, or mentions Т-Инвестиции / Тинькофф / T-Invest or a ticker (SBER, GAZP). Data comes from the T-Invest API via the bundled CLI — do not answer from memory.
> Performs a PCI DSS v4.0 compliance review across all 12 requirements and their sub-requirements. Auto-invoked when discussing payment card security, cardholder data protection, PCI compliance validation, or merchant/service provider assessment. Covers scope reduction strategies, SAQ vs ROC determination, compensating controls, customized approach, and the new targeted risk analysis requirements introduced in v4.0.
> ВЫБРАТЬ/ИЗ/ГДЕ structure, table naming (catalogs, documents, registers, virtual tables), field selection, joins, grouping, totals, temporary tables, and parameter usage. Includes accounting register virtual tables (Остатки, Обороты, ОстаткиИОбороты, ОборотыДтКт, ДвиженияССубконто) with Счет, Субконто, and correspondence parameters. Use when the agent needs to compose a 1C query for execute_query, or when the user asks to query, filter, aggregate, or analyze data from a 1C database. Triggered by requests involving 1C data retrieval, report building, or query debugging.
CAP Skills can help agents to interact with Cap Wallet, deploy tokens via Clanker, Liquid or Virtuals, claim rewards, manage limit/TWAP/DCA orders, bridge tokens between Base and Robinhood, and discover/call x402 APIs
Manage and organize financial documents and invoices. Categorizes, extracts information, and maintains financial records systematically.
Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment analysis tools, robo-advisors, portfolio trackers, or financial intelligence systems.