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
> Trigger on-chain data collection (a "Commit") in Tres Finance for wallets that have already been onboarded. Use this skill whenever the user wants to collect data, pull balances, sync wallets, refresh on-chain data, run a commit, trigger a commit, or "collect" anything in Tres. This is the second step of the Tres onboarding flow — it sits between wallet upload (tres-wallets-upload) and balance validation (tres-asset-balance-validation). Always trigger this skill for any request that mentions "commit", "collect", "data collection", "pull data", "fetch on-chain data", "sync wallets", "refresh balances", or anytime the user just finished uploading wallets and is ready to bring in their on-chain data.
> Match TRES ledger transactions to ERP invoices/bills (AP/AR) and optionally sync them to the connected ERP (Xero, QuickBooks Online, NetSuite). Trigger this skill whenever the user wants to match, link, close, reconcile, or sync an invoice or bill against a blockchain transaction — even if they don't say "skill" or "close invoice INV-123", "close bill 9988", "link this tx to a bill", "pay this invoice from this transaction", "set up this tx as AP", "set up this tx as AR", "sync this transaction as AP/AR", "match AP/AR", "find the invoice/bill for this hash", "what bill does this tx pay". Trigger ONLY for explicit AP/AR matching/closing intent — do NOT trigger for general transaction explanations (use tres-tx-story), for ingesting an explorer link into the ledger (use tres-explorer-tx-to-ledger), or for ERP connection setup itself (use tres-settings-management).
> Build a TRES Finance dashboard ledger URL (Transactions tab) with a precise filter set — date range, wallets, assets, tags, status, amount, and more — so it can be shared with a customer or reused. Use whenever the user asks for a "ledger link", "dashboard link", "filter URL", or "send <customer> a link to <some filtered view>". Scoped to the Transactions tab only (not Accounting, Roll Forward, Pivot Tables, Cost Basis, or Trial Balances).
> End-to-end onboarding of a new entity, customer, or account into TRES Finance. validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard a new entity, customer, or account — e.g. "onboard a new entity", "onboard new customer", "start onboarding for [name]", "set up a new account in TRES", "run the full onboarding flow", "I need to onboard [company name]", "new entity onboarding". Do NOT trigger for individual tasks — those have their own dedicated skills. If the user asks to "add wallets" without mentioning onboarding, use tres-wallets-upload. "Validate balances" alone is tres-asset-balance-validation. "Run a commit" alone is tres-data-collection-commit. Only trigger when the user wants the full pipeline.
The exact column header names required by the TRES Finance bulk transaction CSV upload. Use whenever building, fixing, or validating the header row of a TRES manual transaction or sub-transaction upload CSV — especially after an upload fails with \"Missing required column(s): ...\". Trigger phrases include: 'fix my CSV headers', 'bulk transaction upload failed', 'missing required columns', 'validate TRES upload CSV', 'transaction CSV template headers'. This skill is ONLY about the header naming convention; it does not cover row values or upload workflow. Do NOT trigger for contacts import CSV (use tres-import-contacts), wallet upload CSV (use tres-wallets-upload), or general CSV parsing unrelated to bulk TX upload headers.
> Analyze a blockchain transaction by its hash using TRES Finance MCP and generate a visual flow diagram showing all asset movements, followed by a plain-language explanation of what happened. Use this skill whenever the user provides a transaction hash and asks to "analyze", "explain", "visualize", "diagram", "show me what happened in", or "tell the story of" a transaction. Also trigger when the user pastes a tx hash (long hex string starting with 0x) and asks anything about it. Always use this skill for transaction hash analysis — do not attempt to answer from memory alone.
> Analyze an organization's sub-transaction patterns in TRES Finance, identify groups of repetitive transactions, and propose data-driven rollup rules that consolidate them into one aggregated entry per interval (daily or monthly) for cleaner ERP integration. Also lists and deletes rollup rules. Trigger this skill whenever the user asks about rollup rules, transaction aggregation, consolidating transactions, reducing transaction noise, rolling up gas fees, rolling up staking rewards, rolling up micro-transactions, or collapsing many small ledger entries into fewer summary entries. Also trigger on "create a rollup rule", "suggest rollup rules", "what should I roll up", "show my rollup rules", "delete a rollup rule", "aggregate transactions", "too many transactions", "reduce transaction count", "roll up fees", "daily rollup", "monthly rollup". If a wallet has too many transactions, high-frequency activity, or noisy ledger entries, proactively suggest rollup rules. For computing the EXACT impact of a single already-specified rule or reviewing submitted/pending rules, use the tres-rollup-review skill instead.
> Upload and onboard multiple on-chain wallets or exchange accounts into Tres Finance. Use this skill whenever the user wants to add wallets, onboard wallets, import wallets, upload wallet addresses, ingest wallets, or connect exchanges into Tres — whether from a file (CSV/Excel) or by typing them manually. This skill guides Claude through the full HTML table → exchange credential collection (if exchange) → user confirmation → batch creation via the TRES MCP API. Always trigger this skill for wallet onboarding, wallet data ingestion, or any request to "add wallets to Tres".
Use when assessing cryptography — TLS/PKI auditing, RSA/ECC key attacks, ECDSA nonce lattice recovery, symmetric/AEAD misuse, JWT/JOSE forgery, hash cracking, post-quantum migration review
Applies NASA Power of 10 rules for safety-critical verifiable code. Use when auditing financial, medical, or high-reliability system code.
Expert blockchain developer specializing in smart contract development, DApp architecture, and DeFi protocols. Masters Solidity, Web3 integration, and blockchain security with focus on building secure, gas-efficient, and innovative decentralized applications.
Enterprise-grade compliance architecture for SOC 2, HIPAA, GDPR, PCI-DSS. Provides compliance checklists, security controls, audit guidance, and regulatory requirements for serverless and cloud architectures. Activates for compliance, HIPAA, SOC2, SOC 2, GDPR, PCI-DSS, PCI DSS, regulatory, healthcare data, payment card, data protection, audit, security standards, regulated industry, BAA, business associate agreement, DPIA, data protection impact assessment.
Tracks LLM token consumption and usage metrics for billing, monitoring, and optimization. Use this to log token usage, calculate costs, generate invoices, and understand which agents or users consume the most resources.
Comprehensive cryptocurrency market research and analysis using specialized AI agents. Analyzes market data, price trends, news sentiment, technical indicators, macro correlations, and investment opportunities. Use when researching cryptocurrencies, analyzing crypto markets, evaluating digital assets, or investigating blockchain projects like Bitcoin, Ethereum, Solana, etc.
Query and analyze SEC filings and financial statements using EdgarTools. Get company data, filings, XBRL financials, and perform multi-company analysis.
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.
Use when implementing Stripe webhook endpoints and getting 'Raw body not available' or signature verification errors - provides raw body parsing solutions and subscription period field fixes across frameworks
Organize, categorize, track, and manage invoices systematically with automated extraction of invoice data, payment tracking, and financial organization. Use when processing invoice uploads, extracting invoice details (date, amount, vendor), categorizing expenses, tracking payment status, organizing receipts, generating financial reports, or building accounting and bookkeeping systems.
Laravel Cashier (Paddle) - Subscription billing and payment processing
Laravel Cashier (Stripe) - Subscription billing and payment processing
Master Moon Dev's Ai Agents Github with 48+ specialized agents, multi-exchange support, LLM abstraction, and autonomous trading capabilities across crypto markets
Add Stripe payment processing to Next.js projects. Implement checkout sessions, payment handling, subscriptions, webhooks, and customer management. Use when adding Stripe to a Next.js project, building payment flows, implementing subscriptions, or integrating payment processing.
Expert payment integration specialist mastering payment gateway integration, PCI compliance, and financial transaction processing. Specializes in secure payment flows, multi-currency support, and fraud prevention with focus on reliability, compliance, and seamless user experience.
Use when managing multiple initiatives across time horizons (now/next/later, H1/H2/H3), balancing risk vs return across portfolio, sizing and sequencing bets with dependencies, setting exit/scale criteria for experiments, allocating resources across innovation types (core/adjacent/transformational), or when user mentions portfolio planning, roadmap horizons, betting framework, initiative prioritization, innovation portfolio, or resource allocation across horizons.
Production-grade blockchain and Web3 development with Solidity (Ethereum/EVM), Rust (Solana), CosmWasm (Cosmos), including smart contract architecture, security patterns, gas optimization, testing strategies, DeFi protocols, and deployment workflows.
Base MCP — gives your AI assistant access to a Base Account via the Base MCP server (mcp.base.org). Wallet, portfolio, sending, swapping, signing, x402 payments, batched contract calls, and transaction history across supported chains.
Operational knowledge for the daily-brief digest pipeline (this project). RSS/API fetchers, pluggable LLM enrichment (default claude CLI on Max; also anthropic/openai/deepseek/minimax API), trading section, HTML rendering, cross-platform scheduler integration (Windows Task Scheduler / macOS launchd / Linux cron). Load when the user asks about running daily / regenerating sections / debugging a failed run / adding or disabling sources / LLM quota / scheduler / why a tab shows wrong data / why a source failed / switching LLM backend. Always prefer the documented npm commands over re-implementing logic. Diagnose by reading logs/daily-*.log first, then logs/llm-calls.jsonl for LLM-side issues.
Find roll options for existing short positions OR find best covered call/put to open against long stock. Use when user asks about rolling shorts, finding roll candidates, writing covered calls, or managing option positions. Requires TWS or IB Gateway running locally.
Get fundamental financial data including financials, earnings, and key metrics. Use when user asks about financials, earnings, revenue, profit, balance sheet, income statement, or company fundamentals.
Analyze PMCC (Poor Man's Covered Call / diagonal spread) positions from IB portfolio. For each diagonal spread, reports short leg risk (delta, IV, assignment probability), daily P&L projections, top-3 roll candidates, and a side-by-side comparison table. Requires TWS or IB Gateway running locally.
Get portfolio positions from Interactive Brokers. Use when user asks about their portfolio, positions, holdings, or what stocks they own. Requires TWS or IB Gateway running locally.
Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.
Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB. Computes stop prices, detects alerts, and places conditional combo orders. Dry-run by default. Requires TWS or IB Gateway running locally.
Server-side trailing stop management for stocks and naked LEAPS in IB. Places native TRAIL orders that auto-ratchet the stop as price climbs. Dry-run by default. Requires TWS or IB Gateway running locally.
Get insider trading activity (SEC Form 4 filings) for one or more stocks. Use when user asks about insider buying/selling, executive transactions, insider sentiment, or Form 4 activity.
Report delta-adjusted notional exposure across all IBKR accounts. Calculates option deltas using Black-Scholes and reports long/short exposure by account and underlying. Use when user asks about delta exposure, portfolio risk, or directional exposure.
Get recent news and sentiment for a stock. Use when user asks about news, headlines, sentiment, what's happening with a stock, or recent developments.
Assess risk metrics for a stock or position including volatility, beta, VaR, and drawdown analysis. Use when user asks about risk, volatility, beta, VaR, value at risk, drawdown, or position sizing.
Scan stocks for bullish trends using technical indicators (SMA, RSI, MACD, ADX). Use when user asks to scan for bullish stocks, find trending stocks, or rank symbols by momentum.
Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis
Scan stocks for Poor Man's Covered Call (PMCC) suitability. Analyzes LEAPS and short call options for delta, liquidity, spread, IV, yield, trend direction, and earnings proximity. Use when user asks about PMCC candidates, diagonal spreads, or LEAPS strategies.
Get historical price data (OHLCV) for a stock. Use when user asks about price history, historical data, past performance, price over time, or needs data for chart analysis.
Compute technical indicators like RSI, MACD, Bollinger Bands, SMA, EMA for a stock. Use when user asks about technical analysis, indicators, RSI, MACD, moving averages, overbought/oversold, or chart analysis.
Get real-time stock quote with price, volume, change, market cap, and 52-week range for any ticker symbol. Use when user asks about current stock price, quote, or basic stock info.
Maintain a project's canonical TASKS.md or an opted-in studio portfolio task register with permanent IDs, ownership, lifecycle dates, and source provenance. Use to list, add, update, complete, or cancel tasks, view tasks across registered projects, or import selected action items from project artifacts. Do not use for planning the work itself or silently turn every proposed action into a task.
>- Maintenance of the contributor issue pipeline for JSONbored/awesome-claude (HeyClaude) — closing issues that are already done but not marked so, and keeping a small, high-value contributor-available backlog stocked with real website/content/feature/bugfix work. Runs every ~24h via a dedicated scheduled task. Invoke for "run the issue gardening", "audit open issues for stale/complete ones", "generate new contributor issues", or any recurring/scheduled run of this process. `reference.md` (next to this file) has the exhaustive label/milestone/ template detail — read it before doing real work, not just this file. This is the awesome-claude-specific instance; JSONbored/loopover and JSONbored/metagraphed each have their own separate copy with different conventions and a much larger backlog target — do not cross-apply either repo's specifics to this one without being asked.
Screen and filter A-share stocks based on fundamental metrics, technical indicators, capital flow, and custom criteria. Support multiple screening strategies including value investing, growth investing, momentum trading, and dividend hunting. Use when user wants to find stocks meeting specific criteria like "低PE高ROE股票", "北向资金加仓股", "突破年线的股票".
Comprehensive China A-share stock analysis covering fundamental analysis, technical analysis, policy impact assessment, and market-specific features (T+1 trading, price limits, northbound capital flow). Use when user asks about A股分析, Chinese mainland stocks, Shanghai/Shenzhen listed stocks, or needs analysis considering China market characteristics.