Finance Skills

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.

使用 akshare 获取中国金融市场实时数据和历史数据。当需要查询A股、港股、美股、指数、基金、期货等金融产品的实时行情、历史数据、财务报表时使用该技能。

Analyze China macroeconomic data, PBOC monetary policy, fiscal policy, and their impact on A-share and HK stock markets. Track GDP, CPI, PPI, PMI, social financing, and interpret policy signals. Use when user asks about 中国宏观经济, 央行政策, economic data impact on markets, or needs to understand policy implications for investment.

Track and analyze cross-border capital flows between mainland China and Hong Kong via Stock Connect (沪港通/深港通). Monitor northbound (北向资金) and southbound (南向资金) flows, identify trending stocks, and analyze institutional positioning. Use when user asks about 北向资金, 南向资金, 外资动向, Stock Connect flows, or cross-border investment trends.

Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest results. Applicable when user asks about backtesting, strategy validation, robustness testing, avoiding overfitting, or systematic trading development.

This skill should be used when analyzing market breadth charts, specifically the S&P 500 Breadth Index (200-Day MA based) and the US Stock Market Uptrend Stock Ratio charts. Use this skill when the user provides breadth chart images for analysis, requests market breadth assessment, positioning strategy recommendations, or wants to understand medium-term strategic and short-term tactical market outlook based on breadth indicators. All analysis and output are conducted in English.

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.

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.

Comprehensive Hong Kong stock analysis covering H-shares, Red Chips, local HK stocks, AH premium analysis, Stock Connect flows, and HK market characteristics (T+0, no price limits, short selling). Use when user asks about 港股分析, Hong Kong listed stocks, H shares, or needs analysis considering HK market features.

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.

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.

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.

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.