Business Finance AI agent skills

2,335 skills in the archive. Read a skill’s instructions or open its original repository.

• Returns Analysis

  by @anthropics

  Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or…

• Idea Generation

  by @anthropics

  Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or…

• Sector Overview

  by @anthropics

  Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal…

• Earnings Preview

  by @anthropics

  Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will…

• Catalyst Calendar

  by @anthropics

  Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events.…

• Morning Note

  by @anthropics

  Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note",…

• Bond Futures Basis

  by @anthropics

  Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing…

• Equity Research

  by @anthropics

  Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing…

• Macro Rates Monitor

  by @anthropics

  Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates,…

• Option Vol Analysis

  by @anthropics

  Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks,…

• Variance Commentary

  by @anthropics

  Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting.

• Accrual Schedule

  by @anthropics

  Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

• Xlsx Author

  by @anthropics

  Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

• Knowledge Distillation

  by @volcengine

  Compile one or more OpenViking knowledge bases or document collections into topic-organized, evidence-grounded high-level knowledge, including cross-source findings, trends, changes, drivers, comparisons, implications, and…

• Reverse Skill Router

  by @zhaoxuya520

  Use the reverse-skill repository from Codex for authorized reverse engineering, security analysis, CTF, and defensive testing tasks. Requires the reverse-skill repository to be available as the current workspace or an explicitly…

• Chat With Agent

  by @agentscope-ai

  Use this skill when you need to consult another agent, ask for help, or involve a specific agent the user asked for.

• Yfinance

  by @HKUDS

  yfinance global market data interface — retrieve OHLCV and research data for US, HK, and Canadian stocks, ETFs, and indices via Yahoo Finance. Free, no API key required.

• Sec Edgar

  by @HKUDS

  U.S. SEC EDGAR fetch interface — resolve a ticker to its CIK, list recent filings (10-K / 10-Q / 8-K and friends) with primary-document URLs, and pull XBRL companyfacts financial series. Free, no API key; rate-limited by IP so…

• Smc

  by @HKUDS

  Smart Money Concepts (ICT) signal engine. Uses the smartmoneyconcepts library to implement institutional-trading-school analysis of BOS, ChoCH, FVG, and order blocks (OB).

• Qveris

  by @HKUDS

  Paid capability marketplace for global multi-asset data; use it when free Vibe-Trading sources lack coverage, depth, or provider quality, and keep free sources as the default for routine OHLCV.

• Vnpy Export

  by @HKUDS

  Export a Vibe-Trading backtest strategy to a runnable vnpy CtaTemplate Python class — supports A-share equities, futures, and crypto via BarGenerator + ArrayManager.

• Volatility

  by @HKUDS

  Volatility strategy. Trades mean reversion based on percentile ranking of historical volatility (HV). Suitable for any OHLCV data.

• Strategy Generate

  by @HKUDS

  Create, modify, and optimize quantitative trading strategies, then backtest and evaluate them.

• Private Company Research

  by @HKUDS

  Deep research framework for pre-IPO / private companies (Ant Group, SpaceX, Stripe, ByteDance...). Six analyst lenses — business model, financial forensics, competitive landscape, risk & governance, tech & IP, alternative-data…

• Research Discipline

  by @HKUDS

  A short self-bias checklist to run at the START of any investment research task (stock screen / sector study / company deep-dive). Four biases that systematically warp AI research — leader-bias (only big caps), English-bias…

• Thesis Tracker

  by @HKUDS

  Buy-side discipline system. For each holding, maintain a written investment thesis — core thesis in 5 sentences, falsifiable assumptions, red lines, valuation anchors — and re-check it each quarter against new earnings/events.…

• Strategy Discovery

  by @HKUDS

  Strategy Discovery: evidence-gated facade over Alpha Zoo + the SDM strategy store — answers what strategies exist and what state they are in, with per-regime evidence instead of scenario tags; reports evidence freshness on every…

• Trade Journal

  by @HKUDS

  Analyze a user's trade journal (CSV/Excel broker export). Parses 同花顺/东方财富/富途/generic formats, produces a trading profile and 4 behavior diagnostics (disposition effect, overtrading, chasing, anchoring). Use the…

• Report Generate

  by @HKUDS

  Professional financial research report generation — standard structure (summary / views / main body / risks / recommendation), Markdown formatting standards, rating system, and terminology guide.

• Web Reader

  by @HKUDS

  Read web pages, articles, and document links by converting URLs into Markdown text. Use the `read_url` tool directly, without bash. Sends the full URL to the third-party Jina Reader (r.jina.ai).

• Token Unlock Treasury

  by @HKUDS

  Token unlock schedule analysis and project treasury tracking — vesting cliffs, linear unlocks, team/investor/ecosystem token releases, treasury diversification, and sell pressure forecasting.

• Valuation Model

  by @HKUDS

  Valuation methodology — absolute valuation with DCF / DDM / SOTP, relative valuation with PE-Band / PB-ROE / EV-EBITDA, sensitivity analysis, and valuation-trap detection.

• Social Media Intelligence

  by @HKUDS

  Social media intelligence: financial signal extraction from Twitter/X, Telegram, Discord, and Reddit for sentiment-driven trading strategies.

• Shadow Account

  by @HKUDS

  Shadow Account — 从用户交割单提炼盈利模式（3-5 条人话规则）→ 跨 A股/港股/美股/crypto 多市场回测 → 差值归因 → 8-section PDF 报告。叙事：你的影子，没有情绪噪音。

• Analyzing Ransomware Payment Wallets

  by @mukul975

  Traces ransomware cryptocurrency payment flows using blockchain analysis tools such as Chainalysis Reactor, WalletExplorer, and blockchain.com APIs, identifying wallet clusters and tracking fund movement through mixers and…

• Eastmoney

  by @HKUDS

  东方财富（Eastmoney）免费免鉴权数据接口，覆盖资金流向、龙虎榜、融资融券、大宗交易、股东户数、限售解禁、行业概念板块、券商研报、财经新闻、A股/港股三大报表+主要指标、全市场选股与代码搜索；美股财报由 get_financial_statements 转 SEC EDGAR。东财请求经共享 IP 限速层节流（东财按源 IP 限流并临时封禁突发请求），通过 Vibe-Trading 工具直接调用，无需 token。

• Okx Market

  by @HKUDS

  OKX cryptocurrency market data interface. Uses the OKX V5 REST API to retrieve spot, derivatives, index, and other crypto market data, including real-time prices, candlesticks, funding rates, open interest, and more. No…

• Investor Lenses

  by @HKUDS

  Named investor reasoning frameworks packaged as reusable analytical lenses — 12 lenses (deep value, quality franchise, inversion, scuttlebutt growth, GARP, cycle positioning, debt cycle, forensic short, cost drag,…

• Harmonic

  by @HKUDS

  Harmonic Patterns signal engine. Identifies XABCD five-point structures such as Gartley/Bat/Butterfly/Crab based on Fibonacci geometry, and generates trading signals in the PRZ (Potential Reversal Zone).

• Multi Factor

  by @HKUDS

  Multi-factor cross-sectional stock ranking. Combines factor standardization, equal-weight or IC-weighted scoring, and TopN portfolio construction. Suitable for multi-instrument portfolio strategies.

• Fundamental Filter

  by @HKUDS

  Fundamental factor screening — filter stocks by PE/PB/ROE, financial statement fields, and other metrics for value or growth selection. Supports A-shares (via tushare extra_fields or fundamental_fields) and HK/US stocks (via…

• Minute Analysis

  by @HKUDS

  Minute-level data analysis and backtesting. Retrieves minute candlesticks through OKX/Tushare/yfinance and can be used both for analysis and as input to the backtest engine.

• Event Driven

  by @HKUDS

  Event-driven strategy based on sentiment-scored signals from news, announcements, and macro events. The LLM acts as the NLP engine, and event data follows a CSV schema.

• Pair Trading

  by @HKUDS

  Pair trading strategy. Trades mean reversion using the spread/ratio Z-score of two correlated instruments. Requires at least two instruments.

• Ashare Pre St Filter

  by @HKUDS

  A 股 ST/*ST 风险预测框架 — 基于最新中报/三季报或业绩预告/快报，预测下一财年是否会因营收、利润、净资产、分红不达标而被风险警示，并将新浪监管处罚记录作为独立证据面纳入风险等级。仅适用于 A 股，不预测财务造假。

• Cross Market Strategy

  by @HKUDS

  Write signal_engine.py for portfolios spanning multiple markets (A-shares + crypto, equity + forex, etc.)

• Alpha Zoo

  by @HKUDS

  Browse and bench the bundled alpha zoos — prebuilt cross-sectional factor libraries (Kakushadze 101, GTJA 191, Qlib 158, Fama-French / Carhart). Use when the user asks "which alphas exist", wants metadata on a named alpha, or…

• Market Microstructure

  by @HKUDS

  Market microstructure: bid-ask spread analysis, order-flow toxicity metrics (VPIN / Kyle lambda), liquidity measures (Amihud / Roll), price-impact models, limit-order-book analysis, and China A-share call auction / block trade…

• Behavioral Finance

  by @HKUDS

  Behavioral finance applications: theories of overreaction and underreaction, behavioral explanations for momentum and reversal, investor sentiment cycles, cognitive-bias checklists, and debiasing quantitative strategies.

• Commodity Analysis

  by @HKUDS

  Commodity analysis (oil supply-demand balance / gold pricing / copper as an economic predictor / inventory cycles / futures premium-discount structure / seasonality), generating directional commodity signals.

• Adr Hshare

  by @HKUDS

  ADR/H-share/A-share cross-listing premium analysis — track pricing gaps between US-listed ADRs, HK-listed H-shares, and A-shares for arbitrage signals, dual-listing valuation, and delisting risk assessment.

• Data Routing

  by @HKUDS

  The single ROUTER for every data need. Load this skill BEFORE any backtest, data-fetch, or research task to pick the best available source/tool, honour auth (env) requirements, and avoid ban-risk providers.

• Edgar Sec Filings

  by @HKUDS

  SEC EDGAR filing analysis — 10-K, 10-Q, 8-K, proxy statements, insider Form 4. Extract key financials, risk factors, management discussion, and generate investment signals from US public company filings.

• Earnings Revision

  by @HKUDS

  Earnings estimate revisions, guidance analysis, and post-earnings drift (PEAD) — track analyst consensus changes, earnings surprise patterns, and management guidance shifts for US/HK equities.

• Global Macro

  by @HKUDS

  Global macro analysis framework (central bank policy transmission / FX forecasting / geopolitical risk / capital flows), used to build macro factor signals that drive cross-asset allocation.

• Perp Funding Basis

  by @HKUDS

  Perpetual futures funding rate analysis and cash-carry basis trading — funding rate regimes, annualized basis signals, carry trade construction, and funding rate arbitrage between exchanges.

• Execution Model

  by @HKUDS

  Trade execution modeling (backtest only) — slippage formulas (linear / square-root impact), VWAP/TWAP execution logic, market-impact cost estimation, and execution-assumption configuration.

• Defi Yield

  by @HKUDS

  DeFi yield analysis and optimization — lending rates, LP yields, staking returns, yield farming strategies, risk-adjusted yield comparison, and protocol-level sustainability assessment.

• Mootdx

  by @HKUDS

  Mootdx A-share market data via TCP-direct 通达信 servers. Free, no API key, no IP rate limits. Use as the stable A-share OHLCV fallback when akshare's East Money scrape is throttled.

• Onchain Analysis

  by @HKUDS

  On-chain data analysis — active addresses / whale tracking / TVL / DEX liquidity, interpretation and signal generation using on-chain valuation metrics such as MVRV / NVT / SOPR.

• Performance Attribution

  by @HKUDS

  Performance attribution analysis — Brinson sector/stock-selection attribution, factor alpha/beta decomposition, market-timing evaluation, and benchmark comparison framework.

• Crypto Derivatives

  by @HKUDS

  Crypto-derivatives strategies — perpetual funding-rate arbitrage, futures term-structure contango/backwardation trading, and option volatility-smile / Greeks analysis.

• Asset Allocation

  by @HKUDS

  Asset allocation theory and optimizer usage — MPT / Black-Litterman / risk budgeting / all-weather strategy, including guides for 5 optimizers and rebalancing rules.

• Geopolitical Risk

  by @HKUDS

  Geopolitical risk analysis: quantify crisis signals, identify precursors, and build event-driven strategies for war, sanctions, and supply disruption scenarios.

• Akshare

  by @HKUDS

  AKShare financial data aggregator (18k+ stars). Free, no API key. Covers A-shares, US, HK, futures, macro, forex. Primary fallback for tushare and yfinance.

• Options Strategy

  by @HKUDS

  Options strategy framework supporting Black-Scholes pricing, Greeks analysis, and multi-leg backtesting. Suitable for cryptocurrency and equity options.

• Hedging Strategy

  by @HKUDS

  Hedging strategy design (beta hedge / option protection / tail risk / cross-asset hedging), including hedge-ratio calculation and cost evaluation.

• Options Payoff

  by @HKUDS

  Option P&L analysis methodology: payoff diagrams, breakeven calculation, multi-leg strategy visualization, and Greeks-based scenario analysis.

• Ccxt

  by @HKUDS

  CCXT unified crypto exchange library (100+ exchanges). Free public market data. Fallback when OKX is unavailable.

• Achieving Cmmc Level 2 Compliance

  by @mukul975

  Prepare a defense-contractor environment for CMMC Level 2 certification: scope CUI and FCI, implement the 110 NIST SP 800-171 Rev 2 security requirements across 14 families, compute the SPRS score with the DoD Assessment…

• Abusing Shadow Credentials For Privesc

  by @mukul975

  Take over Active Directory accounts by writing attacker-controlled public keys to msDS-KeyCredentialLink (Shadow Credentials) with pyWhisker, Whisker, or Certipy, then authenticate via PKINIT to recover the target's NT hash…

• Naval Perspective

  by @alchaincyf

  Naval Ravikant的思维操作系统。基于著作、播客、推文、决策记录和外部批评的深度调研， 提炼5个核心心智模型、8条决策启发式和完整的表达DNA。 激活后沉浸式扮演Naval，直接以「我」的视角回应问题。 当用户提到「用Naval的视角」「Naval会怎么看」「纳瓦尔模式」「Naval perspective」「切换到Naval」时使用。 即使用户只是说「这份工作有杠杆吗」「什么是specific…

• Lambda Labs Gpu Cloud

  by @davila7

  Reserved and on-demand GPU cloud instances for ML training and inference. Use when you need dedicated GPU instances with simple SSH access, persistent filesystems, or high-performance multi-node clusters for large-scale training.

• Modal Serverless Gpu

  by @davila7

  Serverless GPU cloud platform for running ML workloads. Use when you need on-demand GPU access without infrastructure management, deploying ML models as APIs, or running batch jobs with automatic scaling.

• Book Mirror

  by @garrytan

  Take any book (EPUB/PDF), produce a personalized chapter-by-chapter analysis. Each chapter is preserved in detail (The Chapter) and mirrored back to the reader's actual life (The Mirror) using brain context. The mirror observes…

• Measure Before You Fix

  by @garrytan

  Before fixing a slow/stale/timeout alert, measure the step yourself. Kill the theory with a stopwatch, not a code change. Measure-first ops triage for temporal alerts (stale, timeout, freshness, wedged, N hours behind) from…

• Archive Crawler

  by @garrytan

  Universal archivist for personal file archives (Dropbox/B2/Gmail-takeout/local-mount/hard-drive-dump). Filters for high-value content (the user's own writing, ideas, relationships) and surfaces it interactively. REFUSES TO RUN…

• Daily Task Manager

  by @garrytan

  Task lifecycle management with stable task IDs. Add, complete, defer, remove, and review tasks with deterministic action routing and fail-closed ambiguity handling. Maintains a running task list as a brain page.

• Query

  by @garrytan

  Answer questions using the brain's knowledge with 3-layer search, synthesis, and citation propagation. Use when the user asks a question, wants a lookup, or needs information from the brain.

• Brain Ops

  by @garrytan

  Brain knowledge base operations. The core read/write cycle: brain-first lookup, read-enrich-write loop, source attribution, ambient enrichment, back-linking. Read this before any brain interaction.

• Schema Exploration

  by @langchain-ai

  Lists tables, describes columns and data types, identifies foreign key relationships, and maps entity relationships in a database. Use when the user asks about database schema, table structure, column types, what tables exist,…

• Query Writing

  by @langchain-ai

  Writes and executes SQL queries from simple SELECTs to complex multi-table JOINs, aggregations, and subqueries. Use when the user asks to query a database, write SQL, run a SELECT statement, retrieve data, filter records, or…

• Competitor Analysis

  by @langchain-ai

  Analyze competitors in a given market segment. Trigger on: competitive landscape, competitor analysis, market comparison, competitive positioning.

• Opencli Browser

  by @jackwener

  Use when an agent needs to drive a real Chrome window via opencli — inspect a page, fill forms, click through logged-in flows, or extract data ad-hoc. Covers the selector-first target contract, compound form fields, stale-ref…

• Contextual Commit

  by @yamadashy

  Write contextual commits that capture intent, decisions, and constraints alongside code changes. Use when committing code, finishing a task, or when the user asks to commit. Extends Conventional Commits with structured action…

• Commercial Forecaster

  by @alirezarezvani

  Use when building a quarterly bookings forecast, ARR projection, pipeline forecast, NRR projection, or commit/best-case/pipe-only board number — especially when the CRO needs to walk the board through funnel math + cohort ARR +…

• Channel Economics

  by @alirezarezvani

  Use when reviewing or rebalancing direct vs. partner-led channel economics — computing fully-loaded cost-to-serve per channel, channel ROI with cash / LTV / marginal lenses, and optimal channel mix subject to constraints. For…

• Rfp Responder

  by @alirezarezvani

  Use when an RFP, RFI, RFQ, security questionnaire, vendor questionnaire, or proposal request arrives and the team needs a structured response — parsing multi-section buyer-dictated requirements (MANDATORY vs WEIGHTED vs…

• Deal Desk

  by @alirezarezvani

  Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal economics (margin after discount, multi-year payment…

• Commercial Policy

  by @alirezarezvani

  Use when designing or revising a company's commercial policy — the rules of engagement governing discounts off list price, approver thresholds, exception flows, and the deal framework that Deal Desk and AEs operate under. Covers…

• Partnerships Architect

  by @alirezarezvani

  Use when a startup is approached by a prospective partner and someone has to decide should we sign this partner, at what partner tier (referral / reseller / OEM / SI-consulting / strategic alliance), with what joint GTM…

• Pricing Strategist

  by @alirezarezvani

  Use when designing or revisiting product pricing — selecting a pricing model (subscription seat-based, usage-based, value-based, freemium, or hybrid), running Van Westendorp Price Sensitivity Meter analysis on WTP survey data,…

• Strategic Alignment

  by @alirezarezvani

  Cascades strategy from boardroom to individual contributor. Detects and fixes misalignment between company goals and team execution. Covers strategy articulation, cascade mapping, orphan goal detection, silo identification,…

• Commercial Skills

  by @alirezarezvani

  Use when reviewing, approving, or designing commercial motion — pricing models, deal review, discount approval, partnership economics, channel mix, commercial policy, RFP/RFI response, bookings forecast. Triggers on "review this…

• C Level Agents

  by @alirezarezvani

  Founder-mode executive team. 13 cs-* C-suite agents (CFO, CMO, CRO, CPO, COO, CHRO, CISO, GC, CDO, CAIO, CCO, VPE, Chief of Staff) and 21 /cs:* slash commands for forcing-question office hours, multi-role boardroom deliberation,…

• Founder Mode

  by @alirezarezvani

  /cs:founder-mode <question> — Auto-routes any founder question to the right C-role advisor or to /cs:boardroom for multi-role topics. The single-command entry point. Use when a founder asks any strategic question without knowing…

• Freeze

  by @alirezarezvani

  /cs:freeze <decision> <days> — Lock a strategic decision for a cooldown period to prevent impulse reversal. Mirrors gstack's safety primitives for the business layer. Use when an irreversible decision was made under pressure —…

• Brief

  by @alirezarezvani

  /cs:brief <topic> — Generate a one-page strategy brief from an office-hours intake. First step in the strategic sprint pipeline. Use when a strategic question needs to be framed before boardroom deliberation — e.g. locking…

• Boardroom

  by @alirezarezvani

  /cs:boardroom <brief> — 6-phase multi-role deliberation across the C-suite with Phase 2 isolation, critic pre-screen, and synthesis. Outputs a board memo. Use when a decision spans multiple executive domains — e.g. a pricing…

• Execute

  by @alirezarezvani

  /cs:execute <decision> — Generate a 90-day execution plan with weekly milestones, DRIs, and check-in cadence from an approved decision. Use when a logged decision needs to become an operating plan — e.g. turning an approved…