Best Finance Skills for AI Agents

zenobi-us

Expert quantitative analyst specializing in financial modeling, algorithmic trading, and risk analytics. Masters statistical methods, derivatives pricing, and high-frequency trading with focus on mathematical rigor, performance optimization, and profitable strategy development.

FrancyJGLisboa

Provides comprehensive technical analysis for stocks and ETFs using RSI, MACD, Bollinger Bands, and other indicators. Activates when user requests stock analysis, technical indicators, trading signals, or market data for specific ticker symbols.

anthropics

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

anthropics

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

anthropics

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

alirezarezvani

M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.

tradermonty

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

OneWave-AI

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.

wshobson

Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.

aj-geddes

Optimize and manage cloud costs across AWS, Azure, and GCP using reserved instances, spot pricing, and cost monitoring tools.

alirezarezvani

Executive leadership guidance for strategic decision-making, organizational development, and stakeholder management. Includes strategy analyzer, financial scenario modeling, board governance frameworks, and investor relations playbooks. Use when planning strategy, preparing board presentations, managing investors, developing organizational culture, making executive decisions, or when user mentions CEO, strategic planning, board meetings, investor updates, organizational leadership, or executive strategy.

tradermonty

Statistical arbitrage tool for identifying and analyzing pair trading opportunities. Detects cointegrated stock pairs within sectors, analyzes spread behavior, calculates z-scores, and provides entry/exit recommendations for market-neutral strategies. Use when user requests pair trading opportunities, statistical arbitrage screening, mean-reversion strategies, or market-neutral portfolio construction. Supports correlation analysis, cointegration testing, and spread backtesting.

wshobson

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

wshobson

Integrate PayPal payment processing with support for express checkout, subscriptions, and refund management. Use when implementing PayPal payments, processing online transactions, or building e-commerce checkout flows.

alirezarezvani

Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy.

wshobson

Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.

jeremylongshore

Backtest crypto and traditional trading strategies against historical data. Calculates performance metrics (Sharpe, Sortino, max drawdown), generates equity curves, and optimizes strategy parameters. Use when user wants to test a trading strategy, validate signals, or compare approaches. Trigger with phrases like "backtest strategy", "test trading strategy", "historical performance", "simulate trades", "optimize parameters", or "validate signals".

OneWave-AI

Analyze spending patterns and find savings. 50/30/20 rule, subscription audit, debt payoff strategies, emergency fund roadmap.

wshobson

This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or requests 3-5 year financial planning for a startup.

sickn33

Monitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy, and implements stop-losses. Use PROACTIVELY for risk assessment, trade tracking, or portfolio protection.

openclaw

Use CodexBar CLI local cost usage to summarize per-model usage for Codex or Claude, including the current (most recent) model or a full model breakdown. Trigger when asked for model-level usage/cost data from codexbar, or when you need a scriptable per-model summary from codexbar cost JSON.

ruvnet

Agent skill for trading-predictor - invoke with $agent-trading-predictor

anthropics

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

anthropics

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.