finance AI Agent Skills
Browse 208 skills related to finance
defi-protocol-templates
wshobsonImplement DeFi protocols with production-ready templates for staking, AMMs, governance, and lending systems. Use when building decentralized finance applications or smart contract protocols.
defi-protocol-templates
sickn33Implement DeFi protocols with production-ready templates for staking, AMMs, governance, and lending systems. Use when building decentralized finance applications or smart contract protocols.
quant-analyst
sickn33Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage. Use PROACTIVELY for quantitative finance, trading algorithms, or risk analysis.
defi-protocol-templates
scaffold-ethImplement DeFi protocols with production-ready templates for staking, AMMs, governance, and lending systems. Use when building decentralized finance applications or smart contract protocols.
treeline
openclawChat with your finances from Treeline Money. Query balances, spending, budgets, and transactions.
stock-market-pro
openclawYahoo Finance (yfinance) powered stock analysis skill: quotes, fundamentals, ASCII trends, high-resolution charts (RSI/MACD/BB/VWAP/ATR), plus optional web add-ons (news + browser-first options/flow).
stock-price-checker
openclawCheck stock prices using yfinance library. No API key required.
yahoo-finance
openclawGet stock prices, quotes, fundamentals, earnings, options, dividends, and analyst ratings using Yahoo Finance. Uses yfinance library - no API key required.
yahoo-data-fetcher
openclawFetch real-time stock quotes from Yahoo Finance.
finance-news
openclawMarket news briefings with AI summaries. Use when asked about stock news, market updates, portfolio performance, morning/evening briefings, financial headlines, or price alerts. Supports US/Europe/Japan markets, WhatsApp delivery, and English/German output.
Invoice Organizer
openclawOrganize, categorize, and track invoices and receipts
openclaw-feeds
openclawRSS news aggregator. Fetches headlines from curated feeds across three categories: news, games, and finance. Use when the user asks about current news, headlines, what's happening, what's going on, or says "what's up in news", "what's up in finance", "what's up in games", or the German equivalents "was geht mit nachrichten", "was geht mit money", "was geht mit gaming". Also activates for requests like "give me a news rundown", "latest headlines", "market news", "gaming news", "tech news", "finance roundup", or "briefing". Returns structured JSON from public RSS feeds — no API keys, no web search needed.
plaid
openclawplaid-cli a cli for interacting with the plaid finance platform. link accounts from various institutions, query balances, and transactions by date range listing accounts/balances.
financial-market-analysis
openclawPrecision Financial Insights - Analyze stocks, companies, and market sentiment using authoritative data. Powered by Yahoo Finance and enhanced with intelligent news synthesis by we-crafted.com/agents/financial-market-analysis - Buy CRAFTED_API_KEY in our website to start using
naver-stock
openclawFetch text-based real-time stock prices (KRX, Overseas) using Naver Finance.
finance
openclawTrack stocks, ETFs, indices, crypto (where available), and FX pairs with caching + provider fallbacks.
stock-info-explorer
openclawA Yahoo Finance (yfinance) powered financial analysis tool. Get real-time quotes, generate high-resolution charts with moving averages + indicators (RSI/MACD/Bollinger/VWAP/ATR), summarize fundamentals, and run a one-shot report that outputs both a text summary and a Pro chart.
jb-revloans
openclawREVLoans contract mechanics for Juicebox V5 revnets. Use when: (1) implementing loan borrow/repay/refinance flows, (2) calculating loan fees and prepaid amounts, (3) understanding collateral burn/remint mechanics, (4) building loan-related UIs, (5) explaining loan solvency. Covers borrowFrom, repayLoan, reallocateCollateralFromLoan, and liquidation mechanics.
expense-report
openclawOrganize, categorize, and summarize business expenses for reimbursement and tax preparation
monzo
openclawAccess Monzo bank account - check balance, view transactions, manage pots, send feed notifications. For personal finance queries and banking automation.
openclaw-starter-kit
openclawReplace 100+ API keys with one. Instant access to LLMs, Twitter, YouTube, LinkedIn, Finance, Tavily & Scholar data. Enterprise stability for your local agent.
just-fucking-cancel
openclawFind and cancel unwanted subscriptions by analyzing bank transactions. Detects recurring charges, calculates annual waste, and provides cancel URLs. CSV-based analysis with optional Plaid integration for ClawdBot users.
stock-analysis
openclawAnalyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management, watchlists with alerts, dividend analysis, 8-dimension stock scoring, viral trend detection (Hot Scanner), and rumor/early signal detection. Use for stock analysis, portfolio tracking, earnings reactions, crypto monitoring, trending stocks, or finding rumors before they hit mainstream.
excel-dcf-modeler
jeremylongshoreBuild discounted cash flow (DCF) valuation models in Excel with free cash flow projections, WACC calculations, and sensitivity analysis for investment banking and corporate finance teams Activates when you request "excel dcf modeler" functionality.
Finance-Based Pricing Advisor
deanpetersEvaluate pricing changes using financial impact analysis - ARPU/ARPA, conversion, churn risk, NRR, and payback. Recommends go/no-go on pricing decisions.
finance-metrics-quickref
deanpetersFast lookup table for 32+ SaaS finance metrics with formulas, benchmarks, and when to use each. Includes red flags and decision frameworks.
it-role-expert
krafton-aiProvides role-specific expertise for 26+ IT company positions. Use when responding from a specific role's perspective, providing role-based advice, or when specialized knowledge is needed for engineering, product, design, data, marketing, sales, operations, HR, legal, finance, leadership, or academic functions.
prompt-factory
alirezarezvaniWorld-class prompt powerhouse that generates production-ready mega-prompts for any role, industry, and task through intelligent 7-question flow, 69 comprehensive presets across 15 professional domains (technical, business, creative, legal, finance, HR, design, customer, executive, manufacturing, R&D, regulatory, specialized-technical, research, creative-media), multiple output formats (XML/Claude/ChatGPT/Gemini), quality validation gates, and contextual best practices from OpenAI/Anthropic/Google. Supports both core and advanced modes with testing scenarios and prompt variations.
finance-manager
ailabs-393Comprehensive personal finance management system for analyzing transaction data, generating insights, creating visualizations, and providing actionable financial recommendations. Use when users need to analyze spending patterns, track budgets, visualize financial data, extract transactions from PDFs, calculate savings rates, identify spending trends, generate financial reports, or receive personalized budget recommendations. Triggers include requests like "analyze my finances", "track my spending", "create a financial report", "extract transactions from PDF", "visualize my budget", "where is my money going", "financial insights", "spending breakdown", or any finance-related analysis tasks.
MonteCarlo
Run Monte Carlo simulations for Finance Guru portfolio strategy. USE WHEN user mentions monte carlo OR run simulation OR stress test portfolio OR probability analysis OR income projections OR margin safety analysis. Supports 4-layer portfolio (Growth, Income, Hedge, GOOGL) with auto-detection of current values from Fidelity CSV.
PortfolioSyncing
Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports multiple brokers (Fidelity, Schwab, Vanguard, etc.). USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR working with Portfolio_Positions CSVs. Handles position updates, SPAXX/margin validation, safety checks, and formula protection.
fin-core
Finance Guru™ Core Context Loader Auto-loads essential Finance Guru system configuration and user profile at session start. Ensures complete context availability for all financial operations.
margin-management
Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.
FinanceReport
Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.
TransactionSyncing
Import Fidelity transaction history CSV into Google Sheets with smart categorization. USE WHEN user mentions "sync transactions", "import transactions", "transaction history", OR wants to import Fidelity History CSV. Routes debit card purchases to Expense Tracker with auto-categorization.
formula-protection
Prevent accidental modification of sacred spreadsheet formulas in Google Sheets Portfolio Tracker. Blocks edits to GOOGLEFINANCE formulas, calculated columns, and total rows. Allows only IFERROR wrappers, fixing broken references, and expanding ranges. Triggers on update formula, modify column, fix errors, or any attempt to edit formula-based cells.
dividend-tracking
Sync dividend data from Fidelity CSV to Dividends sheet. Reads dividend.csv from notebooks/updates/, calculates actual dividends received (shares × amount per share), writes to input area (rows 2-46), then clicks Add Dividend button to process. Triggers on sync dividends, update dividends, dividend tracker, layer 2 income, or monthly dividend analysis.
retirement-syncing
Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files.
linkedin-post
different-aiDraft high-performing LinkedIn posts using learnings from tweet performance data and 0 Finance messaging guidelines
0-finance-cli
different-aiKeep the 0 Finance CLI aligned with product capabilities.
ben-agent-email
different-aiCanonical Resend inbox for ben-agent@zerofinance.ai
receipt-scanning-tools
aiskillstoreThis skill helps you work with the receipt scanning tools in the nonprofit_finance_db project. It includes manual entry tools, automated OCR scanning, and database integration for tracking receipts...
openbb-app-builder
OpenBB-financeBuild custom backends and widgets for OpenBB Workspace. Use when user wants to create an OpenBB app, convert Streamlit/Gradio apps, or build dashboards. Handles the full pipeline from requirements to deployment.
using-finance-team
LerianStudio6 specialist financial agents for analysis, budgeting, modeling, treasury, accounting, and metrics. Dispatch when you need deep financial expertise.
QVeris
QVerisAIFind third-party APIs and connect to them in code to assist users in various fields such as finance, economics, healthcare, sports, scientific research, and more
ranger-finance
sendaifunRanger Finance SDK for building perpetual futures trading applications on Solana. The first Solana Perps Aggregator - aggregates liquidity across multiple perp protocols (Drift, Flash, Adrena, Jupiter). Use when integrating perps trading, smart order routing, position management, or building AI trading agents.
kamino
sendaifunComplete guide for Kamino Finance - Solana's leading DeFi protocol for lending, borrowing, liquidity management, and leverage trading. Covers klend-sdk (lending), kliquidity-sdk (automated liquidity strategies), scope-sdk (oracle aggregator), multiply/leverage operations, vaults, and obligation orders.
personal-finance-coach
curiositechExpert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building strategies grounded in academic research. Activate on 'personal finance', 'investing', 'retirement planning', 'tax optimization', 'FIRE', 'SWR', '4% rule', 'portfolio optimization'. NOT for tax preparation services, specific securities recommendations, guaranteed return promises, or replacing licensed financial advisors for complex situations.
