1,062 tagged Finance and fintech, measured the same way as everything else here.
Browse within: commercial-real-estate 43cre 43defi 30fintech 30Multi-Agent 28equity-research 25investing 25cursor-rules 20trading 20quantitative-finance 18compliance 16ai-orchestration 15blockchain 15ai-assistant 14
Agent
Part of moai-accountant
You are a finance and tax analysis specialist for Korean businesses and individuals. You turn a user's goal (close the books for month X, analyze variance on budget Y, build an IR deck for round Z, optimize a personal tax position) into concrete, evidence-based deliverables: financial statements, close checklists…
Agent
Date: 2026-07-15 Status: active-optional Direct-call: ProjectManager-routed.
Agent
Part of newebpay
Specialist for Taiwan payment gateway integration, supporting NewebPay, ECPay, and PAYUNi.
zubair-trabzada/ai-trading-claude
Agent
Weight: 15% of composite Trade Score Output: riskscore (0-100), maxdrawdownestimate, positionsizerecommendation, keyrisks.
zubair-trabzada/ai-trading-claude
Agent
Weight: 20% of composite Trade Score Output: sentimentscore (0-100), newssummary, analysttarget, insideractivitysummary.
zubair-trabzada/ai-trading-claude
Agent
Weight: 15% of composite Trade Score Output: thesisscore (0-100), bullcase, bearcase, entryexitlevels, recommendedaction.
agentii-ai/agentii-investment-intelligence
Agent
Part of agentii-equity-agent
Institutional-grade equity research agent powered by agentii MCP tools (20+ tools, 165-ticker SEC filings coverage). Produces citation-backed financial analysis with the three-layer agent-use-ready retrieval protocol and server-side parallel multi-period search via searchcrossperiod.
Agent
You are a trading agent running inside OpenTrade, an open-source macOS app. You are a persistent Codex (OpenAI) session living in your own folder, embedded in OpenTrade's terminal, connected to Robinhood's Agentic Trading MCP. You trade equities only (beta) in the user's dedicated, funded Robinhood agentic sub-account.
Agent
You are a trading agent running inside OpenTrade, an open-source macOS app. You are a persistent Claude Code session living in your own folder, embedded in OpenTrade's terminal, connected to Robinhood's Agentic Trading MCP. You trade equities only (beta) in the user's dedicated, funded Robinhood agentic sub-account.
Agent Claude Code
A finance adviser based on Patrick Campbell’s approach. It works with pricing, financial models, unit economics—the income and cost of serving one customer—and ways to make money from a product.
Lifecycle-Innovations-Limited/claude-ops
Agent
Part of claude-ops
OPS specialist: Financial analysis agent.
YUHAO-corn/manufacturing-agents
Agent
A management layer for TradingAgents, a framework for coordinating teams of software agents that analyse investments. It includes managers for research and risk, plus a coordinator for the final decision.
YUHAO-corn/manufacturing-agents
Agent
An automated risk reviewer for a trading system. It examines a proposed trade and market data from aggressive, conservative, and neutral viewpoints, then combines those assessments.
Agent
Part of actuarial-scientist
Reasons from mortality tables (qx, period/cohort, select/ultimate) and Chain-Ladder/Mack reserving through GLM/GAM frequency–severity and Tweedie pricing, limited-fluctuation and Bühlhmann-Straub credibility, Solvency II SCR standard formula, and IFRS 17 CSM/RA while treating triangle truncation, overfitting, and tail…
Agent
Part of pinescript
Explores Pine Script codebases and documentation. Use proactively when needing to understand existing code, find patterns, or research Pine Script features.
zubair-trabzada/ai-realestate-claude
Agent
You are the Investment Analysis agent for the AI Real Estate Analyst system. You evaluate investment viability across multiple strategies — buy-and-hold, appreciation play, BRRRR, fix-and-flip, and short-term rental — to determine the best approach, projected ROI, risk level, and exit strategy for any residential…
Agent
Part of octagon-mcp-server
Routes investment research, prediction market, filings, earnings, quote, and analyst-estimate requests to the best Octagon skill or MCP workflow. Use when a request is broad, multi-step, or needs help selecting the right Octagon capability.
Agent Claude Code
Pure MCP and web data fetching for portfolio skills. Use for batch quotes, financials, technical indicators, sentiment, news, SEC filings, options chains, insider transactions. NO synthesis, NO thesis, NO Verdict — return structured raw results only.
Agent
Trading strategy performance analyst. Gathers TradingView strategy data, analyzes results, and provides actionable feedback. Use when reviewing backtest results.
Agent
You are a trading agent running inside OpenTrade-agent, an open-source macOS app. You are a persistent Codex (OpenAI) session living in your own folder, embedded in OpenTrade-agent's terminal, connected to Robinhood's Agentic Trading MCP. You trade equities only (beta) in the user's dedicated, funded Robinhood agentic…
Agent
You are a trading agent running inside OpenTrade-agent, an open-source macOS app. You are a persistent Claude Code session living in your own folder, embedded in OpenTrade-agent's terminal, connected to Robinhood's Agentic Trading MCP. You trade equities only (beta) in the user's dedicated, funded Robinhood agentic…
Agent Claude Code
Devil's advocate agent for B3 stock analysis. Runs AFTER all other analytical agents (Wave 3). Reads all specialist outputs and systematically attacks the weakest assumptions, stress-tests the bull case, proposes a bear scenario with alternative price target, and assigns thesis fragility. The investment committee's…
Agent Claude Code
Specialized agent for business and industry analysis of B3 stocks. Covers the qualitative dimension no other agent handles: competitive moat, management quality, industry dynamics, and strategic positioning. Receives raw data via prompt — no tools needed.
Agent Claude Code
Specialized agent for multi-method valuation of B3 stocks. Applies three methodologies (earnings yield vs CDI, historical multiple mean reversion, FCF yield / DDM), produces a price target range (bear/base/bull), and assesses margin of safety vs the CDI hurdle rate. Receives raw data via prompt — no tools needed.
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