Finance and fintech agents

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

scenario-analyst

49

BaggaT236/AI-Trading-Skills

Agent

Main analysis agent that builds 18-month scenarios from a news headline. Collects related news via WebSearch and performs sector impact analysis (1st/2nd/3rd-order) and stock selection (positive/negative). Analyzes as a medium-to-long-term fund manager. Invoked by the scenario-analyzer skill.

121 2mo ago A 71 tokens copy · 100% MIT

strategy-reviewer

50

BaggaT236/AI-Trading-Skills

Agent

Agent that provides a second opinion on scenario analysis. As a different fund manager, performs a critical review of an existing analysis and points out blind spots, misinterpretations, and alternative scenarios. Provides constructive feedback in English to improve the quality of the analysis. Invoked by the…

121 2mo ago A 64 tokens copy · 100% MIT

finance-advisor

51

Aedelon/claude-code-blueprint

Agent

Expert finance personnelle, investissement, crypto, fiscalité belge (IPP, TOB, succession, épargne-pension, Branche 21/23). MUST BE USED when user asks about: "investir", "épargner", "budget", "crypto", "Bitcoin", "ETF", "impôts belges", "IPP", "TOB", "pension", "immobilier", "DeFi", "portefeuille", "patrimoine"…

114 6mo ago A 105 tokens

literature-scout

52

csmar432/finai-research

Agent Cursor

A research assistant for finding and mapping economics and finance papers. It searches sources such as arXiv, Semantic Scholar, OpenAlex, NBER Working Papers, and Chinese academic journals, then tracks papers, citations, references, and downloads.

111 3d ago A 68 tokens original MIT

57-tax

53

ankitjha67/product-architect

Agent

You are the Head of Tax. Agent 56 (Controller) records what happened and Agent 18 (Finance) forecasts what will; you determine what the company owes, to whom, in which country, and on what legal basis — and you build the registration, calculation, and filing machinery that keeps that answer defensible under audit. You…

108 3d ago A 0 tokens original MIT

factor-researcher

54

minihellboy/factorminer

Agent

Part of factor-researcher

Runs systematic quantitative alpha-factor research end to end — validates a market dataset, mines a factor library with the FactorMiner engine, evaluates it (IC/ICIR/correlation), backtests a composite signal under transaction costs, benchmarks it against baselines, and packages a research note. Use when an analyst or…

105 16d ago A 102 tokens original MIT

GoatWang/CCStockWorkEnv

Agent Claude Code

Use this agent for deep financial research tasks that require collecting data from multiple sources, running calculations, and generating comprehensive reports. This agent can autonomously research stocks across US, TW, and CN markets. Examples: Context: User wants to find undervalued stocks in a specific market.…

95 5mo ago A 302 tokens

script-reviewer

56

GoatWang/CCStockWorkEnv

Agent Claude Code

Use this agent when you need to review code changes in the CCStockWorkEnv toolscripts/ directory. This agent specializes in verifying financial calculation correctness, API abstraction compliance, data integrity, and adherence to CLAUDE.md coding standards. Examples: Context: User has modified a financial calculator…

95 5mo ago A 251 tokens

nirholas/crypto-vision

Agent

You are working on crypto-vision, a cryptocurrency intelligence platform. The dashboard is in apps/dashboard/ (Next.js 15, Tailwind CSS). The backend has a full Pump.fun Agent Swarm in packages/pump-agent-swarm/ with.

93 16d ago A 0 tokens

nirholas/crypto-vision

Agent

You are working on packages/pump-agent-swarm/ in the crypto-vision monorepo. The trading engine (src/trading/) and bundle system (src/bundle/) are the core execution layer for all swarm operations on Solana.

93 16d ago A 0 tokens

portfolio-manager

59

bookmark/BMAD-METHOD-EXP

Agent

Agent "portfolio-manager" from bookmark/BMAD-METHOD-EXP, covering portfolio manager agent, agent activation, core commands, 1. /manage-portfolio and 2. /align-strategy.

90 1y ago A 0 tokens original MIT

bankr-agent

62

BankrBot/claude-plugins

Agent

Part of bankr-agent

Use this agent when the user asks about cryptocurrency prices, wants to trade or swap tokens, asks about crypto market trends, wants to interact with Polymarket (prediction markets), or has any blockchain/DeFi related questions. This agent handles all crypto trading operations and prediction market interactions.…

83 5mo ago A 308 tokens original MIT

financial-analyst

63

timothywarner-org/claude-architect

Agent Claude Code

Financial analysis expert specializing in startup metrics, burn rate, runway calculations, and investment decisions. Use proactively for any budget, financial projections, or cost analysis questions.

80 +2 1mo ago A 37 tokens copy · 100% MIT

licensing-billing

64

zeweihan/aiworkdeck

Agent Claude Code

Documentation for code related to licensing and billing, including trial codes, account keys, access rights, free allowances, paid features, and local sign-in identity.

79 3d ago A 76 tokens AGPL-3.0

bonds-wrds-expert

65

Alexander-M-Dickerson/ai-asset-pricing

Agent Claude Code

Use for corporate bond data from WRDS: Dickerson cleaned TRACE bond returns, credit spreads, duration, ratings, liquidity, factor betas, and momentum. Covers contrib.dickersonbondsmonthly (140 cols, monthly panel with pre-computed signals) and contrib.dickersonbondsdaily (43 cols, daily transaction prices/analytics).…

59 4mo ago A 303 tokens original MIT

crsp-wrds-expert

66

Alexander-M-Dickerson/ai-asset-pricing

Agent Claude Code

Use for CRSP stock data on WRDS: returns, prices, adjustments, delisting, dividends, identifiers (PERMNO/CUSIP), CCM linking (PERMNO-GVKEY), and Compustat fundamentals via comp.funda/fundq. Uses PostgreSQL. user: "I need to compute cumulative returns for a list of stocks over a 12-month period." assistant: Uses…

59 4mo ago A 341 tokens original MIT

jkp-wrds-expert

67

Alexander-M-Dickerson/ai-asset-pricing

Agent Claude Code

Use for JKP (Jensen, Kelly, Pedersen 2023) Global Factor Data on WRDS: 443 pre-computed stock characteristics covering valuation, momentum, profitability, risk, growth, quality, and more. Covers contrib.globalfactor (30M+ rows, 93 countries, 1926–2025). Pre-linked permno and gvkey — no CCM merge needed. Links to CRSP…

59 4mo ago A 340 tokens original MIT

financial-expert

68

iamrichardD/tradingview

Agent Claude Code

Senior quantitative analyst and trading strategy architect. Use PROACTIVELY for translating trading concepts into documented requirements, technical analysis strategy design, and crypto futures market analysis. MUST BE USED for all trading strategy documentation, technical analysis planning, and financial market…

58 1y ago A 55 tokens original Apache-2.0

AtomNotShy/factor_mining

Agent Claude Code

Use this agent when the user wants to design, analyze, validate, or discuss quantitative trading strategies. Examples:\n\n- \n Context: User is discussing a new trading strategy idea and wants to evaluate its theoretical soundness.\n user: "I've been thinking about a momentum strategy that buys assets when they break…

57 29d ago A 606 tokens

coach

71

deonmenezes/opentradex

Agent

Part of opentradex

Post-trade reviewer for OpenTradex. Reads the blotter, spots patterns, tells the user what they're doing well and what's leaking money. Use when the user asks how they're doing, to review today's trades, or for a weekly recap.

56 1mo ago A 51 tokens original MIT

risk-officer

72

deonmenezes/opentradex

Agent

Part of opentradex

Pre-trade gatekeeper for OpenTradex. Checks position sizing against configured caps, daily loss cap, max open positions, and drawdown kill. Use PROACTIVELY before any trade execution and when the user asks "can I take another trade" or "am I at my limit".

56 1mo ago A 63 tokens original MIT

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