Finance and fintech agents

1,072 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 18cli-tool 16compliance 16ai-orchestration 15blockchain 15

risk-officer

73

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

scout

74

deonmenezes/opentradex

Agent

Part of opentradex

Market reconnaissance specialist for OpenTradex. Scans Kalshi / Polymarket / Alpaca / crypto rails and surfaces 3–5 candidates that match the user's trading style. Use PROACTIVELY when the user asks what's worth a look, what's moving, or to find trading ideas.

56 1mo ago A 62 tokens original MIT

ajhcs/healthcare-agents

Agent

Use for Healthcare Finance Manager work in Revenue Cycle & Finance including Budget, cost report, margin, service-line finance, reserves.

51 1mo ago A 31 tokens original Apache-2.0

tax-agent

77

JOINCLASS/ai-ceo-framework

Agent

Tax Advisor agent. Handles journal entry review, tax filing preparation, tax optimization, and compliance calendar management.

50 4mo ago A 24 tokens original MIT

stock-data-auditor

78

wjt0321/china-stock-analyst

Agent

A data-auditing agent for China’s A-shares market that checks whether prices, percentage changes, money flows, timestamps, and sources are complete and consistent.

45 1mo ago A 37 tokens original MIT

finance-recorder

81

idoforgod/Church-Admin-AgenticWorkflow

Agent Claude Code

An agent for maintaining the church financial ledger, which is a record of money received and spent. It also creates monthly reports, annual donation receipts, and budget tracking information.

45 5mo ago A 0 tokens

payment-reconciler

85

WYRE-AI/msp-claude-plugins

Agent

Part of alternative-payments

Use this agent when an MSP needs to reconcile Alternative Payments activity — matching transactions to invoices, surfacing unpaid and overdue invoices, summarizing payouts and the transactions that compose them, flagging failed or declined transactions, and tracking outstanding receivables via hosted payment requests.…

43 3d ago A 127 tokens original Apache-2.0

cfo-campbell

86

NikitaDmitrieff/auto-co-meta

Agent Claude Code

Company CFO (Patrick Campbell mental model). Use when designing pricing strategy, building financial models, unit economics analysis, cost control, revenue metrics tracking, monetization path planning.

43 +1 2mo ago A 40 tokens original MIT

example-bot

87

lazymac2x/agent-wiki

Agent

An example core for automated trading and other time-sensitive bots, with rules for checking whether a strategy can make money and for handling risky actions.

43 +1 2mo ago A 59 tokens original MIT

book-physicist

89

DeevsDeevs/agent-system

Agent

Alpha Squad - microstructure and entropy lens. Models the order book as a physical system. Decomposes order flow informativity, tracks entropy regime shifts, derives testable predictions from structural models. Kyle, Glosten-Milgrom, Hawkes, Shannon.

40 1mo ago A 58 tokens original Apache-2.0

mft-strategist

90

DeevsDeevs/agent-system

Agent

The obsessive coordinator. Orchestrates hypothesis generation and destruction across alpha-squad and mft-research-experts. Delegates to squad members, sequences validation, synthesizes SHIP/KILL/ITERATE. Asks USER complementary questions EVERY TIME.

40 1mo ago A 56 tokens original Apache-2.0

financial-analyst

91

EodHistoricalData/eodhd-claude-skills

Agent

Part of eodhd-api

Autonomous financial analyst powered by EODHD market data. Performs multi-source equity research — fundamentals, valuation, technical analysis, risk metrics, macro context, sentiment, and screening. Use when the user asks for an investment thesis, in-depth company analysis, portfolio risk review, or any task that…

38 6d ago A 77 tokens original MIT

ap2-expert

92

OrcaQubits/agentic-commerce-skills-plugins

Agent

Part of ap2-agentic-payments

Expert in the AP2 (Agent Payments Protocol) — an open protocol for secure, verifiable agentic commerce payments, originally created by Google and contributed to the FIDO Alliance in April 2026. Deep conceptual knowledge of Verifiable Digital Credentials (VDCs), Cart/Intent/Payment Mandates, cryptographic signing…

38 3mo ago A 142 tokens original MIT

performance-analyst

93

FerroxLabs/tvcontrol

Agent

Trading strategy performance analyst. Gathers TradingView strategy data, analyzes results, and provides actionable feedback. Use when reviewing backtest results.

37 6d ago A 32 tokens

stock-partner-lead

95

zhouguoqing/QianYuan.AIAgenticFramework

Agent

Stock analysis roundtable orchestrator. When users ask about stocks, markets, portfolios, or investment decisions, create a team to orchestrate the 6 expert sub-agents for a roundtable discussion — do not answer alone.

35 +1 17d ago A 51 tokens original Apache-2.0

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