finance skills

822 tagged finance, measured the same way as everything else here.

Browse within: accounting 124market-data 98equity-research 83forex 69ai-skills 65engineering 60forex-prediction 60marketing 60french 59options-trading 59compliance 55financial-services 52cfo 51python 47

build_workspace_app

01

OpenBB-finance/OpenBB

Skill Claude CodeCodex

This guide covers the full lifecycle of building, running, and serving a custom OpenBB Workspace application from an extension project scaffolded by openbb-cookiecutter. It assumes the project shell already exists (see the developextension skill for scaffolding instructions).

73k 1mo ago A 57 tokens

OpenBB-finance/OpenBB

Skill Claude CodeCodex

This guide covers installation, configuration, authentication, tool discovery, prompt management, and client integration for openbb-mcp-server.

73k 1mo ago A 31 tokens

develop_extension

03

OpenBB-finance/OpenBB

Skill Claude CodeCodex

This is a complete guide for creating a new OpenBB Platform extension from scratch. Follow every phase in order. When the user says "build me an application that does X", use this guide to scaffold, implement, install, and verify the extension.

73k 1mo ago A 53 tokens

bprr

04

wilsonfreitas/awesome-quant

Skill Claude CodeCodex

Bulk PR reviewer for awesome-quant. Use when the user asks to review all open PRs, review unreviewed PRs, bulk review, or mentions "bprr". Reviews open PRs lacking the reviewed label and presents a summary before any merge/comment/label action.

29k 2d ago A 61 tokens

sprr

05

wilsonfreitas/awesome-quant

Skill Claude CodeCodex

Single PR reviewer for awesome-quant. Use when the user asks to review, validate, comment on, label, close, or merge one specific pull request that adds README.md entries. Triggers include "sprr", "review PR", "check PR", and "validate contribution".

29k 2d ago A 60 tokens

update-pypi-dates

06

wilsonfreitas/awesome-quant

Skill Claude CodeCodex

Refresh tracked PyPI last-updated dates in awesome-quant README.md. Use when the user asks to update PyPI dates, refresh PyPI metadata, or run update-pypi-dates.

29k 2d ago A 47 tokens

question2report

07

refraction-ray/xalpha

Skill Claude CodeCodex

Turn a natural-language financial question into a polished, self-contained HTML report. Covers the full pipeline: requirement analysis → scope negotiation → data fetching → data cleaning → quantitative analysis → visualization → beautiful HTML output. Use when the user asks for any financial data comparison, fund…

2.7k 1mo ago A 75 tokens original MIT

options-trading

08

Lumiwealth/lumibot

Skill Claude CodeCodex

Use before researching, selecting, opening, modifying, or closing any option position, including single-leg options, vertical spreads, iron condors, butterflies, straddles, strangles, calendars, and other multi-leg structures. Also use when a broad trading mandate leads you to consider options even if the user did not…

2.0k 3d ago A 71 tokens GPL-3.0

stock-trading

09

Lumiwealth/lumibot

Skill Claude CodeCodex

Use before researching, selecting, opening, modifying, or closing a stock or ETF position, including discretionary investing, rotation, breakout, momentum, mean-reversion, opening-range breakout, and VWAP trading. Also use when a broad mandate leads you to consider stocks or ETFs even if the user did not name an asset…

2.0k 3d ago A 70 tokens GPL-3.0

digital-oracle

10

komako-workshop/digital-oracle

Skill Claude CodeCodex

Answer prediction questions using market trading data, not opinions. Use when the user asks probability questions about geopolitics, economics, markets, industries, or any topic where real money is being traded on the outcome. Examples: 'What's the probability of WW3?', 'Will there be a recession?', 'Is AI in a…

802 1mo ago A 146 tokens original MIT

improve

11

gadicc/yahoo-finance2

Skill Claude CodeCodex

Survey any codebase as a senior advisor and produce prioritized, self-contained implementation plans for OTHER models/agents to execute. Strictly read-only on source code — never implements, fixes, or refactors anything itself. Use when asked to audit a codebase, find improvement opportunities (bugs, security…

790 23d ago B 102 tokens copy · 100% MIT

yahoo-finance2

12

gadicc/yahoo-finance2

Skill Claude CodeCodex

Use when building with the yahoo-finance2 TypeScript/Deno/npm library, using its Yahoo Finance data modules, CLI, or MCP server, or contributing to the yahoo-finance2 repository including modules, validation schemas, cached fixtures, and npm/JSR build output.

790 23d ago A 61 tokens original MIT

trading

13

ariadng/metatrader-mcp-server

Skill Claude CodeCodex

Trading Terminal Assistant for MetaTrader 5. Use when the user wants to check trading account, view market prices, get candles, place buy/sell orders, manage positions, handle pending orders, view history, close positions, or any MT5 trading operation. Trigger on mentions of trading, forex, stocks, MT5, positions…

783 5mo ago A 95 tokens original MIT

buffett

14

agi-now/buffett-skills

Skill Claude CodeCodex

Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial reports/annual reports/shareholder letters, assessing business moats or competitive advantages, evaluating management…

780 4mo ago A 164 tokens

alphasift

15

ZhuLinsen/alphasift

Skill Claude CodeCodex

An automated stock-screening skill for shares listed in mainland China’s A-share market. It filters, scores, and ranks candidates using strategies such as dual-low, volume breakout, balanced multi-factor, and capital heat.

351 2mo ago A 76 tokens original Apache-2.0

test-staging-branch

18

different-ai/agent-bank

Skill Claude CodeCodex

Test feature branches on Vercel preview deployments using Chrome automation and Gmail OTP.

249 5mo ago A 21 tokens original MIT

tweet-rl-tracker

19

different-ai/agent-bank

Skill Claude CodeCodex

Create and manage a Notion-based tweet performance tracking system for "poor man's reinforcement learning".

249 5mo ago A 24 tokens original MIT

company

20

eddmpython/dartlab

Skill Claude CodeCodex

A single-company research interface for South Korean DART filings and United States EDGAR filings. It provides one object through which users can request company records, analysis, credit, prices, quantitative data, market context, industry information, and reports.

209 10d ago A 0 tokens original Apache-2.0

credit

21

eddmpython/dartlab

Skill Claude CodeCodex

A credit-risk analysis engine for one non-financial company. It assesses repayment, capital structure, liquidity, cash flow, business stability, financial reliability, and disclosure risk, then produces a dCR rating from dCR-AA+ to dCR-D.

209 10d ago A 0 tokens original Apache-2.0

dataHub

22

eddmpython/dartlab

Skill Claude CodeCodex

A central catalogue and query layer for source data, cleaned data, cross-company data, and analysis products. It lets other programs discover and request these assets through a shared contract.

209 10d ago A 0 tokens original Apache-2.0

fee-billing

23

JoelLewis/finance_skills

Skill Claude CodeCodex

Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the user asks about tiered or breakpoint fee schedules, billing cycle configuration, AUM valuation for billing, direct-debit vs invoice collection, GAAP…

176 1mo ago A 146 tokens original MIT

stp-automation

24

JoelLewis/finance_skills

Skill Claude CodeCodex

Measure and raise straight-through processing (STP) rates in securities operations through zero-touch, exception-based processing. Use when measuring STP rates and analyzing manual touchpoints in an existing process, replacing review-all workflows with exception-based processing, evaluating RPA vs API-based vs hybrid…

176 1mo ago A 118 tokens original MIT