financial-analysis skills

232 tagged financial-analysis, measured the same way as everything else here.

Browse within: agent-framework 157ai-skills 157cfo-tools 157investment 35LLM 34agent 34gemini 34stock-market 34dart 19a-shares 18disclosure 17engines 17fundamental-analysis 17korea 17

dcf-valuation

01

edinetdb/dexter-jp

Skill Claude CodeCodex

Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share for Japanese listed companies. Triggers when user asks for fair value, intrinsic value, DCF, valuation, "what is X worth", price target, undervalued/overvalued analysis, or wants to compare current price to fundamental value.

not rated 314 +2 8d ago A SkillSpector: pass 71 tokens original MIT

dyp-ask

02

Travisun/Opptrix

Skill Claude Code

A question-answering style based on Duan Yongping’s simple, long-term approach to business and investing. It emphasizes understanding the business, staying within one’s ability to judge it, and avoiding unsupported certainty.

not rated 275 29d ago A SkillSpector: pass 100 tokens original Apache-2.0

company

03

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.

not rated 225 +2 4d ago A SkillSpector: pass 0 tokens original Apache-2.0

initiating-coverage

04

prof-little-bear/cc-equity-research

Skill Claude CodeCodex

Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables…

not rated 95 5mo ago A 90 tokens copy · 100% Apache-2.0

senior_analyst

05

rrred0324/senior-analyst

Skill Codex

A business and financial analysis skill with multiple data sources and several analysis modes. It supports reports, competitor comparisons, industry models, macroeconomic research, and scenario analysis.

not rated 68 +1 4mo ago A 44 tokens original MIT

ElmatadorZ/MoneyAtlas-ClaudeSkill-Agent

Skill Claude CodeCodex

Use this skill for ANY financial market, investment, or macro-economic analysis. ALWAYS trigger this skill — do not skip it — when the user asks about: BTC, bitcoin, crypto, gold, silver, oil, stocks, forex, bonds, interest rates, Fed policy, inflation, deflation, stagflation, market structure, trading setups…

not rated 57 2mo ago A 186 tokens original Apache-2.0

caijing-ipo-hk

07

nekopunch11/rodya-caijing-studio

Skill Claude CodeCodex

A Chinese-language adviser for Hong Kong stock initial public offerings, or IPOs—the first sale of a company's shares to the public. It covers how to apply, how much to apply for, and risks such as the share price falling below the offering price.

not rated 45 3mo ago A 209 tokens

vivy-yi/finance-skills

Skill Claude Code

A process for comparing sales, administrative, and research-and-development spending with revenue, budgets, targets, and earlier periods. It breaks down spending by type and department.

not rated 41 +4 4mo ago A 99 tokens original MIT

h5i-db

09

Koukyosyumei/h5i-db

Skill Claude CodeCodex

Use when working with an h5i-db database — an embedded, versioned time-series database and event-driven backtesting engine for quant research, driven by the h5i-db CLI or the h5idb Python package. Covers creating a database and loading Parquet or CSV tick data, orienting in an existing one, querying it (SQL, ASOF…

not rated 34 today A 157 tokens original Apache-2.0

india-equity-report

10

vishalmdi/india-equity-report-skill

Skill Claude CodeCodex

Generate a detailed Buy/Sell/Hold equity research report for Indian stock market (NSE/BSE listed companies). Use this skill whenever the user asks for a stock analysis, equity research, investment recommendation, target price, fundamental analysis, technical analysis, or buy/sell/hold opinion on any Indian company or…

not rated 26 +1 7mo ago A 149 tokens

value-investing

11

danielchu97/Value-Investing-Agent

Skill Claude CodeCodex

This skill guides Claude to analyze stocks from a value investing perspective, following the investment philosophies of Benjamin Graham and Warren Buffett.

not rated 24 8mo ago A 0 tokens original MIT

ncuzlyang/DangForge

Skill Claude CodeCodex

A Chinese-language investing guide based on MR Dang’s value-investing method. Value investing means judging businesses, cash flow, risks, and price instead of trying to predict short-term market moves.

not rated 18 +1 3mo ago A 52 tokens original MIT

stock-data

14

openstockdata/stock-data-skill

Skill Claude Code

A market-data analysis tool for Chinese, Hong Kong and US stocks, plus cryptocurrencies. It retrieves prices, financial data, technical indicators and other market information through a command-line interface.

not rated 18 7mo ago A 64 tokens original MIT

investment-agent

15

tohnee/investagent

Skill Claude CodeCodex

A Chinese-language AI investment research workflow covering industry-chain research, company analysis, valuation, multi-agent debate, and quantitative backtesting for Chinese, Hong Kong, and US stocks.

not rated 12 4mo ago A 146 tokens original MIT

equity-research

16

pppop00/Equity-Research-Company

Skill Claude CodeCodex

Full-stack equity research report generator built on the Anamnesis Pattern (cross-session institutional memory + scheduled adversarial review). Trigger when the user wants to analyze a company, generate an equity research report, fundamental analysis, or stock investment research. Works with a company name (web…

not rated 9 3mo ago A 285 tokens original Apache-2.0

TrueHOOHA/shanxi-securities-tushare-skill

Skill Claude CodeCodex

A Chinese-language analysis workflow for mainland Chinese stocks, indexes, public funds, and futures. It produces a structured Markdown report using market data from the SXSCTushare service.

not rated 6 changed 16d ago A 154 tokens

financial-analysis

19

d-wwei/financial-analysis

Skill Claude CodeCodex

Build institutional-grade financial analyses: comparable company analysis, DCF valuation, LBO model, and Excel spreadsheet workflows. Functions: Comps Analysis: Build comparable company analyses with valuation multiples DCF Model: Discounted Cash Flow valuation models LBO Model: Leveraged Buyout modeling 3-Statements…

not rated 6 7mo ago A 129 tokens

Ruinius/financial-analyst-skills

Skill Claude CodeCodex

Extract balance sheet, income statement, shares outstanding, organic growth, and GAAP reconciliation data from financial PDFs. Standardize via Tiger-Transformer and append structured output to the document markdown.

not rated 5 4mo ago A 41 tokens original MIT

nh-stock-analyzer

21

NavneetHegde/nh-stock-analyzer

Skill Claude CodeCodex

Delivers a structured stock analysis with trend strength, analyst consensus, price targets, risk factors, and a soft Buy/Hold/Sell signal — all rendered as a visual dashboard widget. Use this skill whenever the user asks for stock analysis, wants to know if a stock is worth buying or holding, asks for a buy/sell/hold…

not rated 4 5mo ago B 139 tokens

marketbrief

22

yukipanpan/marketbrief

Skill Claude CodeCodex

Generate AI-powered market intelligence reports with multi-source data (Yahoo Finance, FRED, CoinGecko, 40+ RSS feeds), Claude AI analysis, and multi-channel delivery (Telegram, Feishu, terminal). Trigger when user asks for morning report, market briefing, daily market summary, market snapshot, or wants to analyze…

not rated 4 6mo ago A 99 tokens original MIT

sas-fas-analyst

23

BTspaceC/SAS-FAS-analyst

Skill Codex

Evidence-first deep investment research for US equities and crypto assets, with independent bull and bear cases, forensic checks, long-horizon valuation, and optional personalized buy, sell, short, and position-sizing decisions. Use when the user invokes SAS, requests deep fundamental or token analysis, asks whether a…

not rated 2 changed 23d ago A 90 tokens original MIT

harshitagarwal2/StockResearchAgents

Skill Codex

Run StockResearchAgents as evidence-first, point-in-time company research through the standalone company-analytics.v1 workflow, including adaptive multi-source web retrieval, deterministic analytics, forecasts, outcome scoring, and a completed-only report. Use for company or security research in Codex or another…

not rated 1 2d ago A 89 tokens original Apache-2.0

At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: