financial analysis skills

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

Browse within: a-shares 65agent-framework 59ai-skills 59cfo-tools 59china-stock-market 57electron 57fastify 57fluent-ui 57Multi-Agent 49llm-agents 49rag-pipeline 49finance 28investment 28gemini 27

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.

304 2mo ago A 71 tokens original MIT

write-memo

02

edinetdb/dexter-jp

Skill Claude CodeCodex

Drafts a professional investment memo (HTML output) for a long or short equity idea, structured the way a hedge fund analyst would present a thesis to a PM. Triggers when the user asks to "write a memo", "draft an investment memo", "write up a thesis", "pitch this stock", "memo on [ticker]", "long writeup", "short…

304 2mo ago A 100 tokens original MIT

x-research

03

edinetdb/dexter-jp

Skill Claude CodeCodex

X/Twitter public sentiment research. Searches X for real-time perspectives, market sentiment, expert opinions, breaking news, and community discourse. Use when: user asks "what are people saying about", "X/Twitter sentiment", "check X for", "search twitter for", "what's CT saying about", or wants public opinion on a…

304 2mo ago A 82 tokens original MIT

ai-berkshire

04

Travisun/Opptrix

Skill Claude CodeCodex

An investment-research workflow based on value-investing viewpoints associated with four well-known investors. It routes a question to the relevant research steps and produces a structured web report.

224 4d ago A 92 tokens original Apache-2.0

deep-company-series

05

Travisun/Opptrix

Skill Claude CodeCodex

A workflow for writing a researched series of three to eight independent long-form articles that explain a company in depth. The series covers the business, important changes, evidence, risks, and decision points.

224 4d ago A 81 tokens original Apache-2.0

financial-data

06

Travisun/Opptrix

Skill Claude CodeCodex

A financial-data checking guide for verifying figures such as revenue, profit, market value, and valuation ratios. It uses financial statements and market quotes, then checks calculations with a second source when available.

224 4d ago A 111 tokens original Apache-2.0

company

07

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

08

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

09

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

stock_data

10

sunchaokun/zensers

Skill Claude CodeCodex

A tool for retrieving financial statements, stock prices, and company details for companies listed in mainland China. It uses AkShare's real-time data sources.

207 29d ago A 27 tokens

dividend-analysis

11

yennanliu/InvestSkill

Skill Claude CodeCodex

Comprehensive capital allocation analysis: dividends, buybacks, M&A, debt management, and FCF deployment.

196 2d ago A 21 tokens original MIT

report-generator

12

yennanliu/InvestSkill

Skill Claude CodeCodex

Generate professional HTML/PDF investment reports with interactive visualizations.

196 2d ago A 11 tokens original MIT

stock-eval

13

yennanliu/InvestSkill

Skill Claude CodeCodex

Evaluate US stocks with comprehensive fundamental and valuation analysis.

196 2d ago A 9 tokens original MIT

analyst-estimates

14

OctagonAI/octagon-mcp-server

Skill Claude CodeCodex

Retrieve analyst financial estimates including revenue and EPS projections with ranges and coverage. Use when analyzing forward expectations, consensus assumptions, or valuation inputs for a public company.

147 1mo ago A 36 tokens original MIT

OctagonAI/octagon-mcp-server

Skill Claude CodeCodex

Route broad company, sector, valuation, filings, transcript, and market data questions into the right Octagon workflow. Use when the user wants full-scope investment research or when multiple Octagon skills may be needed.

147 1mo ago A 50 tokens original MIT

OctagonAI/octagon-mcp-server

Skill Claude CodeCodex

Generate Kalshi prediction market research reports or fetch structured event history. Use when the user mentions Kalshi, prediction markets, market probability, expected return, or event history.

147 1mo ago A 39 tokens original MIT

frontend-design

17

dtsola/xiaoyaoprivatebill

Skill Claude CodeCodex

Create distinctive, production-grade frontend interfaces with high design quality. Use this skill when the user asks to build web components, pages, or applications. Generates creative, polished code that avoids generic AI aesthetics.

109 8d ago A 43 tokens copy · 89% MIT

catalyst-calendar

19

prof-little-bear/cc-equity-research

Skill Claude CodeCodex

Skill "catalyst-calendar" from prof-little-bear/cc-equity-research, covering catalyst calendar, workflow, step 1: define coverage universe, step 2: gather catalysts and step 3: calendar view.

88 3mo ago A 0 tokens copy · 88% Apache-2.0

earnings-analysis

20

prof-little-bear/cc-equity-research

Skill Claude CodeCodex

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when…

88 3mo ago A 108 tokens copy · 100% Apache-2.0

initiating-coverage

21

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…

88 3mo ago A 90 tokens copy · 100% Apache-2.0

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…

54 28d ago A 186 tokens original Apache-2.0

senior_analyst

23

rrred0324/senior-analyst

Skill Claude CodeCodex

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.

53 2mo ago A 44 tokens original MIT

senior_analyst

24

rrred0324/senior-analyst

Skill Claude CodeCodex

A business-analysis skill that checks whether a newer version is available and can guide an upgrade. The provided details do not fully describe its analysis work.

53 2mo ago C 92 tokens original MIT