Finance & Investment Banking Claude Skills
XLSX Spreadsheet Skill (Open Cowork)
Lets an AI agent create, edit, and analyze Excel spreadsheets while preserving formulas and formatting, delivering files with zero formula errors.
EdgarTools — SEC EDGAR Filing Analysis Skill
Read and analyze SEC EDGAR filings in Python — turn 10-K financials, Form 4 insider trades, and 13F holdings into structured data without hand-parsing XBRL.
ITR India Filing Assistant
Helps a resident Indian individual e-file ITR-1/2/3/4 on the official portal — reconciling income, comparing both tax regimes, computing tax, and guiding submission.
Quicken Mac Read-Only Query Skill
Lets Claude query your Quicken for Mac SQLite database in strict read-only mode to answer questions about accounts, spending, and investments.
Nine-Chapter Equity Research Skill
Turns AI tools into institutional-grade equity analysts producing traceable-facts, reproducible-valuation, auditable-conclusion stock reports and earnings reviews.
Global Stock Data — Full-Stack US & HK Market Data Skill
A single self-contained SKILL.md that gives AI coding assistants direct access to 13 layers and 30+ zero-auth endpoints of US/HK market data: quotes, K-lines, fundamentals, option Greeks with 0DTE flow, short volume, and SEC filings.
Zheng Xi Views Library
A source-traceable investment-research Skill built on every public statement by E Fund manager Zheng Xi — it quotes his actual words, reasons with his framework, and never fabricates.
cuFOLIO Portfolio Optimization
GPU-accelerated CVaR portfolio optimization, backtesting, and rebalancing.
Supply Chain Bottleneck Hunter
From megatrends to physical supply chain bottlenecks, find overlooked second- and third-tier companies that are single points of failure—with strict valuation gates.
Income Investment: Durable & Opportunistic Distribution Analysis
A rigorous framework to distinguish sustainable income, opportunistic yield, and yield traps for portfolio decisions.
Canadian Personal Finance Planner Skill
Turns Claude into a personal financial coach that knows Canadian taxes and benefits: interviews, budgets, full plans, an interactive dashboard, and ongoing coaching.
StockValuation.io Local Valuation Workflow
Turns a ticker into an inspectable Damodaran-style DCF: a local MCP service runs the deterministic math while your agent handles research, evidence, and judgment — assumptions stay transparent and challengeable.
UZI Stock Deep Analysis Engine
Enter a ticker and get a Bloomberg-style HTML report scored by 66 simulated investors, powered by 22 data dimensions and 17 institutional methods.
Monetary Sentinel
Reads macro and on-chain liquidity data to classify the market as Risk-On or Risk-Off, returning a liquidity score with cited reasoning.
Money Atlas Intelligence OS
Turns any financial market question into structured scenario analysis with explicit invalidation conditions — never a single price prediction.
Lighter Agent Kit
An Agent Skill that lets AI agents query market data and execute trades on Lighter and Robinhood Lighter perpetual and spot markets.
Three-Statement Model Builder
Populate and validate linked income statement, balance sheet, and cash flow models with formulas.
3-Statements-Ultra
Builds an institutional-grade three-statement model (IS/BS/CF) from scratch in Excel — full formula linkage, zero hardcoded forecast cells, IPO prospectus / equity research quality.
Daisy Financial Research
A stock-research workflow for AI agents covering A-share, HK and US markets — plan, fetch, validate, report, with a full audit trail.
Value Investing Agent
An AI agent that analyzes US stocks the Graham & Buffett way — intrinsic value, margin of safety, and moat in one report.
MAIA Investment Analysis (Tododeia)
Five AI agents research crypto, stocks, forex and commodities in parallel, adapt to your risk profile, and render a bilingual interactive market report — educational analysis, not financial advice.
Earnings Update Researcher
Turn quarterly results into an institutional-style update focused on beats, estimate changes, valuation, and thesis impact.
PE Investment Committee Memo Writer
Turns diligence, financial analysis, and deal terms into a structured memo for private equity investment committee approval.
Automations
Create and manage scheduled or price-triggered automations for financial research.