Finance & Investment Banking Claude Skills — Page 3
WQ Alpha Research Skill
A self-evolving playbook for WorldQuant BRAIN alpha research: field lookup, expression design, backtesting, IS checks, submission, and low-correlation portfolio building in one workflow.
Minara — Personal Crypto AI CFO
Turn your agent into a hands-on crypto CFO: trade spot and perps, manage wallets, fund accounts, and run market analysis with plain-language commands.
Bybit AI Trading Skill
Turn any AI assistant into a Bybit trading terminal — query markets, place spot and derivatives orders, and manage positions in natural language with zero installation.
Research Deck PPTX Skill
Turns structured research and consulting content into dense, institutional-grade PPTX decks with strict content fidelity and step-by-step confirmation gates.
Claw-Screener Stock Screener
Combines Williams %R oversold signals with Buffett-style fundamental analysis to surface quality oversold stocks in the US and Thai markets.
Investment Idea Screener
Find long and short stock ideas through quantitative screens, thematic research, and pattern recognition.
LBO Model Builder
Build, validate, and professionally format leveraged buyout models in Excel templates.
Portfolio Performance Monitor
Extracts portfolio-company KPIs and surfaces plan variances and covenant risks.
Private Equity Due Diligence Tracker
Build and manage sector-specific diligence checklists with status tracking and red-flag escalation.
TradingView MCP AI Trading Intelligence
Real-time market data, technical analysis, backtesting, and sentiment for AI assistants.
Competitive Landscape Mapping
Systematically map competitive positioning, scorecards, moat assessment, and market share trends with strict prompt fidelity and data integrity.
Deep Stock Analysis Workflow (UZI-Skill deep-analysis)
Input a stock ticker, automatically collect 22 data dimensions, run 65 AI investor evaluations, and produce a Bloomberg-style HTML analysis report.
Polymarket Public Data Skill
Read Polymarket market metadata and orderbook prices directly from official APIs, with no AI-Trader round-trip for market discovery.
Investment Masters
Turn the methodologies of 15 top fund managers — Buffett, Dalio, Soros and more — into structured profiles with 13F tracking, ready for AI agents.
Personal Finance Skill (AI-Powered Personal CFO)
Unify banking, brokerage, tax, market intelligence, and social sentiment into one skill of 75 tools that replaces AI-guessed numbers with deterministic calculations.
Anonymous M&A Teaser
Create a one-page anonymous profile that tests buyer interest before NDA execution in a sell-side M&A process.
Post-Acquisition Value Creation Planner
Turn post-close growth, cost, and operating initiatives into an actionable EBITDA bridge and 100-day plan.
Deep Company Series (看懂XX)
A value-investing research skill that dissects one company in 3-8 long-form articles, from mindset reset to decision framework, with strict fact-checking standards.
Earnings Team: Four Masters Parallel Analysis + WeChat Publishing
Read earnings with four value-investing masters in parallel, then produce a publication-ready WeChat article.
BTC Bottom Model (Bitcoin Market Heat Scoring)
A 13-indicator weighted scoring system that outputs a 0-100 Market Heat Score to tell you whether Bitcoin is near a cycle bottom or top — and whether to buy or take profits.
Period-End Accrual Planner
Calculates month-end accruals and drafts controller-ready journal entries.
PE Deal Sourcing Assistant
Find qualified targets, check relationship history, and prepare personalized founder outreach.
Catalyst Calendar Skill
Build and maintain a calendar of upcoming catalysts across a coverage universe to prioritize attention and position ahead of events.
Comps Analysis Skill
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking.