Finance & Investment Banking Claude Skills — Page 5
Funding & Capital Markets Digest
Turns recent funding rounds and capital-markets activity into a drill-down-ready, one-slide PowerPoint briefing.
Financial Data Pack Builder
Turns deal documents and financial sources into standardized Excel workbooks ready for investment committee review.
Financial Report Analyzer
Automatically extract key data from listed-company financial reports, compute ratios, generate charts, and produce professional analysis reports.
AIMM: OpenClaw Multi-Agent Trading Skill
A hedge-fund-style multi-agent crypto trading system packaged for OpenClaw, with a hard risk-control veto and quant-grade backtesting.
Policy Orchestrator
Centralized policy check and routing for the AIMM agentic trading system: decide whether a given ticker is allowed for a user, with reason and policy ID.
Markov Hedge Fund Method (Regime Detection Skill)
Detects Bull / Bear / Sideways regimes on any asset and turns them into a tradeable signal or risk gate you can layer onto an existing strategy.
Taiwan Stock One-Click Financial Model & Investment Deck Generator
Enter any Taiwan stock ticker and it instantly gathers public filings and daily price data to build an auditable Excel model plus a full investment presentation.
India Equity Report Skill
Generates zero-hallucination, institutional-quality Buy/Sell/Hold research reports for NSE/BSE stocks, with source citations on every data point.
Investment Proposal Builder
Create personalized, compliance-reviewable investment proposals for prospective wealth-management clients.
Fixed-Income Portfolio Review
Assess bond portfolio risk through pricing, cashflow analysis, and interest-rate stress testing.
Equity Catalyst Calendar
Track market-moving events across a coverage universe so research teams can focus and position ahead of catalysts.
Equity Research Initiation Workflow
A five-task workflow for producing institutional-style equity research initiation reports.
Investment Thesis Tracker
Keep portfolio theses current, testable, and review-ready.
Investment Banking Deal Tracker
Keep every live deal, milestone, deadline, and action item in one review-ready pipeline.
Investor Panel — 65-AI Judge Jury for Stock Analysis
Get structured buy/sell signals and vote tallies from 65 simulated investors across 9 schools of investing.
Risk Guard
A hard-veto risk gate that validates signals against drawdown and policy limits before execution — the final safety layer of the AIMM agentic hedge fund OS.
Pro Bias Analyst
Determines whether smart money is buying or selling an asset like BTC by fusing ETF flows, futures basis, and options skew into a single pro bias score.
Whale Behavior Analyst (4.1)
Answers the critical crypto question — are whales dumping? — using on-chain large-transaction and exchange-flow data.
Kronos Technical Analysis Skill
Run hedge-fund-grade technical analysis on any stock or crypto ticker from any Claude conversation — one command returns a price prediction with a confidence interval.
Financial Data Acquisition & Cross-Validation
Multi-market financial data acquisition and cross-validation spec ensuring each key metric comes from two independent sources with >1% error flagged.
AI-Trader Heartbeat Skill
Reliable pull-based heartbeat polling for AI agents registered on the AI-Trader trading platform, ensuring no message or task notification is missed.
Month-End Variance Commentary
Explain material P&L and balance-sheet movements for close and management reporting.
Swap Curve Strategy Analyst
Builds swap curves, overlays government and inflation data, and identifies rate-curve trade structures.
Pattern Recognition Bot (2.1)
A technical-pattern recognition skill for crypto traders: given market data, it returns the forming pattern label, setup score, support level and reasoning so you know what structure the market is building.