Claude Skills for a Finance & Investment Analyst

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Data & Analysis

Alpha Insights BizAdvisor

Senior business-analyst methodology encoded as a Skill, with harness-enforced workflows that produce decision-grade HTML research reports.

★ 71 FS 59 Recommended 4mo ago MIT
Data & Analysis

Claude Persona: AI Panel Research & Concept Testing

Get directional customer insight before paying for fieldwork, via reusable AI persona panels for open-ended interviews and structured concept tests.

★ 60 FS 57 Use with care 4mo ago MIT
Finance & Investment Banking

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.

★ 72 FS 57 Use with care 2mo ago MIT
Data & Analysis

Lieflat Charts

Give an AI Agent your data and get polished, editorial-style single-file HTML charts or full-page reports — no coding, no build step.

★ 6.7k FS 57 Use with care 3d ago NOASSERTION
Finance & Investment Banking

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.

★ 86 FS 55 Use with care 5mo ago
Finance & Investment Banking

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.

★ 149 FS 55 Use with care 12d ago MIT
Finance & Investment Banking

Buffett Investment Thinking System

A Claude Code skill that turns 70 years of Warren Buffett's investing wisdom into structured buy/hold/sell analysis, from an 8-question quick screen to deep-dive company evaluations.

★ 842 FS 53 Use with care 6mo ago
Finance & Investment Banking

Charlie CFO Skill

CFO-grade financial frameworks for bootstrapped startups: cash management, runway math, unit economics, and capital allocation decisions.

★ 328 FS 53 Use with care 9mo ago MIT
Data & Analysis

Claude Ecom — Ecommerce Business Review

Turn an orders CSV into a consultant-grade business review in one command: KPI decomposition, ~30 health checks, prioritized findings, and next actions.

★ 54 FS 53 Use with care 4mo ago MIT
Finance & Investment Banking

Industry Funnel (AI Berkshire)

From whole market to 3 picks: a value-investing funnel with 5 hard criteria and four-master deep analysis.

★ 17k FS 52 Use with care 2d ago MIT
Finance & Investment Banking

RiseUp Finance CLI

Unofficial terminal and AI-agent access to the Israeli RiseUp personal finance app — query spending, income, and balances in natural language.

★ 26 FS 52 Use with care 7mo ago MIT
Finance & Investment Banking

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.

★ 375 FS 51 Use with care 1mo ago
Data & Analysis

Paper Search

Search 250M+ academic papers via OpenAlex for free — keyword search, DOI lookup, sort by citations or date, no API key needed.

★ 64 FS 51 Use with care 7mo ago MIT
Finance & Investment Banking

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.

★ 12 FS 51 Use with care 6mo ago
Data & Analysis

Hugging Face Dataset Explorer

Explore, query, and extract Hugging Face datasets through the Dataset Viewer API.

★ 11k FS 49 Use with care 8d ago Apache-2.0
Finance & Investment Banking

DeepEar

An open-source deep research framework that turns public opinion into actionable investment logic chains and trading signals.

★ 287 FS 48 Use with care 2mo ago MIT
Finance & Investment Banking

Finance & Accounting Super-Skill

Merges accounting workflows (statements, close, audit) with data engineering and ML forecasting into one unified finance reference skill.

★ 29 FS 46 Use with care 8mo ago
Data & Analysis ✓ Anthropic · Official

Claude Session Usage Report

Turn local Claude Code session data into an explorable HTML usage report.

★ 46k FS 41 Not recommended today Apache-2.0