finance-skills
8 finance skills. Trigger: financial modeling, market data, risk analysis, quantitative finance. Design: data sources, quantitative methods, and regulatory frameworks.
Best use case
finance-skills is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
8 finance skills. Trigger: financial modeling, market data, risk analysis, quantitative finance. Design: data sources, quantitative methods, and regulatory frameworks.
Teams using finance-skills should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/finance/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How finance-skills Compares
| Feature / Agent | finance-skills | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
8 finance skills. Trigger: financial modeling, market data, risk analysis, quantitative finance. Design: data sources, quantitative methods, and regulatory frameworks.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
Related Guides
AI Agent for Product Research
Browse AI agent skills for product research, competitive analysis, customer discovery, and structured product decision support.
AI Agent for SaaS Idea Validation
Use AI agent skills for SaaS idea validation, market research, customer discovery, competitor analysis, and documenting startup hypotheses.
SKILL.md Source
# Finance — 8 Skills Select the skill matching the user's need, then `read` its SKILL.md. | Skill | Description | |-------|-------------| | [akshare-finance-data](./akshare-finance-data/SKILL.md) | Access Chinese and global financial data using the AkShare Python library | | [financial-data-analysis](./financial-data-analysis/SKILL.md) | Methods for acquiring, cleaning, and analyzing financial datasets for research | | [finsight-research-guide](./finsight-research-guide/SKILL.md) | Deep financial research with the FinSight multi-agent system | | [options-analytics-agent-guide](./options-analytics-agent-guide/SKILL.md) | AI agent for options pricing, Greeks, and strategy analysis | | [portfolio-optimization-guide](./portfolio-optimization-guide/SKILL.md) | Portfolio theory, optimization algorithms, and asset allocation methods | | [quantitative-finance-guide](./quantitative-finance-guide/SKILL.md) | Quantitative methods for financial modeling, derivatives pricing, and risk an... | | [risk-modeling-guide](./risk-modeling-guide/SKILL.md) | Financial risk modeling including VaR, stress testing, and credit risk | | [stata-accounting-research](./stata-accounting-research/SKILL.md) | STATA code patterns for empirical accounting and finance research |
Related Skills
polish-skills
9 editing & proofreading skills. Trigger: polishing drafts, academic tone, proofreading, translation. Design: style checkers and editing workflows for clear, concise academic English.
latex-skills
11 latex skills. Trigger: LaTeX typesetting, formatting papers, mathematical notation, Beamer. Design: template-based guides with package recommendations and compilation tips.
composition-skills
9 academic writing skills. Trigger: writing paper sections, structuring arguments, academic prose. Design: section-by-section guides (abstract, intro, methods, discussion) with templates.
citation-skills
22 citation management skills. Trigger: managing references, formatting citations, BibTeX, bibliographies. Design: reference manager integrations and citation style guides (APA, IEEE, etc.).
scraping-skills
6 web scraping & data collection skills. Trigger: collecting web data, finding datasets, API access for research. Design: ethical scraping methods with rate limiting and data quality checks.
ocr-translate-skills
7 ocr & translation skills. Trigger: scanning documents, recognizing formulas, translating academic papers. Design: specialized OCR (LaTeX, handwriting) and translation for scholarly content.
knowledge-graph-skills
9 knowledge graphs skills. Trigger: building knowledge graphs, connecting concepts, ontology design. Design: graph construction, traversal, and visualization for research knowledge.
document-skills
10 document processing skills. Trigger: extracting text from PDFs, parsing references, document Q&A. Design: parsing pipelines (GROBID, marker) and structured extraction tools.
diagram-skills
9 diagrams & visuals skills. Trigger: creating diagrams, flowcharts, architecture visuals, LaTeX drawings. Design: tool-specific guides (Mermaid, Excalidraw, TikZ) with academic conventions.
code-exec-skills
7 code execution skills. Trigger: running code, interactive notebooks, Jupyter, Colab, sandboxed execution. Design: execution environment guides with setup instructions and best practices.
paper-review-skills
8 peer review skills. Trigger: reviewing manuscripts, comparing papers, quality assessment. Design: systematic review criteria, evaluation rubrics, and automated review tools.
methodology-skills
12 research methodology skills. Trigger: study design, methodology selection, scientific reasoning, mentoring. Design: rigorous methods frameworks covering qualitative, quantitative, and mixed approaches.