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Agent Skills in category: finance

82 skills match this category. Browse curated collections and explore related Agent Skills.

lseg-data

This skill should be used when the user asks to "access LSEG data", "query Refinitiv", "get market data from Refinitiv", "download fundamentals from LSEG", "access ESG scores", "convert RIC to ISIN", or needs the LSEG Data Library Python API.

market-dataapiRefinitivfinancial-data
edwinhu
edwinhu
0

wrds

This skill should be used when the user asks to "query WRDS", "access Compustat", "get CRSP data", "pull Form 4 insider data", "query ISS compensation", "download SEC EDGAR filings", "get ExecuComp data", "access Capital IQ", or needs WRDS PostgreSQL query patterns.

financial-datawrdsdata-querycompustat
edwinhu
edwinhu
0

股票分析

提供获取用户自选分组(LongPort)、股票市场数据(LongPort + AkShare)、技术指标计算(ta-lib)的技能。分析数并与用户研究交易策略,形成买卖点建议,并可做回测、寻优与报告输出。

stock-analysistechnical-indicatorsmarket-datastrategy-backtesting
zhuxining
zhuxining
0

optimize-costs

Analyze Cloudflare architecture and predict monthly costs with optimization recommendations. Use this skill when the user asks about costs, billing, pricing, or wants to understand their Cloudflare spend. Works with wrangler configs, observability data, and AI Gateway logs.

cost-optimizationcloudflarebillingpricing
littlebearapps
littlebearapps
0

rate-regime-adjustment

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rate-adjustmentfinancial-regulationpolicy-managementpricing
colinalexander
colinalexander
0

aws-cost-operations

This skill provides AWS cost optimization, monitoring, and operational best practices with integrated MCP servers for billing analysis, cost estimation, observability, and security assessment.

awscost-optimizationbilling-analysiscost-estimation
prof-ramos
prof-ramos
0

invoice-organizer

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

invoice-automationworkflow-automationfile-organizationexpense-tracking
prof-ramos
prof-ramos
0

invoice-organizer

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

invoice-automationworkflow-automationfile-organizationexpense-tracking
ovachiever
ovachiever
81

billing-automation

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

billing-automationsubscription-billingrecurring-paymentspayment-gateway
ovachiever
ovachiever
81

economic-calendar-fetcher

Fetch upcoming economic events and data releases using FMP API. Retrieve scheduled central bank decisions, employment reports, inflation data, GDP releases, and other market-moving economic indicators for specified date ranges (default: next 7 days). Output chronological markdown reports with impact assessment.

economic-calendarfinancial-datamarket-indicatorsFMP-API
tradermonty
tradermonty
63

options-strategy-advisor

Options trading strategy analysis and simulation tool. Provides theoretical pricing using Black-Scholes model, Greeks calculation, strategy P/L simulation, and risk management guidance. Use when user requests options strategy analysis, covered calls, protective puts, spreads, iron condors, earnings plays, or options risk management. Includes volatility analysis, position sizing, and earnings-based strategy recommendations. Educational focus with practical trade simulation.

options-tradingBlack-Scholesrisk-managementstrategy-simulation
tradermonty
tradermonty
63

us-market-bubble-detector

Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. Prioritizes objective metrics (Put/Call, VIX, margin debt, breadth, IPO data) over subjective impressions. Features strict qualitative adjustment criteria with confirmation bias prevention. Supports practical investment decisions with mandatory data collection and mechanical scoring. Use when user asks about bubble risk, valuation concerns, or profit-taking timing.

market-analysisrisk-assessmentquantitative-analysisinvestment-strategy
tradermonty
tradermonty
63

market-news-analyst

This skill should be used when analyzing recent market-moving news events and their impact on equity markets and commodities. Use this skill when the user requests analysis of major financial news from the past 10 days, wants to understand market reactions to monetary policy decisions (FOMC, ECB, BOJ), needs assessment of geopolitical events' impact on commodities, or requires comprehensive review of earnings announcements from mega-cap stocks. The skill automatically collects news using WebSearch/WebFetch tools and produces impact-ranked analysis reports. All analysis thinking and output are conducted in English.

market-newsfinancial-analysisequity-marketscommodities
tradermonty
tradermonty
63

institutional-flow-tracker

Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by following where sophisticated investors are deploying capital.

financial-dataportfolio-analysisinvestment-analysismarket-data
tradermonty
tradermonty
63

us-stock-analysis

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

financial-datainvestment-strategystock-tradingfinancial-modeling
tradermonty
tradermonty
63

technical-analyst

This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs. Use this skill when the user provides chart images and requests technical analysis, trend identification, support/resistance levels, scenario planning, or probability assessments based purely on chart data without consideration of news or fundamental factors.

technical-analysisprice-chartstrend-identificationsupport-resistance
tradermonty
tradermonty
63

market-environment-analysis

Comprehensive market environment analysis and reporting tool. Analyzes global markets including US, European, Asian markets, forex, commodities, and economic indicators. Provides risk-on/risk-off assessment, sector analysis, and technical indicator interpretation. Triggers on keywords like market analysis, market environment, global markets, trading environment, market conditions, investment climate, market sentiment, forex analysis, stock market analysis, 相場環境, 市場分析, マーケット状況, 投資環境.

market-analysisglobal-marketsforexcommodities
tradermonty
tradermonty
63

value-dividend-screener

Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). Supports two-stage screening using FINVIZ Elite API for efficient pre-filtering followed by FMP API for detailed analysis. Use when user requests dividend stock screening, income portfolio ideas, or quality value stocks with strong fundamentals.

financial-datainvestment-strategystock-screeningdividend-investing
tradermonty
tradermonty
63

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