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Agent Skills in category: finance

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

akshare

使用 akshare 获取中国金融市场实时数据和历史数据。当需要查询A股、港股、美股、指数、基金、期货等金融产品的实时行情、历史数据、财务报表时使用该技能。

Alice
Alice
112

akshare

使用 akshare 获取中国金融市场实时数据和历史数据。当需要查询A股、港股、美股、指数、基金、期货等金融产品的实时行情、历史数据、财务报表时使用该技能。

Alice
Alice
112

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

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

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

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

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

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

stanley-druckenmiller-investment

スタンレー・ドラッケンミラーの投資哲学と戦略に基づいた投資アドバイスを提供。30年間無敗、年率30%近いリターンを達成した伝説的投資家の思考法を活用し、マクロ経済分析、リスク管理、ポジション構築、市場サイクルの読み方などについて実践的な指導を行う。投資判断、市場分析、リスク管理、ポートフォリオ構築などの相談時に使用。

investment-strategyrisk-managementmacroeconomic-analysisportfolio-construction
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

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

backtest-expert

Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest results. Applicable when user asks about backtesting, strategy validation, robustness testing, avoiding overfitting, or systematic trading development.

backtestingquantitative-tradingstrategy-validationrobustness-testing
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

pair-trade-screener

Statistical arbitrage tool for identifying and analyzing pair trading opportunities. Detects cointegrated stock pairs within sectors, analyzes spread behavior, calculates z-scores, and provides entry/exit recommendations for market-neutral strategies. Use when user requests pair trading opportunities, statistical arbitrage screening, mean-reversion strategies, or market-neutral portfolio construction. Supports correlation analysis, cointegration testing, and spread backtesting.

statistical-arbitragepair-tradingmean-reversioncointegration
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

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

breadth-chart-analyst

This skill should be used when analyzing market breadth charts, specifically the S&P 500 Breadth Index (200-Day MA based) and the US Stock Market Uptrend Stock Ratio charts. Use this skill when the user provides breadth chart images for analysis, requests market breadth assessment, positioning strategy recommendations, or wants to understand medium-term strategic and short-term tactical market outlook based on breadth indicators. All analysis and output are conducted in English.

market-breadthtechnical-analysisstock-marketstrategic-planning
tradermonty
tradermonty
63

sector-analyst

This skill should be used when analyzing sector and industry performance charts to assess market positioning and rotation patterns. Use this skill when the user provides performance chart images (1-week or 1-month timeframes) for sectors or industries and requests market cycle assessment, sector rotation analysis, or strategic positioning recommendations based on performance data. All analysis and output are conducted in English.

market-analysissector-rotationperformance-chartsindustry-analysis
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

dividend-growth-pullback-screener

Use this skill to find high-quality dividend growth stocks (12%+ annual dividend growth, 1.5%+ yield) that are experiencing temporary pullbacks, identified by RSI oversold conditions (RSI ≤40). This skill combines fundamental dividend analysis with technical timing indicators to identify buying opportunities in strong dividend growers during short-term weakness.

dividend-growthstock-screenertechnical-analysisfundamental-analysis
tradermonty
tradermonty
63

earnings-calendar

This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mid-cap and above companies (over $2B market cap) that have significant market impact, organizing the data by date and timing in a clean markdown table format. Supports multiple environments (CLI, Desktop, Web) with flexible API key management.

financial-dataearnings-calendarAPI-integrationstock-market
tradermonty
tradermonty
63

portfolio-manager

Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.

portfolio-analysisrisk-assessmentasset-allocationrebalancing
tradermonty
tradermonty
63

billing-guard

计费审计专家,在规划/开发/运行阶段持续审计与优化成本。评估任务卡预算、模拟调用成本、监控高成本路径,在超出预算或异常时阻断执行并提出替代方案。遵循数据驱动、三板斧优化(缓存/批量/降级)、预警阻断的工程基线。适用于规划预审、PR成本审查、运行时监控时使用。

cost-optimizationbudget-monitoringcost-auditcost-management
lpding888
lpding888
1

pricing-guidance

Claude API pricing, tier recommendations, token cost optimization, and ROI calculations for CDP features.

pricing-strategytiered-pricingtoken-optimizationroi-calculation
sigridjineth
sigridjineth
1

fintech-patterns

Common fintech customer patterns, objections, and success stories. Compliance handling, long conversation management, and case studies.

fintechcustomer-patternscompliancecase-studies
sigridjineth
sigridjineth
1

creating-financial-models

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, scenario planning, LBO analysis, and real estate investment modeling for investment decisions

financial-modelingDCF-analysissensitivity-analysismonte-carlo-simulation
adamj-ops
adamj-ops
1

rental-analysis

Comprehensive financial analysis for rental property owners considering renting vs. selling their home. Calculates cash flow, key investment metrics (cap rate, IRR, NPV), break-even analysis, and compares rental income scenarios against selling. Generates detailed reports with plain-language explanations suitable for non-experts. Use when homeowners need data-driven insights to decide between renting out their property or selling it.

rental-incomeinvestment-analysiscash-flowbreak-even-analysis
JoshuaOliphant
JoshuaOliphant
0

financial-unit-economics

Use when evaluating business model viability, analyzing profitability per customer/product/transaction, validating startup metrics (CAC, LTV, payback period), making pricing decisions, assessing scalability, comparing business models, or when user mentions unit economics, CAC/LTV ratio, contribution margin, customer profitability, break-even analysis, or needs to determine if a business can be profitable at scale.

unit-economicscac-ltv-ratiobreak-even-analysiscontribution-margin
lyndonkl
lyndonkl
0

market-mechanics-betting

Use to convert probabilities into decisions (bet/pass/hedge) and optimize scoring. Invoke when need to calculate edge, size bets optimally (Kelly Criterion), extremize aggregated forecasts, or improve Brier scores. Use when user mentions betting strategy, Kelly, edge calculation, Brier score, extremizing, or translating belief into action.

quantitative-analysisbetting-strategykelly-criterionbrier-score
lyndonkl
lyndonkl
0

mercury

Mercury Banking API via curl. Use this skill to manage bank accounts, transactions, transfers, and financial operations.

APIrestcurlbanking
vm0-ai
vm0-ai
0