Skills tagged: finance

• help - Overview of DRIVER methodology, skills, and philosophy.

  driverfinancehelpoverview

  ★ 0 · Updated 2026-09-20

  Provides an overview of the DRIVER methodology, six development stages, available skills, and core philosophy.

  ⚙ Explain DRIVER methodology and philosophy⚙ List six development stages⚙ Explain flat project structure
• spending-report - Generate period-based spending reports and summaries

  spending-reportfinanceanalyticsbudget

  ★ 8 · Updated 2026-09-20

  Generates daily, weekly, monthly, or annual spending reports with baseline comparisons, budget tracking, charts, HTML rendering, and email delivery.

  ⚙ Determine period and date window⚙ Query transaction data via SQL⚙ Check memory budget context file
• audit-defensive-investor-screen - Audit stocks using Graham's defensive investor criteria

  financeinvestingdefensive-investorquantitative-screening

  ★ 4 · Updated 2026-09-20

  Check candidate stocks against Graham's numeric thresholds for size, financial strength, earnings stability, dividend history, and valuation.

  ⚙ Check company scale⚙ Verify financial condition⚙ Confirm earnings stability
• card_immediate_payment_by_amount - Immediate Payment Request by Amount

  cardfinanceimmediate paymentbilling

  ★ 0 · Updated 2026-09-19

  Inquire the estimated card bill and execute immediate payment based on amount.

  ⚙ Inquire estimated card payment amount⚙ Execute immediate card payment
• ai-econ-finance-research-handbook - AI for Economics and Finance Research Handbook Router

  economicsfinanceresearch-workflowhandbook-router

  ★ 30 · Updated 2026-09-18

  Routes economics and finance scholars to AI research handbook sections, prompts clarifying questions, and confirms output structure before execution.

  ⚙ Route to relevant handbook sections⚙ Ask clarifying questions for missing inputs⚙ Confirm structure before long outputs
• web-search-finance - Web Search for Finance Data

  financesec-edgaryahoo-financeworld-bank

  ★ 8 · Updated 2026-09-17

  Fetch public financial data using Python requests from SEC EDGAR, Yahoo Finance, World Bank, FRED, and other free sources.

  ⚙ Fetch SEC EDGAR financial statements⚙ Query Yahoo Finance stock fundamentals⚙ Retrieve World Bank macro data
• pocketsmith - Manage PocketSmith transactions and financial data

  financepocketsmithtransactionsbudget

  ★ 0 · Updated 2026-09-17

  Manage PocketSmith transactions, categories, labels, and budget data through CLI commands.

  ⚙ Check authentication status⚙ Get current user details⚙ List and filter transactions
• basiq - Basiq open finance integration using Membrane CLI

  basiqopen-financemembranefinance

  ★ 270 · Updated 2026-09-16

  Manages Basiq financial data, searches and executes actions, and sends proxy requests via Membrane CLI.

  ⚙ Authenticate Membrane account⚙ Ensure Basiq connection⚙ Poll connection status
• stock-analysis - Stock Analysis and Decision Dashboard Generator

  stocksstock-analysisfinancetechnical-analysis

  ★ 137 · Updated 2026-09-16

  Analyzes A-share, HK, and US stocks by fetching market data, computing technical indicators, searching news, and generating decision dashboards.

  ⚙ Parse stock symbols⚙ Fetch market quote data⚙ Calculate technical indicators
• journal-entry - Journal Entry Preparation

  financeaccountingjournal-entrybookkeeping

  ★ 66 · Updated 2026-09-15

  Prepare journal entries with proper debits, credits, supporting detail, and review documentation.

  ⚙ Gather trial balance data⚙ Calculate journal entry amounts⚙ Generate formatted journal entry
• charlie - Financial management frameworks for bootstrapped startups

  financebootstrappingcfounit-economics

  ★ 311 · Updated 2026-09-15

  Provides financial frameworks for cash management, runway calculations, unit economics, capital allocation, burn rate analysis, and revenue forecasting.

  ⚙ Calculate cash runway and reserves⚙ Analyze unit economics and burn rate⚙ Evaluate capital allocation and hiring ROI
• sector-compare - Sector Comparison Skill

  stocksfinancesector-analysisvaluation

  ★ 0 · Updated 2026-09-14

  Compare stocks within the same sector using valuation metrics, earnings dates, and moat ratings.

  ⚙ Fetch stock financial data via yfinance⚙ Generate formatted stock comparison table⚙ Evaluate stock valuation using forward PE
• claude-domain-skills - Collection of non-technical domain skills for AI

  domainskillsknowledgebusiness

  ★ 20 · Updated 2026-09-14

  Provides frameworks, methodologies, and best practices across 18 non-technical domains including business, finance, and creative fields.

  ⚙ Detect task domains automatically⚙ Load domain knowledge on demand⚙ Provide domain frameworks and practices
• lians - Bitemporal agent memory layer for regulated environments

  memorybitemporalcompliancefinance

  ★ 11 · Updated 2026-09-13

  Stores and recalls agent facts using a bitemporal model to prevent stale revisions from contaminating context in regulated domains.

  ⚙ Store facts with event time⚙ Recall current non-stale facts⚙ Query past facts by date
• vynn-backtester - Backtest trading strategies using natural language

  backtesttradingquantfinance

  ★ 0 · Updated 2026-09-13

  Executes trading strategy backtests using natural language or JSON rules and returns performance metrics and equity curves.

  ⚙ Run natural language strategy backtests⚙ Execute structured rule strategy backtests⚙ Compare multiple trading strategies
• vynn-backtester - Run trading strategy backtests using natural language.

  backtesttradingquantfinance

  ★ 1 · Updated 2026-09-13

  Executes trading strategy backtests using natural language or JSON rules, returning performance metrics and equity curves.

  ⚙ Run natural language backtests⚙ Run structured JSON backtests⚙ Execute multi-ticker portfolio backtests
• yahoo-finance - Python CLI for fetching stock data from Yahoo Finance

  stock-datayahoo-financeclifinance

  ★ 0 · Updated 2026-09-13

  Fetch stock prices, quotes, fundamentals, earnings, options, dividends, history, and analyst ratings using yfinance.

  ⚙ Get stock prices⚙ Get detailed stock quotes⚙ Get company fundamental metrics
• revenue-reporting - Revenue Reporting

  revenue-reportingreportingrevenueanalytics

  ★ 0 · Updated 2026-09-11

  Build revenue reports from declared definitions, time windows, attribution limits, and source records.

  ⚙ Confirm workspace and target object⚙ Inspect existing state and evidence⚙ State assumptions exclusions and costs
• finance-news - Finance News Skill

  financemarket-newsbriefingrss

  ★ 14 · Updated 2026-09-11

  Provides AI-powered market news briefings and price alerts aggregating headlines from US, Europe, and Japan markets.

  ⚙ Run interactive setup wizard⚙ Generate market news briefings⚙ Deliver briefings via messaging channels
• stock-info-explorer - Stock Information Explorer

  financestock-analysisyahoo-financetechnical-indicators

  ★ 18 · Updated 2026-09-11

  Financial analysis tool fetching Yahoo Finance data for quotes, fundamentals, ASCII trends, indicator charts, and summary reports.

  ⚙ Fetch real-time stock quotes⚙ Summarize stock fundamentals⚙ Display ASCII trend history

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