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Get Started Free →Expense-approval policy and finance reporting conventions.
Monitor token prices and trigger alerts on significant movements
Understand essential business finance — profit margins, unit economics, cash flow, LTV/CAC, and the 4 methods to increase revenue. Use when: analyzing business profitability, making pricing decisions, evaluating SaaS unit economics, financial planning.
Use as the reference manual for the corporate travel and expense policy covering per-diem limits, approval thresholds, and reimbursable categories. Use when answering whether an expense is reimbursable or what limit applies. Do NOT use to submit, approve, or modify expense reports.
Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.
Query and analyze SEC filings using EdgarTools
Pull and stream US stock market data from Alpaca — REST snapshots/bars/trades/quotes, historical bars with timeframes and feeds (IEX vs SIP), the assets master list, market clock & calendar, news, and the real-time WebSocket stream. Use when building charts, quotes, price feeds, or asset metadata on Alpaca in any language.
Earn yield on USDC by investing in AI-managed DeFi funds, or launch your own fund and build a public track record on Base. Browse funds, deposit USDC, check fund performance, monitor proposals, veto suspicious trades, withdraw returns, create investment fund, propose DeFi trades via adapters or raw calls, earn management fees, claim performance fees, wind down fund. Every trade is transparent and vetoable by LP agents.
Query historical crypto market data from 0xArchive across Hyperliquid, Lighter.xyz, and HIP-3. Covers orderbooks, trades, candles, funding rates, open interest, liquidations, and data quality. Use when the user asks about crypto market data, orderbooks, trades, funding rates, or historical prices on Hyperliquid, Lighter.xyz, or HIP-3.
Points to the standalone module steuer-assistent: a local, offline-first receipt worksheet for German employee income-related expenses (Werbungskosten) -- record, sum to the cent, private ZIP export. Use this skill when Werbungskosten receipts should be prepared in a structured way -- with a clear boundary: not tax advice, no deductibility check, no creation or submission of a tax return (that happens via ELSTER or approved software).
Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.
Runs a weekly data-quality and hygiene check on the BLOG on-chain bookkeeping ledger. Reads the ledger account's recent transactions, flags missing references, anomalies, and gaps, and writes a findings report to Notion for finance review.
exact invoice total and tax verification decisions per internal policy
Trade a real on-chain crypto portfolio through the Voulai agent API. One per-strategy API key lets you read market data, run backtests, fund the strategy with a deposit address, and execute buys and sells that settle gaslessly through NEAR Intents into a custody wallet. You can put money in and trade it; you can never withdraw it — cashing out stays with the owner. Every call you make is logged and shown to them.
- **Purpose**: What story do the financial numbers tell, and what requires management attention?
Trade crypto (Binance, Upbit, Hyperliquid, Lighter) and prediction markets (Polymarket). Backtest strategies with 80+ indicators using Signal DSL, get market data (OHLCV, scan, rank), place and manage orders, subscribe to live trading signals, and compete on the community arena leaderboard. Use when the user wants to trade, buy/sell, backtest, screen, analyze markets, or interact with the HeyTraders platform.
Lightning Network payments via Archon DIDs - create wallets, send/receive sats, verify payments, Lightning Address zaps
The default analyst role for the finance department at Northwind Logistics. Owns recognized-revenue P&L, segment-margin reconstruction, ARR/MRR roll-ups, and renewal recognition. Reads only from `public.revenue` (recognition events) joined to `public.contracts` — NEVER from `public.orders` (booking signal) or `public.invoices` (collection signal). Pairs with `fp-and-a-analyst` (sister role; forecast/budget side) for full finance coverage.
Automate invoice generation, billing workflows, payment tracking, and revenue recognition for SaaS and service businesses. Use when building billing pipelines, generating invoice PDFs, usage-based invoicing, subscription management, payment reminders, or financial reporting. Trigger words: invoice, billing, payment, subscription, usage billing, revenue recognition, accounts receivable, dunning, proration, Stripe billing, generate invoice, create bill.
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.
Verifies a new crypto wallet on-chain before it is added as a payee, then prepares a small test payment for the user's own wallet to sign. The agent never holds or signs keys; it verifies the address, hands the unsigned test payment to the user's wallet, and confirms the result on-chain.
High-risk Polymarket trading operations — configure wallet-backed CLOB access, place limit/market orders, cancel orders, and view account-specific orders/trades. Requires py-clob-client-v2 and a user-controlled wallet. Use only when the user explicitly asks to trade or manage orders in the current session. Do not use for read-only odds, probabilities, market search, or event discovery — use the `polymarket` skill instead. Do not ask the user to paste private keys into chat. Do not place or canc
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.
运用《投资组合再平衡》与《主动投资组合管理》的量化框架，指导资产配置、再平衡与主动管理决策。适用于用户要设计资产配置方案或确定再平衡策略、评估组合的风险因子暴露与信息率、判断主动管理是否创造Alpha还是只是承担了额外风险、以及进行组合绩效归因分析时使用。
Use this skill for ANY financial market, investment, or macro-economic analysis. ALWAYS trigger this skill — do not skip it — when the user asks about: BTC, bitcoin, crypto, gold, silver, oil, stocks, forex, bonds, interest rates, Fed policy, inflation, deflation, stagflation, market structure, trading setups, portfolio allocation, asset allocation, investment strategy, price analysis, market outlook, geopolitics affecting markets, or any question involving "should I buy/sell/hold [any asset]",
Intake router for vague or compound fixed-income credit-analysis requests such as 'evaluate this company', 'check this portfolio for issues', 'what analysis should I run', 'where to start'. Use when the need is ambiguous, spans multiple roles (Credit Selector/Portfolio Manager/Advisor/Trader/Risk Officer/Individual Investor), or the user asks which analysis to run or where to start. If the user already names a concrete methodology task or engine path, use the fixed-income-credit-analysis skill i
Complete operational playbook for Fractional CFO engagements. Covers client onboarding financial assessment, monthly close cadence, board-ready reporting packages, cash flow management, strategic financial advisory, and engagement scope templates. Use when setting up or running a Fractional CFO service, onboarding a new client, preparing monthly CFO deliverables, or advising on financial strategy as an outsourced finance executive. NOT for: building financial models from scratch (use startup-fin
Runs a team of 50 LLM personas through a 30-round structured debate to predict market direction. Uses the Canvas Agent Swarm Service — the same shared infrastructure other skills use for smaller agent teams. Output is an influence-weighted consensus direction + trade recommendation with a transparent record of every argument, research query, and cross-examination.
Autonomous Solana portfolio management. Non-custodial wallets, auto-trading, market analysis, orders, transfers, and AI conversations.
调用Finance Engine MCP服务器执行量化策略。当用户需要运行因子表达式策略、回测交易策略或执行金融分析时调用此技能。基于MCP Server工具的实际默认值设置。
Create and manage AI agents, send USDC/USDT payments, check balances across Ethereum, BSC, and Tron
Builds a realistic personal or household budget from income and expenses — choosing a budgeting method (50/30/20, zero-based, envelopes), categorizing spending, setting savings and debt-payoff targets, and producing a monthly plan with an emergency-fund and debt strategy. Use this skill when a user asks to "make me a budget", "help me manage my money", "where is my money going", "save more / pay off debt", "monthly budget", or wants a household spending plan.
当需要调用Finloop资讯相关接口时，请参考此规范。包括市场时段资讯、资讯列表、AI热闻、股票行情等接口。
Analyze stocks using Mark Minervini's SEPA (Specific Entry Point Analysis) methodology. Use this skill whenever the user mentions SEPA, Minervini, superperformance, trend template, VCP (Volatility Contraction Pattern), Stage 2 uptrend, stage analysis, pivot point breakout, or asks about growth stock screening criteria. Also triggers when the user wants to evaluate whether a stock meets swing trading entry criteria, check moving average alignment (bullish stacking: price above 50MA above 150MA ab
运用《动量策略》的核心方法论，指导量化交易模型的设计、回测和风险控制。适用于用户想要构建系统交易策略、评估回测结果、或进行投资组合配置时使用。
Step-by-step protocol for building an emergency fund from zero. Use when someone has no savings buffer, lives paycheck to paycheck, or wants a concrete system to build financial resilience starting with whatever they have.
Yahoo Finance market data downloader. Stock prices, options chains, fundamentals, dividends, splits, earnings, institutional holders, and financial statements. Quick data ingestion for quant research and backtesting.
Cross-client analytics for Greek accounting firms. Surfaces trends, anomalies, and risks across financial data. Read-only, outputs to /data/reports/.
Provides comprehensive technical analysis for stocks and ETFs using RSI, MACD, Bollinger Bands, and other indicators. Activates when user requests stock analysis, technical indicators, trading signals, or market data for specific ticker symbols.
用于搜索金融市场、证券、上市公司基本面、价格、K 线、披露文件、财经新闻、A 股数据、港股或全球 ticker，可使用 yfinance、mootdx、API 脚本或 browser-use。
exact financial math (interest / amortization) decisions per internal policy
Calculate construction costs using DDC CWICR resource-based methodology. Break down costs into labor, materials, equipment with transparent pricing.
dunning / payment reminders (firm, not threatening) decisions per internal policy
Build algorithmic trading systems — backtesting, strategy development, live execution, and risk management. Use when tasks involve backtesting trading strategies, connecting to exchange APIs (Binance, Alpaca, Interactive Brokers), implementing technical indicators, portfolio optimization, order execution, risk management rules, market data processing, or building trading bots. Covers both crypto and traditional markets.
Build comparable-company valuation workbooks in Excel.
Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas
Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or from other data sources; or convert between tabular file formats. Trigger especially when the user references a spreadsheet file by name or path — even casually (like "the xlsx in my
Trading strategy builder for coding agents. Use when Codex, Claude, Cursor, or a SKILL.md host needs to turn a trading idea into market Evidence, an inspectable Signal, a private Replay, Replay status, or an opt-in Studio Publication. Stingray does not place trades.
Three-phase money crisis protocol: immediate triage when you can't pay bills, surviving on drastically reduced income, and building financial resilience once stable. Covers payment priority, creditor scripts, assistance programs, austerity strategies, and emergency fund automation. Use when someone faces any financial emergency — from can't-make-rent today to rebuilding after income loss.
You are **Finance Tracker**, an expert financial analyst and controller who maintains business financial health through strategic planning, budget management, and performance analysis. You speciali...
Automate Brex tasks via Rube MCP (Composio). Always search tools first for current schemas.
no-financial-advice replies decisions per internal policy
Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas
Financial Planning & Analysis at Northwind Logistics. Owns the forecast vs. actual book, budget variance reports, runway models, and burn-rate tracking. Sister role to `finance-analyst` — where finance-analyst reports what already happened (recognized revenue, GAAP P&L), FP&A models what's about to happen (forecast, budget, variance, scenario, runway). Reads from `public.budget_lines`, `public.forecasts`, `public.actuals`, `public.cash_balances` — joins to `public.opex_categories` and `public.sc
금융감독원 전자공시시스템(DART) OpenAPI로 공시검색, 기업개황, 재무제표, 주요사항보고서를 조회한다. 사용자의 API_K_DART 환경변수를 직접 사용한다.
/cs:cfo-review <plan> — Numerate-skeptic interrogation of any plan that touches money. Unit economics, runway, dilution, capital allocation. Use when a plan commits meaningful spend — e.g. a hiring wave, a fundraise decision, or a new channel budget.
Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.
Generate, manage, and track professional invoices with payment terms, recurring billing, overdue automation, and financial reporting. Use when creating invoices, tracking payments, managing clients, or reviewing revenue.
Automate Benzinga tasks via Rube MCP (Composio). Always search tools first for current schemas.
Query Polymarket: markets, prices, orderbooks, history.
Complete Kalshi trading command interface — portfolio P&L, live market scanning with edge scoring, trade execution, and risk management through your OpenClaw agent. Built-in safety: $25 max trade, 100 contract cap, $50 daily loss cutoff. Scan 600+ markets, query positions, execute trades with configurable blocklists and retry logic. Part of the OpenClaw Prediction Market Trading Stack — pairs with Kalshalyst for intelligent execution and feeds portfolio data to Market Morning Brief.
Summarize activity for watched blockchain wallets
Build PowerPoint decks headless with python-pptx.
Trade prediction markets on Kalshi using the kalshi-cli command-line tool. Use when the user wants to trade event contracts, browse prediction markets, place orders, manage positions, stream live prices, or view candlestick charts. Also use when they mention "prediction market," "event contract," "kalshi," "YES/NO," "order book," "limit order," "market order," "hedge," "arbitrage," or "liquidity rewards."
Execute deterministic, reproducible historical backtests from a start date, end date, and strategy concept using the Alpaca CLI plus agent-written workspace code. Use when the user wants to backtest a strategy, simulate historical trades, or return trades, diagnostics, and reproducibility artifacts.
经济责任审计中的资产管理审计。审查国有资产保值增值、资产处置合规性、 对外投资收益、产权变动等。
Braintree Automation: manage payment processing via Stripe-compatible tools for customers, subscriptions, payment methods, and transactions
Launch and trade AI agent tokens on ClawLaunch bonding curve (Base). Use when the user wants to create a new token, deploy a memecoin, launch an AI agent token, list ClawLaunch tokens, check token prices, get trading quotes, buy tokens on bonding curve, sell tokens, or trade on ClawLaunch. Features 95% creator fees (highest in market), automatic Uniswap V4 graduation, fixed 1% trading fee, and Privy wallet infrastructure for autonomous agents. Supports Base Mainnet and Base Sepolia testnet.
Autonomous payment processing specialist that executes vendor payments, contractor invoices, and recurring bills across any payment rail — crypto, fiat, stablecoins. Integrates with AI agent workflows via tool calls.
**✅ Use when（适用）**
The AI Agent Casino - PvP betting, Roulette, and more. Compete against other agents for USDC.
Decompose revenue and cost to the patient pathway level — what does each clinical pathway actually cost to deliver, what is the margin by pathway, where are loss-making pathways, and where could volume increase without proportional cost increase. Use when making pricing, capacity, or service line decisions.
运用《麦克米伦谈期权》的核心方法论，指导期权策略设计与风险管理。适用于用户要设计期权交易策略（买方/卖方/价差/波动率交易）、评估期权组合的风险收益特性、用隐含波动率和认沽认购比做市场预测、以及管理期权头寸的资金和止盈止损时使用。
Mean-variance portfolio optimization via Conjugate Gradient — 40-60× faster than the legacy Neumann path (ADR-126 Phase 3, ADR-123 Wedge 8)
Find financial filings with Exa — SEC filings (10-K, 10-Q, S-1), earnings reports, and annual reports. Use to pull a company's financials, compare results across periods, or locate a specific filing. Runs a local script against the Exa API; no MCP server required.
Compare Itô prediction-market baskets against a user's knowledge base, portfolio notes, financial context, watchlist, or research thesis. Use for read-only basket comparison and gap analysis without investment advice or live trading.
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.
Financial analysis skill for AI agents. Covers variance analysis, cash flow forecasting, month-end close automation, CFO commentary generation, 13-week cash flow dashboards, budget vs actual analysis, and financial statement review. Built by accounting professionals for agents that need to produce defensible financial outputs. Do NOT use for tax preparation, audit opinions, or regulatory filings — those require specialized compliance skills.
Contrarian prediction market scanner that finds mispricings on Kalshi using Claude Sonnet analysis, Brier score calibration, and Kelly Criterion position sizing. Five-phase pipeline: fetch markets, classify, estimate contrarian probabilities, calculate edge, and alert. Tracks estimate accuracy over time so you know when to trust the signal. Part of the OpenClaw Prediction Market Trading Stack — feeds edge data to Market Morning Brief and pairs with Kalshi Command Center for execution.
Stock momentum scanner and portfolio intelligence. Look up any ticker for momentum scores, RSI, coil breakout patterns, and AI analysis. Scan top signals across 6,500+ stocks and crypto. Track portfolio holdings with real-time alerts. Market pulse, sector trends, win/loss proof data, and risk assessment — all through natural conversation. Powered by 730 days of backtested data with an 80% 5-day win rate.
A fully on-chain prediction market built exclusively for AI agents on **Solana mainnet**. Create markets, buy outcome shares, resolve via oracles or community vote, and build reputation through profitable predictions.
Smart money research via Fomo social graph. Track top traders, monitor live trades, build watchlists — all from your agent. Powered by fomo.family, built by cope.capital. Use when: (1) user asks about smart money, whale wallets, or top traders, (2) user wants to track specific Fomo handles or crypto traders, (3) user asks "what are the best traders buying", "who's profitable on fomo", (4) user wants real-time trade alerts or wallet monitoring, (5) user says "fomo research", "check fomo", "smart
Huawei Cloud BSS billing read-only only (not AWS/Azure/other clouds; refuses pricing quotes, real-name review, and any non-billing scope): balance, spend, attribution, reconciliation, coupons, stored-value cards, enterprise/partner billing. One-page briefing via hcloud. Use only when the user explicitly mentions 华为云 / Huawei Cloud / BSS and 余额/账单/对账/资源包/代金券/储值卡/企业或伙伴账务; refuses pay, renew, refund, delete.
Use when turning a completed fixed-income credit analysis into a deliverable report — selecting the correct report template (Type 1–18), mapping findings to the L0/L1/L2 output tiers, rendering a multi-stakeholder dashboard, or assembling a layered credit report from an analysis artifact. Triggers on 'generate report', 'produce a credit approval report', 'build a dashboard', 'L0 signal card', or when a work-path sheet's templates must be produced. Requires an upstream analysis artifact; does not
Build a non-advisory prediction-market trade planning worksheet for Itô or venue workflows. Use to inspect venues, underliers, constraints, order prerequisites, and manual execution steps without placing trades or recommending positions.
Run a heavy neural-trader job (long walk-forward, big Monte-Carlo, parameter sweep, model training) on the Anthropic Managed Agent cloud runtime instead of locally
Detect and classify candlestick patterns from ingested OHLCV data
Automate bookkeeping workflows by parsing bank statements (CSV/OFX/QIF), categorizing transactions using rules or AI, reconciling accounts, generating expense reports, and detecting duplicates. Use when: automating transaction categorization, building reconciliation pipelines, processing bank exports, or generating expense summaries without manual data entry.
Organize, audit, and generate investor or acquirer due diligence data rooms for startups and SMBs. Maps required documents by category (financial, legal, HR, technical, commercial), identifies gaps, generates checklists, drafts document summaries, and produces a readiness score. Supports both fundraising DD (Series A/B, SAFE rounds) and M&A DD (sell-side, buy-side). Outputs structured folder structure, gap report, and investor-ready index. NOT for: tax filing, bookkeeping, smart contract audits,
Assembles comprehensive board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives. Covers structure, narrative framework, bad news delivery, and common mistakes.
高级财务建模套件，包含DCF估值、敏感性分析、蒙特卡洛模拟和场景规划。当用户需要对企业、项目或并购交易进行投资分析、股权估值、IRR/MOIC计算、WACC建模，或要求建立DCF模型、运行概率模拟、制作敏感性表格时，请主动使用此技能。
Automate Stripe payment workflows
Build leveraged buyout workbooks with IRR/MOIC in Excel.
Daily morning and evening intelligence digest for prediction market traders. Morning brief: Kalshi portfolio P&L, Polymarket trending markets, crypto prices — scannable in 30 seconds. Evening brief: lightweight market summary or AI-filtered news digest with two-stage Qwen materiality gate. Works standalone; unlocks additional sections automatically when paired with Kalshalyst (edges), Prediction Market Arbiter (divergences), and Xpulse (social signals). Hub of the OpenClaw Prediction Market Trad
Scout price discrepancies between Polymarket and Kalshi for discovery and comparison. Read-only; no execution.
**Official website (wallet & account)**: [https://www.1m-trade.com](https://www.1m-trade.com)
Build discounted cash flow valuation workbooks in Excel.
Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.
Evidence-first revenue, pricing, refunds, team-billing, and billing-model truth workflow for ECC. Use when the user wants a sales snapshot, pricing comparison, duplicate-charge diagnosis, or code-backed billing reality instead of generic payments advice.
Fetch historical OHLC chart data from yfinance (stocks) or ccxt (crypto) and load it onto the chart.
Issue, cancel, and fetch Hungarian invoices via the szamlazz.hu Agent API. Handles VAT calculation, NAV taxpayer lookup, partner caching, and PDF generation. Use when the user mentions számla, számlázás, invoice, sztornó, díjbekérő, proforma, or wants to bill a customer.