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THE COLLECTION / AI for Finance

Methods for AI for Finance.

Explore the methods in this collection, see what each skill covers and choose where to start.

Explore the 53 skills Get the pack
53 skills in this collectionOriginal methods and associated resourcesFree download with an account

WHAT IS INSIDE

The methods.
One by one.

Open a skill to see what it covers. Its individual page explains the method and the available download formats.

A pack is a collection of skills. A practice example helps you apply a method; it does not replace the skills themselves. Some tasks require external tools, access and your review.

53 skills in this collection

backtest-expertExpert 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.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/backtest-expert/SKILL.md

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bookkeeping-categorizerAuto-categorize bank transactions and receipts into the correct accounting categories following local GAAP standards — Spanish Plan General Contable, UK charities SORP, US GAAP.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/bookkeeping-categorizer/SKILL.md

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breadth-chart-analystAnaliza graficos de market breadth del NYSE, AMEX y NASDAQ. Incluye linea de avance/descenso y momentum de amplitud.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.
Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/breadth-chart-analyst/SKILL.md

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budget-vs-actualTrack budget vs. actual performance across revenue, expenses, and cash flow. Generate variance reports, identify over/under-spend, and recommend corrective actions.

A method included in the original pack

skills/verticals/finance/skills/budget-vs-actual/SKILL.md

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burn-rate-trackerTrack and manage startup burn rate, runway, and financial planning. Use when: (1) calculating monthly burn rate and runway, (2) building scenario models (12/18/24 month runway), (3) planning hiring plans against runway, (4) deciding when to cut costs vs. invest, (5) managing bridge financing, (6) Spanish/LatAm financial compliance and tax planning.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/transversal/startups/skills/burn-rate-tracker/SKILL.md

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business-analystUse when analyzing business processes, gathering requirements from stakeholders, or identifying process improvement opportunities to drive operational efficiency and measurable business value.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/transversal/volt-business-analyst/SKILL.md

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canslim-screenerScreen US stocks using William O'Neil's CANSLIM growth stock methodology. Use when user requests CANSLIM stock screening, growth stock analysis, momentum stock identification, or wants to find stocks with strong earnings and price momentum following O'Neil's investment system.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/canslim-screener/SKILL.md

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cfo-advisoryAdvisory estratégico para CFOs internos, fractional CFOs y controladores financieros. Cubre reporting director, KPIs financieros, board decks, relaciones con inversores, due diligence, fundamentos de M&A y gestión de tesorería en el contexto empresarial español y Europeo.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/cfo-advisory/SKILL.md

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client-portal-updaterUpdate client financial portals with real-time financial status, including outstanding balances, recent transactions, tax deadlines, and key financial metrics.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.
Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/client-portal-updater/SKILL.md

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compliance-checker-financeVerify that client financial communications, invoices, and documents comply with applicable financial regulations — GDPR for financial data, tax invoicing rules, anti-money laundering, and industry-specific requirements.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/compliance-checker-finance/SKILL.md

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crypto-ccxt-tradingccxt es la librería estándar para trading de cryptomonedas en Python y JavaScript. Permite acceso unificado a mas de 130 exchanges (Binance, Coinbase, Kraken, Bybit, OKX, KuCoin, Bitget, etc.) con la misma API.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/crypto-ccxt-trading/SKILL.md

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discord-readerLee Discord para research financiero usando opencli. Extrae informacion de mercados, crypto y activos alternativos.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/discord-reader/SKILL.md

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due-diligence-financialDue diligence financiera completa para procesos de M&A, inversiones y financiación. Cubre análisis de estados financieros, EBITDA ajustado, working capital analysis, debt schedule, tax exposures y red flags en el contexto empresarial español y Europeo.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/due-diligence-financial/SKILL.md

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earnings-calendarBusca proximos anuncios de resultados de empresas estadounidenses. Incluye fechas, estimaciones EPS y momentum historico.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/earnings-calendar/SKILL.md

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economic-calendar-fetcherFetch 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). The script outputs raw JSON or text; the assistant filters, assesses impact, and generates the Markdown report.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/economic-calendar-fetcher/SKILL.md

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expense-policy-enforcerVerify expense claims and transactions against company expense policies. Flag policy violations, approve compliant expenses, and generate enforcement reports for finance teams.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/expense-policy-enforcer/SKILL.md

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exposure-coachGenerate a one-page Market Posture summary with net exposure ceiling, growth-vs-value bias, participation breadth, and new-entry-allowed vs cash-priority recommendation by integrating signals from breadth, regime, and flow analysis skills.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/exposure-coach/SKILL.md

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financial-modelingConstruye modelos financieros robustos en Excel y Google Sheets covering cuenta de resultados, balance, flujo de caja, valoración DCF, análisis de escenarios y sensibilidad, estructura de deuda y modelo de Kaplan. Orientado al contexto empresarial español y Europeo.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/financial-modeling/SKILL.md

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financial-report-generatorGenerate P&L (Income Statement), Balance Sheet, and Cash Flow Statement from raw accounting data. Produce professional financial reports for clients and stakeholders.

A method included in the original pack

skills/verticals/finance/skills/financial-report-generator/SKILL.md

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finviz-screenerConvierte criterios de búsqueda de acciones expresados en lenguaje natural en filtros válidos de FinViz, presenta la selección para confirmación y construye la URL mediante el script del proyecto. Úsala para explorar universos, no para emitir recomendaciones de inversión.

A method included in the original pack

skills/verticals/finance/skills/finviz-screener/SKILL.md

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generative-uiSistema de diseno y directrices para UI generativa de Claude — componentes interactivos con show_widget para HTML/SVG.

A method included in the original pack

skills/verticals/finance/skills/generative-ui/SKILL.md

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hormuz-straitFetches real-time status of the Strait of Hormuz from the Hormuz Strait Monitor(https://hormuzstraitmonitor.com) dashboard API. Covers shipping transits, oil prices, stranded vessels, insurance risk, diplomatic status, global trade impact,…

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/hormuz-strait/SKILL.md

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investment-analysisAnálisis completo de inversiones usando VAN, TIR, payback, WACC y análisis de riesgos. Incluye valuation de proyectos, portfolio de inversiones, ROI esperado, real estate (inmobiliario), private equity basics y frameworks de decisión de capital allocation en el contexto empresarial español y Europeo.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/investment-analysis/SKILL.md

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invoice-reconcilerMatch bank statement transactions against invoices and bills to identify paid, outstanding, and disputed amounts. Automate reconciliation workflows for A/R and A/P.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/invoice-reconciler/SKILL.md

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invoice-reminder-sequenceAutomate payment reminder sequences for overdue invoices — from friendly pre-reminder to final demand notice. Customizable by client, amount, and overdue stage.

A method included in the original pack

skills/verticals/finance/skills/invoice-reminder-sequence/SKILL.md

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macro-regime-detectorDetect structural macro regime transitions (1-2 year horizon) using cross-asset ratio analysis. Analyze RSP/SPY concentration, yield curve, credit conditions, size factor, equity-bond relationship, and sector rotation to identify regime shifts between Concentration, Broadening, Contraction, Inflationary, and Transitional states. Run when user asks about macro regime, market regime change, structural rotation, or long-term market positioning.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/macro-regime-detector/SKILL.md

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market-breadth-analyzerCuantifica la amplitud del mercado con los CSV públicos de TraderMonty y un modelo compuesto de seis componentes. Úsala para estudiar participación, divergencias y cambios de régimen, siempre con fecha de corte, trazabilidad y sin convertir la puntuación en una recomendación de inversión.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/market-breadth-analyzer/SKILL.md

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market-environment-analysisAnaliza el entorno de mercado global con datos fechados de renta variable, divisas, materias primas, tipos, volatilidad e indicadores económicos. Produce un informe trazable de tendencias, rotación y riesgos sin inventar datos ni convertir señales contextuales en recomendaciones deterministas.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/market-environment-analysis/SKILL.md

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market-news-analystAnaliza noticias que mueven el mercado y su impacto en renta variable y materias primas. Incluye sentiment y catalizadores.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/market-news-analyst/SKILL.md

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market-top-detectorEvalúa la concentración de señales compatibles con un posible techo de mercado mediante días de distribución, deterioro del liderazgo, rotación defensiva, amplitud, condición técnica y sentimiento. Genera un índice interno de 0 a 100 que debe interpretarse con fuentes fechadas, sensibilidad y validación profesional.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/market-top-detector/SKILL.md

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options-payoffGenera graficos interactivos de payoff de opciones con parametros dinamicos. Visualiza estrategias, break-evens y max gain/loss.

A method included in the original pack

skills/verticals/finance/skills/options-payoff/SKILL.md

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options-strategy-advisorAsesora en estrategias de opciones: spreads, straddles, strangles, iron condors. Analiza riesgo, y escenarios de mercado.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/options-strategy-advisor/SKILL.md

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pair-trade-screenerBusca oportunidades de pair trading entre activos correlacionados. Detecta divergencias de precio y genera senales de trading neutrales al mercado.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/pair-trade-screener/SKILL.md

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pdf-ocr-extractorPaddleOCR es un toolkit de OCR de PaddlePaddle (Baidu) que convierte PDFs e imagenes en texto estructurado. Soporta 100+ idiomas incluyendo español, y puede output en JSON o Markdown.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/pdf-ocr-extractor/SKILL.md

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pead-screenerScreen post-earnings gap-up stocks for PEAD (Post-Earnings Announcement Drift) patterns. Analyzes weekly candle formation to detect red candle pullbacks and breakout signals. Supports two input modes - FMP earnings calendar (Mode A) or earnings-trade-analyzer JSON output (Mode B). Use when user asks about PEAD screening, post-earnings drift, earnings gap follow-through, red candle breakout patterns, or weekly earnings momentum setups.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/pead-screener/SKILL.md

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polymarket-tradingTrading en Polymarket — prediction markets en Polygon. Authentication L1/L2, Gamma API, CLOB orderbook, WebSocket streaming, CTF operations (split/merge/redeem), bridge cross-chain, y gasless transactions via relayer. Integración completa para agentes de trading.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/polymarket-trading/SKILL.md

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portfolio-managerGestiona portfolios de inversion: rebalancing, optimizacion de asset allocation, control de riesgo y seguimiento de performance.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/portfolio-manager/SKILL.md

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portfolio-showcase-builderCreate structured, industry-organized portfolio pages for freelance writers with case study format. Produces portfolio sections that can live on a personal website, Notion page, or PDF — organized by niche or industry with clear context,…

A method included in the original pack

skills/transversal/freelance-writers/skills/portfolio-showcase-builder/SKILL.md

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position-sizerCalculate risk-based position sizes for long stock trades. Use when user asks about position sizing, how many shares to buy, risk per trade, Kelly criterion, ATR-based sizing, or portfolio risk allocation. Supports stop-loss distance calculation, volatility scaling, and sector concentration checks.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/position-sizer/SKILL.md

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quarterly-report-templateGenerate professional quarterly financial reports for clients — covering P&L, balance sheet, cash flow, KPIs, tax status, and strategic commentary for the quarter.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/quarterly-report-template/SKILL.md

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scenario-analyzerAnaliza cómo un evento puede transmitirse a mercados, sectores y activos durante un horizonte de hasta 18 meses. Coordina los agentes scenario-analyst y strategy-reviewer para construir escenarios condicionales, revisar supuestos y generar un informe trazable en castellano.

A method included in the original pack

skills/verticals/finance/skills/scenario-analyzer/SKILL.md

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seasonality-analyzerAnalyze and account for seasonality in marketing data and performance. Use when: (1) Analyzing seasonal trends, (2) Normalizing data for seasonality, (3) Planning seasonal campaigns, (4) Forecasting with seasonality, (5) Comparing periods with seasonal adjustment.

A method included in the original pack

skills/transversal/seasonality-analyzer/SKILL.md

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sector-analystAnaliza rotacion sectorial y posicionamiento en el ciclo de mercado. Detecta que sectores lideran y cuales atrasan en cada fase del ciclo economico.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/sector-analyst/SKILL.md

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signal-postmortemRecord and analyze post-trade outcomes for signals generated by edge pipeline and other skills. Track false positives, missed opportunities, and regime mismatches. Feed results back to edge-signal-aggregator weights and skill improvement backlog.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/signal-postmortem/SKILL.md

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stock-correlationAnaliza correlaciones entre acciones para encontrar empresas relacionadas y trading pairs. Detecta relaciones y divergencias de precio.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/stock-correlation/SKILL.md

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tax-deadline-trackerTrack and manage tax filing deadlines across jurisdictions — IVA, IRPF, Corporate Tax, VAT, Sales Tax, and withholding taxes for Spain, EU, US, and UK.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/tax-deadline-tracker/SKILL.md

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technical-analystAnaliza graficos de precios semanales para acciones, indices, crypto y forex. Identifica tendencias, soportes, resistencias y patrones chartistas.

A method included in the original pack

Professional review
This is a sensitive domain. Check sources, context and results with the appropriate professional before applying them.

skills/verticals/finance/skills/technical-analyst/SKILL.md

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telegram-readerLee canales y grupos de Telegram para noticias financieras y research de mercado. Extrae senales y sentiment analysis.

A method included in the original pack

skills/verticals/finance/skills/telegram-reader/SKILL.md

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twitter-readerLee Twitter/X para research financiero. Analiza sentiment, trends y senales de mercado en tiempo real.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/twitter-reader/SKILL.md

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us-market-bubble-detectorDetecta probabilidades de burbuja en mercados US usando Distribution Days de O'Neil, deterioro deLeading Stocks y Monty Defensive Indicators.

A method included in the original pack

skills/verticals/finance/skills/us-market-bubble-detector/SKILL.md

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value-dividend-screenerScreen 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.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/value-dividend-screener/SKILL.md

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web3-tradingTrading en Polymarket (prediction markets) y finanzas on-chain: APIs de Polymarket (authentication L1/L2, Gamma API, CLOB), tipos de órdenes (GTC/GTD/FOK/FAK), market data, WebSocket streaming, CTF operations (split/merge/redeem), y gasless transactions via relayer.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/web3-trading/SKILL.md

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yfinance-dataFetches financial and market data from Yahoo Finance using the yfinance(https://github.com/ranaroussi/yfinance) Python library.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/finance/skills/yfinance-data/SKILL.md

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THE COMPLETE COLLECTION

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ZIP · Version 1.0.1 · 278.5 KB · Free with your account

What you download

  • 53 skill methods from this collection.
  • Their original instructions and associated resources, where included.
  • A pack to explore: select and install the skills your tool supports.

The pack is not a single ready-made installation for every platform. Instructions and available formats are explained in the guides and individual skill pages.

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SOURCE AND SCOPE

SkillsBundle brings together methods with different authors and licences. Check the source, licence and requirements of each resource before applying it. The method helps you organise the work; you provide the context and review the result.

Terms and licences