model-update
anthropics
Refresh your financial model after new earnings.
Financial modeling
Finance & investing skills for AI agents
Name a company, a ticker, a portfolio or a ledger, and the agent does the legwork. Investment research Skills read filings and value businesses; trading Skills analyse charts and backtest strategies for stocks and crypto; accounting and modelling Skills reconcile books and build forecasts.
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Most installed
574 Skills
Showing Skills in Finance & investing.- 965
964polymarket-api
agentmc15
Build market-data and trading tools for Polymarket.
Trading integration
959trading-expert
personamanagmentlayer
Build trading systems with risk checks built in.
Algorithmic trading
947coinmarketcap-diamonds-premium-analytics
reason-machines
Set up crypto analytics and portfolio tracking.
Cryptocurrency analysis
+1
946accounting
whawkinsiv
Keep your startup's books clean and tax-ready.
Business accounting
946shopify-tax-compliance
nexscope-ai
A tax compliance plan for your Shopify store.
Tax compliance
- 945
deal-screening
anthropics
Screen investment deals with a one-page memo.
Investment screening
- 943
ai-readiness
anthropics
Find the best AI quick wins in your portfolio.
Portfolio operations
- 943
cim-builder
anthropics
Turn company data into a buyer-ready sale memo.
M&A advisory
- 941
dd-meeting-prep
anthropics
Walk into diligence meetings with sharper questions.
Due diligence
- 939
deal-sourcing
anthropics
Find investment targets and tailor founder outreach.
Private equity sourcing
- 935
buyer-list
anthropics
Find and rank potential buyers for your company.
M&A advisory
- 935
value-creation-plan
anthropics
A post-acquisition roadmap with financial targets.
Private equity
929quant-analyst
sickn33
Trading strategies tested with realistic costs.
Quantitative finance
- 929
teaser
anthropics
An anonymous company one-pager for buyers.
Mergers and acquisitions
928newsletter-monetization-planner
aaron-he-zhu
A revenue plan for your newsletter audience.
Newsletter monetization
- 918
process-letter
anthropics
Clear bid instructions for your company sale.
Mergers and acquisitions
904crypto-trading-bots
omer-metin
Build crypto trading bots with safety checks.
Crypto trading
903sumsub-create-kyt-rules
sumsub
Sumsub transaction rules that start in test mode.
Transaction monitoring
854financial-data-collector
daymade
Real company financials, ready for valuation.
Financial analysis
YF
851payment-testing
petrkindlmann
Catch checkout failures before real money moves.
Payment testing
- 805
polymarket-arbitrage-bot
reason-machines
Test a Polymarket trading bot before going live.
Automated trading
- 801
polymarket-copy-trading-bot
reason-machines
Copy a wallet's Polymarket buys automatically.
Cryptocurrency trading
800trading-wisdom
0xhubed
Trading lessons from past competition results.
Financial trading
Some can, through an exchange or broker account you connect, and they say so in their description. Most stop at analysis and leave the order to you.
Each Skill names its sources: public filings, exchange APIs, data providers you already subscribe to, or the web. A Skill can only be as current as the data it reaches.
No. Building smart contracts and decentralised apps is under Blockchain & web3; this category keeps the Skills that research, trade and account for money.