time-value-of-money
joellewis
See what future cash flows are worth today.
Financial analysis
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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574 Skills
Showing Skills in Finance & investing.- 676
- 676
volatility-modeling
joellewis
Forecast market volatility and understand risk.
Financial risk
675aicoin-market
aicoincom
Get live crypto market answers from AiCoin.
Cryptocurrency research
- 674
financial-planning-workflow
joellewis
A financial plan that balances competing goals.
Financial planning
- 671
performance-metrics
joellewis
Compare investment returns after accounting for risk.
Investment analysis
- 670
emergency-fund
joellewis
Size your emergency savings to fit your life.
Personal finance
- 670
privacy-data-security
joellewis
Privacy and breach guidance for financial firms.
Financial compliance
- 668
lending
joellewis
Compare mortgages and see what borrowing costs.
Personal finance
- 668
return-calculations
joellewis
Understand what your portfolio really earned.
Investment performance
663saas-metrics-coach
alirezarezvani
Find the weak spots in your SaaS finances.
Financial analysis
- 661
financial-planning-integration
joellewis
Keep financial plans and portfolios in sync.
Financial systems integration
- 661
performance-reporting
joellewis
Portfolio reports that explain returns and risk.
Investment reporting
- 659
fund-vehicles
joellewis
Compare investment funds beyond the headline fee.
Investment analysis
658business-case-development
aj-geddes
Make the financial case for your next investment.
Investment planning
- 656
anti-money-laundering
joellewis
Practical AML guidance for financial firms.
Financial compliance
SE+2 - 656
savings-goals
joellewis
Monthly savings targets for your financial goals.
Personal financial planning
- 655
portfolio-management-systems
joellewis
Practical guidance for managing client portfolios.
Portfolio operations
655walk-forward-validation
agiprolabs
Test trading strategies against unseen data.
Quantitative finance
- 653
equities
joellewis
Value stocks with metrics that fit the business.
Equity analysis
- 653
tax-efficiency
joellewis
Keep more of your investment returns after tax.
Investment tax planning
- 652
forward-risk
joellewis
See how much your portfolio could lose.
Portfolio risk
- 650
digital-assets
joellewis
Understand crypto yields and the risks behind them.
Investment analysis
650openclaw-stock-skill
1018466411
Chinese stock prices and financial data, on request.
Financial analysis
- 649
investment-suitability
joellewis
Check whether investments fit your client's needs.
Investment compliance
SE+2
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.