tax-loss-harvesting
joellewis
Plan portfolio tax savings without wash-sale traps.
Tax-aware investing
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.- 649
- 648
next-best-action
joellewis
Give financial advisors a prioritized action queue.
Wealth management
647aicoin-freqtrade
aicoincom
Create and test strategies for your Freqtrade bot.
Algorithmic trading
+1- 647
know-your-customer
joellewis
Know what to collect before opening an account.
Financial compliance
- 646
real-assets
joellewis
Understand property returns and REIT choices.
Investment analysis
- 644
reconciliation
joellewis
Keep portfolio records in step with custodians.
Investment operations
- 642
fixed-income-sovereign
joellewis
Understand Treasury prices when interest rates move.
Fixed income analysis
641alphaear-sentiment
rkiding
Get sentiment scores for financial news.
Financial text analysis
- 641
exchange-connectivity
joellewis
Build resilient connections to trading venues.
Trading infrastructure
- 638
advice-standards
joellewis
Know when financial education becomes advice.
Financial compliance
SE+2 
638market-regimes
0xhubed
Match your trading strategy to market conditions.
Trading strategy
- 638
qualitative-valuation
joellewis
Assess how durable a company's advantages are.
Investment analysis
637FinanceReport
aojdevstudio
Stock research PDFs sized to your portfolio.
Investment analysis
+1- 636
alternatives
joellewis
Understand hedge funds and private fund returns.
Investment analysis
- 636
performance-attribution
joellewis
See what drove your portfolio's returns.
Investment analysis
- 635
order-management-advisor
joellewis
Plan fair, compliant trading for advisor accounts.
Investment operations
634indicator-expert
marketcalls
Stock indicator charts built with OpenAlgo.
Technical analysis
OP+1- 634
pre-trade-compliance
joellewis
Design checks that catch trade violations early.
Trading compliance
- 633
books-and-records
joellewis
Know which financial records to keep and how long.
Financial compliance
SE+2 
633pp-yahoo-finance
mvanhorn
Your portfolio, measured against live market data.
Investment analysis
+1
632stock-sector-monitoring
zuoa
China A-share movers, explained in daily reports.
Stock market monitoring
- 631
corporate-actions
joellewis
From corporate action notices to reconciled payouts.
Securities operations
DT - 631
indicator-chart
marketcalls
Interactive indicator charts for stock prices.
Technical analysis
OP - 629
reference-data
joellewis
Design reliable master data for financial systems.
Financial data management
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.