accountant-expert
personamanagmentlayer
Accounting guidance backed by code examples.
Accounting
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.- 627
627fixed-income-municipal
joellewis
Compare municipal bonds on after-tax value.
Investment analysis
- 627
gips-compliance
joellewis
Check your investment reports for GIPS compliance.
Investment compliance
CI+3 - 626
account-opening-compliance
joellewis
Build compliance checks into new account openings.
Financial compliance
- 626
post-trade-compliance
joellewis
Design trade monitoring that catches misconduct.
Trading compliance
- 625
account-maintenance
joellewis
Keep client investment accounts up to date.
Investment operations
- 624
stp-automation
joellewis
Reduce manual work in securities operations.
Securities operations
- 623
integration-patterns
joellewis
Build reliable links between financial systems.
Financial integration
- 621
client-disclosures
joellewis
Know which disclosures your investment clients need.
Investment compliance
SE+2 - 620
conflicts-of-interest
joellewis
Spot conflicts in investment advice and brokerage.
Investment compliance
- 620
proposal-generation
joellewis
Investment proposals with clear costs and risks.
Investment advisory
619syncfusion-react-stock-chart
syncfusion
Interactive stock charts for your React app.
Financial data visualization
- 618
workflow-automation
joellewis
Design approval workflows for securities operations.
Securities operations
- 617
fee-disclosure
joellewis
Find hidden costs in investment fee disclosures.
Financial compliance
- 614
fiduciary-standards
joellewis
Clarify fiduciary duties for investment advice.
Investment compliance
- 614
reg-bi
joellewis
Check broker recommendations against Reg BI.
Financial compliance
SE+2 - 611
client-review-prep
joellewis
Walk into client reviews with a tailored agenda.
Wealth management
- 610
fee-billing
joellewis
Clear guidance for investment advisory billing.
Advisory fee billing
606ma-playbook
alirezarezvani
Plan an acquisition from diligence to integration.
Mergers and acquisitions
SC+2- 605
account-opening-workflow
joellewis
Smoother account opening across custodians.
Financial operations
599trader-cloud-backtest
ruvnetHeavy trading backtests, run in the cloud.
Trading research
AM+1
597bank-sync
openaccountant
Your bank transactions, synced daily to Wilson.
Personal finance
PL+1
597binance-futures-signal-bot
reason-machines
Automate crypto futures trades from signals.
Automated trading
+1
597risk-management
agiprolabs
Keep crypto portfolio losses within clear limits.
Portfolio risk
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.