01
Discover
Search finance tasks, domains, markets, data providers, and reviewed tags.
Snapshot-based finance agent skills registry
Find a finance Skill.Inspect before install.
Search by task, domain, provider, or reviewed tag. Open a static evidence page, then copy an install prompt that asks your agent to review the current source first.
Search uses allowlisted summary metadata. Detailed Skill instructions and scripts stay outside the Search Index.
- Indexed Skills
- 53
- Repositories
- 3
- Schema
- v1.0.0
- Methodology
- v1.0.0
How the Finance Skills Hub works
02
Inspect
Check captured license, permission, dependency, and data-source evidence.
03
Understand
Open a dedicated page for the Skill, repository, taxonomy, and relations.
04
Reuse
Copy a review-first install prompt or read the same records as public data.
Filters
Skill directory
Indexed finance Skills
53 results
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
High risk
IndexedAssessment 76/100
10-K Report Digest
yennanliu/InvestSkill
Summarize a 10-K filing with section references, financial comparisons and a prior-year commitment review.
10kannual-reportsec-filingsec-edgar
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 72/100
3-Statement Model
anthropics/financial-services
A workflow for filling integrated income statement, balance sheet, and cash-flow templates, with identified accounting errors to correct before use.
3-statement-modelincome-statementbalance-sheetcash-flow
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 65/100
Audit Spreadsheet
anthropics/financial-services
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model including financial-model integrity checks like BS balance, cash tie-out, and logic sanity.
audit-xlsspreadsheet-auditformula-checkmodel-integrity
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 73/100
Bear Case (Bearish Investor)
yennanliu/InvestSkill
Challenge a bullish stock thesis with sourced downside arguments, scenarios and explicit counterevidence.
bear-caseshort-sellerred-teamforensic-accounting
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 56/100
Buyer List
anthropics/financial-services
Review a sell-side M&A buyer-list workflow, its research inputs, workbook outputs, and unresolved data-access requirements.
buyer-listsell-side-mastrategic-buyersfinancial-sponsors
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 63/100
Capital Allocation Analysis (InvestSkill)
yennanliu/InvestSkill
Review dividends, repurchases, acquisitions and debt using a capital-allocation research checklist.
dividendcapital-allocationbuybackmerger-acquisition
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 56/100
Catalyst Calendar
anthropics/financial-services
Review a catalyst-calendar workflow for earnings, corporate, regulatory, and macro events, including data-access and event-definition limits.
catalyst-calendarearningseventsequity-research
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 73/100
Catalyst Calendar (InvestSkill)
yennanliu/InvestSkill
Organize confirmed and estimated company events, economic releases and scenario assumptions in a research calendar.
catalystcalendarevent-drivenearnings
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 62/100
Chart Master — Financial Visualization Agent
yennanliu/InvestSkill
Review templates for financial charts in Mermaid, ASCII and HTML with Chart.js.
chartvisualizationmermaidascii
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 61/100
CIM Builder
anthropics/financial-services
Review a sell-side CIM drafting workflow, required source documents, confidentiality controls, and management and legal review steps.
cim-builderconfidential-information-memorandumsell-side-maoffering-memorandum
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 80/100
Clean Spreadsheet Data
anthropics/financial-services
Review spreadsheet-cleaning instructions for Excel or Python, including permissions, confirmation steps, date parsing, and formula calculation limits.
clean-data-xlsdata-cleaningspreadsheet-prepnormalization
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 78/100
Company Valuation
himself65/finance-skills
Review a DCF, peer-multiple and sum-of-parts valuation workflow, including identified formula and evidence limitations.
dcfrelative-valuationsotpwacc
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 69/100
Comparable Company Analysis
anthropics/financial-services
Review a comparable-company spreadsheet workflow, data dependencies, and identified EBITDA, margin-check, and formula limitations.
comps-analysiscomparable-company-analysisvaluation-multiplespeer-benchmarking
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 69/100
Competitive Landscape Mapping
anthropics/financial-services
Review a competitive-landscape deck workflow, source and comparability requirements, presentation dependencies, and limits of its sample figures.
competitive-analysismarket-positioningcompetitor-mappingmoat-assessment
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 71/100
Competitor Analysis (InvestSkill)
yennanliu/InvestSkill
Compare competitive advantages, market structure and peer operating evidence with explicit source and valuation limits.
competitor-analysismoatporter-five-forcesmarket-share
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 70/100
Data Pack Builder
anthropics/financial-services
Review a financial data-pack workflow, required spreadsheet dependency, source tracing, normalization judgments, and currency-format limits.
datapack-builderfinancial-data-packma-due-diligenceprivate-equity
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 82/100
DCF Model
anthropics/financial-services
Review a DCF workbook workflow, its data and recalculation dependencies, and identified WACC and validator limitations.
dcfvaluationwaccfree-cash-flow
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 44/100
DCF Valuation (InvestSkill)
yennanliu/InvestSkill
Read a short DCF formula reference that redirects full valuation work to another upstream skill.
dcfvaluationwaccintrinsic-value
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 61/100
Deal Tracker
anthropics/financial-services
Review an M&A deal-tracker workflow for milestones, action owners, and weekly summaries, including its manual-update and tooling limits.
deal-trackerdeal-pipelinema-process-trackingmilestone-tracking
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 69/100
Deck Refresh
anthropics/financial-services
Review a presentation-update workflow for approved value replacements, derived-number checks, formatting preservation, and host-tool limits.
deck-refreshpresentation-updatequarterly-refreshearnings-update
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 73/100
Earnings Analysis
anthropics/financial-services
Review an earnings-update report workflow, pre-release consensus inputs, source requirements, and limits of its timing and format claims.
earningsequity-researchbeat-missquarterly-results
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 67/100
Earnings Call Analysis (InvestSkill)
yennanliu/InvestSkill
Compare earnings-call themes, guidance and Q&A with prior statements and company filings.
earnings-calltranscript-analysismanagement-tonesentiment-analysis
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 56/100
Earnings Preview
anthropics/financial-services
Review a pre-earnings research workflow for consensus estimates, key metrics, scenarios, and options-data limitations.
earningspre-earningsscenario-analysisequity-research
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 79/100
Earnings Preview (himself65)
himself65/finance-skills
Build a pre-earnings research briefing from available Yahoo Finance estimates, results and analyst data.
earnings-previewconsensus-estimatesbeat-miss-historyanalyst-sentiment
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 75/100
Earnings Recap
himself65/finance-skills
Review a post-earnings briefing workflow and its identified event-date, return-window and quarterly-growth errors.
earnings-recappost-earningsbeat-missearnings-surprise
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 76/100
Estimate Analysis
himself65/finance-skills
Compare analyst estimates, EPS revision counts and growth expectations with explicit data and method limits.
estimate-analysisanalyst-estimateseps-revisionsrevenue-estimates
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 75/100
ETF Premium/Discount Analysis
himself65/finance-skills
Review ETF price/NAV comparisons and gamma scenarios, including identified sign, timing and attribution errors.
etf-premiumetf-discountnavgamma-squeeze
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 79/100
Finance Sentiment
himself65/finance-skills
Compare provider-reported stock attention and sentiment across Reddit, X, news and Polymarket.
sentimentsocial-sentimentredditx-com
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 87/100
Fintel Data
himself65/finance-skills
Query Fintel financial datasets through authenticated REST or MCP, subject to current account access and data limits.
fintelshort-interestborrow-ratefails-to-deliver
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 84/100
Funda Data
himself65/finance-skills
Use Funda research and financial-data interfaces with explicit access, response and source checks.
funda-aifinancial-datamcprest-api
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 79/100
Hormuz Strait Monitor
himself65/finance-skills
Read a third-party Hormuz dashboard for shipping-risk research, with independent checks of status, dates and estimates.
hormuzstrait-of-hormuzgeopolitical-riskenergy-markets
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 72/100
Hyperliquid Reader
himself65/finance-skills
Read Hyperliquid market data through opencli and compare funding rates with explicit interval and execution-risk checks.
hyperliquidcryptoperpsfunding-rates
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 75/100
IB Deck Checker
anthropics/financial-services
Review a presentation-checking workflow, its numeric-parser defects, and the manual reconciliation and visual checks it still requires.
ib-check-deckpresentation-qcnumber-consistencydata-narrative-alignment
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Low risk
IndexedAssessment 48/100
Idea Generation
anthropics/financial-services
Review a stock-idea research checklist, its screening thresholds, data requirements, and limits as a source of investment conclusions.
idea-generationstock-screeninglong-shortthematic-research
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 76/100
Initiating Coverage
anthropics/financial-services
Review a five-task company-research workflow, its document dependencies, conflicting templates, and valuation and chart-validation limits.
initiating-coverageequity-researchfinancial-modelingdcf-valuation
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 75/100
LBO Model
anthropics/financial-services
Review an Excel LBO-template workflow, debt and return assumptions, required host tools, and the limits of its validation checklist.
lbo-modelleveraged-buyoutprivate-equitysources-and-uses
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 56/100
Merger Model
anthropics/financial-services
Review an M&A EPS-impact workflow, required deal inputs, exchange-ratio assumptions, and the purchase-accounting steps it leaves unspecified.
merger-modelaccretion-dilutionpro-forma-epsma-modeling
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 52/100
Model Update
anthropics/financial-services
Review a financial-model update checklist for new actuals, revised assumptions, valuation bridges, and host recalculation requirements.
model-updateearningsestimate-revisionvaluation
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Low risk
IndexedAssessment 48/100
Morning Note
anthropics/financial-services
Review a morning-market note workflow, its source and timestamp requirements, and limits on monitoring, delivery, and trade conclusions.
morning-notemorning-meetingovernight-developmentstrade-ideas
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 72/100
Options Payoff Curve
himself65/finance-skills
Inspect an options payoff-widget recipe whose supplied pricing and calendar formulas need correction before use.
options-payoffoptions-strategiesblack-scholespayoff-curve
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 80/100
Pitch Deck
anthropics/financial-services
Review a PowerPoint-template population workflow, its editing and rendering dependencies, and its financial-data aggregation limits.
pitch-deckpresentation-templatespowerpoint-populationib-pitch-book
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 61/100
Process Letter
anthropics/financial-services
Review a sell-side M&A letter-drafting checklist for bid requirements, meeting logistics, review gates, and document-tool limitations.
process-letterbid-instructionsioi-lettersell-side-ma
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 65/100
SaaS Valuation Compression Analyzer
himself65/finance-skills
Review SaaS funding-round multiples with corrected growth arithmetic and independently sourced ARR and valuation inputs.
saas-valuationarr-multiplevaluation-compressionfunding-rounds
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 55/100
Sector Overview
anthropics/financial-services
Review an industry-research outline for market sizing, company comparison, valuation context, and source-comparability limits.
sector-overviewindustry-reportmarket-landscapecompetitive-analysis
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 71/100
SEPA Strategy Analysis
himself65/finance-skills
Review a SEPA-inspired growth-stock checklist with explicit limits on performance claims, position sizing and pattern inference.
sepaminervinivcpvolatility-contraction-pattern
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 72/100
Stock Correlation Analysis
himself65/finance-skills
Explore historical stock co-movement with explicit sample, clustering and pair-trading limitations.
correlationco-movementpair-tradingsector-clustering
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 69/100
Stock Liquidity Analysis
himself65/finance-skills
Review quoted spreads, trading activity and liquidity scenarios with explicit data and model limitations.
liquiditybid-ask-spreadvolume-analysismarket-impact
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 74/100
Strip Profile
anthropics/financial-services
Review a company-profile slide workflow, its presentation and data dependencies, sample figures, and per-slide validation limits.
strip-profilecompany-profilepitch-bookpowerpoint-generation
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 65/100
Teaser
anthropics/financial-services
Draft a one-page M&A teaser with financial highlights and an identity-disclosure review.
teaserblind-teaseranonymous-profilesell-side-ma
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 52/100
Thesis Tracker
anthropics/financial-services
Maintain an investment-thesis log with evidence, catalysts, conviction changes and review actions.
thesis-trackerinvestment-thesisportfolio-managementcatalyst-tracking
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 72/100
TradingView Reader
himself65/finance-skills
Inspect a third-party TradingView desktop reader for quotes, options and account data through opencli and CDP.
tradingviewoptions-chaingreeksiv
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
High risk
IndexedAssessment 57/100
US Economics Analysis (InvestSkill)
yennanliu/InvestSkill
Organize US macro indicators, yield curves and credit conditions for a sourced economic review.
macroeconomicsyield-curvecredit-spreadsrecession-probability
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Medium risk
IndexedAssessment 73/100
yfinance Data Fetcher
himself65/finance-skills
Inspect Python recipes for Yahoo Finance prices, statements, options, ownership data and stock screening.
yfinanceyahoo-financestock-priceshistorical-data
Assessed 2026-10-20 00:00 UTC
Claude Code · Project scope
Public Registry
Use the same records outside the page.
Each file is generated from the same typed records as the static pages. The Search Index contains only allowlisted summary fields.
Updated 2026-10-20 00:00 UTC
Snapshot scores describe captured Skill content. They are not user ratings, security guarantees, investment advice, or proof that the current upstream directory is unchanged. The install prompt requires a fresh review before any files or dependencies are installed.