Finance Skills
[!WARNING] This project is for educational and informational purposes only. Nothing here constitutes financial advice. Always do your own research and consult a qualified financial advisor before making investment decisions.
A collection of agent skills for financial analysis and trading, following the Agent Skills open standard.
Visit skills.himself65.com for documentation, demos, and setup instructions.
Sponsored by Funda AI — The Investment Research OS
Looking for more? Funda AI ships hundreds of skills built by professional analysts — DCF valuations, earnings recaps, options flow, supply-chain graphs, congressional trades, sector deep-dives, and a lot more. Give it a try.
Quick Start
Plugin Groups (Claude Code, Codex, Cursor, and More)
npx plugins add himself65/finance-skills
The installer prompts you to select one or more plugin groups. To install every group non-interactively:
npx plugins add himself65/finance-skills --yes
Individual Skills
npx skills add himself65/finance-skills --skill yfinance-data
Other Agents
npx skills add himself65/finance-skills -a <agent-name>
Available Skills
Market Analysis (finance-market-analysis)
Stock analysis, earnings, estimates, correlations, liquidity, ETFs, options payoff, and trading strategies via yfinance.
Skill Description
company-valuation DCF + relative + SOTP triangulation — implied share price, WACC × g sensitivity, Bull/Base/Bear scenarios
earnings-preview Pre-earnings briefing — consensus estimates, beat/miss history, analyst sentiment
earnings-recap Post-earnings analysis — actual vs estimated EPS, price reaction, margin trends
estimate-analysis Analyst estimate deep-dive — revision trends, growth projections, historical accuracy
etf-premium ETF premium/discount vs NAV — market price comparison, peer analysis, category screener
options-payoff Interactive options payoff charts with dynamic controls
saas-valuation-compression SaaS valuation compression analysis — ARR multiples, cause attribution, peer comparisons
sepa-strategy SEPA strategy analysis — Minervini's trend template, VCP patterns, entry points, position sizing
stock-correlation Correlation analysis — sector peers, co-movement, pair-trading candidates
stock-liquidity Liquidity analysis — spreads, volume profiles, market impact, Amihud ratio
yfinance-data Market data via yfinance — prices, financials, options, dividends, earnings
Social Readers (finance-social-readers)
Read-only social media and research feeds — Twitter/X, Discord, LinkedIn, Telegram, Y Combinator, and a generic opencli fallback for 100+ other sources.
Skill Description
discord-reader Read-only Discord research via opencli
linkedin-reader Read-only LinkedIn feed & job search via opencli
opencli-reader Generic read-only fallback for 100+ opencli adapters — Yahoo Finance, Bloomberg, Reuters, Eastmoney, Xueqiu, Reddit, HackerNews, Substack, arXiv, and more
telegram-reader Read-only Telegram channel reader via tdl
twitter-reader Read-only Twitter/X research via opencli
yc-reader Y Combinator company data via yc-oss/api
Data Providers (finance-data-providers)
External API data — sentiment via Adanos, fundamental research and raw data via Funda AI (MCP + REST), Fintel short-interest/ownership intelligence, Hormuz Strait monitoring, TradingView data via a bundled headless MCP server or the desktop app, and Hyperliquid perp/spot reading.
Skill Description
finance-sentiment Stock sentiment research via Adanos Finance API — Reddit, X.com, news, Polymarket
fintel-data Fintel — short interest, borrow rates, short volume, fails-to-deliver, 13F institutional ownership, insider transactions, analyst targets, calendars — via REST API or official MCP server
funda-data Funda AI — MCP server for analyst-grade research synthesis (DCF, earnings recaps, sector deep-dives, filings) plus REST API fallback for raw data (real-time quotes, options chains, financials, 60+ endpoints)
hormuz-strait Strait of Hormuz monitoring — shipping, oil impact, insurance risk, crisis timeline
tradingview-mcp Headless TradingView data via a bundled tradingview-mcp server — TA readouts, multi-timeframe alignment, exchange scans, futures overview/movers, extended hours, options chain (no greeks), backtests. No app, no login
tradingview-reader Read-only TradingView desktop reader — quotes, full options chains with greeks/IV, expiries, watchlists, alerts, chart state, screenshots — via opencli + CDP
hyperliquid-reader Read-only Hyperliquid market-data reader — perp/spot markets, mids, funding (incl. cross-venue arb screen), order book, and candles — via opencli + public info API
Startup Tools (finance-startup-tools)
Multi-perspective startup analysis frameworks for VC investors, job applicants, and founders.
Skill Description
startup-analysis Multi-perspective startup analysis — VC investor, job applicant, and CEO/founder viewpoints
UI Tools (finance-ui-tools)
Generative UI design system for rendering interactive HTML/SVG widgets in Claude conversations.
Skill Description
generative-ui
Generative UI design system for Claude's show_widget
Skill Creator (finance-skill-creator)
Create, evaluate, and iterate on high-quality agent skills with structured guidance, quality scoring, and best-practice enforcement.
Skill Description
skill-creator Create new skills, evaluate existing ones against a 10-dimension rubric, and improve skill quality
License
MIT