Finance skills for AI agents
Skills for financial work: FP&A, modeling, market analysis, and trading research your agent performs with a repeatable method.
60 skills · every one included with AgentVolt Pro
Portfolio Rebalance Advisor
Drop in your current holdings and target allocation — get the exact buy/sell list, tax-loss opportunities, and drift alert.
Personal Finance Q&A
Ask any personal-finance question and get a plain-English answer tailored to your bracket, timeline, and risk appetite.
Earnings Report Analyzer
Paste a 10-K, 10-Q, or earnings call transcript — get the numbers that matter, the narrative changes, and what the CFO tried to bury.
Investment Committee Decision Memo
Turn deal materials into an investment memo with traced evidence, reconciled financials, downside cases, and decision gates.
Financial Model Scenario & Sensitivity Analysis
Stress-test an existing financial model with linked scenarios, sensitivity tables, ranked drivers, and decision thresholds.
Finance Request Triage and Analysis Routing
Choose the right finance workflow, resolve ambiguous metrics, and build a scoped handoff with the right inputs.
Financial Ratio Scorecard and Trend Analysis
Get a financial ratio scorecard with traceable formulas, period comparisons, and prioritized risks.
Debt Amortization and Covenant Headroom
Build reconciled loan and revolver schedules with interest splits, maturity payments, and covenant headroom by test date.
Finance Dataset to Offline Executive Dashboard
Turn finance data into one offline HTML dashboard with reconciled KPIs, working filters, YoY comparisons, charts, and detail.
Indian Stock Fundamental Research Report
Get a sourced Indian stock report with sector-fit ratios, peer valuation, promoter risks, and scenarios for your holding period.
Runway Scenario Planner
Model cash runway in base, downside, and upside cases, then get a go / wait / no-go on a proposed hire or spend.
Finance Dataset Readiness Review
Profile financial data, isolate reporting risks, reconcile control totals, and identify which analyses the data can support.
Post-10 AM Trend Continuation Long Filter
Filter a morning gapper list through five strict TradingView entry checks, with explicit breakout levels and missing-data flags.
Financial Workbook Release Review
Get a release decision, traceable findings, and prioritized fixes for financial workbook formulas, reconciliations, and claims.
SaaS Unit Economics Review
Calculates CAC payback, LTV:CAC, burn multiple, magic number, Rule of 40, GRR and NRR from your data, benchmarked by stage.
Quantitative Plan Stress Test
Stress-test a plan or financial model: evidence-based driver ranges, tornado ranking, break points, correlated and reverse stress tests.
PDF Financial Statements to Excel Model
Turn PDF statements into a traceable Excel model with reconciled historicals, linked forecasts, scenarios, and an audit report.
CFO Advisor
Your on-call startup CFO: runway to a date, cash vs accrual traps, SAFE and round dilution, term sheets, and debt covenants, math shown.
Receipt Folder to Expense Report
Turn a folder of receipt PDFs and photos into an expense spreadsheet: right totals, tax and tip split, duplicates caught, nothing guessed.
M&A Playbook for Startups
Buy or sell a company with eyes open: LOI terms that move money, working capital peg, escrow and earnout traps, diligence, retention.
Telegram Scanner Alert Delivery
Connect trading scanners to Telegram with readable alerts, session-aware schedules, duplicate control, and delivery checks.
Linked Three-Statement Financial Model
Build a linked income statement, balance sheet, and cash flow forecast with formula maps and reconciliation checks.
SaaS Growth Constraint Diagnosis
Diagnose SaaS financial health, reconcile retention and acquisition metrics, and choose the next growth lever.
Company, Sector & Macro Research Briefs
Get sourced company, sector, and macro research with reconciled figures, valuation context, scenarios, and thesis-changing risks.
Business Investment Decision Analysis
Get cash-flow models, NPV, downside tests, and a funding-aware recommendation for business investments and competing uses of capital.
Driver-Based Revenue and Expense Forecast
Build a reconciled revenue and expense forecast with explicit drivers, base/bull/bear cases, and ranked swing factors.
Excel Subscription Forecast with Claude
Build a 24-month Excel subscription forecast with editable plan assumptions, explicit growth and churn formulas, and linked charts.
DCF Enterprise and Equity Valuation
Build an auditable DCF with operating forecasts, WACC, terminal value, an equity bridge, and valuation sensitivities.
Financial Control Testing and Audit Findings
Test financial controls, trace exceptions to evidence, assess severity, and draft findings with specific remediation.
Financial Data to Reconciled Board Slides
Turn financial workbooks into a programmatic board deck with source-linked metrics, variance bridges, and tie-out QA.
Pine Script to Python Watchlist Backtests
Build a Pine strategy, reproduce its trades in Python, and backtest a watchlist with explicit costs and capital constraints.
Equity Research Thesis and Risk-Reward
Get an equity research note linking consensus, fundamentals, valuation, positioning, and macro to explicit bull and bear cases.
Board Financial Package and CFO Narrative
Builds a reconciled board package with P&L variances, cash and runway, consistent KPIs, and a concise CFO narrative.
CFO Plan Review
A skeptical CFO's verdict on one spend plan: recomputed numbers, runway before and after, conditions for yes, and what changes the call.
Month-End Close, Reconciliation & Reporting
Prepare supported journal entries, reconciliations, financial statements, variance bridges, and SOX testing workpapers.
Department Budget and Variance Builder
Build a monthly department budget from operating drivers, with reconciled rollups and an owner-ready budget-versus-actual tracker.
All finance skills
- 13-Week Cash Forecast and Liquidity Alerts
- Invoice Creation and Receivables Follow-Up
- Cohort Logo and Revenue Retention Analysis
- Pricing Tiers and Revenue Impact Model
- Break-Even Sales and Profit Planning
- TradingView MCP Chart Control and Verification
- Alpaca Paper Options Wheel Runner
- Financial Analysis, Valuation & Rolling Forecasts
- Financial Health Check
- GL, Subledger & Bank Reconciliation Workpaper
- R&D Budget and Milestone Runway
- Customer Unit Economics and Payback Review
- Congressional Trade Copying in Alpaca Paper
- Transaction Categorization and Ledger Review
- SaaS MRR Bridge and Retention Model
- Pre-Market Gapper Watchlist With Sourced News
- Cap Table Modeler
- Competitor Pricing and Market Signal Scrapers
- Crypto Watchlist Signal Brief
- Budget Variance Analysis and EBITDA Bridge
- SaaS Metrics Health Check
- Fundraise Sizing and Runway Model
- Alpaca Paper Trading With Trailing Stops and Ladders
- Ranked Stock Screen and Entry Plan
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Questions
What exactly is a skill?+
A packaged set of instructions your AI follows — a sales-call framework, an audit checklist, a content system. You install it once and your agent knows how to run that workflow.
Do I need to know how to code?+
No. Installing a skill is unzipping a folder into your agent’s skills directory, or connecting the AgentVolt MCP once and letting your agent pull skills itself.
Which AI tools does this work with?+
Every skill uses the open SKILL.md standard, so the same file works in Claude, ChatGPT, Cursor, Codex, Gemini, and 20+ other agents. No per-tool versions.
Is it really every skill?+
Yes — one subscription unlocks the entire library, including new skills as experts publish them. There is no per-skill checkout and no usage limit.
Can I cancel?+
Anytime, from your billing dashboard. You keep any skill files you have already downloaded — they are plain files on your machine, not licensed software that phones home.
Are the skills safe to install?+
Every skill is automatically scanned for dangerous commands, hardcoded secrets, obfuscated code, and suspicious network access, then reviewed before it goes live.