Finance skills for AI agents
Skills for financial work: FP&A, modeling, market analysis, and trading research your agent performs with a repeatable method.
50 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 Memo Writer
Drafts a structured investment or deal memo from your inputs.
Scenario & Sensitivity Skill
Wraps any model in structured best/base/worst scenarios and sensitivity tables.
Finance Skills
Routes a finance request to the right specialist skill in this plugin: financial-analyst for ratio analysis, DCF valuation, and budget variance.
Financial Ratio Analyzer
Computes liquidity, profitability, leverage, and efficiency ratios from financials.
Debt Schedule Skill
Builds loan amortization schedules and tracks covenants.
Finance Build Dashboard Skill
Turns a clean dataset into a single self-contained interactive HTML executive dashboard.
Indian Stock Fundamental Analyzer
Give Claude a stock ticker and horizon and get a full clickable fundamental report tuned to the Indian market.
Explore Data Skill
Profiles an unfamiliar dataset against finance-grade quality checks before any model is built.
Trend Join Long Strategy Filter
Take the morning gapper list and filter it against a strict five-condition trend-continuation entry template on TradingView through Claude.
Validate Data Skill
Audits a finished workbook like a senior reviewer before it goes to leadership.
Financial Statements to Model
Turns raw PDF financial statements into a full Excel model with historicals and forecasts.
Telegram Trade Alert Router
Wire your scanner outputs into a personal Telegram bot so pre-market gappers and strategy hits arrive on your phone all day.
Three-Statement Model Builder
Builds a fully linked income statement, balance sheet, and cash flow model from your assumptions.
SaaS Metrics Coach
SaaS financial health advisor.
Financial Research Analyst Skill
A research desk that builds company, sector, and macro analysis in one workflow.
Business Investment Advisor
Business investment analysis and capital allocation advisor.
Financial Forecasting Skill
Builds driver-based revenue and expense forecasts with base, bull, and bear scenarios.
Claude Excel Financial Projection Builder
Install the Claude Excel add-in and prompt it to build a two-year subscription projection with subscribers, growth, churn, dynamic assumptions, and a graph.
DCF Valuation Skill
Runs a discounted cash flow valuation with WACC, terminal value, and sensitivity tables.
Audit Support Skill
Runs control testing on a financial dataset and produces an audit findings memo by severity.
Financial Analysis to Slides
Builds a board-ready presentation deck from financial data with tied-out numbers.
Pine Script Backtest And Python Extender
Ask Claude to write your strategy into TradingView Pine Script for a first backtest, then rewrite it in Python to backtest across your full watchlist.
Equity Research Analysis Skill
Combines consensus estimates, fundamentals, valuation, and macro into one equity workflow.
Board Financials Skill
Assembles a monthly or quarterly board financial package.
Finance (Close, Reconciliation, Statements)
Month-end close, journal entry preparation, account reconciliation, financial statements, variance analysis, and SOX testing.
Annual Budget Builder
Builds department-level annual budgets and tracks variance against actuals.
13-Week Cash Flow Skill
Builds a 13-week rolling cash flow forecast and runway analysis.
Invoicing & AR Skill
Generates professional invoices and drafts escalating accounts-receivable follow-ups.
Cohort Revenue Skill
Builds cohort retention and revenue-retention curves from customer data.
Pricing Strategy Skill
Designs pricing tiers and tests packaging and price-sensitivity assumptions.
Break-Even Analysis Skill
Calculates break-even units and revenue from fixed and variable costs.
TradingView MCP Live Chart Reader
Connect Claude Code to TradingView desktop via the Trading View MCP so Claude reads live chart code, switches timeframes, and adds indicators on command.
Wheel Strategy Options Runner
Have Claude run the wheel strategy on Alpaca paper: sell cash-secured puts, get assigned, sell covered calls, and roll every cycle.
All finance skills
- Financial Analyst
- Reconciliation Skill
- Unit Economics Analyzer
- Congress Whale Copy Trading Bot
- Bookkeeping Categorizer
- SaaS Metrics Skill
- Pre-Market Gap Scanner With News Catalyst
- Cap Table Modeler
- Finance Scraper Builder Skill
- Crypto Watchlist Morning Brief
- Variance Analysis Skill
- Alpaca Trailing Stop Trading Bot
- Fundraising Model Skill
- Equity Analyst Stock Screener Report
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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.