Skills Marketplace

Every skill included with AgentVolt Pro. Browse, install, and drop into your agent.

Finance

50 results

Portfolio Rebalance Advisor

Drop in your current holdings and target allocation — get the exact buy/sell list, tax-loss opportunities, and drift alert.

Finance

Personal Finance Q&A

Ask any personal-finance question and get a plain-English answer tailored to your bracket, timeline, and risk appetite.

Finance

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.

Finance

Investment Memo Writer

Drafts a structured investment or deal memo from your inputs.

Finance

Scenario & Sensitivity Skill

Wraps any model in structured best/base/worst scenarios and sensitivity tables.

Finance

Finance Skills

Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, ...

Finance

Financial Ratio Analyzer

Computes liquidity, profitability, leverage, and efficiency ratios from financials.

Finance

Finance Build Dashboard Skill

Turns a clean dataset into a single self-contained interactive HTML executive dashboard.

Finance

Debt Schedule Skill

Builds loan amortization schedules and tracks covenants.

Finance

Indian Stock Fundamental Analyzer

Give Claude a stock ticker and horizon and get a full clickable fundamental report tuned to the Indian market.

Finance

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.

Finance

Explore Data Skill

Profiles an unfamiliar dataset against finance-grade quality checks before any model is built.

Finance

Validate Data Skill

Audits a finished workbook like a senior reviewer before it goes to leadership.

Finance

Financial Statements to Model

Turns raw PDF financial statements into a full Excel model with historicals and forecasts.

Finance

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.

Finance

Three-Statement Model Builder

Builds a fully linked income statement, balance sheet, and cash flow model from your assumptions.

Finance

Saas Metrics Coach

SaaS financial health advisor.

Finance

Financial Research Analyst Skill

A research desk that builds company, sector, and macro analysis in one workflow.

Finance

Business Investment Advisor

Business investment analysis and capital allocation advisor.

Finance

Financial Forecasting Skill

Builds driver-based revenue and expense forecasts with base, bull, and bear scenarios.

Finance

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.

Finance

DCF Valuation Skill

Runs a discounted cash flow valuation with WACC, terminal value, and sensitivity tables.

Finance

Audit Support Skill

Runs control testing on a financial dataset and produces an audit findings memo by severity.

Finance

Financial Analysis to Slides

Builds a board-ready presentation deck from financial data with tied-out numbers.

Finance