Finance plugins

Quantitative analysis, algorithmic trading strategies, financial modeling, portfolio risk management, and backtesting

2 skills · 2 agents

Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client data, and the advisor approves any write back to an external system. Claude gathers, organizes, summarizes, compares and presents information, while the advisor exercises judgment, makes the recommendation and gives the advice. For financial professional use only; not investment, legal, or tax advice.

8 skills · 6 agents · 36 MCP servers

Financial analysis skills powered by Daloopa's institutional-grade data

21 skills · 2 MCP servers

Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.

8 skills · 8 commands · 1 MCP server

4 finance skills: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting), SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, projections), business investment advisor, and month-end close (close calendar, reconciliation proof, flux gate). 10 Python automation tools.

6 skills

Run a faster, provable month-end close. Three deterministic stdlib scripts: a close calendar planner that orders tasks by dependency, finds the critical path and slack, maps WD+n deadlines to dates and blocks on missing owners, missing or self-review of key controls and a critical path past the target workday; a reconciliation matcher that matches GL to bank or sub-ledger by reference then amount and date, builds the proof, ages reconciling items and blocks on any unexplained difference or preparer-as-reviewer; and a flux analyzer that applies your materiality rule and refuses material fluctuations explained with boilerplate or without a quantified driver. Ships cs-close-controller agent, /cs-month-end-close and /cs-flux-review commands, 3 references citing COSO 2013 and PCAOB AS 2201 / AS 2305 / SAPA 11, and a reconciliation sign-off template.

1 skill · 2 commands · 1 agent

Business investment analysis and capital allocation advisor. Evaluates equipment, real estate, new-business, hiring, and technology investments with ROI, IRR, NPV, payback period, build-vs-buy, lease-vs-buy, and vendor evaluation frameworks for allocating limited budget.

1 skill

Evaluate acquisition channels using unit economics, customer quality, and scalability.

1 skill

Diagnose SaaS business health across growth, retention, efficiency, and capital.

1 skill

Evaluate feature investments using revenue impact, cost structure, ROI, and strategy.

1 skill

Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment memos.

23 skills · app connector

Develop your payments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to retrieve and manage payments, subscriptions, invoices, refunds, disputes, and customers. Build and debug your payment integration quicker than ever by searching the Stripe documentation and getting integration recommendations without needing to leave ChatGPT.

7 skills · 1 MCP server · app connector

TraderSpy — Read-only smart money tracking, AI trading signals, and elite trader leaderboard for crypto futures. Track whale positions across Binance, Hyperliquid, Bybit, and OKX. No order or withdrawal tools.

6 skills

MoltNode by Chord: two hosted MCP servers and three skills, no API key. MoltNode reads 31 blockchains over JSON-RPC; Chord returns best-route DEX swap quotes and unsigned swap transactions (with the approval and a simulation) on Ethereum, Base, Arbitrum, BNB Chain, Avalanche, Monad, Robinhood Chain and Arc, plus token boards, candles, wallet PnL and smart money. Non-custodial: the user's own wallet signs every transaction, after the user confirms the quote in a later message. Skills: moltnode (reads and swaps end to end), chord (trading and market data), chord-charts (candlestick SVG charts for tokens on 8 EVM chains and Solana).

3 skills · 2 MCP servers

Personal finance ledger for AI agents. Connect bank accounts via Plaid, query spending, track recurring bills, categorize transactions, and get financial recaps through MCP tools with OAuth authentication.

2 skills · 1 MCP server

Financial modeling, budgeting and forecasting, unit economics, and financial decision support.

13 skills

Stripe

10 skills · 2 commands · 1 MCP server · hooks

4 finance skills: financial analysis with ratio analysis, DCF valuation, budgeting, and forecasting

4 skills

Authenticate with Link, create spend requests, and retrieve one-time-use card or shared payment token credentials for user-approved purchases.

Shioaji Taiwan financial trading API — Python, CLI, HTTP API, SSE streaming, and multi-language SDK guide

1 skill

67 trading, DeFi, and quantitative finance Agent Skills. Market data APIs, on-chain analysis, backtesting, risk management, execution, tax compliance, and more.

68 skills

Turn your agent into a 7-role Hyperliquid trading desk: research, risk, execution and review.

17 skills · 7 agents

金融量化交易相关技能集

13 skills

Options trading knowledge — pitfalls, case studies, structure-to-regime matching.

1 skill

Skills for working with local Beancount ledgers through a coding agent: init, add, trade, property, import, importer-author, reconcile, migrate, ask, roll-forward, accruals, invoices, report-pack, business-metrics, close, options. Needs `bea` 0.3.1 or later for checks, queries, and writes.

16 skills

Comprehensive US stock evaluation: fundamental, technical, economic, multi-method valuation, financial report analysis, forensic accounting, credit check, head-to-head compare, ETF analysis, earnings preview, thesis tracking, risk stress test, tax lens, fact-check, options, dividends, insider trading, institutional ownership, bear-case red-teaming, position laddering, trade post-mortem, and more

38 skills

Read-only stock prices, financial statements, margins, dividends, insider trades and earnings data via a local MCP server.

1 skill · 1 MCP server

Indian stock market research for NSE and BSE: live quotes, financials, technicals, a 326-ratio screener, FII/DII flows, option chains, parsed filings, IPOs, and portfolio tracking.

1 MCP server

Skills-first Claude Code plugin for Octagon market intelligence, prediction market research, and financial analysis workflows.

7 skills · 1 agent · hooks

Quantitative analysis, algorithmic trading strategies, financial modeling, portfolio risk management, and backtesting

2 agents