finance-skills
NewFinancial analysis and trading skills â options payoff charts, stock correlations, market data via yfinance, Twitter/Discord/Telegram research, and generative UI widgets.
Summary
This skill equips Claude Code with financial analysis and trading capabilities, including options payoff charts, stock correlations, market data via yfinance, social media research from Twitter/Discord/Telegram, and generative UI widgets.
- It is ideal for developers building investment research tools or automating market data workflows.
Overview
[!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](https://skills.himself65.com/) for documentation, demos, and setup instructions.
<div align="center">
<a href="https://funda.ai"> <img src="https://raw.githubusercontent.com/fundamental-bottom/.github/main/profile/banner.png" alt="Funda AI — The Investment Research OS" width="640" /> </a>
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.
</div>
Quick Start
Claude Code — All Plugins
npx plugins add himself65/finance-skillsClaude Code — Individual Plugins
npx plugins add himself65/finance-skills --plugin finance-market-analysis
npx plugins add himself65/finance-skills --plugin finance-social-readers
npx plugins add himself65/finance-skills --plugin finance-data-providers
npx plugins add himself65/finance-skills --plugin finance-startup-tools
npx plugins add himself65/finance-skills --plugin finance-ui-tools
npx plugins add himself65/finance-skills --plugin finance-skill-creatorClaude Code — Individual Skills
npx skills add himself65/finance-skillsOther 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 90+ 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 90+ 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), Hormuz Strait monitoring, TradingView desktop app reading, and Hyperliquid perp/spot reading.
| Skill | Description |
|---|---|
| finance-sentiment | Stock sentiment research via Adanos Finance API — Reddit, X.com, news, Polymarket |
| 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-reader | Read-only TradingView desktop reader — quotes, full options chains with greeks/IV, expiries, 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
Install & Usage
mkdir -p .claude/skillsmkdir -p .claude/skills && curl -o .claude/skills/finance-skills.md https://raw.githubusercontent.com/himself65/finance-skills/main/SKILL.md/finance-skillsUse Cases
Usage Examples
/finance-skills plot options payoff for AAPL with strike 150 and expiration 2025-06-20
/finance-skills fetch stock data for MSFT, GOOGL, AMZN and show correlation heatmap
/finance-skills search Twitter for recent mentions of 'NVDA earnings' and summarize sentiment
Security Audits
Frequently Asked Questions
What is finance-skills?
This skill equips Claude Code with financial analysis and trading capabilities, including options payoff charts, stock correlations, market data via yfinance, social media research from Twitter/Discord/Telegram, and generative UI widgets. It is ideal for developers building investment research tools or automating market data workflows.
How to install finance-skills?
To install finance-skills: create the skills directory (mkdir -p .claude/skills), then run: mkdir -p .claude/skills && curl -o .claude/skills/finance-skills.md https://raw.githubusercontent.com/himself65/finance-skills/main/SKILL.md. Finally, /finance-skills in Claude Code.
What is finance-skills best for?
finance-skills is a skill categorized under General. Created by himself65.
What can I use finance-skills for?
finance-skills is useful for: Generate an options payoff diagram for a given ticker and strike price.; Fetch real-time stock data and calculate correlation matrices for a portfolio.; Scrape Twitter and Discord for sentiment analysis on a specific stock or sector.; Create a generative UI widget to display live market data in a chat interface.; Automate retrieval of financial statements and key ratios from yfinance.; Build a custom dashboard combining multiple data sources for investment research..