Finance Skills

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.

See DEMOS.md for screenshots and examples.

Setup

Claude Code Plugin (recommended)

This repo is a Claude Code plugin. Install it directly:

Option A — Plugin marketplace

Add the marketplace and install:

# Add the marketplace
/plugin marketplace add himself65/finance-skills

# Install the plugin
/plugin install finance-skills@finance-skills

Option B — Local plugin (for development)

claude --plugin-dir ./path/to/finance-skills

Once installed, skills are namespaced under finance-skills: (e.g., /finance-skills:options-payoff).

Claude Code (Agent Skills)

Option A — npx skills add

npx skills add himself65/finance-skills

Install a specific skill:

npx skills add himself65/finance-skills --skill options-payoff

Install globally (available across all projects):

npx skills add himself65/finance-skills --skill options-payoff -g

Option B — Manual installation

Clone the repo and symlink (or copy) the skill into your Claude Code skills directory:

# Personal (all projects)
cp -r skills/options-payoff ~/.claude/skills/options-payoff

# Project-local (this project only)
cp -r skills/options-payoff .claude/skills/options-payoff

Claude.ai (Web / Desktop App)

1. Go to Settings > Capabilities and enable Code execution and file creation
2. Download the zip for the skill you want from the latest release (e.g., options-payoff.zip)
3. In Claude, go to Customize > Skills
4. Click the + button and select Upload a skill
5. Select the zip file — the skill will appear in your skills list

Repeat steps 2–5 for each skill you want to install.

Other Agents

The skills in this repo follow the Agent Skills open standard. You can install them to any supported agent (Codex, Gemini CLI, GitHub Copilot, etc.) using:

npx skills add himself65/finance-skills -a <agent-name>

Available Skills

Analysis & Data

Skill	Description	Platform
earnings-preview	Generate a pre-earnings briefing — upcoming date, consensus EPS/revenue estimates, historical beat/miss track record, analyst sentiment, and key metrics to watch.	All platforms
earnings-recap	Post-earnings analysis — actual vs estimated EPS, surprise %, stock price reaction, quarterly financial trends, and margin trajectory.	All platforms
estimate-analysis	Deep-dive into analyst estimates — EPS/revenue distributions, revision trends, revision breadth, growth projections vs peers, and historical accuracy.	All platforms
options-payoff	Generate interactive options payoff curve charts with dynamic parameter controls. Supports butterfly, vertical spread, calendar spread, iron condor, straddle, strangle, covered call, and more.	Claude.ai or generative-ui
stock-correlation	Analyze stock correlations to find related companies, sector peers, and pair-trading candidates. Routes to sub-skills: co-movement discovery, return correlation, sector clustering, and realized correlation.	All platforms
yfinance-data	Fetch financial and market data using yfinance — stock prices, historical OHLCV, financial statements, options chains, dividends, earnings, analyst recommendations, screener, and more.	All platforms

Paid Data Providers

Skill	Description	Platform
finance-sentiment	Structured stock sentiment research via the Adanos Finance API — compare Reddit, X.com, news, and Polymarket using buzz, bullish percentage, mentions or trades, and trend. Requires ADANOS_API_KEY.	Claude Code

Geopolitical & Macro Risk

Skill	Description	Platform
hormuz-strait	Real-time Strait of Hormuz monitoring — shipping transits, oil price impact, stranded vessels, insurance risk, diplomatic status, global trade impact, and crisis timeline via the Hormuz Strait Monitor API.	All platforms

Research & Sentiment

Skill	Description	Platform
discord-reader	Read-only Discord research via opencli — read trading server messages, search discussions, monitor crypto/market groups, and track sentiment in financial communities. Connects to Discord Desktop via CDP (no token needed).	Claude Code
telegram-reader	Read-only Telegram channel reader via tdl — export messages from financial news channels, monitor crypto/market groups, and aggregate Telegram-based news feeds. One-time QR code login.	Claude Code
twitter-reader	Read-only Twitter/X research via opencli — search financial tweets, track analyst commentary, monitor earnings sentiment, and follow market discussions. No API keys needed (reuses Chrome browser session).	Claude Code

Visualization

Skill	Description	Platform
generative-ui	Design system and guidelines for Claude's built-in generative UI (show_widget). Render interactive HTML/SVG widgets inline — charts, diagrams, dashboards, interactive explainers, and more.	Claude.ai built-in

License

MIT