finance-skills

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, following the Agent Skills open standard.

Visit skills.himself65.com for documentation, demos, and setup instructions.

Quick Start

OpenAI Codex

Add this repository as a native Codex marketplace, then install the groups you need:

codex plugin marketplace add himself65/finance-skills
codex plugin add finance-market-analysis@finance-skills
codex plugin add finance-data-providers@finance-skills

In the desktop app, select Finance Skills in the plugin directory after registering the marketplace. Restart or refresh the app if the source is not visible yet. Older clients without codex plugin can install individual skills with npx skills add himself65/finance-skills -a codex; that route does not include bundled MCP servers.

GitHub releases also provide one importable plugin ZIP per group, a complete local marketplace ZIP, and the existing individual skill ZIPs. See Codex installation and release guide for ZIP selection, requirements, and maintainer commands.

Plugin Groups (Claude Code, Cursor, and More)

npx plugins add himself65/finance-skills

The installer prompts you to select one or more plugin groups. To install every group non-interactively:

npx plugins add himself65/finance-skills --yes

Individual Skills

npx skills add himself65/finance-skills --skill yfinance-data

Other 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 100+ 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 100+ 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, Fintel short-interest/ownership intelligence, Hormuz Strait monitoring, TradingView data via a bundled headless MCP server or the desktop app, and Hyperliquid perp/spot reading.

Skill	Description
finance-sentiment	Stock sentiment research via Adanos Finance API — Reddit, X.com, news, Polymarket
fintel-data	Fintel — short interest, borrow rates, short volume, fails-to-deliver, 13F institutional ownership, insider transactions, analyst targets, calendars — via REST API or official MCP server
hormuz-strait	Strait of Hormuz monitoring — shipping, oil impact, insurance risk, crisis timeline
tradingview-mcp	Headless TradingView data via a bundled tradingview-mcp server — TA readouts, multi-timeframe alignment, exchange scans, futures overview/movers, extended hours, options chain (no greeks), backtests. No app, no login
tradingview-reader	Read-only TradingView desktop reader — quotes, full options chains with greeks/IV, expiries, watchlists, alerts, 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 interactive HTML/SVG widgets, using the host's renderer or standalone HTML in Codex.

Skill	Description
generative-ui	Generative UI design system with native widget rendering and a standalone HTML fallback

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

Contributing

Contributor instructions for coding agents live in AGENTS.md; CLAUDE.md imports it.

License

MIT