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By aifinlab
Skills
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| # | Skill | Repository | Stars | Used in | Tokens | Auto-check | Licence | Updated |
|---|---|---|---|---|---|---|---|---|
| 1 | A skill your agent uses when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management… | aifinlab/ | 254 | — | ~952 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 2 | A skill your agent uses when you need a bank corporate-risk monitoring assistant for enterprise litigation/penalty/enforcement scanning (处罚/诉讼/被执行/失信等). | aifinlab/ | 254 | — | ~751 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 3 | A skill your agent uses when you need a bank corporate client operating-volatility monitoring assistant (经营监测/指标波动/预警解释). | aifinlab/ | 254 | — | ~605 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 4 | A skill your agent uses when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项). | aifinlab/ | 254 | — | ~544 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 5 | A skill your agent uses when you need a bank corporate credit issue-list assistant (问题清单/补件清单/催办台账). | aifinlab/ | 254 | — | ~487 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 6 | A skill your agent uses when you need a bank corporate credit approval-opinion drafting assistant (审批意见/条款建议/有条件同意). | aifinlab/ | 254 | — | ~549 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 7 | A skill your agent uses when a wealth manager needs to diagnose a client portfolio, explain performance drivers and concentration risks, and produce a compliant holding-diagnosis brief with… | aifinlab/ | 254 | — | ~480 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 8 | A skill your agent uses when wealth advisors need to craft or compare systematic investment plan (SIP) advice in a bank wealth-management context, including target setting, product selection… | aifinlab/ | 254 | — | ~480 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 9 | A skill your agent uses when a relationship manager needs to match wealth-management products to a client profile, compare main and backup options, and produce compliant suitability notes… | aifinlab/ | 254 | — | ~439 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 10 | A skill your agent uses when a wealth team needs to build a conservative client allocation plan, combine current holdings with target weights, and produce rebalancing actions, product shortlist, and… | aifinlab/ | 254 | — | ~362 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 11 | A skill your agent uses when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant… | aifinlab/ | 254 | — | ~338 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 12 | A skill your agent uses when a wealth team needs to build an aggressive client allocation plan, align higher risk tolerance with target weights, and deliver rebalancing actions, product shortlist… | aifinlab/ | 254 | — | ~346 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 13 | A skill your agent uses when an advisor needs to match wealth-management products to an elderly client profile, compare main and backup options, and deliver suitability notes with senior-friendly… | aifinlab/ | 254 | — | ~434 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 14 | 当用户需要对意外险投保问卷进行专业、结构化的核保审查，提取职业类别、工作环境、作业内容、危险活动参与情况、交通出行习惯、特殊工作暴露及其他可能影响意外险承保判断的高风险信息，并生成适合意外险核保、补问流转和风险分层处理的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 15 | 当用户需要对年金险投保问卷进行专业、结构化的核保审查，提取健康告知、既往病史、职业信息、高额投保、缴费能力、资金来源、既有保单配置、投保目的及其他可能影响年金险承保判断和财务合理性判断的高风险信息，并生成适合年金险核保、补问流转和财务合理性分层处理的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 16 | 当用户需要在银行对公金融场景下，对企业授信申请做贷前初筛、材料完整性检查、准入红旗识别、补件清单整理、访谈问题设计或初筛意见输出时使用本技能。适合输出结构化初筛结论、风险提示、待核验事项和下一步推进建议。 | aifinlab/ | 254 | — | ~1.3k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 17 | 当用户需要在银行对公金融场景下，以客户经理视角推进企业授信尽调、整理资料清单、设计访谈提纲、识别现场核查重点、形成风险假设和输出尽调纪要时使用本技能。适合输出能直接支持客户拜访和授信推进的尽调包。 | aifinlab/ | 254 | — | ~994 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 18 | 当用户需要在银行对公金融场景下，对企业授信项目生成审查要点、拆解关键疑点、整理补充核验要求并形成审查岗可直接使用的结构化审阅框架时使用本技能。适合输出授信审查关注点、证据缺口、风险缓释要求和初步审查建议。 | aifinlab/ | 254 | — | ~1.1k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 19 | 当用户需要在银行对公金融场景下，对存量授信客户开展贷后尽调、执行偏差排查、预警信号识别、回访纪要整理或处置建议输出时使用本技能。适合服务贷后管理、风险经理和经营机构，输出结构化监测结论、补件清单、异常信号和后续动作。 | aifinlab/ | 254 | — | ~944 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 20 | 当用户需要在银行对公金融场景下，围绕客户画像进行成因拆解、指标解读、问题归因或专题诊断时使用本技能。适合输出结构化诊断结论、驱动项说明、后续追问方向和业务提示。 | aifinlab/ | 254 | — | ~436 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 21 | A skill your agent uses when handling retail banking senior-customer service monitoring, vulnerability screening, and follow-up action planning; trigger for requests that need Chinese skill content… | aifinlab/ | 254 | — | ~469 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 22 | A skill your agent uses when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals… | aifinlab/ | 254 | — | ~574 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 23 | 当用户需要对投保资料中的身高、体重及相关体征信息进行专业、结构化的识别与审查，计算或核验 BMI，识别肥胖、超重、消瘦、体重异常波动及其相关健康风险，并生成适合保险核保、补问流转和资料审查的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 24 | 当用户需要对与心血管相关的既往病史资料进行专业、结构化的审查，提取心血管诊断、发病经过、介入或手术治疗、长期用药、复诊随访、并发症及其他与保险核保相关的重要健康信息，并生成适合核保审查、风险分层和资料流转的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.3k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 25 | 当用户需要对重疾险投保问卷进行专业、结构化的核保审查，提取重大疾病相关病史、家族遗传风险、异常检查、住院手术史、长期治疗与随访情况及其他可能影响重疾险承保判断的高风险告知内容，并生成适合重疾险核保、补问流转和高风险分层处理的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 26 | 当用户需要对健康险投保问卷进行专业、结构化的核保审查，提取健康告知中的异常病史、既往诊疗、检查异常、住院手术史、长期用药、慢病管理和其他健康风险信息，并生成适合健康险核保、补问流转和人工审查的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.1k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 27 | 适用于银行财富管理场景下，对高净值客户进行需求洞察、机会识别与经营建议生成. An agent skill from aifinlab/FinClaw. | aifinlab/ | 254 | — | ~1.4k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 28 | 当用户需要对住院相关医疗资料进行专业、结构化的解析，提取入院诊断、出院诊断、住院经过、手术治疗、并发症、恢复情况、复诊建议及其他与核保相关的重要医学信息，并生成适合保险核保、补问流转和资料审查的结构化解析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 29 | 当用户需要对寿险投保问卷进行专业、结构化的核保审查，提取健康状况、既往病史、职业类别、生活习惯、高额投保、收入与保障匹配、既往投保记录及其他可能影响寿险承保判断的高风险信息，并生成适合寿险核保、补问流转和风险分层处理的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 30 | 当用户需要对医疗险投保问卷进行专业、结构化的核保审查，提取既往症、门诊就医史、住院史、手术史、当前治疗、复查随访、近期检查异常和其他可能影响医疗险承保判断的高风险健康信息，并生成适合医疗险核保、补问流转和短中期风险分层处理的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 31 | 当用户需要对门诊相关医疗记录进行专业、结构化的解析，提取主诉、现病史、初步诊断、复诊频次、治疗方案、随访安排及其他与保险核保相关的重要医学信息，并生成适合保险核保、补问流转和资料审查的结构化解析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 32 | 当用户需要对常规体检报告进行专业、结构化的解析，提取异常指标、异常结论、边界值异常、复查建议、长期健康风险线索和与核保相关的重要医学信息，并生成适合保险核保、补问流转和资料审查的结构化解析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.1k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 33 | 当用户需要对投保资料中的吸烟、饮酒相关信息进行专业、结构化的识别与审查，提取吸烟饮酒习惯、持续时间、频率、剂量、戒断情况、一致性问题及相关健康风险线索，并生成适合保险核保、补问流转和资料审查的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 34 | 当用户需要对与肿瘤相关的既往病史资料进行专业、结构化的审查，提取肿瘤类型、病理结果、分期分级、治疗经过、手术情况、放化疗或靶向治疗、复发转移风险、随访状态及其他与保险核保相关的重要健康信息，并生成适合核保审查、风险分层和资料流转的结构化分析结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 35 | 当用户需要对保险投保问卷做首轮审查、识别缺失项与矛盾项、筛查高风险告知、整理补问问题、生成核保初审结果或判断是否需要进入人工复核时使用本 skill。适用于寿险、重疾险、医疗险、意外险等投保问卷、OCR 文本、截图转写文本或结构化问卷记录的通用初审与分流场景。 | aifinlab/ | 254 | — | ~999 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 36 | 当用户需要对已经完成首轮审查的保险投保问卷进行二次复核，检查初审意见是否充分、风险判断是否一致、补问与补件是否到位、是否仍存在遗漏项或高风险未核实问题，并生成适合复核留痕、质量控制和后续核保流转的结构化复核结果时使用本 skill。 | aifinlab/ | 254 | — | ~1.1k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 37 | A股涨跌停板分析/连板追踪/涨停板统计。当用户说"涨停"、"跌停"、"涨停板"、"连板"、"打板"、"炸板"、"涨停分析"、"今天多少家涨停"、"连板股"、"首板"、"二板"、"三板"、"涨停原因"、"XX涨停了"、"涨停板分析"时触发。MUST USE when user asks about limit-up/limit-down board analysis, consecutive… | aifinlab/ | 254 | — | ~665 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 38 | A股资本配置/再投资分析/资本支出与股东回报评估。当用户说"资本配置"、"capital allocation"、"回购"、"增发"、"并购"、"钱怎么花的"、"XX在做什么并购"、"定增"、"再融资"、"股份回购"、"资本开支"、"资本配置策略"、"资本配置分析"、"CAPEX"、"股东回报"时触发。MUST USE when user asks about capital… | aifinlab/ | 254 | — | ~783 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 39 | A股现金流分析/自由现金流质量评估。当用户说"现金流"、"自由现金流"、"FCF"、"cash flow"、"经营现金流"、"XX的现金流怎么样"、"收现比"、"净现比"、"资本开支"、"现金流量表"、"现金流分析"、"现金流质量"时触发。MUST USE when user asks about cash flow analysis, free cash flow (FCF)… | aifinlab/ | 254 | — | ~641 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 40 | A股企业护城河/竞争优势分析/竞争壁垒评估。当用户说"护城河"、"竞争优势"、"moat"、"壁垒"、"XX的护城河是什么"、"竞争力分析"、"可持续竞争优势"、"品牌溢价"、"转换成本"、"网络效应"、"护城河分析"、"竞争壁垒"时触发。MUST USE when user asks about competitive moat, sustainable competitive… | aifinlab/ | 254 | — | ~718 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 41 | A股可比公司分析/行业估值对标。当用户说"可比公司"、"估值对标"、"行业估值"、"comps"、"comparable company"、"同行对比"、"XX跟同行比怎么样"、"XX板块估值"、"可比公司分析"、"comps analysis"时触发。MUST USE when user asks about comparable company analysis, peer… | aifinlab/ | 254 | — | ~592 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 42 | A股可转债分析/转债策略/可转债估值与筛选。当用户提到"可转债"或"转债"就触发。关键词："可转债"、"转债"、"convertible bond"、"转股"、"转股价值"、"双低策略"、"强赎"、"XX转债怎么样"、"可转债打新"、"转债溢价率"、"转债分析"、"可转债筛选"、"转债到期收益率"、"YTM"、"下修"、"转债回售"。MUST USE when user mentions… | aifinlab/ | 254 | — | ~586 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 43 | A股相关性分析/联动关系/相关系数计算。当用户说"相关性"、"联动"、"correlation"、"XX和YY相关吗"、"哪些股票走势相似"、"分散化"、"对冲"、"beta"、"同涨同跌"、"相关性分析"、"相关系数"、"相关性矩阵"时触发。MUST USE when user asks about correlation analysis, correlation coefficient… | aifinlab/ | 254 | — | ~569 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 44 | 跨市场联动分析（A股/港股/美股/大宗商品）。当用户说"跨市场"、"联动"、"A股和美股"、"港股联动"、"AH溢价"、"中概股"、"美股跌了A股会跌吗"、"原油对A股影响"、"汇率影响"、"cross market"、"人民币贬值利好什么"、"跨市场联动"、"全球市场"时触发。MUST USE when user asks about cross-market correlation, AH… | aifinlab/ | 254 | — | ~1k | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 45 | A股龙虎榜分析/游资追踪。当用户说"龙虎榜"、"游资"、"营业部"、"席位"、"涨停分析"、"dragon tiger"、"谁在买"、"机构席位"、"游资大佬"、"XX上龙虎榜了吗"时触发。基于 efinance 龙虎榜数据，分析个股上榜原因、买卖席位、机构vs游资博弈、近期龙虎榜活跃股。支持券商研报风格（formal）和快速解读风格（brief）。不适用于北向资金分析（用… | aifinlab/ | 254 | — | ~490 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 46 | A股业绩前瞻/季报预览/财报预期情景分析。当用户提到"业绩前瞻"或"earnings preview"就触发。关键词："业绩前瞻"、"季报预览"、"预期怎么样"、"earnings preview"、"XX下周发财报"、"财报前怎么看"、"业绩预告分析"、"预计业绩"、"业绩展望"、"财报前瞻"、"预计这个季度业绩"、"业绩预期"、"情景分析"、"业绩预测"。MUST USE when… | aifinlab/ | 254 | — | ~818 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 47 | A股事件驱动分析/公告解读/政策影响评估。当用户说"事件分析"、"公告解读"、"政策影响"、"并购"、"增发"、"回购"、"股权激励"、"XX出了什么公告"、"这个政策对XX有什么影响"、"解禁"、"定增"、"事件驱动"、"event analysis"、"公告分析"、"重组"、"资产注入"、"战略合作"、"利好还是利空"时触发。MUST USE when user asks about… | aifinlab/ | 254 | — | ~699 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
| 48 | A股单因子研究/IC检验。当用户说"因子分析"、"单因子"、"IC"、"IR"、"因子检验"、"factor analysis"、"因子有效性"、"XX因子表现怎么样"、"因子IC"、"因子收益"、"因子衰减"、"quintile分析"时触发。基于 cn-stock-data 获取股票池行情与财务数据，通过 factoranalyzer.py 计算… | aifinlab/ | 254 | — | ~551 | Automated safety check: Pass | Apache-2.0 | 4 mo ago |
