New: 98,000+ skills indexed from GitHub repos with 100+ stars · every skill safety-checkedBrowse top skillsTop skills
Esc to closeBrowse all skills
Submit a skillBrowse skills
Submit a skillBrowse skills

Agent skill

Finance Investment Analyst

by chendongqi in chendongqi/OPB-Skills

投资分析助手 - 专业的投资评估与财务建模专家。适用场景： (1) 投资机会评估与尽职调查 (2) 财务模型构建与估值分析 (3) ROI/IRR投资回报分析 (4) 投资风险评估与管理 (5) 投资组合分析与优化 (6) 并购估值与交易分析 (7) 投资决策报告撰写 触发关键词：投资分析、财务建模、估值、ROI、IRR、尽职调查、投资回报、并购分析、投资组合、投资决策、DCF、PE、投资报告

No licenceAuto-check passedBusiness, Finance & HR

Install Finance Investment Analyst

skills CLI
$ npx skills add chendongqi/OPB-Skills --skill finance-investment-analyst -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install chendongqi/OPB-Skills finance-investment-analyst --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/chendongqi/OPB-Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/finance-investment-analyst .claude/skills/finance-investment-analyst && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
finance-investment-analyst
GitHub stars
126
Token cost
~1.2k tokens
SKILL.md length
131 words
Files
1
Skills in repo
75
Repo updated
First seen
Licence
None found

At a glance

投资分析助手 - 专业的投资评估与财务建模专家。适用场景： (1) 投资机会评估与尽职调查 (2) 财务模型构建与估值分析 (3) ROI/IRR投资回报分析 (4) 投资风险评估与管理 (5) 投资组合分析与优化 (6) 并购估值与交易分析 (7) 投资决策报告撰写 触发关键词：投资分析、财务建模、估值、ROI、IRR、尽职调查、投资回报、并购分析、投资组合、投资决策、DCF、PE、投资报告

  • Works in 6 steps: 投资分析框架 → 财务建模 → 估值方法 → …
  • Tasks that involve Financial modeling
  • SKILL.md covers 核心工作流程, 输出模板 and 最佳实践
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Finance Investment Analyst is an agent skill from chendongqi/OPB-Skills. 投资分析助手 - 专业的投资评估与财务建模专家。适用场景： (1) 投资机会评估与尽职调查 (2) 财务模型构建与估值分析 (3) ROI/IRR投资回报分析 (4) 投资风险评估与管理 (5) 投资组合分析与优化 (6) 并购估值与交易分析 (7) 投资决策报告撰写 触发关键词：投资分析、财务建模、估值、ROI、IRR、尽职调查、投资回报、并购分析、投资组合、投资决策、DCF、PE、投资报告

Its SKILL.md is about 1.2k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: 一套覆盖一个公司完整业务的SKILL，适用ClaudeCode，Codex，OpenCode等工具.

When your agent uses it

  • Tasks that involve Financial modeling

Example prompts

  • “/finance-investment-analyst”

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. 投资分析框架
  2. 财务建模
  3. 估值方法
  4. 投资回报分析
  5. 投资风险评估
  6. 投资报告撰写

What it can do on your machine

Read from SKILL.md and the folder at commit d587882. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Finance Investment Analyst loads about 1.2k tokens when it runs. Until then it costs about 56 tokens; SKILL.md has 131 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~56
When it runs · the whole SKILL.md, loaded when a task matches
~1.2k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

Without a licence we can't republish the file, so here is its outline and opening line. It has 131 words (~1,176 tokens).

name
finance-investment-analyst

Read the full SKILL.md on GitHub

Files

Just SKILL.md in skills/finance-investment-analyst of chendongqi/OPB-Skills.

Open the folder on GitHubat commit d587882

Compare with similar skills

Finance Investment Analyst next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Finance Investment Analyst compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Finance Investment Analyst this skillchendongqi/OPB-Skills126—~1.2kAutomated safety check: PassNone
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Equity ResearchrollingSirius/equity-research-skill453—~1.5kAutomated safety check: PassMIT
SaaS Metrics Coachrongxinzy/RongxinAI1542 repos~1.3kAutomated safety check: PassMIT
CharlieEveryInc/charlie-cfo-skill323—~1.4kAutomated safety check: PassMIT
Equity Initiation Reportginlix-ai/LangAlpha1.8k—~3.8kAutomated safety check: PassApache-2.0

Similar skills

  • Creating Financial Models

    Chen-zexi/open-ptc-agent

    This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

    729 GitHub starsUsed in 3 repos~1.3k tokens
    Business, Finance & HRAuto-check passed

  • Equity Research

    rollingSirius/equity-research-skill

    撰写机构级个股投资研究报告（二级市场深度研究）。Use whenever the user wants to research, analyze, or value a specific publicly-traded stock — e.g.

    453 GitHub stars~1.5k tokensUpdated 1 mo ago
    Business, Finance & HRAuto-check passed

  • SaaS Metrics Coach

    rongxinzy/RongxinAI

    SaaS financial health advisor. An agent skill from rongxinzy/RongxinAI.

    154 GitHub starsUsed in 2 repos~1.3k tokens
    Business, Finance & HRAuto-check passed

  • Charlie

    EveryInc/charlie-cfo-skill

    Your AI CFO for bootstrapped startups, named after Charlie Munger who embodied the principle that capital discipline is a competitive advantage.

    323 GitHub stars~1.4k tokensUpdated 8 mo ago
    Business, Finance & HRAuto-check passed

  • Equity Initiation Report

    ginlix-ai/LangAlpha

    Produces a first-time equity research initiation report in five tasks: company research, financial model, valuation, charts and a DOCX report.

    1.8k GitHub stars~3.8k tokensUpdated today
    Business, Finance & HRAuto-check passed

  • Startup Financial Modeling

    nicepkg/auto-company

    This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or…

    195 GitHub starsUsed in 11 repos~2.8k tokens
    Business, Finance & HRAuto-check passed

More from chendongqi/OPB-Skills

All 75 skills in this repo

  • Rnd Tech Arch Diagrammer

    chendongqi/OPB-Skills

    Technical architecture diagram creator using Excalidraw MCP tools.

    126 GitHub stars~1.7k tokensUpdated 8 mo ago
    Auto-check passed

  • Rnd Technical Writer

    chendongqi/OPB-Skills

    Technical article writing assistant. An agent skill from chendongqi/OPB-Skills.

    126 GitHub stars~2.5k tokensUpdated 8 mo ago
    Auto-check passed

  • App Namer

    chendongqi/OPB-Skills

    Generate creative, memorable, and appropriate names for software applications, products, and services.

    126 GitHub stars~1.5k tokensUpdated 8 mo ago
    Auto-check passed

  • Rnd Blog Series Planner

    chendongqi/OPB-Skills

    Technical blog series planning assistant. An agent skill from chendongqi/OPB-Skills.

    126 GitHub stars~1.6k tokensUpdated 8 mo ago
    Auto-check passed

  • Rnd Code Simplify

    chendongqi/OPB-Skills

    Expert code simplification and refactoring specialist that autonomously enhances code clarity, consistency, and maintainability while preserving exact functionality.

    126 GitHub stars~2.2k tokensUpdated 8 mo ago
    Auto-check passed

  • Aspice Sys To Swe

    chendongqi/OPB-Skills

    Analyze automotive system requirements (ASPICE SYS.2) and decompose them into software requirements (ASPICE SWE.1) for new energy vehicle onboard systems.

    126 GitHub stars~948 tokensUpdated 8 mo ago
    Auto-check passed

Categories

Questions about Finance Investment Analyst

What does Finance Investment Analyst do?

投资分析助手 - 专业的投资评估与财务建模专家。适用场景： (1) 投资机会评估与尽职调查 (2) 财务模型构建与估值分析 (3) ROI/IRR投资回报分析 (4) 投资风险评估与管理 (5) 投资组合分析与优化 (6) 并购估值与交易分析 (7) 投资决策报告撰写 触发关键词：投资分析、财务建模、估值、ROI、IRR、尽职调查、投资回报、并购分析、投资组合、投资决策、DCF、PE、投资报告. Finance Investment Analyst is an agent skill from chendongqi/OPB-Skills.

When should I use Finance Investment Analyst?

Finance Investment Analyst fits situations like: tasks that involve Financial modeling.

How do I install Finance Investment Analyst in Claude Code?

Run `npx skills add chendongqi/OPB-Skills --skill finance-investment-analyst -a claude-code`. Or copy the skill folder (skills/finance-investment-analyst in chendongqi/OPB-Skills) into .claude/skills/finance-investment-analyst in your project. Claude Code loads it when a task matches its description.

How do I install Finance Investment Analyst in Codex?

Run `npx skills add chendongqi/OPB-Skills --skill finance-investment-analyst -a codex`. Or copy the skill folder (skills/finance-investment-analyst in chendongqi/OPB-Skills) into .agents/skills/finance-investment-analyst in your project. Codex loads it when a task matches its description.

Can I use Finance Investment Analyst in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add chendongqi/OPB-Skills --skill finance-investment-analyst -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/finance-investment-analyst, .gemini/skills/finance-investment-analyst, .github/skills/finance-investment-analyst and .opencode/skills/finance-investment-analyst in your project.

What does Finance Investment Analyst need to run?

SKILL.md names no scripts, command-line tools or credentials: Finance Investment Analyst is instructions for the agent only.

Does Finance Investment Analyst access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Finance Investment Analyst safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Finance Investment Analyst use?

No licence was found for Finance Investment Analyst or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.

How many tokens does Finance Investment Analyst use?

About 1.2k tokens (SKILL.md is roughly 4.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Finance Investment Analyst?

Skills that share tags, products or a category with Finance Investment Analyst: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Equity Research (rollingSirius/equity-research-skill, 453 stars), SaaS Metrics Coach (rongxinzy/RongxinAI, 154 stars) and Charlie (EveryInc/charlie-cfo-skill, 323 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finance Investment Analyst?

chendongqi (a GitHub user) maintains it in chendongqi/OPB-Skills, which has 126 GitHub stars. The repository holds 75 skills in this directory. The repository was last updated on February 11, 2026.

Source: chendongqi/OPB-Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.