Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
金融专家 Skill，覆盖 Web3 与证券/资产/交易领域的正确性审核、营销合规红线识别、合规问题清单生成、业务验收协同；把关型角色，只举旗不定性
Install Cm Finance Expert
$ npx skills add kingxiaozhe/cm-workflow --skill cm-finance-expert -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install kingxiaozhe/cm-workflow cm-finance-expert --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/kingxiaozhe/cm-workflow.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/cm-finance-expert .claude/skills/cm-finance-expert && rm -rf skills-srcUse ~/.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/
Install the "cm-finance-expert" agent skill from https://github.com/kingxiaozhe/cm-workflow/tree/main/skills/cm-finance-expert into .claude/skills/cm-finance-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cm-finance-expert", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/kingxiaozhe/cm-workflow/tree/main/skills/cm-finance-expertType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add kingxiaozhe/cm-workflow --skill cm-finance-expert -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install kingxiaozhe/cm-workflow cm-finance-expert --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/kingxiaozhe/cm-workflow.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/cm-finance-expert .agents/skills/cm-finance-expert && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "cm-finance-expert" agent skill from https://github.com/kingxiaozhe/cm-workflow/tree/main/skills/cm-finance-expert into .agents/skills/cm-finance-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cm-finance-expert", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add kingxiaozhe/cm-workflow --skill cm-finance-expert -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install kingxiaozhe/cm-workflow cm-finance-expert --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/kingxiaozhe/cm-workflow.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/cm-finance-expert .cursor/skills/cm-finance-expert && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "cm-finance-expert" agent skill from https://github.com/kingxiaozhe/cm-workflow/tree/main/skills/cm-finance-expert into .cursor/skills/cm-finance-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cm-finance-expert", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/kingxiaozhe/cm-workflow.git --path skills/cm-finance-expert--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add kingxiaozhe/cm-workflow --skill cm-finance-expert -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install kingxiaozhe/cm-workflow cm-finance-expert --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/kingxiaozhe/cm-workflow.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/cm-finance-expert .gemini/skills/cm-finance-expert && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "cm-finance-expert" agent skill from https://github.com/kingxiaozhe/cm-workflow/tree/main/skills/cm-finance-expert into .gemini/skills/cm-finance-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cm-finance-expert", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install kingxiaozhe/cm-workflow cm-finance-expertInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add kingxiaozhe/cm-workflow --skill cm-finance-expert -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/kingxiaozhe/cm-workflow.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/cm-finance-expert .github/skills/cm-finance-expert && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "cm-finance-expert" agent skill from https://github.com/kingxiaozhe/cm-workflow/tree/main/skills/cm-finance-expert into .github/skills/cm-finance-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cm-finance-expert", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add kingxiaozhe/cm-workflow --skill cm-finance-expert -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install kingxiaozhe/cm-workflow cm-finance-expert --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/kingxiaozhe/cm-workflow.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/cm-finance-expert .opencode/skills/cm-finance-expert && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "cm-finance-expert" agent skill from https://github.com/kingxiaozhe/cm-workflow/tree/main/skills/cm-finance-expert into .opencode/skills/cm-finance-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cm-finance-expert", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
cm-finance-expert- GitHub stars
- 104
- Token cost
- ~619 tokens
- SKILL.md length
- 137 words
- Files
- 1
- Skills in repo
- 23
- Repo updated
- First seen
- Licence
- MIT
At a glance
金融专家 Skill，覆盖 Web3 与证券/资产/交易领域的正确性审核、营销合规红线识别、合规问题清单生成、业务验收协同；把关型角色，只举旗不定性
- Works in 5 steps: 领域正确性审核（服务 /cm-prd） → 营销合规红线（原则式，法域中立） → 合规问题清单（并入产品角色的开放问题，只问不答） → …
- Tasks that involve Crypto and DeFi analysis
- SKILL.md covers 铁律, 触发条件, 职责边界 and 1. 领域正确性审核（服务 /cm-prd）, plus 6 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Cm Finance Expert is an agent skill from kingxiaozhe/cm-workflow. 金融专家 Skill，覆盖 Web3 与证券/资产/交易领域的正确性审核、营销合规红线识别、合规问题清单生成、业务验收协同；把关型角色，只举旗不定性
Its SKILL.md is about 620 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 Crypto and DeFi analysis. The repository describes itself as: Codex-native, spec-driven AI Agent workflow with Claude Code compatibility, independent review, QA, fixes, and refactors. The licence is MIT.
When your agent uses it
- Tasks that involve Crypto and DeFi analysis
Example prompts
- “/cm-finance-expert”
Workflow steps
5 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit 42377bc. 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
Cm Finance Expert loads about 619 tokens when it runs. Until then it costs about 23 tokens; SKILL.md has 137 words of instructions outside code blocks.
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
The full file from kingxiaozhe/cm-workflow at commit 42377bc, republished under its MIT licence (© kingxiaozhe). 137 words, ~619 tokens.
Download SKILL.mdSave it as
.claude/skills/cm-finance-expert/SKILL.md (or your agent's skills folder).- name
- cm-finance-expert
- description
- 金融专家 Skill，覆盖 Web3 与证券/资产/交易领域的正确性审核、营销合规红线识别、合规问题清单生成、业务验收协同；把关型角色，只举旗不定性
cm-finance-expert — 金融专家
把关型角色：金融领域的正确性和合规风险把关。输出是领域审核结论和问题清单，不构成法律意见或投资建议——法域、牌照、证券认定类决策永远由人拍板。
铁律
- 只举旗，不定性：发现合规风险 → 标红上报并说明依据，不下"合规/违规"的结论
- 法域未确认前，一切合规判断必须标注
[待法域确认]；法域以rules/finance.md头部字段为准——有值按值判断，无值一律标注；文件本身不存在（项目未 init 或非金融项目临时涉金融需求）→ 同「无值」处理，并在输出中提示「建议生成 rules/finance.md 固化法域」。多仓库时以任一已确认值为准，多值冲突 → 上报 - 不自行安装外部参考库——引入外部依赖是范围决策，归人
触发条件
需求或任务涉及：交易、资产、支付、代币、证券、金融产品营销。通用需求不加载本 skill。
边界判据：涉及真实资金流、可兑付/可交易价值、或投资收益类表述 → 加载；纯虚拟且不可兑付的积分/等级/虚拟道具 → 不加载；存疑（如积分可间接变现、充值型虚拟币）→ 加载并在输出首行说明加载理由——漏审的代价远高于多审一次。
/cm-prd需求分析阶段，与cm-product-manager协同/cm-aiN6 业务验收走查时，金融/营销类 feature 协同产品角色执行
职责边界
- 管：金融领域正确性、营销合规红线、合规问题清单、
rules/finance.md内容模板、业务验收的金融视角 - 不管：合约代码安全（→ cm-contract-engineer）、技术测试（→ cm-qa-engineer）、业务与合规决策（→ 人）
1. 领域正确性审核（服务 /cm-prd）
审 requirements.md 和 design.md 的金融部分：
- 交易机制：订单类型与撮合逻辑、结算周期、滑点与深度、部分成交处理是否定义清楚
- 资产属性：资产类别的计价/托管/流动性特征是否与功能设计匹配
- 代币经济学（Web3）：发行/解锁/通胀曲线、治理权、激励闭环是否自洽——只审业务设计，不审合约实现
- 数字表述：需求里的收益率/费率/杠杆数字是否定义了计算口径和边界
发现领域性错误（如"T+0 结算的美股"）→ 直接指出并给出正确机制描述。
2. 营销合规红线（原则式，法域中立）
以下任何一条出现即标红上报（作为触发器普适，具体认定标准以确认后的法域为准）：
- 收益承诺或暗示（"稳赚""保本""预期年化"无风险提示伴随）
- 夸大或无法证实的宣传表述
- 风险提示缺失或明显弱化（字号、位置、时机）
- 未披露利益关系（返佣、做市、自营持仓）
- 代币/产品营销中可能触发证券化认定的表述（分红承诺、依赖他人努力获利的暗示）
- 面向不适当受众的推送设计（无适当性分层）
3. 合规问题清单（并入产品角色的开放问题，只问不答）
- 目标法域是哪些？（决定一切合规判断的前提，确认结果必须写入 rules/finance.md 头部）
- 需要什么牌照/资质？现有主体是否具备？
- 产品功能是否可能触发证券认定？
- 是否涉及 KYC/AML 义务？触发点在哪些功能？
- 产品是否承载第三方/用户产生的金融营销内容？若是，内容审核机制应作为功能需求进 specs
4. rules/finance.md（供 /cm-init 或 bootstrap 生成，本 skill 不执行写入）
模板骨架位于 {CM_WORKFLOW_ROOT}/templates/rules/finance.md（从当前 Skill 向上解析 workflow root），涵盖：法域与合规框架头部字段、金额精度铁律、资金操作幂等与审计、数据时点、营销内容红线。生成时以模板为骨架、结合项目实际填充占位符。
开发期约束走 rules 通道，由 N4 既有的"符合 .claude/rules/"检查覆盖——本 skill 不参与 N4。
5. 业务验收协同（服务 N6，并入产品走查，不单开一道门）
金融/营销类 feature 的产品走查中追加金融视角：
- 数字正确性核查：费率/收益率/杠杆类逐条全查（错一个就是事故，不抽样）；其余展示型数字（历史行情、示例金额）每类至少抽 1 条与需求口径对照
- 营销文案过一遍第 2 节红线清单
- 风险提示的实际展示效果（不是"有没有"，是"用户看不看得到"）
- 偏差处理同产品角色规则：小偏差记录，涉合规的偏差一律上报（不适用"小偏差放行"）
输出
- 领域审核结论：逐条问题 + 正确机制描述
- 合规风险清单：红线命中项 + 依据 +
[待法域确认]标注 - 合规开放问题（并入产品角色歧义清单）
- 验收走查金融附页：数字抽查结果 + 文案红线扫描结果
附录：深度参考索引（人工决策安装，AI 不得自行安装）
- 证券/合规深挖：JoelLewis/finance_skills（MIT，16 个合规 skill，引用 FINRA/SEC 具体法条，美国法域语境）
- Web3/交易深挖：agiprolabs/claude-trading-skills（MIT，67 个 skill：代币经济学、LP 数学、链上分析、税务）
© kingxiaozhe, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in skills/cm-finance-expert of kingxiaozhe/cm-workflow.
Open the folder on GitHubat commit 42377bc
Compare with similar skills
Cm Finance Expert 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Cm Finance Expert this skillkingxiaozhe/cm-workflow | 104 | — | ~619 | Automated safety check: Pass | MIT | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 4 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Polyclawchainstacklabs/polyclaw | 359 | 1 repos | ~2k | Automated safety check: Pass | Apache-2.0 | |
| Longbridge Researchhelsome/folio | 271 | 3 repos | ~2.1k | Automated safety check: Pass | MIT | |
| Stock Analysis24mlight/StockClaw | 101 | 2 repos | ~2k | Automated safety check: Notes | MIT | |
| Swapper Depositswapperfinance/swapper-toolkit | 852 | — | ~1.8k | Automated safety check: Pass | MIT |
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Related
Questions about Cm Finance Expert
What does Cm Finance Expert do?
金融专家 Skill，覆盖 Web3 与证券/资产/交易领域的正确性审核、营销合规红线识别、合规问题清单生成、业务验收协同；把关型角色，只举旗不定性. Cm Finance Expert is an agent skill from kingxiaozhe/cm-workflow.
When should I use Cm Finance Expert?
Cm Finance Expert fits situations like: tasks that involve Crypto and DeFi analysis.
How do I install Cm Finance Expert in Claude Code?
Run `npx skills add kingxiaozhe/cm-workflow --skill cm-finance-expert -a claude-code`. Or copy the skill folder (skills/cm-finance-expert in kingxiaozhe/cm-workflow) into .claude/skills/cm-finance-expert in your project. Claude Code loads it when a task matches its description.
How do I install Cm Finance Expert in Codex?
Run `npx skills add kingxiaozhe/cm-workflow --skill cm-finance-expert -a codex`. Or copy the skill folder (skills/cm-finance-expert in kingxiaozhe/cm-workflow) into .agents/skills/cm-finance-expert in your project. Codex loads it when a task matches its description.
Can I use Cm Finance Expert 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 kingxiaozhe/cm-workflow --skill cm-finance-expert -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/cm-finance-expert, .gemini/skills/cm-finance-expert, .github/skills/cm-finance-expert and .opencode/skills/cm-finance-expert in your project.
What does Cm Finance Expert need to run?
SKILL.md names no scripts, command-line tools or credentials: Cm Finance Expert is instructions for the agent only.
Does Cm Finance Expert 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 Cm Finance Expert 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 Cm Finance Expert use?
Cm Finance Expert is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Cm Finance Expert use?
About 619 tokens (SKILL.md is roughly 2.5k 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 Cm Finance Expert?
Skills that share tags, products or a category with Cm Finance Expert: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Polyclaw (chainstacklabs/polyclaw, 359 stars), Longbridge Research (helsome/folio, 271 stars) and Stock Analysis (24mlight/StockClaw, 101 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Cm Finance Expert?
kingxiaozhe (a GitHub user) maintains it in kingxiaozhe/cm-workflow, which has 104 GitHub stars. The repository holds 23 skills in this directory. The repository was last updated on October 10, 2026.
Source: kingxiaozhe/cm-workflow on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.