Topic · Business, Finance & HR
Best financial analysis skills, page 2
Financial analysis skills, ranked
Ranked by score. Sort bymost stars,trending,newest,recently updated
| # | Skill | Repository | Stars | Used in | Tokens | Auto-check | Licence | Updated |
|---|---|---|---|---|---|---|---|---|
| 49 | Runs a forensic review of one company's financial statements covering DuPont profitability, earnings quality, financial health scores and fraud-risk signals. | Geeksfino/ | 283 | — | ~1.8k | Automated safety check: Pass | Apache-2.0 | 7 mo ago |
| 50 | Runs a fixed checklist before any buy, add, sell or trim, scores the result, logs each verdict as JSON and flags trades that went against it. | kansoku-trade/ | 326 | — | ~2k | Automated safety check: Pass | Unknown | 11 days ago |
| 51 | Translate market-moving news into investable alpha hypotheses by mapping observed demand changes to revenue lines, supply chains, small-cap financial elasticity, market misclassification, validation… | haskaomni/ | 632 | — | ~2.6k | Automated safety check: Pass | MIT | 2 mo ago |
| 52 | Builds a live Excel DCF valuation workbook with free cash flow projections, WACC, terminal value, three scenarios, sensitivity grids and a reverse DCF. | ginlix-ai/ | 1.8k | — | ~7.7k | Automated safety check: Pass | Apache-2.0 | today |
| 53 | Screens a stock universe with a six-factor model, scores value, momentum, quality, low volatility, size and growth, ranks by composite score and notes which factors suit the macro regime. | Geeksfino/ | 283 | — | ~1.3k | Automated safety check: Pass | Apache-2.0 | 7 mo ago |
| 54 | Screens for undervalued stocks across about 60 regions with yfinance's EquityQuery, using ratios such as PER, PBR, dividend yield and ROE, with optional theme filters. | okikusan-public/ | 135 | — | ~2.4k | Automated safety check: Pass | No licence | 5 mo ago |
| 55 | 55.Money Ops 24/7 autonomous business operations orchestrator with business health scoring, canary monitoring, and safety guardrails. | iamzifei/ | 1k | — | ~3.8k | Automated safety check: Pass | Unknown | 1 mo ago |
| 56 | Explains a completed lo2cin4bt backtest run's metrics, equity curve, drawdowns, and costs from canonical artifacts only, without giving trading advice. | lo2cin4/ | 288 | — | ~3k | Automated safety check: Pass | Unknown | 2 mo ago |
| 57 | Package investing analysis into a publishable financial-report style with institutional section flow, thesis framing, valuation context, catalysts, risks, tables, and financial charts. | monarchjuno/ | 299 | — | ~1.3k | Automated safety check: Pass | MIT | 5 mo ago |
| 58 | Runs a structured industry research workflow: tests an investment logic chain, maps the supply chain, scans listed companies and applies four investors' frameworks to segment leaders. | xbtlin/ | 17k | — | ~1.4k | Automated safety check: Pass | MIT | yesterday |
| 59 | 59.Edgartools Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. | agent-skills-hub/ | 111 | 2 repos | ~1.4k | Automated safety check: Pass | MIT | 5 days ago |
| 60 | 60.Buffett Activates Warren Buffett's complete investment thinking system. | digoal/ | 8.6k | 1 repo | ~2.7k | Automated safety check: Pass | GPL-2.0 | 9 days ago |
| 61 | Takes one end-of-session reading of US capital flow across sector cohorts, names the dominant rotation narrative and saves a dated journal file. | kansoku-trade/ | 326 | — | ~1.9k | Automated safety check: Pass | Unknown | 11 days ago |
| 62 | Queries historical A-share, Hong Kong stock, ETF and index data through an MCP server: daily K-lines, financial statements, market indicators and screening. | Yourdaylight/ | 188 | — | ~1.1k | Automated safety check: Pass | MIT | 29 days ago |
| 63 | Financial statements, business segments, dividends, valuation multiples (PE/PB/PS), industry comparison, operating data, corporate actions, company and executive profiles, cross-stock comparison… | helsome/ | 269 | 1 repo | ~1.8k | Automated safety check: Pass | MIT | 4 days ago |
| 64 | Compares leading tech stocks to separate hype-driven valuations from fundamentally justified ones and to flag undervalued names the market overlooks. | Geeksfino/ | 283 | — | ~1.3k | Automated safety check: Pass | Apache-2.0 | 7 mo ago |
| 65 | Manages a stock portfolio through a Python command line: snapshots with profit and loss, buy and sell records, structure analysis, health checks and trade reviews. | okikusan-public/ | 135 | — | ~2.4k | Automated safety check: Pass | No licence | 5 mo ago |
| 66 | Analyze a company's most recent (or a specified past) earnings report from Yahoo Finance data (yfinance): actual vs estimated EPS, surprise size, revenue and margin trends, and the stock's price… | himself65/ | 3.4k | — | ~1.7k | Automated safety check: Pass | MIT | 2 days ago |
| 67 | Produces a full business health analysis from sales, finance, inventory and customer CSV files: core KPIs, monthly trends, drill-downs and recommendations. | zj-unicom-ai/ | 348 | — | ~662 | Automated safety check: Pass | MIT | 5 days ago |
| 68 | Fundamental Analysis Agent — valuation, growth, profitability, balance sheet, competitive moat, and management quality analysis with Fundamental Score (0-100) | zubair-trabzada/ | 266 | — | ~4.5k | Automated safety check: Pass | MIT | 6 mo ago |
| 69 | Runs a Buffett-style value investing checklist on one or more listed companies, with parallel data collection, a six-gate review and star scoring. | xbtlin/ | 17k | — | ~1.5k | Automated safety check: Pass | MIT | yesterday |
| 70 | Runs financial ratio analysis, DCF valuation, budget variance reports and rolling forecasts from statement data using four bundled Python scripts. | alirezarezvani/ | 28k | 1 repo | ~1.8k | Automated safety check: Pass | MIT | 1 mo ago |
| 71 | Refreshes an existing financial model after earnings, guidance, filings or capital-structure changes, editing a versioned copy and recording what changed and why. | ginlix-ai/ | 1.8k | — | ~3.1k | Automated safety check: Pass | Apache-2.0 | today |
| 72 | Looks up US and global macro series from St. Louis Fed FRED, such as CPI, GDP, Fed funds, yields, M2 and the dollar index, and reports them with units and dates. | kansoku-trade/ | 326 | — | ~1.1k | Automated safety check: Notes | Unknown | 11 days ago |
| 73 | Stress-tests a stock portfolio: takes a list of holdings, applies macro scenarios and reports shock sensitivity, concentration, correlation, VaR and causal chains. | okikusan-public/ | 135 | — | ~814 | Automated safety check: Pass | No licence | 5 mo ago |
| 74 | Annual and quarterly revenue plan construction, top-down vs bottoms-up reconciliation, plan versioning, stretch goal handling, and FP&A-RevOps collaboration for B2B revenue teams. | swan-gtm/ | 165 | — | ~7.2k | Automated safety check: Pass | MIT | 3 days ago |
| 75 | 75.Settlement This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. | kazukinagata/ | 364 | — | ~1.8k | Automated safety check: Pass | MIT | 28 days ago |
| 76 | Analyze earnings call transcripts for guidance, management commentary, analyst concerns, and strategic signals. | OctagonAI/ | 147 | — | ~315 | Automated safety check: Pass | MIT | 2 mo ago |
| 77 | Codex-only writing overlay that reshapes value-investing research into a decision-ready report: operating mechanics first, a falsifiable moat score, and the recommendation near the end. | xbtlin/ | 17k | — | ~2.4k | Automated safety check: Pass | MIT | yesterday |
| 78 | Finds and calls paid market data capabilities through QVeris when free Vibe-Trading sources fall short, searching and inspecting before any paid execution. | HKUDS/ | 35k | — | ~1.4k | Automated safety check: Pass | MIT | yesterday |
| 79 | Rapid first-read earnings flash for a given company. An agent skill from daloopa/investing. | daloopa/ | 489 | — | ~1.9k | Automated safety check: Pass | Apache-2.0 | 2 mo ago |
| 80 | Read-only skill for browsing Itô basket catalogs, comparing a basket with your notes, and briefing on prediction markets, with no trading or advice. | affaan-m/ | 274k | — | ~3.3k | Automated safety check: Pass | MIT | 2 days ago |
| 81 | Aggregates holdings across Zerodha, Upstox and Angel One and normalizes order parameters into one format, with confirmation required before any routing. | taracodlabs/ | 849 | — | ~1.1k | Automated safety check: Pass | Apache-2.0 | 24 days ago |
| 82 | Build a balance sheet (bilan) from a Well workspace. An agent skill from WellApp-ai/Well. | WellApp-ai/ | 345 | — | ~534 | Automated safety check: Pass | MIT | 7 days ago |
| 83 | Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies. | OctagonAI/ | 127 | — | ~1k | Automated safety check: Pass | MIT | 4 mo ago |
| 84 | Detect structural macro regime transitions (1-2 year horizon) using cross-asset ratio analysis. | tradermonty/ | 3k | 1 repo | ~1.2k | Automated safety check: Pass | MIT | yesterday |
| 85 | Analyzes Chinese public company financial statements (balance sheet, income statement, cash flow) to assess asset quality, profit authenticity, cash flow health, solvency, and overall investment… | simbajigege/ | 184 | 1 repo | ~930 | Automated safety check: Pass | MIT | 1 mo ago |
| 86 | Analyzes insurance operating data such as premium, loss ratio, renewal rate and expense ratio by branch, product and channel, flags anomalies and builds an HTML dashboard. | zj-unicom-ai/ | 348 | — | ~646 | Automated safety check: Pass | MIT | 5 days ago |
| 87 | Looks up SaaS finance metric definitions, formulas, benchmarks and red flags on demand, organized into revenue, unit economics, capital efficiency and efficiency ratios. | deanpeters/ | 7.2k | 1 repo | ~4.1k | Automated safety check: Pass | Unknown | 1 mo ago |
| 88 | Reads bank balances and transaction history through the Plaid API and reports spending by category or merchant, strictly read-only. | codewhale-hq/ | 41k | — | ~305 | Automated safety check: Pass | MIT | today |
| 89 | Runs a seven-module research pass on a named company using four value investors' methods, with two-source data checks and a warning step for AI research bias. | xbtlin/ | 17k | — | ~2.3k | Automated safety check: Pass | MIT | yesterday |
| 90 | Generates a financial report for one stock or ETF from its ticker, with valuation scores for stocks and expense ratio and fund-size ratings for ETFs. | okikusan-public/ | 135 | — | ~370 | Automated safety check: Pass | No licence | 5 mo ago |
| 91 | 91.Csrd Expert CSRD (Corporate Sustainability Reporting Directive, EU 2022/2464) compliance advisor. | Sushegaad/ | 939 | 1 repo | ~4k | Automated safety check: Pass | MIT | 2 days ago |
| 92 | Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories. | OctagonAI/ | 127 | — | ~940 | Automated safety check: Pass | MIT | 4 mo ago |
| 93 | Pulls mainland China A-share data from HiThink's official API: limit-up pools, dragon-tiger lists, hot rankings, move explanations, financial statements, quote snapshots and daily candles. | kansoku-trade/ | 326 | — | ~1.8k | Automated safety check: Notes | Unknown | 11 days ago |
| 94 | Account assets, equity and fund positions, P&L, cash flow records, account statements, margin ratios, buy-power estimates, order management, and DCA recurring investments via Longbridge (most… | helsome/ | 269 | 1 repo | ~1.8k | Automated safety check: Pass | MIT | 4 days ago |
| 95 | Screens US stocks through an ESG lens, applies optional exclusion lists, scores the environmental, social and governance pillars and judges whether ESG quality is improving. | Geeksfino/ | 283 | — | ~1.4k | Automated safety check: Pass | Apache-2.0 | 7 mo ago |
| 96 | Builds a ranked calendar of dated events such as earnings, regulatory decisions, flows and macro releases, ordered by what each can change, with prep owners and a weekly preview. | ginlix-ai/ | 1.8k | — | ~3.6k | Automated safety check: Pass | Apache-2.0 | today |
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