Best financial analysis skills, page 5

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch.

rongxinzy/RongxinAI

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions.

rongxinzy/RongxinAI

SignalRadar — Monitor Polymarket prediction markets for probability changes and send alerts when thresholds are crossed.

LeoYeAI/openclaw-master-skills

Full earnings analysis with guidance tracking for a given company

daloopa/investing

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) .

w95/awesome-claude-corporate-skills

Patsnap Company & Deal Intelligence MCP for AI agents. An agent skill from patsnap/mcp.

patsnap/mcp

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers.

w95/awesome-claude-corporate-skills

Runs the period-end close and produces reporting — close calendar, reconciliations, accruals, variance analysis, and reporting that gets read.

cbrock84/headcount

Reads a set of financial statements and establishes what changed and why — fluctuation analysis against prior period and against budget, profitability, liquidity, solvency and efficiency ratios…

cbrock84/headcount

Designs and tests controls over financial reporting — segregation of duties, approval limits, evidence, and preparing for audit.

cbrock84/headcount

Analyze financial health using ratio categories: profitability, liquidity, leverage, efficiency, and valuation.

asgard-ai-platform/skills

Analyze quarterly and annual earnings reports including EPS beat/miss analysis, revenue trends, margin expansion, forward guidance parsing, and management commentary extraction.

CoWork-OS/CoWork-OS

Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.

CoWork-OS/CoWork-OS

Balance, profit & loss, and journal entries from your terminal — with local financial reports and write-safety guards the API doesn't give you.

mvanhorn/printing-press-library

Generates complete FAERS-style pharmacovigilance disproportionality research designs from a user-provided drug class, comparator strategy, adverse-event domain, and patient-group stratification.

aipoch/medical-research-skills

AI-native ERP system with self-extending OS. An agent skill from LeoYeAI/openclaw-master-skills.

LeoYeAI/openclaw-master-skills

AI-native ERP system. An agent skill from LeoYeAI/openclaw-master-skills.

LeoYeAI/openclaw-master-skills

Financial analysis skill for AI agents. An agent skill from LeoYeAI/openclaw-master-skills.

LeoYeAI/openclaw-master-skills

Complete operational playbook for Fractional CFO engagements.

LeoYeAI/openclaw-master-skills

Methodology for systematically performing Porter's 5 Forces analysis.

revfactory/harness-100

Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation.

jeremylongshore/tons-of-skills-marketplace

Execute Fondo primary workflow: monthly bookkeeping close and financial reporting.

jeremylongshore/tons-of-skills-marketplace

Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting.

jeremylongshore/tons-of-skills-marketplace

A skill your agent uses for healthcare company initiation, earnings analysis, valuation framing, thesis development, screens, portfolio research, management meetings, sell discipline, international…

hh-health-AI/healthcare-equity

Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory…

agentii-ai/agentii-investment-intelligence

3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model build, operating model, three…

agentii-ai/agentii-investment-intelligence

Earnings preview deck, quarterly earnings presentation, earnings summary slides, consensus vs actual presentation, earnings preview report, pre-earnings analysis, earnings expectations deck…

agentii-ai/agentii-investment-intelligence

Quantitative stock screening, forward-looking valuation outlier detection, backward-looking financial statement validation, PEG ratio analysis, earnings growth profile assessment, turnaround vs…

agentii-ai/agentii-investment-intelligence

Produce formatted .xlsx financial statement workbooks from XBRL statement data.

agentii-ai/agentii-investment-intelligence

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis.

evolution-foundation/evo-nexus

Weekly financial report — consolidates Stripe, Omie and Evo Academy data for the week: revenue (courses, subscriptions, tickets), expenses, cash flow projection, overdue accounts, and variance…

evolution-foundation/evo-nexus

Xero API integration with managed OAuth. An agent skill from CraftOS-dev/CraftBot.

CraftOS-dev/CraftBot

A skill your agent uses when asked to walk me through an annual report, teach me to read this 10-K, explain a company's accounts to a beginner, or tutor me on the financial statements in an uploaded…

mohitagw15856/pm-claude-skills

Explain a financial statement (P&L, balance sheet, or cash flow) in plain English.

mohitagw15856/pm-claude-skills

A skill your agent uses when asked to reconcile operating profit to free cash flow, walk from EBIT to FCF, explain why profit and cash differ in this report, or show a company's cash conversion from…

mohitagw15856/pm-claude-skills

Comprehensive equity research analyst skill that orchestrates all Octagon financial analysis skills.

OctagonAI/skills

Retrieve comprehensive year-over-year growth in key financial metrics including Revenue, Gross Profit, Operating Income, Net Income, EPS, and Free Cash Flow.

OctagonAI/skills

Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP.

OctagonAI/skills

Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies.

OctagonAI/skills

Retrieve year-over-year growth in income statement items including Revenue, Gross Profit, Operating Income, Net Income, and EPS Diluted.

OctagonAI/skills

Analyze 8-K filings to extract material events and corporate changes using Octagon MCP.

OctagonAI/skills

NeoData Financial Search — 自然语言通用金融数据搜索服务。用自然语言查询股票、基金、指数、板块、 债券、期货、期权、宏观经济、外汇、大宗商品等全品类金融数据，涵盖行情报价、财务报表（财报）、 资金流向、研报评级、舆情观点、事件公告等，支持结构化API数据和财经文章两种召回模式，即问即答。

infometa/workbuddyskills

NeoData Financial Search — natural language financial data search.

infometa/workbuddyskills

Coordinate multi-step finance and accounting work across financial statements, journal entries, reconciliations, close, audit support, and variance analysis.

rongxinzy/RongxinAI

Prepare and review balance sheets, income statements, cash flow statements, and period comparisons from trial balances or ledgers.

rongxinzy/RongxinAI

Build three-statement financial models (Income Statement, Balance Sheet, Cash Flow) with revenue forecasting, assumption management, and scenario analysis.

asgard-ai-platform/skills

A skill your agent uses when the mechanism section of a 《金融研究》 (Journal of Financial Research) manuscript stops at "promotes / inhibits" — to pin the effect to a concrete financial channel (credit /…

franklee16/academic-research-skills

Build a post-earnings recap for a stock using yfinance — headline result vs estimates, quarterly financial trends, stock price reaction, and what changed.

criptogus/agent-evolve-network