Best financial modeling skills for Claude Code, Codex and other agents.

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

Chen-zexi/open-ptc-agent

Runs a staged deep analysis of a single stock on China A-share, Hong Kong and US markets, ending in an HTML report with valuation models and investor-panel scores.

wbh604/UZI-Skill

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

EveryInc/charlie-cfo-skill

机构级投研报告生成技能。覆盖中国A股、港股、美股上市公司。输出模式：1）投资速览：3-5页，含公司概览、核心财务指标、估值倍数、投资逻辑与风险因素；2）深度研报：≥25页，含行业分析、产业链图谱、三表模型、DCF估值、情景分析与敏感性测试。触发条件：1）直接请求：分析/看看/研究/调研/介绍一下 + 公司名或股票；2）投资询问：你怎么看/能不能买/值得投吗/帮我看看/扒一扒 +…

lzwme/finance-quant-skills

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.

rollingSirius/equity-research-skill

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

rongxinzy/RongxinAI

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

ginlix-ai/LangAlpha

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…

nicepkg/auto-company

基于邱国鹭《投资中最简单的事》方法论的股票价值分析器（v2.0 双层架构）。通过"三好原则"（好行业、好公司、好价格）系统评估一只股票是否值得投资。v2.0 在原定性框架之上注入一套可量化、可复现的硬模型层——反向 DCF 反解市场隐含增速、情景概率加权估值、EPV 盈利能力价值、分行业估值路由、杜邦三/五因子分解、ROIC vs WACC、Piotroski F-Score、Beneish…

FunnyKun/stock-value-analyzer

Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share for Japanese listed companies.

edinetdb/dexter-jp

A skill your agent uses when the user wants to analyze a listed company, stock, business, or investment target; challenge or revise an existing company report; compare A/H or primary-listing/ADR…

zhu1090093659/dsh-trading

Model startup cap table ownership — SAFE conversions (cap, discount, post-money), priced rounds, option pool refreshes, and dilution.

1984vc/cap-table

Review a PR or working diff against this repo's intent layer (the AGENTS.md hierarchy), toolception pitfalls, and core invariants.

imbenrabi/Financial-Modeling-Prep-MCP-Server

Builds or repairs an integrated income statement, balance sheet and cash flow model in Excel with live formulas, supporting schedules, scenarios and a Checks sheet.

ginlix-ai/LangAlpha

A skill your agent uses when producing a polished, Commonly-branded deliverable (.docx brief / memo, .xlsx data matrix, .pptx deck) and you do not have specific brand guidance from the user.

Team-Commonly/commonly

Estimate a public company's intrinsic value with DCF, relative (peer multiple), and sum-of-the-parts (SOTP) methods, then blend them into an implied share price with upside/downside vs the market…

himself65/finance-skills

Financial tracking, revenue analytics, expense management, and pricing optimization.

iamzifei/show-me-the-money

Builds and edits Excel workbooks for the Brigade agent, with live formulas, formatting, dropdowns and multiple sheets, plus an optional recalculation check.

spinabot/brigade

Real DCF (Discounted Cash Flow) model creation for equity valuation.

Wind-Alice/AliceMarket

Audits an existing Excel financial model without editing it, checking structure, formulas, integrity identities and source tie-out, and ends in a prioritized issue log.

ginlix-ai/LangAlpha

Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests.

monarchjuno/vibe-investing

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/LangAlpha

PM skill for Claude Code, Codex, Cursor, and Windsurf. An agent skill from Digidai/product-manager-skills.

Digidai/product-manager-skills

Estimate a public equity's intrinsic value with a discounted-cash-flow model — pull fundamentals, set a discount rate via CAPM/WACC, project free cash flow, and discount it.

Yijia-Xiao/FinanceHarness

This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API.

tradermonty/claude-trading-skills

Compute who gets what at each exit price from a cap table — liquidation preferences, conversion points, and where the founders' share collapses.

mohitagw15856/pm-claude-skills

A skill your agent uses when the user asks about pricing strategy, how to price their product, willingness-to-pay research, or business model design.

GTM-Strategist/gtm-strategist-skills

Financial statements, business segments, dividends, valuation multiples (PE/PB/PS), industry comparison, operating data, corporate actions, company and executive profiles, cross-stock comparison…

helsome/folio

Turn a startup, SaaS, app, developer tool, website, repository, or product idea into an evidence-backed business plan, monetization strategy, pricing architecture, editable 12-month financial model…

buildfastwithai/gen-ai-experiments

A thorough single-equity deep dive — read the recent qualitative picture from the web, then ground it in fundamentals and health ratios, an intrinsic DCF with a sensitivity range, a…

Yijia-Xiao/FinanceHarness

Marketing benchmark triage skill. An agent skill from growthack88/growth-marketing-os.

growthack88/growth-marketing-os

Runs financial ratio analysis, DCF valuation, budget variance reports and rolling forecasts from statement data using four bundled Python scripts.

alirezarezvani/claude-skills

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/LangAlpha

Discounted cash flow valuation with sensitivity analysis. An agent skill from daloopa/investing.

daloopa/investing

Retrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage.

OctagonAI/skills

Standard business metric calculation with industry benchmarks.

nimrodfisher/data-analytics-skills

Analyzes sales pipeline coverage and risk, tracks forecast accuracy with MAPE, and measures go-to-market efficiency for SaaS revenue teams, with text or JSON output.

alirezarezvani/claude-skills

Walks an agent through building a new spreadsheet workbook in an open-sheet project, from choosing a theme to settling the real numbers and workbook type.

lianghsun/open-sheet

A skill your agent uses for PhD-level expertise in data science, statistics, and machine learning: rigorous statistical analysis, experimental design, causal inference, advanced modeling, research…

magnus919/agent-skills

Value an equity against its peers — peer-median trading multiples applied to the company's metrics for an implied range, cross-read against its own valuation ratios.

Yijia-Xiao/FinanceHarness

A skill your agent uses when evaluating Tiger Cub / Chase Coleman-style growth investing: scalable tech platforms, network effects, unit economics, growth duration, and concentrated growth longs.

questflowai/investorskills

A skill your agent uses when the user asks to "monetize my newsletter", "build a sponsorship rate card", or "model paid-subscription revenue"; produces a revenue model (paid tiers, ad/sponsorship…

aaron-he-zhu/aaron-marketing-skills

Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions.

travisjneuman/.claude

Evaluates a proposed pricing change by modeling its effect on ARPU, conversion, churn risk, expansion and CAC payback, for a go or no-go decision.

deanpeters/Product-Manager-Skills

Reference and evaluator for SaaS unit economics and capital efficiency: gross margin, CAC, LTV, burn, runway and magic number, to decide whether to scale or optimize.

deanpeters/Product-Manager-Skills

Explains portfolio theory and the built-in optimizers: mean-variance (MPT), Black-Litterman, risk budgeting and all-weather allocation, plus rebalancing rules and config output.

HKUDS/Vibe-Trading

Covers bond pricing, credit ratings, default risk models (Altman Z-score, Merton, KMV), spread analysis and rate risk for fixed income work, with a focus on China's bond market; Chinese text.

HKUDS/Vibe-Trading

Builds earnings forecasts and compares them with analyst consensus to find surprise trades, using top-down and bottom-up methods, SUE, post-announcement drift and revision momentum; Chinese text.

HKUDS/Vibe-Trading