AI Skills for Financial Analyst

Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreads...

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.

Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.

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 requests 3-5 year financial planning for a startup.

This skill should be used when the user asks about "key startup metrics", "SaaS metrics", "CAC and LTV", "unit economics", "burn multiple", "rule of 40", "marketplace metrics", or requests guidance on tracking and optimizing business performance metrics.

AI agents borrow USDC based on their Moltbook karma score. Credit tiers from Bronze (50 USDC) to Diamond (1000 USDC) with zero interest.

AI agents borrow USDC based on their Moltbook karma score. Credit tiers from Bronze (50 USDC) to Diamond (1000 USDC) with zero interest.

Fetch Chinese stock and futures market data via Tushare API. Supports stock quotes, futures data, company fundamentals, and macroeconomic indicators. Use when the user needs financial data from Chinese markets. Requires TUSHARE_TOKEN environment variable.

DeFi operations plugin for OpenClaw enabling cross-chain swaps, bridging, and money market operations via SODAX. Use when building trading bots, DeFi agents, or portfolio management tools that need cross-chain execution.

25 DeFi tools for cross-chain swaps, bridging, and money market operations via SODAX SDK. Supply on Chain A, borrow to Chain B. Supports Ethereum, Arbitrum, Base, Optimism, Avalanche, BSC, Polygon, Sonic, LightLink, HyperEVM, Kaia.

25 DeFi tools for cross-chain swaps, bridging, and money market operations via SODAX SDK. Supply on Chain A, borrow to Chain B. Supports Ethereum, Arbitrum, Base, Optimism, Avalanche, BSC, Polygon, Sonic, LightLink, HyperEVM, Kaia.

Trade and monitor Hyperliquid perpetual futures. Check balances, view positions with P&L, place/cancel orders, execute market trades. Use when the user asks about Hyperliquid trading, portfolio status, crypto positions, or wants to execute trades on Hyperliquid.

Money market for AI agents. Borrow and lend USDC on Base and Linea.

Scan bank statements to detect recurring charges, flag suspicious transactions, and draft refund requests with interactive HTML reports.

Interact with DWLF (dwlf.co.uk), a market analysis platform for crypto and stocks. Use for: market data, price charts, technical indicators (EMA, RSI, DSS, S/R, trendlines, candlestick patterns, SMC), strategies (visual signal builder), backtesting, custom events, trade signals, portfolio trackin...

GhostBot ACLM — AI-powered Automated Concentrated Liquidity Manager for Uniswap v4. Manage liquidity positions, auto-rebalance out-of-range positions, optimize LP fees dynamically, execute limit orders (stop-loss, take-profit), and monitor oracle signals — all from chat. Deployed on Ethereum Sepo...

GhostBot ACLM — AI-powered Automated Concentrated Liquidity Manager for Uniswap v4. Manage liquidity positions, auto-rebalance out-of-range positions, optimize LP fees dynamically, execute limit orders (stop-loss, take-profit), and monitor oracle signals — all from chat. Deployed on Ethereum Sepo...

Unified crosschain USDC balance via Circle Gateway + Circle Programmable Wallets. Deposit USDC on any supported chain, check your unified balance, and instantly mint USDC on any destination chain in <500ms — no bridging, no raw private keys.

Expense tracking and accounting for AI agents. Log purchases, set budgets, generate spending reports, and manage multi-currency finances — all stored locally. Privacy.com card import, natural language queries, CSV/JSON export. Use when agents make purchases and need a financial audit trail.