skills-core/financial-analyst
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
Files
2459dc55caedf46c13319b56ad63f648c19be784
financial-analyst/references/ai-skills.md
skillfactor-pipeline 2459dc55ca feat: financial-analyst skill package v0.1.0
2026-08-14 17:20:41 +02:00

35 KiB
Raw Blame History

External AI agent skills — financial-analyst

Proven, publicly available AI agent skills mapped to this occupation. Nothing is copied from the sources: every entry is a name, a one-line summary and a link to the upstream skill package. Each section names its source repository, commit, license and retrieval date.

Tiers: core = the skill directly exercises a top market hard skill, tool or method (from gated job-ad evidence) or an essential ESCO competence of this occupation; adjacent = plausibly useful, secondary. Entries are capped at 12 per source and 80 in total per occupation (core first, strongest matches survive); everything beyond the caps is excluded and logged in the pipeline audit trail, not in this package.

Matched deterministically (ISCO group + title/competence keywords, tiered against market evidence + ESCO essentials) by pipeline/p5_enrich_ai_skills.py on 2026-07-14.

Source: anthropics/skills

  • Repository: https://github.com/anthropics/skills (commit f6656c1, retrieved 2026-07-14)
  • License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
Skill Tier What it adds Upstream
docx adjacent Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … source
pdf adjacent Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … source
xlsx adjacent 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, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … source

Source: wshobson/agents

Skill Tier What it adds Upstream
startup-financial-modeling core Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use this skill when creating financial projections, calculating burn rate or … source
team-composition-analysis core Design optimal team structures, hiring plans, compensation strategies, and equity allocation for early-stage startups from pre-seed through Series A. Use this skill when planning headcount, determining which roles to hire next, setting … source
market-sizing-analysis core Calculate TAM/SAM/SOM for market opportunities using top-down, bottom-up, and value theory methodologies. Use this skill when sizing markets, estimating addressable revenue, validating market opportunity for a new venture, or building … source
startup-metrics-framework core Track, calculate, and optimize key performance metrics for SaaS, marketplace, consumer, and B2B startups from seed through Series A, including unit economics, growth efficiency, and cash management. Use this skill when defining a metrics … source
data-storytelling core Transform data into compelling narratives using visualization, context, and persuasive structure. Use when presenting analytics to stakeholders, creating data reports, or building executive presentations. source
competitive-landscape adjacent Analyze competition, identify differentiation opportunities, and develop winning market positioning strategies using Porter's Five Forces, Blue Ocean Strategy, and positioning maps. Use this skill when evaluating competitors, assessing … source
kpi-dashboard-design adjacent Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Use this skill when building an executive SaaS metrics dashboard tracking MRR, churn, and LTV/CAC ratios; designing an … source

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
throughput-accountant core TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
budget-forecasting-engine core Driver-based budgeting and forecasting skill with rolling forecast support and variance analysis source
cash-flow-forecaster core Daily, weekly, and monthly cash forecasting skill with scenario analysis and liquidity stress testing source
economic-indicator-tracker core Macroeconomic indicator monitoring and analysis skill with trend identification and forecasting source

Source: ahacker-1/cre-agent-skills

Skill Tier What it adds Upstream
cre-asset-management core CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions, lease-up tracking, capex execution, NOI … source

Source: alirezarezvani/claude-skills

Skill Tier What it adds Upstream
financial-analyst core Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … source
finance-skills core Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … source
senior-pm core Senior Project Manager for enterprise software, SaaS, and digital transformation projects. Specializes in portfolio management, quantitative risk analysis, resource optimization, stakeholder alignment, and executive reporting. Uses … source
capa-officer core CAPA system management for medical device QMS. Covers root cause analysis, corrective action planning, effectiveness verification, and CAPA metrics. Use when running CAPA investigations, 5-Why analysis, fishbone diagrams, root cause … source
pm-skills core Use when coordinating project-delivery work across the 8 project-management sub-skills — sprint/velocity analytics, portfolio health, Jira/JQL, Confluence, Atlassian admin, templates, meeting analysis, team comms. Triggers on 'our sprints … source
risk-management-specialist core Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO … source
tech-stack-evaluator core Technology stack evaluation and comparison with TCO analysis, security assessment, and ecosystem health scoring. Use when comparing frameworks, evaluating technology stacks, calculating total cost of ownership, assessing migration paths, … source

Source: brycewang-stanford/Auto-Empirical-Research-Skills

Skill Tier What it adds Upstream
cost-benefit core Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … source
education-data-source-fsa core FSA — Title IV aid at institution level (~5,500 institutions, 1999-2021). Pell Grants, Direct/PLUS loans, campus-based aid, financial responsibility scores, 90/10 metrics. Use for aid distribution, loan volume, or for-profit analysis. By … source
python-econ-computing core Use when writing Python code for DSGE models, HANK models, numerical economic computation, causal inference, or quantitative economic data analysis source
Full-empirical-analysis-skill core Classical end-to-end empirical analysis workflow in the traditional Python econometric stack — pandas + numpy + scipy + statsmodels + linearmodels + pyfixest + rdrobust + econml + causalml + matplotlib/seaborn. **Defaults to economics … source
law-skills core 9 legal research skills. Trigger: legal research, case law analysis, regulatory compliance. Design: legal databases, citation networks, and judicial analytics tools. source
stata-accounting-guide core STATA code for empirical accounting and financial economics research source

Source: davepoon/buildwithclaude

Skill Tier What it adds Upstream
financial-model core Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … source

Source: davila7/claude-code-templates

Skill Tier What it adds Upstream
data-scientist core Expert data scientist for advanced analytics, machine learning, and statistical modeling. Handles complex data analysis, predictive modeling, and business intelligence. source
risk-management-specialist core Senior Risk Management specialist for medical device companies implementing ISO 14971 risk management throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use for … source
postgresql-optimization core PostgreSQL database optimization workflow for query tuning, indexing strategies, performance analysis, and production database management. source
Excel Analysis core Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files. source

Source: FlorianBruniaux/claude-code-ultimate-guide

Skill Tier What it adds Upstream
plan-pipeline-start core 5-phase planning: PRD analysis, design review, technical decisions, dynamic research team, metrics. Produces a complete implementation plan + ADRs before any code is written. source

Source: foryourhealth111-pixel/Vibe-Skills

Skill Tier What it adds Upstream
scholar-evaluation core Systematically evaluate scholarly work using the ScholarEval framework, providing structured assessment across research quality dimensions including problem formulation, methodology, analysis, and writing with quantitative scoring and … source

Source: huangjia2019/claude-code-engineering

Skill Tier What it adds Upstream
financial-analyzing core Analyze financial data, calculate financial ratios, and generate analysis reports. Use when the user asks about revenue, costs, profits, margins, ROI, financial metrics, or needs financial analysis of a company or project. source

Source: jeremylongshore/claude-code-plugins-plus-skills

Skill Tier What it adds Upstream
snowflake-cost-tuning core Optimize Snowflake costs with resource monitors, warehouse auto-suspend, right-sizing, and credit consumption analysis. Use when analyzing Snowflake billing, reducing credit consumption, or implementing cost controls and budget alerts. … source
excel-variance-analyzer core Analyze budget vs actual variances in Excel with drill-down and root cause analysis. Use when performing variance analysis or explaining budget differences. Trigger with phrases like ''excel variance'', ''analyze budget variance'', … source

Source: K-Dense-AI/claude-scientific-skills

Skill Tier What it adds Upstream
scholar-evaluation core Systematically evaluate scholarly work using the ScholarEval framework, providing structured assessment across research quality dimensions including problem formulation, methodology, analysis, and writing with quantitative scoring and … source

Source: K-Dense-AI/scientific-agent-skills

Skill Tier What it adds Upstream
scholar-evaluation core Systematically evaluate scholarly work using the ScholarEval framework, providing structured assessment across research quality dimensions including problem formulation, methodology, analysis, and writing with quantitative scoring and … source

Source: mukul975/Anthropic-Cybersecurity-Skills

Skill Tier What it adds Upstream
analyzing-macro-malware-in-office-documents core Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … source
detecting-insider-threat-with-ueba core Implement User and Entity Behavior Analytics using Elasticsearch/OpenSearch to build behavioral baselines, calculate anomaly scores, perform peer group analysis, and detect insider threat indicators such as data exfiltration, privilege … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
supply-chain-optimization-tiktok core Supply Chain Bottleneck Analyzer for TikTok Shop sellers. Diagnose cash flow, inventory turnover, affiliate commissions, and return rates. Includes FBT cost analysis, influencer payout optimization, and viral product lifecycle management. … source
etsy-advertising core Etsy Ads strategy — budget allocation, bid management, promoted listings, offsite ads opt-out analysis source
supply-chain-optimization-shopify core Supply Chain Bottleneck Analyzer for Shopify/DTC stores. Diagnose cash flow, inventory, shipping costs, and customer acquisition efficiency. Includes CAC/LTV analysis, 3PL cost optimization, and ad spend benchmarks. No API key required for … source

Source: ognjengt/founder-skills

Skill Tier What it adds Upstream
competitor-intel core Analyzes competitors using web research to provide verified business metrics, actionable leverage strategies, and predicted next moves. Use when user needs competitive intelligence, competitor analysis, market positioning insights, or … source

Source: sanjay3290/ai-skills

Skill Tier What it adds Upstream
mssql core Execute read-only SQL queries against multiple Microsoft SQL Server databases. Use when: (1) querying MSSQL/SQL Server databases, (2) exploring database schemas/tables, (3) running SELECT queries for data analysis, (4) checking database … source

Source: google/skills

Skill Tier What it adds Upstream
bigquery-basics core Manages datasets, tables, and jobs in BigQuery. Use when you need to interact with BigQuery, run SQL queries, manage BigQuery resources (datasets, tables, views), or perform basic data ingestion and analysis. source
datalineage-bigquery-asset-impact-analysis core Analyzes the downstream impact (blast radius) when a BigQuery table or view is broken, stale, or modified. Identifies all downstream tables, dashboards, and processes that will be affected. Use when: - Performing a blast radius or impact … source
bigquery-ai-ml core Leverages BigQuery's built-in machine learning and GenAI capabilities for advanced data analytics. Use when you need to write SQL queries that perform time-series forecasting, detect outliers, find key drivers, or leverage generative AI … source
google-analytics-admin-api-basics core Manages Google Analytics account and property settings, enables the Analytics Admin API via the Cloud CLI, lists accounts and properties, and manages data streams, custom dimensions, conversion events, and integrations. Use when you need … source
google-analytics-data-api-basics core Manages Google Analytics reporting data, enables the Analytics Data API via the Cloud CLI, and creates reports using the Google Analytics Data API (v1beta). Use when you need to interact with Google Analytics properties, run customized … source
bigtable-basics core Assists in provisioning instances/tables, designing performant schemas, and querying data in Bigtable. Use when designing Bigtable row keys, configuring column families, writing SQL queries or client library code (Java, Go, Python) for … source
cloud-sql-basics core This file generates or explains Cloud SQL resources. Use this file when the user asks to create a Cloud SQL instance or database for MySQL, PostgreSQL, or SQL Server. Cloud SQL manages third-party MySQL, PostgreSQL, and SQL Server … source
google-cloud-networking-observability adjacent Investigates Google Cloud networking issues by analyzing logs, metrics, and diagnostics. Use when investigating VPC Flow Logs (including cost estimation), NAT, firewall, or threat logs, querying latency and throughput metrics, or running … source
agent-platform-eval-flywheel adjacent Measures and improves the quality of AI models and agents on Google Cloud using the Eval Quality Flywheel methodology. Use when evaluating an agent or model, building an eval dataset, picking or writing evaluation metrics, analyzing … source
alloydb-basics adjacent Manages clusters, instances, and backups for AlloyDB for PostgreSQL, and integrates with AlloyDB model context protocol (MCP) tools for automated database operations. source
agent-platform-alert-configuration adjacent Configures best-practice alerting policies for Google Cloud Vertex AI / Agent Platform agents on Agent Runtime. Use when analyzing, writing, or deploying alerting policies to monitor agent latency, error rates, and quality metrics … source
gke-observability adjacent Configures GKE observability, including Cloud Logging, Cloud Monitoring, and managed Prometheus. Use when configuring GKE monitoring, setting up GKE logging, or configuring Prometheus metrics collection. Don't use to configure local … source

Source: NVIDIA/skills

Skill Tier What it adds Upstream
vss-generate-video-report core Use this skill when producing a VSS analysis report — Mode A per-clip VLM, Mode B incident-range via video-analytics. Not for standalone video summarization, real-time alerts or ad-hoc Q&A. source
deepstream-dev core NVIDIA DeepStream SDK 9.0 development with Python pyservicemaker API. Use when building video analytics pipelines, GStreamer-based video processing, TensorRT inference integration, object detection/tracking, or Kafka/message broker … source
vss-generate-video-calibration core Use to run AutoMagicCalib on local MP4s, RTSP, or the bundled sample dataset, and to deploy vss-auto-calibration when needed. Do not use for non-AMC calibration or runtime analytics. source
vss-manage-alerts core Use for VSS alert workflows — real-time monitoring, Alert-Bridge subscriptions, Slack notifications, incident queries, camera onboarding. Not for non-alert analytics. source
vss-query-analytics core Use this skill when reading video-analytics metrics, incidents, alerts, and sensor data via the VA-MCP server (port 9901). Not for live VLM or incident-range narrative reports. source
vss-setup-behavior-analytics core Use to deploy the vss-behavior-analytics service standalone (entrypoint, config-source, optional calibration). Not for the full warehouse deploy. source
vss-setup-video-analytics-api core Use to deploy the vss-video-analytics-api REST service standalone (config-source, data-log bind, Elasticsearch, optional Kafka). Not for full warehouse deploy. source
nv-reason-cxr adjacent Used for command-shape or live NV-Reason-CXR chest X-ray reasoning smoke tests. Not for diagnosis or clinical reporting. source
nemo-evaluator-plugin adjacent Use when working on the Evaluator plugin CLI, jobs, SDK-backed specs, metric types, or plugin-owned Evaluator skills. source
tao-train-depth-anything-v2 adjacent Monocular depth estimation using Metric Depth Anything v2 or Relative Depth Anything architectures. Predicts per-pixel depth from single RGB images. Use when training, evaluating, exporting, or running inference for a TAO monocular depth … source
tao-train-metric-learning-recognition adjacent Metric-learning recognition (ml-recog) for fine-grained visual recognition. Learns embeddings for retrieval-based matching (e.g., retail product recognition) using triplet / contrastive losses. Use when training, evaluating, exporting, or … source
tao-train-reid adjacent Person re-identification (ReID). Learns discriminative embeddings to match the same person across different camera views, based on metric learning. Use when training, evaluating, exporting, or running inference for a TAO person … source

Source: phuryn/pm-skills

Skill Tier What it adds Upstream
cohort-analysis core Perform cohort analysis on user engagement data — retention curves, feature adoption trends, and segment-level insights. Use when analyzing user retention by cohort, studying feature adoption over time, investigating churn patterns, or … source
ab-test-analysis core Analyze A/B test results with statistical significance, sample size validation, confidence intervals, and ship/extend/stop recommendations. Use when evaluating experiment results, checking if a test reached significance, interpreting split … source
dummy-dataset core Generate realistic dummy datasets for testing with customizable columns, constraints, and output formats (CSV, JSON, SQL, Python script). Use when creating test data, building mock datasets, or generating sample data for development and … source
metrics-dashboard core Define and design a product metrics dashboard with key metrics, data sources, visualization types, and alert thresholds. Use when creating a metrics dashboard, defining KPIs, setting up product analytics, or building a data monitoring plan. source
sql-queries core Generate SQL queries from natural language descriptions. Supports BigQuery, PostgreSQL, MySQL, and other dialects. Reads database schemas from uploaded diagrams or documentation. Use when writing SQL, building data reports, exploring … source
lean-canvas adjacent Generate a Lean Canvas with problem, solution, metrics, cost structure, UVP, unfair advantage, channels, segments, and revenue. Use when exploring a lean startup canvas, testing a business hypothesis, or modeling a new venture. source
north-star-metric adjacent Define a North Star Metric and 3-5 supporting input metrics that form a metrics constellation. Classify the business game (Attention, Transaction, Productivity) and validate against 7 criteria for an effective North Star. Use when choosing … source
gtm-strategy adjacent Create a go-to-market strategy covering marketing channels, messaging, success metrics, and launch timeline. Use when planning a product launch, creating a GTM plan from scratch, or defining a launch strategy for a new market. source
product-strategy adjacent Create a comprehensive product strategy using the 9-section Product Strategy Canvas — vision, segments, costs, value propositions, trade-offs, metrics, growth, capabilities, and defensibility. Use when building a product strategy, creating … source