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financial-planner/references/ai-skills.md
skillfactor-pipeline 591ddcfbe5 feat: financial-planner skill package v0.1.0
2026-08-14 17:20:06 +02:00

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External AI agent skills — financial-planner

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: 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
portfolio-construction core Construct and optimize investment portfolios — asset allocation, risk budgeting, factor exposure management, and mean-variance optimization. source
capital-budgeting-analyzer core Capital investment appraisal skill with NPV, IRR, payback, and real options analysis source
budget-forecasting-engine core Driver-based budgeting and forecasting skill with rolling forecast support and variance analysis source
multi-jurisdiction-tax-calculator core Multi-state and international tax calculation skill with nexus analysis source
tax-provision-calculator core ASC 740 income tax provision calculation skill with deferred tax analysis source
amortized-analysis-assistant core Apply amortized analysis techniques including aggregate, accounting, and potential methods source
dcf-valuation-modeler core Discounted Cash Flow model builder for comprehensive company valuations with WACC calculation, terminal value estimation, and sensitivity analysis source

Source: affaan-m/everything-claude-code

Skill Tier What it adds Upstream
investor-materials core Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or … source

Source: AgriciDaniel/claude-ads

Skill Tier What it adds Upstream
ads-optimize core Diagnose and draft or explicitly apply paid-ad optimizations using evidence, financial constraints, experiments, and capability-gated adapters. Use for campaign optimization, budget reallocation, bid changes, pausing or archiving ads, … source
ads-plan core Create a professional paid-advertising strategy covering objectives, economics, platform selection, campaign architecture, audiences, budget, creative, measurement, experiments, governance, rollout, and reporting. Use for ad plan, media … 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
cre-office core CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing. source
cre-underwriting core CRE Underwriting analysis suite — 3 specialist skills for building pro formas, running sensitivity scenarios, and writing investment committee memos for multifamily acquisitions. source
cre-due-diligence core CRE Due Diligence analysis suite — 7 specialist skills for multifamily property analysis including rent roll validation, expense benchmarking, market study, physical inspection, environmental review, title review, and tenant credit … 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
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
cmo-advisor core Marketing leadership for scaling companies. Brand positioning, growth model design, marketing budget allocation, and marketing org design. Use when designing brand strategy, selecting growth models (PLG vs sales-led vs community-led), … source
social-media-manager core When the user wants to develop social media strategy, plan content calendars, manage community engagement, or grow their social presence across platforms. Also use when the user mentions 'social media strategy,' 'social calendar,' … source

Source: basicmachines-co/basic-memory

Skill Tier What it adds Upstream
memory-tasks core Task management via Basic Memory schemas: create, track, and resume structured tasks that survive context compaction. Uses BM's schema system for uniform notes queryable through the knowledge graph. 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
stata-accounting-guide core STATA code for empirical accounting and financial economics research source

Source: codeaholicguy/ai-devkit

Skill Tier What it adds Upstream
dev-planning core AI DevKit · Planning phase guidance for creating and reconciling feature task plans. Use when the user wants to create an implementation plan, update planning docs, mark task progress, capture blockers or new tasks, or run dev-lifecycle … 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
docx core Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … source
xlsx core Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new … source

Source: davila7/claude-code-templates

Skill Tier What it adds Upstream
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
agent-memory-mcp core A hybrid memory system that provides persistent, searchable knowledge management for AI agents (Architecture, Patterns, Decisions). source
prompt-engineer core Expert in designing effective prompts for LLM-powered applications. Masters prompt structure, context management, output formatting, and prompt evaluation. Use when: prompt engineering, system prompt, few-shot, chain of thought, prompt … 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: foryourhealth111-pixel/Vibe-Skills

Skill Tier What it adds Upstream
edgartools core Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … source

Source: gooseworks-ai/goose-skills

Skill Tier What it adds Upstream
ad-campaign-analyzer core Analyze ad campaign performance data (Google, Meta, LinkedIn) to identify what's working, what's wasting budget, and specific cut/scale/test recommendations. Runs statistical analysis, funnel diagnostics, and multi-channel budget … source

Source: harperreed/dotfiles

Skill Tier What it adds Upstream
personal-finance-planning core Use when asked to organize finances, create a budget, plan debt payoff, build savings goals, audit subscriptions, or do any personal money management task. Triggers on "budget", "finances", "savings", "debt", "subscriptions", "emergency … source

Source: himself65/finance-skills

Skill Tier What it adds Upstream
yfinance-data core Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … source

Source: indranilbanerjee/digital-marketing-pro

Skill Tier What it adds Upstream
qbr-plan core Prepare a Quarterly Business Review. Use when: building QBR presentations, client performance reviews, or strategy updates. source
media-plan core Create a paid media plan. Use when: building media buy schedules, cross-channel budget allocation, or creative rotation calendars. source

Source: JasonColapietro/suede-creator-skills

Skill Tier What it adds Upstream
suede-marketing-plan core Suede-affiliated comprehensive marketing planning across acquisition, activation, retention, referral, and revenue, sized to the actual team, budget, evidence, and stage. Use when the user needs a 90-day plan, 12-month roadmap, growth … source

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

Skill Tier What it adds Upstream
fondo-hello-world core Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test". source
fondo-debug-bundle core Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation". source
fondo-webhooks-events core Implement event-driven financial workflows using webhooks from Fondo-connected services: Stripe payment events, Gusto payroll events, and Plaid transactions. Trigger: "fondo webhooks", "fondo events", "stripe payroll webhooks", "financial … source
fondo-ci-integration core Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation. Trigger: "fondo CI", "fondo automation", "fondo financial alerts". source
fondo-core-workflow-a core Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … source
fondo-upgrade-migration core Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant". source
oraclecloud-sdk-patterns core Production-grade OCI SDK patterns for client lifecycle, retry logic, and memory leak avoidance. Use when building long-running OCI services, fixing memory leaks with Instance Principal auth, or implementing retry/backoff. Trigger with "oci … source
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
tracking-crypto-portfolio core Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like … source

Source: jezweb/claude-skills

Skill Tier What it adds Upstream
proposal-writer core Write a client proposal, quote, scope of work, or engagement letter for a service business. Covers project understanding, scope, timeline, pricing presentation, and terms. Use whenever the user asks for a proposal, quote, project proposal, … source

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

Skill Tier What it adds Upstream
xlsx core Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … source

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

Skill Tier What it adds Upstream
xlsx core Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … source

Source: kazukinagata/shinkoku

Skill Tier What it adds Upstream
settlement core 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. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … source

Source: ljagiello/ctf-skills

Skill Tier What it adds Upstream
ctf-forensics core Provides digital forensics and signal analysis techniques for CTF challenges. Use when analyzing disk images, memory dumps, event logs, network captures, cryptocurrency transactions, steganography, PDF analysis, Windows registry, … source

Source: microsoft/skills

Skill Tier What it adds Upstream
azure-ai-projects-dotnet core Azure AI Projects SDK for .NET. High-level client for Azure AI Foundry projects including agents, connections, datasets, deployments, evaluations, and indexes. Use for AI Foundry project management, versioned agents, and orchestration. … source

Source: mohitagw15856/pm-claude-skills

Skill Tier What it adds Upstream
excel-model core Build a real, formula-driven Excel (.xlsx) model — not a static table. Use when asked to build an Excel model, a financial model, a budget/forecast spreadsheet, or any .xlsx with live formulas a user can edit. Produces an actual .xlsx file … source
tax-planning-checklist core Generate a structured tax planning checklist and review framework for any individual or business context. Use when asked to review tax planning, prepare for year-end tax, check tax efficiency, or identify tax-saving opportunities. Produces … source
kyc-escalation core Write an internal KYC/AML escalation memo: a factual time-stamped trigger description, customer-profile vs activity mismatch analysis, red-flag taxonomy mapping, outstanding information, and a recommendation with rationale. Use when asked … source
lifecycle-crm-plan core Design lifecycle marketing / CRM journeys across the customer lifecycle. Use when asked to plan onboarding emails, lifecycle/CRM campaigns, drip sequences, re-engagement or winback flows, or a messaging calendar. Produces a lifecycle plan … source
property-investment-analysis core Analyze a rental / investment property's returns — cash flow, cap rate, cash-on-cash, ROI. Use when asked to analyze a rental property, evaluate a real-estate investment, run the numbers on an investment property, or compute cap rate / … source
budget-variance-analysis core Produce a structured budget variance analysis from actual vs budget figures. Use when asked to analyse budget variances, explain underspend or overspend, write a variance commentary, or investigate why actuals differ from plan. Produces a … source
win-loss-analysis core Analyze why deals are won and lost and turn it into an action plan. Use when asked to run a win/loss analysis, review closed-won and closed-lost deals, understand why the team is losing to a competitor, or summarize sales feedback into … 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
analyzing-memory-forensics-with-lime-and-volatility core Performs Linux memory acquisition using LiME (Linux Memory Extractor) kernel module and analysis with Volatility 3 framework. Extracts process lists, network connections, bash history, loaded kernel modules, and injected code from Linux … source
analyzing-linux-kernel-rootkits core Detect kernel-level rootkits in Linux memory dumps using Volatility3 linux plugins (check_syscall, lsmod, hidden_modules), rkhunter system scanning, and /proc vs /sys discrepancy analysis to identify hooked syscalls, hidden kernel modules, … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
etsy-advertising core Etsy Ads strategy — budget allocation, bid management, promoted listings, offsite ads opt-out analysis source
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
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: nowork-studio/NotFair

Skill Tier What it adds Upstream
google-ads core Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … source

Source: open-gitagent/opengap

Skill Tier What it adds Upstream
document-review core Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … source

Source: ruvnet/claude-code-flow

Skill Tier What it adds Upstream
memory-management core AgentDB memory system with HNSW vector search. Provides 150x-12,500x faster pattern retrieval, persistent storage, and semantic search capabilities for learning and knowledge management. Use when: need to store successful patterns, … source

Source: ruvnet/ruflo

Skill Tier What it adds Upstream
memory-management core AgentDB memory system with HNSW vector search. Provides 150x-12,500x faster pattern retrieval, persistent storage, and semantic search capabilities for learning and knowledge management. Use when: need to store successful patterns, … source

Source: samber/cc-skills-golang

Skill Tier What it adds Upstream
golang-security core Security best practices and vulnerability prevention for Golang. Covers injection (SQL, command, XSS), cryptography, filesystem safety, network security, cookies, secrets management, memory safety, and logging. Apply when writing, … source

Source: snyk/agent-scan

Skill Tier What it adds Upstream
docx core Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … source
xlsx core Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new … source

Source: ThinkInAIXYZ/deepchat

Skill Tier What it adds Upstream
docx core Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … source
xlsx core Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new … source

Source: vibeeval/vibecosystem

Skill Tier What it adds Upstream
minimax-xlsx core Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or … source

Source: zebbern/claude-code-guide

Skill Tier What it adds Upstream
vc-industry-research core Generate professional primary market / venture capital industry research reports, including sector deep-dives, investment memos, and market analysis. Produces detailed PDF reports covering TMT, consumer, healthcare, and industrials. … source