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financial-risk-manager/references/ai-skills.md
2026-08-14 17:20:19 +02:00

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External AI agent skills — financial-risk-manager

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: 0xwilliamortiz/claude-red

Skill Tier What it adds Upstream
offensive-reporting core Penetration test and red team report writing methodology. Covers executive summary structuring (risk-led narrative for non-technical readers), technical finding format (title, severity, affected scope, narrative, reproduction steps, … source

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
monte-carlo-financial-simulator core Stochastic simulation skill for financial modeling with probability distributions and risk quantification source
portfolio-construction core Construct and optimize investment portfolios — asset allocation, risk budgeting, factor exposure management, and mean-variance optimization. source
fraud-risk-assessor core Fraud risk assessment skill based on the fraud triangle with red flag detection source
throughput-accountant core TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
financial-dashboard-generator core Automated financial dashboard and KPI visualization skill with executive reporting capabilities 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: aaron-he-zhu/aaron-marketing-skills

Skill Tier What it adds Upstream
memory-management core Use when the user asks to "remember project context", review saved findings, initialize runtime memory, archive stale work, reconcile notes, or erase a subject; manages authorized HOT/WARM/COLD working memory across all disciplines while … 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-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-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
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

Source: alirezarezvani/claude-code-skill-factory

Skill Tier What it adds Upstream
tech-stack-evaluator core Comprehensive technology stack evaluation and comparison tool with TCO analysis, security assessment, and intelligent recommendations for engineering teams source

Source: alirezarezvani/claude-skills

Skill Tier What it adds Upstream
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
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
ceo-advisor core Executive leadership guidance for strategic decision-making, organizational development, and stakeholder management. Use when planning strategy, preparing board presentations, managing investors, developing organizational culture, making … 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

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
hud core Diverga HUD (Heads-Up Display) management skill. Configure and manage the research project statusline display. Supports multiple presets: research, checkpoint, memory, minimal. Triggers: "hud", "statusline", "display settings source
stata-accounting-guide core STATA code for empirical accounting and financial economics research source

Source: claude-world/director-mode-lite

Skill Tier What it adds Upstream
handoff-gemini core Delegate long-context analysis, research, and large-document summarization to Google Gemini CLI (1M-token context) via non-interactive gemini -p, preserving Claude context. Use when the user says 'use gemini'/'hand off to gemini' or a … 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
googlesheets-automation core Automate Google Sheets operations (read, write, format, filter, manage spreadsheets) via Rube MCP (Composio). Read/write data, manage tabs, apply formatting, and search rows programmatically. 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
it-operations core Manages IT infrastructure, monitoring, incident response, and service reliability. Provides frameworks for ITIL service management, observability strategies, automation, backup/recovery, capacity planning, and operational excellence … 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
peer-review core Structured manuscript/grant review with checklist-based evaluation. Use when writing formal peer reviews with specific criteria methodology assessment, statistical validity, reporting standards compliance (CONSORT/STROBE), and constructive … source
xlsx core Spreadsheet toolkit (.xlsx/.csv). Create/edit with formulas/formatting, analyze data, visualization, recalculate formulas, for spreadsheet processing and analysis. source

Source: googleworkspace/cli

Skill Tier What it adds Upstream
recipe-create-events-from-sheet core Read event data from a Google Sheets spreadsheet and create Google Calendar entries for each row. source
recipe-create-expense-tracker core Set up a Google Sheets spreadsheet for tracking expenses with headers and initial entries. source
recipe-post-mortem-setup core Create a Google Docs post-mortem, schedule a Google Calendar review, and notify via Chat. 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
investor-call-prep core Prepare for investor calls by pulling upcoming meetings from Google Calendar, deeply researching each investor and their firm (website scraping, portfolio analysis, thesis extraction), checking for competitor conflicts, and outputting an … 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: jeremylongshore/claude-code-plugins-plus-skills

Skill Tier What it adds Upstream
fondo-prod-checklist core Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist". source
ideogram-enterprise-rbac core Implement team-based access control and credit management for Ideogram. Use when managing multiple teams with separate budgets, enforcing content policies, or implementing API key isolation for enterprise Ideogram usage. Trigger with … source
windsurf-cost-tuning core Optimize Windsurf licensing costs through seat management, tier selection, and credit monitoring. Use when analyzing Windsurf billing, reducing per-seat costs, or implementing usage monitoring and budget controls. Trigger with phrases like … source
clay-cost-tuning core Optimize Clay credit spending with provider key management, waterfall tuning, and budget controls. Use when analyzing Clay costs, reducing credit consumption, or implementing spending alerts and caps. Trigger with phrases like "clay cost", … 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-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
lindy-cost-tuning core Optimize Lindy AI costs through credit management, model selection, and agent consolidation. Use when reducing spend, analyzing credit usage patterns, or optimizing budget allocation across agents. Trigger with phrases like "lindy cost", … source
fondo-reference-architecture core Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration … source
navan-core-workflow-b core Manage Navan expense reporting, transaction data, and ERP synchronization. Use when building expense pipelines, automating approval workflows, or syncing transactions to accounting systems. Trigger with "navan expense management", "navan … 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
ramp-enterprise-rbac core Ramp enterprise rbac \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like "ramp enterprise rbac", … source
firecrawl-policy-guardrails core Implement Firecrawl scraping policy enforcement: domain blocklists, credit budgets, content filtering, and robots.txt compliance guardrails. Use when setting up scraping policies, enforcing crawl limits, or preventing accidental scraping … 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
peer-review core Structured manuscript/grant review with checklist-based evaluation. Use when writing formal peer reviews with specific criteria methodology assessment, statistical validity, reporting standards compliance (CONSORT/STROBE), and constructive … 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
peer-review core Structured manuscript/grant review with checklist-based evaluation. Use when writing formal peer reviews with specific criteria methodology assessment, statistical validity, reporting standards compliance (CONSORT/STROBE), and constructive … 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: microsoft/skills

Skill Tier What it adds Upstream
azure-ai-projects-java core Azure AI Projects SDK for Java. High-level SDK for Azure AI Foundry project management including connections, datasets, indexes, and evaluations. Triggers: "AIProjectClient java", "azure ai projects java", "Foundry project java", … source
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
credit-memo core Write a credit memo for a lending decision: borrower story, facility structure, repayment sources, financial-ratio spread with covenant headroom, risk factors with mitigants, risk-rating rationale, and a recommendation. Use when asked to … 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
capital-allocation core Allocate a finite budget or headcount across competing initiatives by return and strategic fit. Use when asked to allocate budget, decide where to invest, build a funding/portfolio plan, or make trade-offs across initiatives under a cap. … 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-process-injection-techniques core Detects and analyzes process injection techniques used by malware including classic DLL injection, process hollowing, APC injection, thread hijacking, and reflective loading. Uses memory forensics, API monitoring, and behavioral analysis … 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
conducting-memory-forensics-with-volatility core Performs memory forensics analysis using Volatility 3 to extract evidence of malware execution, process injection, network connections, and credential theft from RAM dumps captured during incident response. Covers memory acquisition, … 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
competitor-price-analysis core Competitor pricing strategy analysis and market positioning. Price mapping, pricing gaps identification, elasticity signals evaluation, and strategic pricing optimization. Use when the user asks about competitor pricing, price analysis, … source
ecommerce-competitor-analysis core Cross-platform ecommerce competitor analysis and strategic intelligence. Multi-channel presence evaluation, strategy assessment, positioning analysis, and competitive benchmarking. Use when the user asks about competitor analysis, … source

Source: nexu-io/open-design

Skill Tier What it adds Upstream
dcf-valuation core Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth? source

Source: nowork-studio/NotFair

Skill Tier What it adds Upstream
seo-page core Single-page SEO audit: deep content quality evaluation using Google's E-E-A-T framework, Helpful Content guidelines, on-page SEO factors, search intent alignment, technical signals, and readability analysis. Fetches GSC performance data … 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: 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: sanjay3290/ai-skills

Skill Tier What it adds Upstream
deep-research core Execute autonomous multi-step research using Google Gemini Deep Research Agent. Use for: market analysis, competitive landscaping, literature reviews, technical research, due diligence. Takes 2-10 minutes but produces detailed, cited … source

Source: SnailSploit/Claude-Red

Skill Tier What it adds Upstream
offensive-reporting core Penetration test and red team report writing methodology. Covers executive summary structuring (risk-led narrative for non-technical readers), technical finding format (title, severity, affected scope, narrative, reproduction steps, … 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: wanshuiyin/Auto-claude-code-research-in-sleep

Skill Tier What it adds Upstream
system-profile core Profile a target (script, process, GPU, memory, interconnect) for performance analysis. Use when user says "profile", "benchmark", "bottleneck", or wants performance analysis. source