skills-core/investment-adviser
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investment-adviser/references/ai-skills.md
skillfactor-pipeline 5563df1146 feat: investment-adviser skill package v0.1.0
2026-08-14 17:20:01 +02:00

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External AI agent skills — investment-adviser

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
risk-metrics-calculation adjacent 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. source
backtesting-frameworks adjacent 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 … 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
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
strategy-stress-testing-skill core Strategy robustness testing, scenario-based evaluation, vulnerability identification, and adaptation planning source
unity-addressables core Unity Addressables asset management skill for remote catalogs, content updates, asset bundles, and memory-efficient asset loading. source
fraud-risk-assessor core Fraud risk assessment skill based on the fraud triangle with red flag detection source
media-mix-modeling core Advanced econometric modeling for marketing effectiveness and budget optimization source

Source: aaron-he-zhu/aaron-marketing-skills

Skill Tier What it adds Upstream
attribution-reconciler core Use when platform-reported conversions disagree with GA4/ecommerce, when you suspect Meta and Google are double-counting the same sales, or for a standing (monthly) reconciliation workbook that de-dups stacked credit against an order-ID … source

Source: affaan-m/everything-claude-code

Skill Tier What it adds Upstream
marketing-campaign core End-to-end marketing campaign planning and execution. Covers audience research, positioning, campaign angle definition, landing page copy, email sequences, social posts, ad copy, short-form video scripts, and content calendars. Use as the … source
investor-materials adjacent 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-monitor core Monitor paid-ad account pacing, delivery, performance, creative fatigue, tracking, policy, and data quality across supported platforms. Use for daily or weekly checks, anomaly review, budget pacing, post-launch verification, or campaign … 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: AIDevGTM/gtm-cofounder

Skill Tier What it adds Upstream
who-is-this-for core Define a real ICP and the developer personas in the sale. Use when the founder says the product is "for developers," can't name who would say no, or is marketing to whoever holds the budget instead of who actually adopts. 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
demo-video core Use when the user asks to create a demo video, product walkthrough, feature showcase, animated presentation, marketing video, or GIF from screenshots or scene descriptions. Orchestrates playwright, ffmpeg, and edge-tts MCPs to produce … source
prompt-engineer-toolkit core Turns marketing prompts into tested, versioned production assets: A/B prompt evaluation against structured test cases, immutable prompt version history with diffs, ready-to-use marketing prompt templates (ad copy, email campaigns, social … 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-nccs adjacent NCCS — Form 990 data for private nonprofit colleges (Portal: IPEDS-matched, 1993-2016). Revenue, expenses, assets, endowment, governance beyond IPEDS. Use when IRS financial depth needed. Portal ends 2016; public institutions excluded (no … source

Source: coreyhaines31/makerskills

Skill Tier What it adds Upstream
personal-cfo adjacent When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecasts, big-purchase decisions, savings/investment what-ifs. For personal … 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
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
crewai core Expert in CrewAI - the leading role-based multi-agent framework used by 60% of Fortune 500 companies. Covers agent design with roles and goals, task definition, crew orchestration, process types (sequential, hierarchical, parallel), memory … 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: googleworkspace/cli

Skill Tier What it adds Upstream
recipe-log-deal-update core Append a deal status update to a Google Sheets sales tracking spreadsheet. 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
budget-optimizer core Optimize budget allocation. Use when: channel spend reallocation, data-driven budget planning, ROI-based justification. source
anomaly-scan core Detect marketing anomalies. Use when: traffic drops, cost spikes, conversion changes, deliverability issues, budget overruns. 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-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-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
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
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
finta-install-auth core Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta … source
hubspot-bulk-migration core Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety, rate-limit budgeting, and rollback mitigation across 100K+ record … source
finta-sdk-patterns core Integration patterns for Finta fundraising CRM with email and calendar APIs. Use when building automated investor outreach, syncing data from Finta exports, or creating custom fundraising dashboards. Trigger with phrases like "finta … source
granola-core-workflow-b core Post-meeting note processing, sharing, and follow-up workflows in Granola. Use when enhancing notes after meetings, sharing to Slack/Notion/CRM, drafting follow-up emails, or processing action items. Trigger: "granola post-meeting", "share … source
find-service-providers core Use whenever the user wants to find, shortlist, vet, enrich, or research US professional-services firms — law, marketing, consulting, accounting, IT services, architecture, engineering, HR, PR, design, and similar B2B service providers. … source
ink core Content Marketing engineer — blog strategy, SEO, thought leadership, developer content, case studies, and content calendar. source
form-deck core Use when asked to design a pitch deck, presentation, or slide set. Examples: "design a pitch deck", "create a sales deck", "make a conference presentation", "build an investor deck", "help me present this to the board", "create slides for … 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-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
financial-model-narrative core Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive … source
financial-statement-explainer core Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. … 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
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
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
multi-source-signal-synthesiser core Synthesises user signals from multiple research sources into a unified, weighted insight brief. Use when you have data from interviews, support tickets, NPS verbatims, app reviews, or sales calls and need to reconcile contradictions, … source
paid-acquisition-plan core Plan a paid acquisition / performance marketing program with unit economics that work. Use when asked to plan paid media, allocate an ad budget across channels, set CAC/LTV targets, or structure a creative-testing program. Produces a paid … source
slide-deck core Build a real, editable PowerPoint (.pptx) deck from an outline or brief. Use when asked to make a slide deck, a PowerPoint, a pitch/board/sales deck as an actual file, or to turn a doc/notes into slides. Produces an actual .pptx via a … source
excel-model adjacent 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

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
performing-thick-client-application-penetration-test core Conduct a thick client application penetration test to identify insecure local storage, hardcoded credentials, DLL hijacking, memory manipulation, and insecure API communication in desktop applications using dnSpy, Procmon, and Burp Suite. source

Source: nanocoai/nanoclaw

Skill Tier What it adds Upstream
add-gcal-tool core Add Google Calendar as an MCP tool (list calendars, list/search/create events, free/busy queries) using OneCLI-managed OAuth. Multi-calendar and multi-account supported. Mirrors /add-gmail-tool's stub pattern — no raw credentials ever … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
ecommerce-social-media-marketing core Social media marketing strategy for ecommerce brands. Content calendar planning, platform-specific strategies, social commerce optimization, influencer collaboration, and community building. Use when the user asks about social media … source
ecommerce-content-marketing core E-commerce content marketing strategy planner. Generates content calendars, topic ideas, and platform-specific strategies by analyzing customer reviews, trends, competitor content, and SEO opportunities. Two modes: (A) Build — create a … source
ecommerce-email-marketing-builder core E-commerce email marketing system builder. Creates complete email automation flows with full copywriting, subject lines, ESP setup instructions, segmentation rules, and annual campaign calendars. Generates copy-paste-ready email sequences … source
shopify-tax-compliance core Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting source

Source: nexu-io/open-design

Skill Tier What it adds Upstream
slides core Create and edit .pptx presentation decks with PptxGenJS. Useful for sales decks, kickoff briefs, and design-system showcases. source
huashu-bento-insight core Open Design vs closed cloud design tools: a side-by-side displacement case on control, cost (BYOK), and lock-in. Built as a decision-grade B2B sales deck for evaluation committee. source
deck-guizang-editorial core Open Design's FY26 marketing plan: brand-to-pipeline — audience, offer, channel mix, and the launch calendar that ties creative to growth. Built as a decision-grade marketing & GTM deck for CMO, growth lead, founder. source
html-ppt-zhangzara-coral core Open Design's community-growth campaign across GitHub, Discord, and X: the loops, the content calendar, and the pipeline math. Built as a decision-grade marketing & GTM deck for growth team, community lead. source
marketing-psychology core Apply psychological principles and behavioral science to copy and design. Useful for tightening hooks, framing, and pricing presentation. source
finance-report adjacent Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报". 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
pod-sales core Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … source

Source: ruvnet/ruflo

Skill Tier What it adds Upstream
pod-sales core Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … source

Source: sergebulaev/linkedin-skills

Skill Tier What it adds Upstream
linkedin-employee-advocacy core Stand up and run a LinkedIn employee advocacy program for a marketing or sales team. Covers 14-day launch playbook, brand-guideline governance, per-post time budget, cadence benchmarks, and team ROI (reach, engagement, pipeline). Triggers … source

Source: vibeeval/vibecosystem

Skill Tier What it adds Upstream
content-strategy core Content marketing strategy - content audit, editorial calendar, SEO optimization, content funnel (TOFU/MOFU/BOFU), performance metrics, developer content, social media planning source