skills-core/investment-fund-management-assistant
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investment-fund-management-…/references/ai-skills.md
skillfactor-pipeline 05be714925 feat: investment-fund-management-assistant skill package v0.1.0
2026-08-15 14:23:49 +02:00

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External AI agent skills — investment-fund-management-assistant

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
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
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

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
portfolio-construction core Construct and optimize investment portfolios — asset allocation, risk budgeting, factor exposure management, and mean-variance optimization. source
unity-addressables core Unity Addressables asset management skill for remote catalogs, content updates, asset bundles, and memory-efficient asset loading. source
financial-dashboard-generator adjacent Automated financial dashboard and KPI visualization skill with executive reporting capabilities source
monte-carlo-financial-simulator adjacent Stochastic simulation skill for financial modeling with probability distributions and risk quantification source
three-statement-model-builder adjacent Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling source
throughput-accountant adjacent TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
xbrl-filing-generator adjacent XBRL financial statement tagging and SEC filing preparation skill source
trade-lifecycle adjacent Implement and manage trade lifecycle processes — order management, execution, clearing, settlement, and reconciliation workflows. source
translation-management adjacent Integration with translation management systems and i18n workflows. Connect with Crowdin, Transifex, Weblate, manage translation memory, synchronize glossaries, and automate localization pipelines. source
audit-workpaper-generator adjacent Automated audit workpaper preparation skill with PBC list management 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
agentic-os adjacent Build persistent multi-agent operating systems on Claude Code. Covers kernel architecture, specialist agents, slash commands, file-based memory, scheduled automation, and state management without external databases. source
content-engine adjacent Create platform-native content systems for X, LinkedIn, TikTok, YouTube, newsletters, and repurposed multi-platform campaigns. Use when the user wants social posts, threads, scripts, content calendars, or one source asset adapted cleanly … 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
ads-math core Calculate and model paid-media CPA, CPL, CPC, CPM, ROAS, MER, break-even targets, contribution margin, LTV:CAC, impression-share opportunity, budgets, forecasts, and experiment economics. Use for PPC math, ad calculator, break-even … source
ads-optimize adjacent 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

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 adjacent 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
ceo-advisor adjacent 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

Source: basicmachines-co/basic-memory

Skill Tier What it adds Upstream
memory-schema adjacent Schema lifecycle management for Basic Memory: discover unschemaed notes, infer schemas, create and edit schema definitions, validate notes, and detect drift. Use when working with structured note types (Task, Person, Meeting, etc.) to … source
memory-tasks adjacent 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
stata-accounting-guide core STATA code for empirical accounting and financial economics research source
lit-review-assistant core Search, summarize, and synthesize economics literature source
cost-benefit adjacent 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
hud adjacent 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

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
company-cfo adjacent Monthly CFO workflow for a company or agency — pull raw data from bank + payment processor + payroll + expense management, categorize and reconcile, compute end-of-month cash via transaction-sum method, update a scenario projector for … source

Source: davepoon/buildwithclaude

Skill Tier What it adds Upstream
financial-model adjacent 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
google-calendar-automation adjacent Automate Google Calendar events, scheduling, availability checks, and attendee management via Rube MCP (Composio). Create events, find free slots, manage attendees, and list calendars programmatically. source

Source: davila7/claude-code-templates

Skill Tier What it adds Upstream
agent-memory-mcp adjacent A hybrid memory system that provides persistent, searchable knowledge management for AI agents (Architecture, Patterns, Decisions). source
c-pro adjacent Write efficient C code with proper memory management, pointer 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: harperreed/dotfiles

Skill Tier What it adds Upstream
personal-finance-planning adjacent 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
company-valuation adjacent Estimate the intrinsic value of a public company using DCF, relative (peer multiple) and sum-of-parts (SOTP) methods, then triangulate to an implied share price with upside/downside versus the current market price. Use this skill whenever … source

Source: jeecgboot/skills

Skill Tier What it adds Upstream
jimureport core 积木报表生成器 — 自然语言描述报表需求或提供截图，自动生成积木报表（支持数据报表、打印报表、分组报表、循环报表、数据填报等全类型）。Use when user says "积木报表", "jmreport", "Excel报表", "数据填报", "可视化报表", "打印报表", "分组报表", "循环报表", "按照截图生成报表", "创建积木报表", "做一个可视化报表", "积木设计器", "create jimureport", "visual report". … source

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

Skill Tier What it adds Upstream
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
fondo-reference-architecture adjacent 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
find-cpa-firm adjacent Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … source
fondo-ci-integration adjacent 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-debug-bundle adjacent 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-hello-world adjacent 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-local-dev-loop adjacent Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data". source
fondo-prod-checklist adjacent 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
evernote-core-workflow-a adjacent Execute Evernote primary workflow: Note Creation and Management. Use when creating notes, organizing content, managing notebooks, or implementing note-taking features. Trigger with phrases like "create evernote note", "evernote note … source
navan-core-workflow-b adjacent 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

Source: jezweb/claude-skills

Skill Tier What it adds Upstream
shopify-products adjacent Create and manage Shopify products via the Admin GraphQL API or CSV import. Workflow: gather data, choose method, execute, verify. Use whenever the user wants to add products to Shopify, bulk-import a catalog from CSV/spreadsheet/URL, … 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: microsoft/skills

Skill Tier What it adds Upstream
azure-ai-projects-dotnet adjacent 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
azure-ai-projects-java adjacent 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

Source: mohitagw15856/pm-claude-skills

Skill Tier What it adds Upstream
roadmap-presentation core Create structured roadmap presentations calibrated to any audience. Use when asked to build a product roadmap, present roadmap to leadership, create a roadmap slide, or communicate quarterly plans to execs, teams, or customers. Produces an … 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
credit-memo adjacent 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
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
financial-model-narrative adjacent 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 adjacent 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
budget-variance-analysis adjacent 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
carbon-accounting-check adjacent Sanity-check a greenhouse gas inventory before it goes into a report or gets audited. Use when asked to review a carbon footprint, check a GHG inventory, validate scope 1/2/3 numbers, explain a year-over-year emissions change, or prepare … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
ecommerce-content-marketing adjacent 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

Source: nexu-io/open-design

Skill Tier What it adds Upstream
finance-report core 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
clinical-case-report adjacent Structured medical case presentation for clinical rounds, conferences, and documentation. Generates SOAP-format or narrative case reports with physiologically accurate vitals, labs, and evidence-based plans. Use when the brief mentions … 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: nowork-studio/notfair-plugin

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
AgentDB Memory Patterns adjacent Implement persistent memory patterns for AI agents using AgentDB. Includes session memory, long-term storage, pattern learning, and context management. Use when building stateful agents, chat systems, or intelligent assistants. source
Hooks Automation adjacent Automated coordination, formatting, and learning from Claude Code operations using intelligent hooks with MCP integration. Includes pre$post task hooks, session management, Git integration, memory coordination, and neural pattern training … source

Source: ruvnet/ruflo

Skill Tier What it adds Upstream
AgentDB Memory Patterns adjacent Implement persistent memory patterns for AI agents using AgentDB. Includes session memory, long-term storage, pattern learning, and context management. Use when building stateful agents, chat systems, or intelligent assistants. source
Hooks Automation adjacent Automated coordination, formatting, and learning from Claude Code operations using intelligent hooks with MCP integration. Includes pre$post task hooks, session management, Git integration, memory coordination, and neural pattern training … 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