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securities-broker/references/ai-skills.md
skillfactor-pipeline 569490d986 feat: securities-broker skill package v0.1.0
2026-08-15 16:05:45 +02:00

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External AI agent skills — securities-broker

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 core 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
throughput-accountant core TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
monte-carlo-financial-simulator core Stochastic simulation skill for financial modeling with probability distributions and risk quantification source
value-at-risk-calculator core Value at Risk (VaR) and related risk metrics calculation skill for financial and operational risk assessment source
portfolio-construction core Construct and optimize investment portfolios — asset allocation, risk budgeting, factor exposure management, and mean-variance optimization. source
algorithmic-trading core Develop algorithmic trading strategies — backtesting, execution algorithms, market microstructure analysis, and latency optimization. source
donor-relationship-management core Cultivate and steward donor relationships including prospect research, personalized engagement strategies, gift acknowledgment, and impact reporting source
trade-lifecycle core Implement and manage trade lifecycle processes — order management, execution, clearing, settlement, and reconciliation workflows. 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
prediction-market-oracle-research core Research prediction markets as data sources or oracle signals for products, agents, dashboards, and corporate decision intelligence. Use for source-grounded analysis of market-implied probabilities, caveats, and integration patterns … source

Source: ahacker-1/cre-agent-skills

Skill Tier What it adds Upstream
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
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
senior-pm core Senior Project Manager for enterprise software, SaaS, and digital transformation projects. Specializes in portfolio management, quantitative risk analysis, resource optimization, stakeholder alignment, and executive reporting. Uses … source
pm-skills core Use when coordinating project-delivery work across the 8 project-management sub-skills — sprint/velocity analytics, portfolio health, Jira/JQL, Confluence, Atlassian admin, templates, meeting analysis, team comms. Triggers on 'our sprints … source

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

Skill Tier What it adds Upstream
cost-benefit core Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … source
education-data-source-fsa core FSA — Title IV aid at institution level (~5,500 institutions, 1999-2021). Pell Grants, Direct/PLUS loans, campus-based aid, financial responsibility scores, 90/10 metrics. Use for aid distribution, loan volume, or for-profit analysis. By … source
stata-accounting-guide core STATA code for empirical accounting and financial economics research source

Source: davepoon/buildwithclaude

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

Source: 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 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: huangjia2019/claude-code-engineering

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

Source: 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

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-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-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
analyzing-on-chain-data core Process perform on-chain analysis including whale tracking, token flows, and network activity. Use when performing crypto analysis. Trigger with phrases like "analyze crypto", "check blockchain", or "monitor market". 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: 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
product-health-analysis core Interpret product metrics against goals and surface actionable signals. Use when asked to analyse product health, review key metrics, investigate a performance issue, produce a health report, or assess product-market fit signals. Produces … 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

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
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

Source: nexu-io/open-design

Skill Tier What it adds Upstream
trading-analysis-dashboard-template core Professional trading analysis dashboard template (single-file HTML) with light/dark theme switch, dense market panels, chart interactions, demo/live playback, and command palette behavior. Use when users ask for a Wall-Street-style … 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: ognjengt/founder-skills

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

Source: sanjay3290/ai-skills

Skill Tier What it adds Upstream
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: staruhub/ClaudeSkills

Skill Tier What it adds Upstream
deep-research core Use this skill when the user wants an evidence-based research memo, literature review, market/policy/technical landscape, or a multi-source decision brief with citations, trade-offs, and a clear conclusion. Best for tasks that need … 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

Source: google/skills

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

Source: NVIDIA/skills

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

Source: phuryn/pm-skills

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