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All Skills — finance

178 skills in "finance" matching "financial"

🦀 ClawHub
Financial Planning
Plan and manage the finances of a solopreneur business. Use when creating budgets, forecasting revenue and expenses, building a P&L, planning for cash flow, setting financial targets, or preparing for financial decision-making. Covers budgeting frameworks, cash flow management, profit margins, expense tracking categories, and financial dashboards. Trigger on "financial plan", "budget my business", "cash flow planning", "P&L", "profit and loss", "financial projections", "how much do I need", "bus
🦀 ClawHub
Investor Memo Generator
Generate investor-ready memos, executive summaries, and pitch narrative documents from raw financial data, cap tables, and startup metrics. Produces one-page...
🦀 ClawHub
Financial Analysis
Provides financial analysis of listed companies, including valuation ratios, profitability metrics, financial health indicators, and DCF-based valuation models.
🦀 ClawHub
Fin Cog
AI financial analysis and stock research powered by CellCog. Stock analysis, valuation models, portfolio optimization, earnings breakdowns, investment resear...
🦀 ClawHub
Daxiapi is a financial data API service for the Chinese stock market, providing market breadth, sector relative strength, valuation levels, and stock momentum rankings for bottom-up stock selection.
当用户需要获取A股市场数据、板块分析、个股动量排名、市场温度、估值水平等金融数据时,调用大虾皮(daxiapi.com) API接口获取数据。支持市场宽度分析、行业相对强度、风格轮动判断,适用于自下向上选股策略。
🦀 ClawHub
Access Finnhub API for real-time stock quotes, company news, market data, financial statements, and trading signals
Access Finnhub API for real-time stock quotes, company news, market data, financial statements, and trading signals. Use when you need current stock prices, company news, earnings data, or market analysis.
🦀 ClawHub
finance-analyzer
This skill should be used when a user needs to analyze financial statements (Income Statement, Balance Sheet, Cash Flow Statement) from Excel or CSV files. I...
🦀 ClawHub
Cfo Advisor
Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packa...
🦀 ClawHub
Plusefin Analysis
AI-ready stock analysis with financial data, options, sentiment, and structured research framework
🦀 ClawHub
Open Stocki
Financial Q&A via Stocki analyst agent. PRIORITY: For any financial or investment research question (stock markets, asset prices, economic news, sector outlo...
🦀 ClawHub
Wealth
A comprehensive AI agent skill for building and managing wealth across every stage of life. Helps you build a financial foundation, invest intelligently, pro...
🦀 ClawHub
Budget & Expense Tracker
Track expenses, enforce budgets, detect unusual spending, manage savings goals, and get weekly/monthly financial reports via natural language with your AI ag...
🦀 ClawHub
Bond
A comprehensive AI agent skill for understanding bonds across financial and legal contexts. Explains bond investing for personal portfolios, covers surety an...
🦀 ClawHub
Zoho Books
Zoho Books API integration with managed OAuth. Manage invoices, contacts, bills, expenses, and other accounting data. Use this skill when users want to read, create, update, or delete invoices, contacts, bills, expenses, or other financial records in Zoho Books. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key.
🦀 ClawHub
Financial Overview
Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us...
🦀 ClawHub
Edinet Mcp
Analyze and compare Japanese public company financial statements (BS, PL, CF) from EDINET using company name or stock code with J-GAAP, IFRS, and US-GAAP data.
🦀 ClawHub
Vendor Evaluation & Due Diligence
Conducts a comprehensive, weighted assessment of software vendors and partners across financials, technical fit, security, pricing, support, lock-in, and roa...
🦀 ClawHub
Stock Analysis
Analyze stocks and companies using financial market data. Get company profiles, technical insights, price charts, insider holdings, and SEC filings for compr...
🦀 ClawHub
Yield
Conversational Compounding Engine — models every bot message as a financial investment that compounds trust, micro-commitments, and conversion momentum over...
🦀 ClawHub
Market News Analyst
This skill should be used when analyzing recent market-moving news events and their impact on equity markets and commodities. Use this skill when the user requests analysis of major financial news from the past 10 days, wants to understand market reactions to monetary policy decisions (FOMC, ECB, BOJ), needs assessment of geopolitical events' impact on commodities, or requires comprehensive review of earnings announcements from mega-cap stocks. The skill automatically collects news using WebSear
🦀 ClawHub
Ledger
Calculate ledger financial metrics and business data. Use when tracking expenses, analyzing investments, or generating financial reports.
🦀 ClawHub
Norman: Accounting Monthly Reconciliation
Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Use wh...
🦀 ClawHub
Real Estate Engine
Comprehensive real estate system for investment and operations, including strategies, market analysis, deal sourcing, financial calculators, stress testing,...
🦀 ClawHub
Quant Analyst
Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage. Use...
🦀 ClawHub
Startup Financial Modeling
This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estima...
🦀 ClawHub
Yfinance
Access Yahoo Finance data — stock prices, history, financials, options, dividends, news, and market screeners
🦀 ClawHub
One API key for real time stock equity pricing data including crypto BTC ETH etc.
Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting.
🦀 ClawHub
Personal Finance Mastery
Complete personal finance system — budgeting, debt payoff, investing, tax optimization, net worth tracking, and financial independence planning. Use when man...
🦀 ClawHub
US Stock Analyst by leading AI LLM models with Bloomberg Data, Twitter Sentiment and Wall Street Equity Research Reports
Professional US stock analysis with financial data, news, social sentiment, and multi-model AI. Comprehensive reports at $0.02-0.10 per analysis.
🦀 ClawHub
CEO / Chief Executive Officer
Be the CEO with strategic planning, board management, investor relations, financial modeling, crisis navigation, and executive decision-making.
🦀 ClawHub
Firefly III
Manage personal finances via Firefly III API. Use when user asks about budgets, transactions, accounts, categories, piggy banks, subscriptions, recurring transactions, or financial reports. Supports creating, listing, updating transactions; managing accounts and balances; setting budgets; tracking savings goals.
🦀 ClawHub
Accountant
Manage bookkeeping, financial statements, and tax planning with sound accounting practices.
🦀 ClawHub
QuickBooks
QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).
🦀 ClawHub
Taiwan Stock Info
Taiwan stock info using Fugle or FinMind APIs. Provides real-time quotes, historical data, financial statements, and technical indicators for Taiwan stocks.
🦀 ClawHub
Monarch Money
Access Monarch Money financial data: accounts, transactions, budgets, and cashflow. Use when the user asks about their finances, spending, account balances,...
🦀 ClawHub
FP&A Engine
Build and analyze financial models from diverse data, produce variance reports, and create multi-scenario forecasts for strategic FP&A decisions.
🦀 ClawHub
TrustLog Guard
Financial governance for OpenClaw agents. Tracks API spend, enforces budget limits, detects runaway loops, delivers cost briefings. Reads session .jsonl logs...
🦀 ClawHub
Omie ERP
Omie ERP integration via API. Manage clients, products, orders, invoices (NF-e), financials (contas a receber/pagar), and stock. Use when users ask about ERP...
🦀 ClawHub
yfinance-client
Provides simplified access to US and Hong Kong stock data, including prices, history, company info, financials, analyst insights, screeners, and options.
🦀 ClawHub
US Stock Financials
Fetch comprehensive financial data from SEC EDGAR XBRL for US-listed companies (especially Chinese ADRs). Includes balance sheet, income statement, cash flow...
🦀 ClawHub
Investment Browser SEC Scraper
Professional SEC EDGAR 10-Q/10-K parser for institutional investors. Extracts 47 financial metrics from HTML tables including Revenue, Net Income, EPS, Free...
🦀 ClawHub
AgentLedger
Expense tracking and accounting for AI agents. Log purchases, set budgets, generate spending reports, and manage multi-currency finances — all stored locally. Privacy.com card import, natural language queries, CSV/JSON export. Use when agents make purchases and need a financial audit trail.
🦀 ClawHub
Tradekix
Query financial market data via the Tradekix API — stock prices, crypto, forex, indices, market news, earnings, economic events, Congressional trades, and social sentiment. Use when the user asks about markets, stock prices, trading data, economic calendars, or financial news. Also handles API key signup and upgrade to Pro.
🦀 ClawHub
Beijing Tech Finance
Comprehensive financial management system for Beijing-based technology companies, covering financial director workflows, budget management, accounting systems, tax optimization, expense reimbursement, customs declaration, annual reporting, and integration with business contracts, R&D budgets, project management, HR, and administrative services. Use when managing any aspect of tech company finances in Beijing including budget planning, expense processing, tax compliance, financial reporting, or c
🦀 ClawHub
Finance
Support financial understanding from personal budgeting to professional analysis and research.
🦀 ClawHub
Make USD | Build your shop and sell
Financial enablement & accounting platform for Bots, Agents, and OpenClaw. Multiple methods for enabling and managing agentic spending and purchases, with co...
🦀 ClawHub
AI News Sentiment
Analyze financial news sentiment, assess short- to long-term impacts, and classify news by type like earnings, contracts, investments, policies, and reports.
🦀 ClawHub
YahooClaw
Yahoo Finance API integration for OpenClaw. Use when users ask for stock prices, company financials, historical data, dividends, or market data. Supports rea...
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