Finance & Business Agent Skills
Finance agent skills bring structure to money-related work: financial models, accounting workflows, invoices, budgeting, and market analysis. Your AI agent loads the skill when the task matches and follows its rules, in any agent that reads SKILL.md files.
Finance & Business
347 skills
tradermonty position-sizer
Calculate risk-based position sizes for long stock trades using fixed fractional, ATR-based, or Kelly Criterion methods with portfolio constraints.
2.3k · bundle
tradermonty theme-detector
Detects and ranks trending market themes by analyzing cross-sector momentum, volume, and breadth signals with lifecycle maturity assessment.
2.3k · bundle
tradermonty backtest-expert
Provides expert guidance for systematic backtesting of trading strategies, covering methodology, stress testing, bias prevention, and result interpretation.
2.3k · bundle
tradermonty finviz-screener
Translate natural-language stock screening requests into FinViz screener filter codes, build the URL, and open it in Chrome.
2.3k · bundle
tradermonty canslim-screener
Screen US stocks using William O'Neil's CANSLIM growth stock methodology with composite scoring and weighted components.
2.3k · bundle
tradermonty uptrend-analyzer
Analyzes market breadth using Monty's Uptrend Ratio Dashboard data to diagnose the current market environment. Generates a 0-100 composite score from 5 components (breadth, sector participation, rotation, momentum, historical context).
2.3k · bundle
tradermonty earnings-calendar
Retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep API, filtered by market cap over $2B, and organizes them into a markdown table grouped by date and timing.
2.3k · bundle
tradermonty portfolio-manager
Analyze investment portfolios by fetching real-time holdings via Alpaca MCP Server, then assess asset allocation, diversification, risk metrics, and generate rebalancing recommendations.
2.3k · bundle
tradermonty scenario-analyzer
Analyzes 18-month investment scenarios from a news headline by invoking two specialized agents and generating a comprehensive report with sector impacts, stock recommendations, and a critical review.
2.3k · bundle
tradermonty technical-analyst
Analyze weekly price charts for stocks, indices, crypto, or forex to identify trends, support/resistance, and probabilistic scenarios based purely on chart data.
2.3k · bundle
tradermonty trader-memory-core
Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis.
2.3k · bundle
tradermonty edge-hint-extractor
Convert daily market observations and news reactions into structured edge hints, with optional LLM augmentation, outputting a canonical hints.yaml for downstream concept synthesis.
2.3k · bundle
tradermonty market-news-analyst
Analyzes recent market-moving news events and their impact on US equity markets and commodities, producing impact-ranked reports using web search and fetch tools.
2.3k · bundle
tradermonty pair-trade-screener
Identifies and analyzes statistical arbitrage opportunities through pair trading, using correlation analysis, cointegration testing, and z-score calculations to generate entry/exit signals for market-neutral strategies.
2.3k · bundle
tradermonty data-quality-checker
Validate financial data quality in market analysis documents before publication, checking price scales, instrument notation, date accuracy, allocation totals, and unit usage.
2.3k · bundle
tradermonty macro-regime-detector
Detect structural macro regime transitions (1-2 year horizon) using cross-asset ratio analysis, analyzing RSP/SPY concentration, yield curve, credit conditions, size factor, equity-bond relationship, and sector rotation to identify regime shifts.
2.3k · bundle
tradermonty breakout-trade-planner
Generate Minervini-style breakout trade plans from VCP screener output with risk calculation, portfolio heat management, and Alpaca-compatible order templates.
2.3k · bundle
tradermonty edge-strategy-designer
Converts abstract edge concepts into concrete strategy draft variants with configurable risk profiles and optional exportable ticket YAMLs for downstream validation.
2.3k · bundle
tradermonty edge-strategy-reviewer
Reviews trading strategy drafts for edge plausibility, overfitting risk, sample size adequacy, and execution realism, outputting PASS/REVISE/REJECT verdicts with confidence scores.
2.3k · bundle
tradermonty earnings-trade-analyzer
Screens recent post-earnings stocks using a 5-factor scoring system (Gap Size, Pre-Earnings Trend, Volume Trend, MA200 Position, MA50 Position) and assigns A/B/C/D grades to identify momentum trade candidates.
2.3k · bundle
tradermonty market-breadth-analyzer
Quantifies market breadth health using public CSV data, generating a 0-100 composite score across six components to assess market participation and rally breadth.
2.3k · bundle
tradermonty value-dividend-screener
Screen US stocks for high-quality dividend opportunities combining value characteristics, attractive yields, and consistent growth using a two-stage screening approach with FINVIZ Elite and FMP APIs.
2.3k · bundle
tradermonty drawdown-circuit-breaker
Evaluates account-level drawdown and losing-streak rules from local thesis files to decide whether new trade risk is allowed, without external APIs.
2.3k · bundle
tradermonty options-strategy-advisor
Analyze and simulate options trading strategies using Black-Scholes pricing, Greeks calculation, and risk management guidance.
2.3k · bundle
tradermonty trade-hypothesis-ideator
Generate falsifiable trade strategy hypotheses from market data, trade logs, and journal snippets, with ranked hypothesis cards, experiment designs, kill criteria, and optional strategy.yaml export.
2.3k · bundle
tradermonty pre-trade-discipline-gate
Evaluates a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision for later review.
2.3k · bundle
tradermonty us-market-bubble-detector
Evaluates US market bubble risk through quantitative data analysis using the Minsky/Kindleberger framework, scoring indicators like Put/Call ratio, VIX, margin debt, breadth, and IPO data.
2.3k · bundle
tradermonty weekly-performance-digest
Aggregate closed trades from trader-memory-core into a weekly performance report with win rate, expectancy, profit factor, R-multiple, MAE/MFE, and pattern breakdowns by source skill, exit reason, sector, and mechanism.
2.3k · bundle
tradermonty downtrend-duration-analyzer
Analyze historical downtrend durations and generate interactive HTML histograms showing typical correction lengths by sector and market cap.
2.3k · bundle
tradermonty market-environment-analysis
Analyzes global market conditions across US, European, and Asian indices, forex, commodities, and economic indicators to produce structured market reports with risk sentiment assessment.
2.3k · bundle
tradermonty ibd-distribution-day-monitor
Detect IBD-style Distribution Days for QQQ/SPY, track 25-session expiration and 5% invalidation, count d5/d15/d25 clusters, classify market risk, and emit TQQQ/QQQ exposure recommendations.
2.3k · bundle
tradermonty parabolic-short-trade-planner
Screen US equities for parabolic exhaustion patterns, generate conditional pre-market short plans, and monitor intraday trigger signals using 5-min bars.
2.3k · bundle
tradermonty stanley-druckenmiller-investment
Synthesizes outputs from 8 upstream market analysis skills into a unified conviction score (0-100), pattern classification, and allocation recommendation for Druckenmiller-style portfolio positioning.
2.3k · bundle
tradermonty kanchi-dividend-us-tax-accounting
Classify US dividend tax treatment, validate holding periods, and recommend account placement for dividend income portfolios.
2.3k · bundle
tradermonty stockbee-exhaustion-hammer-screener
Screen US stocks for Stockbee-style selling-exhaustion hammer setups using prior momentum, pullback depth, undercut/reclaim, long lower-wick geometry, close-location, volume confirmation, quality/liquidity gates, and risk-distance scoring.
2.3k · bundle
agricidaniel ads-math
Calculate and model paid-media financial metrics including CPA, CPL, CPC, CPM, ROAS, MER, break-even targets, contribution margin, LTV:CAC, impression-share opportunity, budgets, forecasts, and experiment economics.
Frequently asked questions
What are Finance & Business agent skills?
Finance agent skills bring structure to money-related work: financial models, accounting workflows, invoices, budgeting, and market analysis. Your AI agent loads the skill when the task matches and follows its rules, in any agent that reads SKILL.md files.
Which Finance & Business skills are most installed?
Popular Finance & Business skills on SkillMD right now include technical-analyst, canslim-screener, portfolio-manager. Rankings shift as installs change; sort this page by "Most downloaded" for the live list.
Do Finance & Business skills work with Claude Code and Cursor?
Yes. Every skill here ships as a SKILL.md file, an open format that works in Claude Code, Claude.ai, Cursor, Codex, Windsurf, and 60+ other agents. Install one with npx skillmds add <owner>/<name>, or copy the file into your agent's skills directory.