Finance & Business
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.
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newmindsgroup Skill Startup Financial ModelingBuild comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.
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newmindsgroup Bundle Observability Monitoring Slo ImplementYou are an SLO (Service Level Objective) expert specializing in implementing reliability standards and error budget-based engineering practices. Design comprehensive SLO frameworks, establish meaningful SLIs, and create monitoring systems that balance reliability with feature velocity.
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jadegate Skill Solana Tx BuildingSolana transaction construction including instruction building, account resolution, compute budget, priority fees, and versioned transactions
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jadegate Skill Conflicts Of InterestIdentify, disclose, and mitigate conflicts of interest in advisory and brokerage relationships under Reg BI and fiduciary duty. Use when the user asks about compensation-based conflicts, proprietary product incentives, revenue sharing disclosure, principal trading consent, soft dollar arrangements, pay-to-play restrictions, gifts and entertainment limits, personal trading policies, or code of ethics requirements. Also trigger when users mention 'is this a conflict', 'recommending our own funds', 'higher payout on annuities', 'outside business activity conflicts', 'allocation fairness across accounts', 'political contribution to a pension board member', or ask how to disclose or eliminate a conflict.
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jadegate Skill Bet SizingDetermine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly criterion, fractional Kelly, risk budgeting, or conviction weighting. Also trigger when users mention 'how much to put in one stock', 'maximum position size', 'how concentrated should my portfolio be', 'number of holdings', 'VaR budget per position', 'how big a bet', or ask about scaling position sizes with volatility.
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jadegate Skill FundamentalsGet fundamental financial data including financials, earnings, and key metrics. Use when user asks about financials, earnings, revenue, profit, balance sheet, income statement, or company fundamentals.
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jadegate Skill Fee DisclosureGuide fee disclosure compliance across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks about Form ADV Item 5 fee schedules, prospectus fee table format, Reg BI cost disclosure obligations, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program costs, or ERISA 408(b)(2) service provider fee disclosure. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', 'indirect compensation', or ask whether fee disclosures are complete and compliant.
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oomol-lab Skill Oo Invoice NinjaInvoice Ninja (invoiceninja.com). Use this skill for ANY Invoice Ninja request — reading, creating, and updating data. Whenever a task involves Invoice Ninja, use this skill instead of calling the API directly.
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jadegate Skill Account MaintenanceProcess account maintenance requests across the full account lifecycle. Use when changing a client address or contact info and verifying identity, updating beneficiary designations after marriage divorce birth or death, re-registering or re-titling an account to a trust or new entity, selecting tax lot accounting methods or fixing cost basis records, applying legal holds compliance holds or Reg T freezes, setting up systematic withdrawals automatic investments or dividend reinvestment, processing a death notification or estate account setup, handling a QDRO or divorce decree for retirement accounts, responding to power of attorney or guardianship situations, closing accounts and managing escheatment, or designing periodic account review and data quality programs.
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jadegate Skill Performance MetricsEvaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use when the user asks about Sharpe ratio, Sortino ratio, Information Ratio, Treynor ratio, Calmar ratio, Omega ratio, or upside/downside capture. Also trigger when users mention 'risk-adjusted returns', 'return per unit of risk', 'M-squared', 'is this fund worth the volatility', 'how to compare two managers', 'capture ratio', or ask which investment performed better after accounting for risk.
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jadegate Skill Trade AccountingDouble-entry bookkeeping for trading operations with ledger management, P&L statements, balance sheets, and cash flow reporting
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jadegate Skill Fixed Income MunicipalAnalyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the user asks about municipal bonds, tax-exempt income, tax-equivalent yield, AMT bonds, or muni credit quality. Also trigger when users mention 'muni bonds', 'tax-free bonds', 'state tax exemption', 'general obligation', 'revenue bonds', 'Build America Bonds', 'muni yield ratio', 'de minimis rule', or ask whether munis make sense for their tax bracket.
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jadegate Skill Market Sizing AnalysisCalculate TAM/SAM/SOM for market opportunities using top-down, bottom-up, and value theory methodologies. Use this skill when sizing markets, estimating addressable revenue, validating market opportunity for a new venture, or building investor-ready market analysis for a startup pitch or business plan.
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jadegate Skill Team Composition AnalysisDesign optimal team structures, hiring plans, compensation strategies, and equity allocation for early-stage startups from pre-seed through Series A. Use this skill when planning headcount, determining which roles to hire next, setting compensation or equity ranges, designing org structure, or building a hiring budget aligned to funding milestones.
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jadegate Skill Startup Financial ModelingBuild comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use this skill when creating financial projections, calculating burn rate or runway, modeling fundraising scenarios, or preparing investor-ready financials for a seed or Series A raise.
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jadegate Skill Kanchi Dividend Us Tax AccountingProvide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.
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paulpas Skill Sre EngineeringImplements SRE practices including SLI/SLO frameworks, error budget policies, incident management, capacity planning, and chaos engineering for production reliability.
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paulpas Skill Framework Implementation PatternsTranslates documented framework requirements into concrete implementation patterns with multi-layer validation gates, constraint assertions, and performance budget enforcement to ensure code decisions align with project specifications.
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adu2021 Skill Paper2skill Scaling EfficiencyConvert scaling and efficiency papers into practical resource planning guides. Extracts empirical scaling laws, compute-optimal allocation rules, and budget-performance trade-offs. Use this skill when extracting skills from Category 11 (Scaling and Efficiency) papers — Chinchilla-style scaling law papers, Flash Attention efficiency papers, or knowledge distillation studies.
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adu2021 Skill Psa Pyramid Sparse AttentionReplaces binary keep/drop masks with multi-level pooled key-value representations, allowing queries to access larger receptive fields under same compute budget through hierarchical aggregation without discarding information.
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adu2021 Skill Knapsack Rl Budget AllocationImprove RL training for LLMs by dynamically allocating exploration budget (rollout count) to tasks based on their difficulty and current learning status. Solves the knapsack problem of maximizing gradient signal within fixed compute budget, increasing non-zero policy gradients by 20-40% and achieving 2-4 point performance gains.
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adu2021 Skill Autogaze Efficient Video UnderstandingReduce video token overhead by 4-100x through autoregressive patch selection, enabling MLLMs to process 1K-frame 4K video efficiently. Uses next-token prediction to identify multi-scale patches that matter. Achieves 19x speedup on vision transformers. Use when processing long, high-resolution videos with MLLMs, have budget constraints on tokens/compute, or need to handle 4K resolution at scale.
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adu2021 Skill Simart Articulated Asset DecompositionReplace dense voxel tokenization with sparse 3D VQ-VAE to reduce token counts by 70% in multimodal 3D understanding. Enables efficient articulated asset decomposition for physics-based simulation. Works best for 3D generation tasks constrained by token budget. Trigger: When working with 3D mesh models and hitting token limits; want to decompose meshes into articulated parts with reduced memory footprint.
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adu2021 Skill Plan Budget ReasoningDecompose complex queries into sub-questions and allocate computational budgets adaptively based on estimated difficulty, achieving 70% accuracy improvements and 39% token reduction without retraining.
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adu2021 Skill Stepsize Learning RateImprove training efficiency under iteration budgets using the Unified Budget-Aware (UBA) schedule, a theoretically grounded learning rate approach governed by a single hyperparameter φ that balances adaptability across network architectures.
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adu2021 Skill Trapo Semi Supervised RlBridge labeled and unlabeled data through trajectory similarity in reinforcement learning. Select reliable unlabeled samples by comparing pass-rate evolution trajectories against labeled data. Achieve 42.6% accuracy with 1K labeled + 3K unlabeled samples, surpassing fully-supervised training on 45K labels with 10% annotation budget.
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nota-america Skill Friday BriefDelivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.
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nota-america Bundle Invoice ChaseDrafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.
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undermybelt Bundle Ibkr Chokepoint Equity ScanScreen demand-wave chokepoint equities through IBKR API. Use for global non-mainland-A-share industrial-chain leaders, early/smaller bottleneck suppliers, qualification-cycle moats, forward TAM, buy logic, and prompts such as 卡脖子, 龙头, 需求浪反推, 第一行只给龙头, 不能被设计掉, or material revenue.
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ferroxlabs Bundle Home Maintenance AssessmentSystematic home inspection evaluation covering structural systems, mechanical systems, exterior and interior condition, and safety readiness. Produces a prioritized maintenance scorecard with budget estimates and scheduling recommendations. Use when the user asks about home maintenance assessment, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of home maintenance assessment or requires a different specialized skill.
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ferroxlabs Bundle Theory Of Constraints CoachApplied Theory of Constraints guide covering bottleneck identification, the Five Focusing Steps, Drum-Buffer-Rope scheduling, Thinking Processes, throughput accounting, and practical techniques for finding and exploiting system constraints. Use when the user asks about theory of constraints coach, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of theory of constraints coach or requires a different specialized skill.
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ferroxlabs Bundle Outdoor Gear Selection GuideProvides category-by-category outdoor gear selection criteria for hiking, camping, cycling, and general outdoor recreation. Covers footwear, layering systems, packs, shelter, and navigation with fit testing guidelines, durability priorities by use intensity, and budget tier recommendations. Use when the user asks about choosing outdoor gear, comparing hiking boots, selecting a backpack, building a layering system, or evaluating gear quality and durability. Do NOT use for specific brand or product recommendations, professional mountaineering equipment, cycling-specific gear (use cycling-route-planner), or fishing, hunting, or water sports equipment.
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ferroxlabs Bundle Content Monetization StrategistContent monetization expertise covering revenue stream diversification, audience building strategies, pricing psychology for digital products, sponsorship and brand deal negotiation, membership and subscription models, passive income from content, and building a sustainable creator business beyond ad revenue. Use when the user asks about content monetization strategist, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of content monetization strategist or requires a different specialized skill.
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adu2021 Skill Versatileffn Adaptive FfnEnable parameter-efficient computation through dual-pathway feed-forward networks. Create virtual experts via hidden subspace slicing (width-versatile) and recursive weight application (depth-versatile). Use difficulty-aware gating to balance pathways, adding computation not memory to fixed parameter budget.
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undermybelt Bundle Earnings RecapGenerate a post-earnings analysis for any stock using Yahoo Finance data. Use when the user wants to review what happened after earnings, understand beat/miss results, see stock reaction, or get an earnings recap. Triggers: "AAPL earnings recap", "how did TSLA earnings go", "MSFT earnings results", "did NVDA beat earnings", "post-earnings analysis", "earnings surprise", "what happened with GOOGL earnings", "earnings reaction", "stock moved after earnings", "EPS beat or miss", "revenue beat or miss", "quarterly results for", "how were earnings", "AMZN reported last night", "earnings call recap", or any request about a company's recent earnings outcome. Use this skill when the user references a past earnings event, even if they just say "AAPL reported" or "how did they do".
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nota-america Skill Sox TestingGenerate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.
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 startup-financial-modeling, observability-monitoring-slo-implement, solana-tx-building. Rankings shift as installs change; sort this page by "Most installs" 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@latest add <owner>/<name>, or copy the file into your agent's skills directory.