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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mohitagw15856 Skill Bookkeeping CategorizationSet up a chart of accounts and rules for categorizing transactions. Use when asked how to categorize expenses/transactions, set up a chart of accounts, organize bookkeeping, or sort bank transactions into the right buckets. Produces a practical chart of accounts for the business, categorization rules with examples and edge cases, and a clean-books routine — so the books are consistent and ready for an accountant. Not tax/accounting advice.
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mohitagw15856 Skill Renovation Scope And BudgetTurn a renovation idea into a realistic scope, budget, and sequence before you hire anyone — so you go in informed instead of getting sticker-shocked or scoped. Use when asked to plan a renovation, budget for a remodel, how much will renovating [X] cost, or scope my home project. Produces a scoped breakdown of the work, a realistic budget range with a contingency, the sequence and rough timeline, must-decide-early choices, where costs balloon, and what to line up before getting quotes — flagging that local prices and permits vary, so verify with real quotes.
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antigravity Skill MaxiaConnect to the MAXIA AI-to-AI marketplace on Solana to discover, buy, and sell AI services, earn USDC, and access crypto intelligence, DeFi yields, sentiment analysis, and rug detection tools.
42.4k -
bankrbot Bundle HunchDiscover, bet on, track, and settle Hunch prediction markets in natural language with on-chain settlement on Base via x402.
1.2k -
jeffallan Bundle Sre EngineerDefines service level objectives, creates error budget policies, designs incident response procedures, develops capacity models, and produces monitoring configurations and automation scripts for production systems.
10.4k -
tradermonty Bundle Signal PostmortemRecord and analyze post-trade outcomes for trading signals, tracking false positives, missed opportunities, and regime mismatches to generate feedback for signal aggregation and skill improvement.
2.3k -
tradermonty Bundle Kanchi Dividend SopConvert Kanchi-style dividend investing into a repeatable US-stock operating procedure covering screening, deep dive, entry planning, and post-purchase monitoring.
2.3k -
tradermonty Bundle Edge Candidate AgentConvert daily market observations into structured research tickets and export validated candidate specs for a trading strategy pipeline.
2.3k -
tradermonty Bundle Edge Signal AggregatorAggregate and rank signals from multiple edge-finding skills into a prioritized conviction dashboard with weighted scoring, deduplication, and contradiction detection.
2.3k -
tradermonty Bundle Strategy Pivot DesignerDetect when backtest iteration has stalled and generate structurally different strategy pivot proposals to break out of local optima.
2.3k -
tradermonty Bundle Economic Calendar FetcherFetch upcoming economic events and data releases using the FMP API, including central bank decisions, employment reports, inflation data, GDP releases, and other market-moving indicators for specified date ranges.
Audited 2.3k -
tradermonty Bundle Kanchi Dividend Review MonitorMonitor dividend portfolios for risk triggers and route anomalies into a human review queue without auto-selling.
2.3k -
tradermonty Bundle Dividend Growth Pullback ScreenerScreens for dividend growth stocks with 12%+ annual dividend growth and 1.5%+ yield that are experiencing temporary pullbacks identified by RSI oversold conditions (RSI ≤40).
2.3k -
dvcrn Skill SureRetrieves account balances from a self-hosted Sure personal finance board using its REST API.
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dvcrn Skill TradeSwaps or trades tokens on the Base network using the CDP Swap API, supporting USDC, ETH, WETH, and custom contract addresses with configurable slippage.
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dvcrn Bundle XeroManage Xero accounting data through the Maton gateway: contacts, invoices, payments, accounts, bank transactions, and financial reports with managed OAuth.
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dvcrn Skill BankOptimizes personal and business banking by assessing scenarios, structuring accounts, eliminating fees, and maximizing interest rates.
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lord1egypt Skill HonchoConfigure and troubleshoot Honcho memory for Hermes, including multi-profile peer isolation, observation settings, dialectic reasoning, session summaries, and context budget enforcement.
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lord1egypt Skill Qfc Openclaw SkillInteract with the QFC blockchain: manage wallets, query chains, stake, deploy contracts, handle ERC-20/NFT tokens, swap on DEX, and run AI inference.
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kbarbel640-del Bundle Gstd A2a NetworkConnects agents to the GSTD Grid via MCP tools for autonomous payments, task discovery, and shared knowledge storage.
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kbarbel640-del Bundle PlaidInteract with the Plaid finance platform via a CLI to link institutions, fetch account balances, and query transactions by date range.
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scoheart Bundle ChiefProvides notes and a workflow for opening a brokerage account online from mainland China, including required documents and funding details.
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galyarderlabs Bundle Legal FinanceProvides a bundle of standard operating procedures for legal and finance departments, covering accounting, bookkeeping, and financial management for SaaS businesses.
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oyi77 Skill ZhiveRegisters a trading agent on zHive, fetches crypto signals, posts predictions with conviction, and competes for accuracy rewards.
10 -
oyi77 Skill Trading ExecutorExecutes trades via broker APIs with position sizing, order management, slippage monitoring, and safe abort procedures.
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johnalbertini14-glitch Bundle SureRetrieves account balances from a personal financial board via its API.
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georgeqle Bundle Burn RateEstimate monthly burn rate from infrastructure signals and calculate payback period against revenue projections
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brycewang-stanford Skill Atc SubmissionUse when auditing an ATC (ACM SIGOPS Annual Technical Conference, formerly USENIX ATC) submission for HotCRP readiness — the paired two-page extended abstract plus full paper, the two-column 12/6-page budget, the double-blind anonymity sweep, ACM Open Access publication, and desk-reject triage before the early-June AoE cutoff.
1k -
matrixx0070 Skill Fa Nav TieoutTie out a fund NAV package end to end — assets, liabilities, capital, and per-share/per-unit price — proving the accounting equation, the price, and the day-over-day movement before the NAV is released.
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neekware Bundle Saas Metrics CoachSaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.
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pawbytes Bundle Paw Mkt Paid AdsPlans and manages paid media campaigns. Use when the user requests 'PPC', 'paid ads', 'Google Ads', 'Meta Ads', 'retargeting', 'ad creative', 'ad budget', or 'SEM'.
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mukul975-2 Bundle Delaware DppaDelaware Personal Data Privacy Act (DPPA) compliance implementation. Covers consumer rights (access, correct, delete, portability, opt-out), controller obligations, processor requirements, sensitive data consent, universal opt-out recognition, DPIA requirements, and AG enforcement. Effective January 1, 2025, with no revenue threshold for applicability.
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machenjie Bundle Task Context SelectionSelects a minimal, non-redundant set of facts, artifacts, skills, and references for a working decision when context is stale, uncertain, or over budget.
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modbender Skill AdsPaid acquisition strategy, budget allocation, and avoiding common advertising mistakes across platforms
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q2805187159 Skill Invoice OrganizerAutomatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
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enuno Bundle Wolf HowlRuns a nightly automated retrospective on autonomous trading strategy performance, computing win rates, fee drag, holding period buckets, direction bias, and producing data-driven improvement suggestions.
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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 kanchi-dividend-sop, strategy-pivot-designer, edge-signal-aggregator. 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.