finance-skills

Estimate a public company's intrinsic value with DCF, relative (peer multiple), and sum-of-the-parts (SOTP) methods, then blend them into an implied share price with upside/downside vs the market price, a WACC and terminal-growth sensitivity grid, and bull/base/bear scenarios. Use this skill whenever the user asks what a company or ticker is worth: fair value, intrinsic value, implied share price, a price target from fundamentals, whether it is overvalued or undervalued, building a DCF (WACC, terminal value, discounted cash flow), EV/EBITDA or P/E based targets, peer comparison valuation, or SOTP and conglomerate discounts. Run the model rather than answering valuation questions from memory.

Read Discord for financial research through opencli connected to the Discord desktop app: servers, channels, members, recent messages in the active channel, and message search. Use this skill whenever the user wants to check their Discord, list servers or channels, read or search messages in trading, crypto, or market communities, or gauge what a Discord community is saying about a ticker or coin. Read-only: it cannot send, react to, edit, or delete messages.

Build a pre-earnings briefing for a stock from Yahoo Finance data (yfinance): the upcoming report date and timing, consensus EPS and revenue estimates with their range, the beat/miss track record, analyst ratings and price targets, and what to watch in the print. Use this skill whenever the user is preparing for an upcoming earnings report or asks what the street expects — consensus or whisper numbers, EPS expectations, whether a company will beat, an earnings setup, or an earnings-season preview — and whenever a ticker comes up in the context of upcoming earnings, even without the word "preview". For results that are already out, use earnings-recap.

Analyze a company's most recent (or a specified past) earnings report from Yahoo Finance data (yfinance): actual vs estimated EPS, surprise size, revenue and margin trends, and the stock's price reaction. Use this skill whenever the user asks how earnings went — beat or miss, earnings surprise, quarterly results, the post-earnings move, or an earnings call recap — including casual references to a past report such as "AMZN reported last night" or "how did they do". For an upcoming report, use earnings-preview.

Analyze sell-side analyst estimates and how they are changing, using Yahoo Finance data (yfinance): EPS and revenue consensus by period, estimate ranges and dispersion, revision trends over 7/30/60/90 days and up/down revision breadth, growth estimates vs industry, sector, and the S&P 500, and historical estimate accuracy. Use this skill when the user wants more than a single estimate lookup: estimate revisions or momentum, EPS trend, consensus changes, forward or next-quarter and annual estimates, the bull vs bear estimate spread, or growth projections across periods.

Calculate an ETF's premium or discount to NAV from Yahoo Finance data (yfinance), compare or screen ETFs by premium, explain why a gap exists, and decompose a sudden ETF move into NAV-driven vs structural components (dealer gamma exposure, blocked AP arbitrage, sentiment). Use this skill whenever the user asks whether an ETF trades above or below NAV, compares ETF premiums or discounts, screens for the biggest ones, asks about ETF arbitrage or premium convergence, or wants to know why an ETF jumped or diverged from its holdings — including gamma squeezes, dealer gamma exposure (GEX), and blocked creation/redemption. Especially relevant for leveraged, inverse, international, bond, commodity, and crypto ETFs (IBIT, BITO, HYG, KWEB).

Fetch normalized stock sentiment across Reddit, X.com, financial news, and Polymarket from the Adanos Finance API: buzz score, bullish percentage, mention or trade counts, and trend. Use this skill whenever the user asks how much a stock is being discussed or how hot it is on social platforms, how many Reddit mentions or Polymarket bets a company has, whether Reddit, X, and news agree, or wants to compare stock buzz and sentiment across tickers. Read-only: it never places trades or modifies anything.

Query Fintel (fintel.io) institutional market data through its REST API or official MCP server. Use this skill whenever the user mentions Fintel or asks about short interest, short interest ratio or days to cover, short squeeze data, borrow rate or cost to borrow, shares available to borrow, daily short volume, fails-to-deliver (FTD), 13F institutional owners ("who owns X"), insider buying or selling from SEC Form 3/4/5, analyst price targets, ratings and forecasts, dividend or earnings history and calendars, EOD or last prices, security lookup by ticker, CUSIP, ISIN, or FIGI, Fintel leaderboards, or their Fintel watchlists and alerts. Read-only: GET endpoints only.

Design system and templates for Claude's built-in generative UI — the show_widget tool that renders interactive HTML/SVG widgets inline in claude.ai conversations. Use this skill whenever the user wants visual or interactive output rather than plain text or markdown: charts and dashboards, diagrams, flowcharts and architecture drawings, mockups, comparison grids, illustrations, interactive explainers ("explain how X works" with a visual), or tools with sliders, toggles, and live-updating displays — including financial data shown visually and requests phrased as "show me", "visualize", "draw", or "chart this".

Check the live status of the Strait of Hormuz from the Hormuz Strait Monitor dashboard: open, restricted, or closed status, tanker transits vs normal, stranded vessels, Brent price impact, war-risk insurance levels, cargo throughput, tanker freight rates, diplomatic developments, and global trade impact. Use this skill whenever the user asks about the Strait of Hormuz or the Persian Gulf in the context of oil, shipping, or geopolitical risk — whether Hormuz is open, chokepoint or transit disruption, Gulf tanker traffic, war-risk premiums, Middle East shipping routes, or energy supply-chain risk.

Read Hyperliquid (app.hyperliquid.xyz) perp and spot market data through opencli and Hyperliquid's public info API: mark, oracle, and mid prices, 24h change, funding rates (hourly and annualized APR), open interest, volume, the L2 order book, OHLCV candles, funding history, and cross-venue funding comparisons (Hyperliquid vs Binance vs Bybit) for funding arbitrage. Use this skill whenever the user mentions Hyperliquid (HL, HL DEX, hyperliquid.xyz) or asks about its perps, spot pairs such as PURR, funding, open interest, order book, or candles. Read-only market data: no account, order, or transfer operations.

Read LinkedIn for financial research through opencli: the user's feed, and job search with location, seniority, job type, remote, company, and date filters. Use this skill whenever the user wants to check their LinkedIn feed, see what professionals or analysts are posting about a company, market, or earnings, gauge professional sentiment, or search finance and trading jobs on LinkedIn. Read-only: it cannot post, like, comment, connect, message, or apply.

Generic read-only fallback for sources opencli supports but no dedicated skill covers: finance sites (Yahoo Finance, Bloomberg, Reuters, Barchart, Eastmoney, Xueqiu, Sinafinance), communities (Reddit, HackerNews, Weibo, Zhihu, Xiaohongshu, Bilibili), newsletters and blogs (Substack, Medium), research (arXiv, Google Scholar), podcasts and video (Apple Podcasts, Xiaoyuzhou, Spotify, YouTube), Weixin, Amazon, and more. Use it when the user asks to read or fetch from such a site — for example r/wallstreetbets, the HackerNews front page, Eastmoney hot stocks, the Xueqiu feed, Bloomberg markets headlines, or an arXiv search — or says "use opencli to read". Prefer twitter-reader, linkedin-reader, discord-reader, telegram-reader, or yc-reader when the source matches. Read-only: never runs write commands.

Render an interactive options payoff chart — expiry P&L plus Black-Scholes theoretical value — with sliders for strikes, premium, IV, DTE, and spot. Use this skill whenever the user describes or shares an options position or strategy and wants to see how it makes or loses money: vertical, calendar, diagonal, or ratio spreads, butterflies, condors and iron condors, straddles, strangles, covered calls, protective or naked puts, or any multi-leg structure. This includes pasted strikes, premiums, and expiries, requests like "show me the payoff" or "draw the P&L curve", and broker screenshots (IBKR, TastyTrade, Robinhood). Use it even when details are partial — defaults fill the gaps.

Analyze how a private SaaS company's ARR valuation multiple changed across funding rounds, and attribute the compression or expansion to rate cycles and macro selloffs, growth deceleration, narrative shifts (including an AI premium), competition, and investor demand, benchmarked against private-market medians and peers. Use this skill whenever the user asks about valuation compression, ARR multiples, round-to-round valuation or multiple changes, down rounds, or wants to compare a VC-backed software company's funding rounds. Research the rounds rather than answering from memory.

Analyze stocks with Mark Minervini's SEPA (Specific Entry Point Analysis) methodology: stage analysis, the 8-condition trend template, fundamentals, VCP and other base patterns, pivot-point entries, market environment, and risk-based position sizing. Use this skill whenever the user mentions SEPA, Minervini, superperformance, the trend template, VCP (volatility contraction pattern), Stage 2, pivot or breakout entries, moving-average stacking (price above the 50/150/200-day MAs), breakout volume, position sizing from risk percentage, growth-stock screening or swing-trade entry criteria, or bases such as cup-with-handle, flat base, bull flag, or high tight flag. Also use it when the user asks "should I buy this stock" or "is this a good setup" about a growth or momentum name, or shares a chart for pattern analysis.

Create, improve, and evaluate agent skills (SKILL.md plus reference files). Use this skill whenever the user wants to build, scaffold, or design a new skill, improve or fix an existing skill that isn't working well, score or benchmark a skill's quality or run evals on it, or turn a repeated manual workflow into a skill ("I keep doing X manually", "can you remember how to do X", "turn this into a skill").

Analyze a startup from three perspectives — VC investor, job applicant, and CEO/founder — covering market, traction, unit economics, team, defensibility, runway, equity value, culture, and competitive position, with a verdict for each. Use this skill whenever the user wants to evaluate a startup or private tech company: due diligence, whether to invest in it or join it, weighing a startup job offer, company health, outlook, or competitive position, or open-ended asks such as "what do you think of [company]" or "research [company] for me".

Analyze how stocks move together using Yahoo Finance price history (yfinance): find correlated peers for a ticker, measure correlation, beta, and spread between specific tickers, cluster a group into a correlation matrix, and track rolling or regime-dependent correlation. Use this skill whenever the user asks what moves with a stock, what else drops when it drops, related tickers or sympathy plays, sector or supply-chain peers, pair trading or hedging pairs, beta or relative performance, correlation matrices, co-movement, or rolling/realized correlation — including well-known pairs like AMD/NVDA, GOOGL/AVGO, or LITE/COHR. With a single ticker, assume the user wants its correlated peers.

Analyze how liquid a stock is using Yahoo Finance data (yfinance): bid-ask spreads, volume and dollar volume (ADTV), top-of-book and options depth, square-root market impact and slippage estimates, turnover ratio, and Amihud illiquidity, rolled into a liquidity grade. Use this skill whenever the user asks about liquidity or trading costs — how easily a position can be entered or exited, what a large order would do to the price, spread or execution-cost estimates, order book depth, volume patterns, or liquidity comparisons — especially for small caps, penny stocks, and thinly traded names.