Finance & Investing12 skills

Banking Finance Pro skills for AI agents

12 practitioner-grade banking finance pro skills, each a focused Markdown document your agent loads into context on demand. Search them from Claude Desktop, Cursor or any MCP client, or pull one with the CLI.

$ npx skilldb search "banking finance pro"

All 12 skills

Commercial Banking
Expert guidance on commercial lending, credit analysis, relationship management, treasury services, and the end-to-end commercial banking process from client origination through portfolio management and workout scenarios.
63 lines
Commodities Trading
Expert guidance on commodities trading across energy, metals, and agriculture including futures and options strategies, physical versus paper market dynamics, fundamental supply-demand analysis, and risk management for commodity price exposure.
63 lines
Credit Analysis
Expert guidance on credit scoring methodologies, corporate and consumer credit risk assessment, covenant analysis, credit rating frameworks, distressed credit evaluation, and the structured approach to determining creditworthiness and appropriate lending terms.
63 lines
Financial Modeling
Expert guidance on building robust financial models including discounted cash flow analysis, leveraged buyout models, comparable company analysis, merger models, and scenario analysis with emphasis on practical application, auditability, and decision-support quality.
63 lines
Fintech Product
Expert guidance on fintech product strategy including digital banking, payments infrastructure, embedded finance, lending platforms, regulatory compliance, and the intersection of financial services domain expertise with modern technology product development.
63 lines
Forex Trading
Expert guidance on foreign exchange trading including currency pair analysis, technical and fundamental frameworks, macro-driven positioning, risk management, execution strategies, and navigating the unique dynamics of the world
63 lines
Hedge Fund Strategies
Expert guidance on hedge fund investment strategies including long/short equity, global macro, quantitative approaches, event-driven investing, risk management frameworks, and portfolio construction across market environments.
63 lines
Insurance Underwriting
Expert guidance on insurance risk evaluation, pricing methodology, policy structure and terms, portfolio management, reinsurance strategy, and the disciplined underwriting process across commercial, specialty, and personal lines of business.
63 lines
Investment Banking
Expert guidance on deal structuring, pitchbook creation, M&A advisory, capital markets transactions, and the end-to-end investment banking process from origination through execution and closing.
61 lines
Private Equity
Expert guidance on private equity fund structure, deal sourcing, due diligence, transaction execution, portfolio company value creation, and exit planning across buyout, growth equity, and special situations strategies.
62 lines
Venture Capital
Expert guidance on startup evaluation, term sheet negotiation, portfolio construction, board governance, follow-on strategy, and the full venture capital lifecycle from fund formation through exits across seed, early, and growth stages.
63 lines
Wealth Management
Comprehensive guidance on portfolio construction, client advisory relationships, asset allocation strategies, estate planning considerations, and holistic wealth preservation for high-net-worth and ultra-high-net-worth individuals and families.
63 lines