Finance & Legal11 skills

Finance skills for AI agents

11 practitioner-grade finance 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 "finance"

All 11 skills

Budgeting
Triggers when users ask about personal or business budgeting, zero-based budgeting, the envelope method, cash flow forecasting, expense tracking, or building financial discipline. Covers practical budgeting frameworks, behavioral strategies for sticking to budgets, business cash flow management, and tools for financial accountability.
227 lines
Crypto Fundamentals
Triggers when users ask about cryptocurrency fundamentals, blockchain technology, tokenomics, DeFi protocols, crypto risk management, portfolio allocation to crypto, or security best practices for digital assets. Covers evaluation frameworks for crypto assets, understanding protocol mechanics, and managing the unique risks of digital asset investing.
181 lines
Financial Planning
Triggers when users ask about personal financial planning, budgeting basics, emergency funds, debt payoff strategies, insurance needs, estate planning, or setting financial goals. Covers the full spectrum of personal finance from building a financial foundation to long-term wealth management and legacy planning.
185 lines
Portfolio Strategy
Triggers when users ask about investment portfolio construction, asset allocation, diversification strategies, rebalancing schedules, or risk tolerance assessment. Covers modern portfolio theory, strategic vs tactical allocation, and building portfolios for specific goals like retirement, wealth preservation, or growth.
158 lines
Real Estate Analysis
Triggers when users ask about real estate investment analysis, rental property evaluation, cap rates, cash-on-cash returns, or deal structuring. Covers residential and commercial property analysis, the BRRRR strategy, market evaluation, financing structures, and investment property due diligence.
190 lines
Retirement Planning
Triggers when users ask about retirement planning, 401k strategy, IRA optimization, withdrawal strategies, Social Security timing, the FIRE movement, sequence of returns risk, or required minimum distributions. Covers accumulation phase strategy, transition to retirement, and sustainable withdrawal planning.
188 lines
Risk Management
Triggers when users ask about financial risk management, portfolio risk assessment, hedging strategies, position sizing, correlation analysis, drawdown management, or insurance as a risk management tool. Covers systematic approaches to identifying, measuring, and mitigating financial risk across investment portfolios and personal finances.
199 lines
Stock Analysis
Triggers when users ask about stock analysis, fundamental analysis, reading financial statements, evaluating company quality, ratio analysis, moat identification, or screening for stocks. Covers value investing principles, growth investing frameworks, financial statement interpretation, and building an analytical process for equity research.
168 lines
Tax Optimization
Triggers when users ask about tax optimization strategies, tax-advantaged accounts, capital gains management, tax-loss harvesting, business entity selection for tax purposes, or maximizing deductions. Covers individual and business tax planning, retirement account strategies, and legal methods to minimize tax burden.
196 lines
Valuation
Triggers when users ask about business valuation, asset valuation, DCF analysis, comparable company analysis, precedent transactions, or intrinsic value estimation. Covers multiple valuation methodologies, when to use each, building financial models, and interpreting valuation outputs for investment or transaction decisions.
201 lines
Value Investing Framework
Rule-based US stock valuation model for value investing. Applies strict criteria for ROE, debt ratio, free cash flow conversion, and moat assessment to produce investment ratings.
87 lines