Finance Skills
[!WARNING]
This project is for educational and informational purposes only. Nothing here constitutes financial advice. Always do your own research and consult a qualified financial advisor before making investment decisions.
A collection of agent skills for financial analysis and trading, following the Agent Skills open standard.
Visit skills.himself65.com for documentation, demos, and setup instructions.
Quick Start
OpenAI Codex
Add this repository as a native Codex marketplace, then install the groups you need:
codex plugin marketplace add himself65/finance-skills
codex plugin add finance-market-analysis@finance-skills
codex plugin add finance-data-providers@finance-skills
In the desktop app, select Finance Skills in the plugin directory after registering the marketplace. Restart or refresh the app if the source is not visible yet. Older clients without codex plugin can install individual skills with npx skills add himself65/finance-skills -a codex; that route does not include bundled MCP servers.
GitHub releases also provide one importable plugin ZIP per group, a complete local marketplace ZIP, and the existing individual skill ZIPs. See Codex installation and release guide for ZIP selection, requirements, and maintainer commands.
Plugin Groups (Claude Code, Cursor, and More)
npx plugins add himself65/finance-skills
The installer prompts you to select one or more plugin groups. To install every group non-interactively:
npx plugins add himself65/finance-skills --yes
Individual Skills
npx skills add himself65/finance-skills --skill yfinance-data
Other Agents
npx skills add himself65/finance-skills -a <agent-name>
Available Skills
Market Analysis (finance-market-analysis)
Stock analysis, earnings, estimates, correlations, liquidity, ETFs, options payoff, and trading strategies via yfinance.
| Skill | Description |
|---|
| company-valuation | DCF + relative + SOTP triangulation — implied share price, WACC × g sensitivity, Bull/Base/Bear scenarios |
| earnings-preview | Pre-earnings briefing — consensus estimates, beat/miss history, analyst sentiment |
| earnings-recap | Post-earnings analysis — actual vs estimated EPS, price reaction, margin trends |
| estimate-analysis | Analyst estimate deep-dive — revision trends, growth projections, historical accuracy |
| etf-premium | ETF premium/discount vs NAV — market price comparison, peer analysis, category screener |
| options-payoff | Interactive options payoff charts with dynamic controls |
| saas-valuation-compression | SaaS valuation compression analysis — ARR multiples, cause attribution, peer comparisons |
| sepa-strategy | SEPA strategy analysis — Minervini's trend template, VCP patterns, entry points, position sizing |
| stock-correlation | Correlation analysis — sector peers, co-movement, pair-trading candidates |
| stock-liquidity | Liquidity analysis — spreads, volume profiles, market impact, Amihud ratio |
Social Readers (finance-social-readers)
Read-only social media and research feeds — Twitter/X, Discord, LinkedIn, Telegram, Y Combinator, and a generic opencli fallback for 100+ other sources.
Data Providers (finance-data-providers)
External API data — sentiment via Adanos, Fintel short-interest/ownership intelligence, Hormuz Strait monitoring, TradingView data via a bundled headless MCP server or the desktop app, and Hyperliquid perp/spot reading.
This is the beginning of the README. Read the rest at the original. Read the full README ↗
