Finance

Browse Finance agent skills in Industry and compare related workflows, tools, and use cases.

15 skills
A
finance-billing-ops

by affaan-m

finance-billing-ops is an evidence-first skill for Finance Operations. Use it for revenue, pricing, refunds, team-seat logic, duplicate-charge questions, and billing-model checks when you need code-backed billing truth instead of generic payments advice. It is built for operator decisions, billing audits, and pricing comparisons.

Finance Operations
Favorites 0GitHub 156.1k
W
startup-financial-modeling

by wshobson

startup-financial-modeling helps agents build 3-5 year startup finance models with cohort revenue, cost structure, burn, runway, and fundraising scenarios. Best for founders and finance leads who need install context, clear inputs, and practical usage guidance from the skill's SKILL.md.

Finance
Favorites 0GitHub 32.6k
W
risk-metrics-calculation

by wshobson

risk-metrics-calculation helps compute portfolio risk metrics like VaR, CVaR, Sharpe, Sortino, beta, volatility, and drawdown. Use it to turn return series into structured risk reporting, Python implementation patterns, and practical interpretation for finance workflows.

Finance
Favorites 0GitHub 32.6k
W
backtesting-frameworks

by wshobson

The backtesting-frameworks skill helps design and review trading strategy backtests with stronger controls for look-ahead bias, survivorship bias, overfitting, transaction costs, and walk-forward validation in Finance.

Finance
Favorites 0GitHub 32.6k
W
billing-automation

by wshobson

billing-automation helps design recurring billing workflows for subscriptions, invoicing, renewals, proration, dunning, and tax-aware charging in Workflow Automation projects.

Workflow Automation
Favorites 0GitHub 32.6k
D
finance-based-pricing-advisor

by deanpeters

finance-based-pricing-advisor evaluates pricing changes using ARPU, conversion, churn risk, NRR, and CAC payback. Use it to decide whether a price increase, discount, new tier, or add-on should ship.

Pricing Strategy
Favorites 0GitHub 4.1k
D
saas-revenue-growth-metrics

by deanpeters

saas-revenue-growth-metrics helps you calculate and interpret MRR, ARR, churn, expansion, and NRR for SaaS. Use the saas-revenue-growth-metrics skill when you need a Finance-ready guide to spot leaky growth, compare revenue quality, and explain business momentum with clear inputs and decisions.

Finance
Favorites 0GitHub 4.1k
D
saas-economics-efficiency-metrics

by deanpeters

The saas-economics-efficiency-metrics skill helps evaluate SaaS unit economics, capital efficiency, CAC, LTV, payback, burn, and runway. Use it to decide whether to scale, optimize, or fix the business for Finance reviews, board prep, and growth decisions.

Finance
Favorites 0GitHub 4.1k
D
business-health-diagnostic

by deanpeters

business-health-diagnostic helps Finance, founders, and operators assess SaaS health across growth, retention, unit economics, and capital efficiency for board-ready decisions. Use it to spot red flags, prioritize fixes, and turn raw metrics into an actionable diagnostic.

Finance
Favorites 0GitHub 4.1k
B
trading-signal

by binance

trading-signal skill helps Finance workflows retrieve and interpret on-chain Smart Money signals from Binance Web3. Use it to review buy/sell activity, trigger price, current price, max gain, exit rate, and token tags for Solana or BSC before deeper trade analysis. The trading-signal guide is best for fast signal triage, monitoring, and validation.

Finance
Favorites 0GitHub 822
B
query-address-info

by binance

query-address-info is a Web3 skill for checking token holdings on a wallet address and supported chain. It returns token name, symbol, price, 24h price change, and quantity held for fast portfolio checks, wallet due diligence, and address monitoring. Use it when you need a structured balance snapshot with less guesswork.

Web3
Favorites 0GitHub 822
A
buffett

by agi-now

buffett is a Warren Buffett-style investment analysis skill for Finance. Use the buffett skill to evaluate stocks, read annual reports, test moats, assess management, estimate intrinsic value, and make buy/hold/sell decisions with a clear buffett guide.

Finance
Favorites 0GitHub 154
Z
aws-cost-operations

by zxkane

aws-cost-operations is an AWS cost and operations skill for estimating costs, reviewing bills, monitoring CloudWatch, checking CloudTrail, and guiding operational decisions. It is well suited for Finance, FinOps, platform teams, and operators who need verified AWS facts and decision-ready output.

Finance
Favorites 0GitHub 0
E
charlie

by EveryInc

charlie is an AI CFO skill for bootstrapped and profitable startups that need sharper financial decisions. It helps with runway, unit economics, hiring ROI, capital allocation, burn rate, working capital, and forecasting. Use charlie for Finance questions when you need a disciplined, decision-ready framework instead of generic startup advice.

Finance
Favorites 0GitHub 0
D
finance-metrics-quickref

by deanpeters

finance-metrics-quickref is a fast lookup skill for SaaS finance metrics, formulas, and benchmarks. Use it for quick metric definitions, formula checks, and benchmark reminders during product, finance, GTM, or board review work.

Finance
Favorites 0GitHub 0
Finance agent skills