Finance¶
Banking, capital markets, equity research, wealth management, fund admin, and accounting workflows. For trading-strategy / factor-research / backtesting work, see the Quant Research hub.
Skills in this repo¶
Local¶
| Skill | One-line | Notes |
|---|---|---|
| none direct | quantatitive-factor-researcher is the closest fit but is quant-flavored — see the Quant Research hub. |
Vendored¶
| Skill | Upstream | Series |
|---|---|---|
| none yet |
External skills (manual install)¶
Status enum (single source of truth across the catalog)
Every external-skill or MCP entry below carries a status: value:
| Status | Meaning | Where it links |
|---|---|---|
vendored |
Already in vendor.yaml. |
Link to the skills/vendor/<name>/ (or series) entry. |
deferred |
Open TODO P? item — under consideration. |
Link to the TODO.md anchor. |
skipped |
Looked at, chose not to vendor. | Inline reason required (1 sentence). |
evaluated |
Read but no decision recorded. Effectively "tracked." | Inline 1-line note describing what was learned. |
wishlist |
Surfaced but not yet evaluated. | No link required; default for fresh discoveries. |
Status changes are explicit edits — see the Adding catalog
entries workflow doc (under Workflows in the nav) for the
wishlist → deferred → vendored recipe.
Manual install for non-vendored skills
When a skill is not in vendor.yaml, you can still install it directly
from upstream via the npx skills CLI:
# Whole-repo install (if SKILL.md sits at repo root or skills/)
npx skills@latest add <owner>/<repo>
# Subpath install (when the skill is nested)
npx skills@latest add <owner>/<repo>/<path-to-skill-dir>
# Cherry-pick by name
npx skills@latest add <owner>/<repo> -s <skill-name>
# Force deep discovery (skill nested >1 level inside skills/)
npx skills@latest add <owner>/<repo> --full-depth -s <skill-name>
For Anthropic-style plugin marketplaces (e.g.
anthropics/financial-services,
anthropics/knowledge-work-plugins), use the Claude Code plugin
commands instead:
For MCP servers, see the per-entry "Auth & install" section in the MCP wiki — install commands vary by transport (HTTP / stdio / SSE) and host (Claude Code / Claude Desktop / Cursor / Managed Agents).
| Skill / Plugin | Upstream | Status | Why this status | Install hint |
|---|---|---|---|---|
claude-for-financial-services (full marketplace) |
anthropics/financial-services |
wishlist |
Massive marketplace (11 named agents + 7 vertical plugins + partner plugins). Needs evaluation per-plugin — most assume Cowork / Managed Agents deployment, not solo Claude Code. | claude plugin marketplace add anthropics/financial-services then pick a plugin (e.g. financial-analysis, equity-research, investment-banking). |
financial-analysis plugin (subset) |
anthropics/financial-services/plugins/vertical-plugins/financial-analysis |
wishlist |
Core skills (DCF, LBO, comps, 3-statement) + 11 MCP connectors. Highest-value entry point if vendoring any subset. | claude plugin install financial-analysis@claude-for-financial-services |
Awesome-finance-skills curated list |
RKiding/Awesome-finance-skills |
wishlist |
Eight-skill bundle (news, stock data, sentiment, forecasting, signal tracking, viz, reporting, web search). Plug-and-play for finance-flavored agents. Independent author — verify license + maintenance. | Inspect upstream SKILL.md layout, then npx skills@latest add RKiding/Awesome-finance-skills. |
| Six skills (Claude for Financial Services) | Claude tutorial | evaluated |
Toggleable in Settings → Capabilities → Skills (no manual install). Tutorial only — exclusive to Claude for Financial Services accounts. Documents 6 first-party skills: Comps Analysis, DCF, Initiating Coverage Research, Strip Profile, Due Diligence Data Pack, Earnings Analysis. | Not installable via npx skills; surfaced in the official Claude UI for FSI accounts. |
MCP servers¶
| Name | Upstream | Status | Auth | Records |
|---|---|---|---|---|
| Financial Datasets MCP | docs.financialdatasets.ai/mcp-server |
wishlist |
OAuth 2.1 + API key | Per-MCP page |
| LSEG, S&P Global, FactSet, etc. | bundled in anthropics/financial-services/financial-analysis/.mcp.json |
wishlist |
Provider-specific | no per-MCP record yet — add when evaluated |
Backlog (TODO P? items)¶
See the P? lane in TODO.md:
[?/L]Financial data sources skill set — compare free vs paid market-data providers, regional coverage, organize-by-provider vs by-workflow. →backlog/financial-data-sources.md
See also¶
- Quant Research — trading strategies, backtesting, factor research.
- MCP wiki: Financial Datasets — first populated MCP record in the wiki.
docs/reference/llm-wiki-pattern.md— Karpathy's pattern for personal knowledge bases (relevant when curating provider-specific notes).