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Finance —— 金融

Terminology rule (zh-TW pages)

技術名詞首次出現以「中文 (English original)」格式呈現，例：依賴注入 (dependency injection)。不自創翻譯——若無公認譯名直接保留英文 （如 embedding、tokenizer）。代碼、API 名、CLI flag、套件名、檔名一律不翻。

銀行 (banking)、資本市場 (capital markets)、股票研究 (equity research)、 財富管理 (wealth management)、基金管理 (fund admin)、會計 (accounting) 相關的 workflow。交易策略 (trading strategy) / 因子研究 (factor research) / 回測 (backtesting) 請改看 Quant Research hub。

此 repo 內的 skill

Local

Skill 一句話 備註
暫無直接相關 quantatitive-factor-researcher 最接近，但偏量化口味 —— 詳見 Quant Research hub。

Vendored

Skill Upstream Series
暫無

External skills（手動安裝）

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:

claude plugin marketplace add <owner>/<repo>
claude plugin install <plugin-name>@<repo-name>

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 為何此狀態 安裝提示
claude-for-financial-services（完整 marketplace） anthropics/financial-services wishlist 規模龐大的 marketplace（11 個命名 agent + 7 個 vertical plugin + 合作夥伴 plugin）。要逐 plugin 評估 —— 多數假設部署在 Cowork / Managed Agents，並非單機 Claude Code。 claude plugin marketplace add anthropics/financial-services 後挑選 plugin（例如 financial-analysis、equity-research、investment-banking）。
financial-analysis plugin（子集） anthropics/financial-services/plugins/vertical-plugins/financial-analysis wishlist 核心 skill（DCF、LBO、comps、3-statement）+ 11 個 MCP connector。若決定挑子集 vendor，這是最高價值的入口。 claude plugin install financial-analysis@claude-for-financial-services
Awesome-finance-skills 收錄 RKiding/Awesome-finance-skills wishlist 八個 skill 組合（news、stock data、sentiment、forecasting、signal tracking、viz、reporting、web search）。即插即用 (plug-and-play)。獨立作者 —— 需確認 license 與維護狀態。 檢視 upstream SKILL.md 結構後 npx skills@latest add RKiding/Awesome-finance-skills。
六個 skill（Claude for Financial Services） Claude tutorial evaluated 在 Settings → Capabilities → Skills 中啟用（無手動安裝）。教學文件而已 —— 僅限 Claude for Financial Services 帳號。文件描述六個官方 skill：Comps Analysis、DCF、Initiating Coverage Research、Strip Profile、Due Diligence Data Pack、Earnings Analysis。 無法用 npx skills 安裝；FSI 帳號的官方 Claude UI 內可見。

MCP servers

名稱 Upstream Status Auth 紀錄
Financial Datasets MCP docs.financialdatasets.ai/mcp-server wishlist OAuth 2.1 + API key 單一 MCP 頁面
LSEG、S&P Global、FactSet 等 隨 anthropics/financial-services/financial-analysis/.mcp.json 一起 wishlist 各家 provider 不同 暫無單一 MCP 紀錄 —— 評估後再加

Backlog（TODO P? 條目）

見 TODO.md 的 P? 區：

  • [?/L] Financial data sources skill set —— 比較免費 vs 付費市場資料 (market data) 提供者、區域涵蓋、依 provider 還是依 workflow 組織 skill。 → backlog/financial-data-sources.md

另見