Finance Skills
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[!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.
See DEMOS.md for screenshots and examples.
Setup
Claude Code Plugin (recommended)
This repo is a Claude Code plugin. Install it directly:
Option A — Plugin marketplace
Add the marketplace and install:
# Add the marketplace
/plugin marketplace add JacobHsu/cc-finance-skills
# Install the plugin
/plugin install finance-skills@cc-finance-skills
Option B — Local plugin (for development)
claude --plugin-dir ./path/to/finance-skills
Once installed, skills are namespaced under finance-skills: (e.g., /finance-skills:options-payoff).
Claude Code (Agent Skills)
Option A — npx skills add
npx skills add JacobHsu/cc-finance-skills
Install a specific skill:
npx skills add JacobHsu/cc-finance-skills --skill options-payoff
Install globally (available across all projects):
npx skills add JacobHsu/cc-finance-skills --skill options-payoff -g
Option B — Manual installation
Clone the repo and symlink (or copy) the skill into your Claude Code skills directory:
# Personal (all projects)
cp -r skills/options-payoff ~/.claude/skills/options-payoff
# Project-local (this project only)
cp -r skills/options-payoff .claude/skills/options-payoff
Claude.ai (Web / Desktop App)
- Go to Settings > Capabilities and enable Code execution and file creation
- Download the zip for the skill you want from the latest release (e.g.,
options-payoff.zip)
- In Claude, go to Customize > Skills
- Click the + button and select Upload a skill
- Select the zip file — the skill will appear in your skills list
Repeat steps 2–5 for each skill you want to install.
Other Agents
The skills in this repo follow the Agent Skills open standard. You can install them to any supported agent (Codex, Gemini CLI, GitHub Copilot, etc.) using:
npx skills add JacobHsu/cc-finance-skills -a <agent-name>
Available Skills
Analysis & Data
| Skill | Description | Platform |
|---|
| stock-correlation | Analyze stock correlations to find related companies, sector peers, and pair-trading candidates. Routes to sub-skills: co-movement discovery, return correlation, sector clustering, and realized correlation. | All platforms |
| yfinance-data | Fetch financial and market data using yfinance — stock prices, historical OHLCV, financial statements, options chains, dividends, earnings, analyst recommendations, screener, and more. | All platforms |
Geopolitical & Macro Risk
| Skill | Description | Platform |
|---|
| hormuz-strait | Real-time Strait of Hormuz monitoring — shipping transits, oil price impact, stranded vessels, insurance risk, diplomatic status, global trade impact, and crisis timeline via the Hormuz Strait Monitor API. | All platforms |
Scripts
詳見 scripts/README.md。
License
MIT
Based on himself65/finance-skills by himself65.
JacobHsu