# Skills for Finance and business Skills for Finance and business: what each one does, an install command and example prompts. 1189 cards · page 2 of 30 - HTML: https://affpapa.org/en/nevibecode/skills/topic/finance?page=2 - Instructions for agents: https://affpapa.org/en/nevibecode/agents.md - [legal-response](https://affpapa.org/en/nevibecode/skills/legal-response.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 3400 installs — This skill drafts replies to common legal inquiries from configured templates and checks when a matter needs counsel. - [initiating-coverage](https://affpapa.org/en/nevibecode/skills/anthropics-initiating-coverage.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1900 installs — This skill builds equity research initiation reports through five separate tasks, from company research and modeling to valuation, charts, and DOCX assembly. - [creating-financial-models](https://affpapa.org/en/nevibecode/skills/creating-financial-models.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 409 installs — Skill for building DCF models, sensitivity analysis, Monte Carlo simulations, and scenario planning for investment decisions. - [earnings-preview-single](https://affpapa.org/en/nevibecode/skills/earnings-preview-single.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — Generates a 4-5 page HTML equity research earnings preview for a single company: analyzes the latest earnings transcript, competitors, valuation multiples, and recent news. - [datapack-builder](https://affpapa.org/en/nevibecode/skills/datapack-builder.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — Turns CIMs, offering memorandums and filings into standardized Excel workbooks with formulas, ready for an investment committee. - [bond-futures-basis](https://affpapa.org/en/nevibecode/skills/bond-futures-basis.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — Evaluates bond futures basis, identifies the cheapest-to-deliver bond, and calculates implied repo rates to spot basis trading opportunities. - [fixed-income-portfolio](https://affpapa.org/en/nevibecode/skills/fixed-income-portfolio.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — Skill for bond portfolio analysis: pricing, duration, DV01, rate scenarios and cashflow projections. - [lbo-model](https://affpapa.org/en/nevibecode/skills/lbo-model.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — Fills in an LBO model template in Excel with live formulas, checks the math and keeps formatting consistent. - [audit-support](https://affpapa.org/en/nevibecode/skills/audit-support.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 3200 installs — A skill with SOX 404 control testing methodology, sampling approaches and documentation standards. - [process-optimization](https://affpapa.org/en/nevibecode/skills/process-optimization.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 3200 installs — Analyzes business workflows to find bottlenecks and waiting times. - [variance-analysis](https://affpapa.org/en/nevibecode/skills/variance-analysis.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 3200 installs — Decomposes budget versus actual variances into underlying business drivers and writes narrative commentary for leadership. - [status-report](https://affpapa.org/en/nevibecode/skills/status-report.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 3100 installs — Generates a structured status report for leadership: KPI metrics with green/yellow/red flags, risks, and decisions needed. - [fsi-strip-profile](https://affpapa.org/en/nevibecode/skills/fsi-strip-profile.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1700 installs — Builds company profile slides for pitch books and client presentations, with financial data, charts and tables. - [swap-curve-strategy](https://affpapa.org/en/nevibecode/skills/swap-curve-strategy.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1700 installs — Analyzes interest rate swap curves, overlays sovereign and inflation data, and recommends DV01-neutral curve trades like steepeners or butterflies. - [funding-digest](https://affpapa.org/en/nevibecode/skills/funding-digest.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1700 installs — Builds a one-page PowerPoint slide from recent funding rounds and capital markets activity. - [ib-check-deck](https://affpapa.org/en/nevibecode/skills/ib-check-deck.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1700 installs — A skill that reviews pitch decks for number mismatches across slides, narrative-data gaps, IB language polish, and visual QC. - [tear-sheet](https://affpapa.org/en/nevibecode/skills/tear-sheet.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1700 installs — Creates audience-specific company tear sheets in Word using S&P Capital IQ data via the Kensho MCP server. - [fx-carry-trade](https://affpapa.org/en/nevibecode/skills/fx-carry-trade.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1700 installs — Skill to evaluate FX carry trade opportunities: combines spot rates, forward points, interest rate differentials, and volatility surfaces. - [bond-relative-value](https://affpapa.org/en/nevibecode/skills/bond-relative-value.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1700 installs — A Claude skill that breaks a bond's spread into components and stress-tests it under rate shifts to judge rich or cheap. - [journal-entry-prep](https://affpapa.org/en/nevibecode/skills/journal-entry-prep.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 3000 installs — Prepares month-end journal entries with balanced debits and credits, calculation memos, and supporting documentation. - [forecast](https://affpapa.org/en/nevibecode/skills/forecast.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 3000 installs — Generates commit, best-case, and risk narratives for forecast reviews or manager 1:1s using live CRM data or pipeline exports. - [close-management](https://affpapa.org/en/nevibecode/skills/close-management.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 3000 installs — Plans the month-end close, maps task dependencies, and tracks blockers. - [call-summary](https://affpapa.org/en/nevibecode/skills/call-summary.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2900 installs — Turns a call transcript or notes into a customer follow-up draft, an internal summary, and proposed CRM updates. - [org-planning](https://affpapa.org/en/nevibecode/skills/org-planning.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2900 installs — Plans organizational structure, headcount, and hiring sequences. - [stripe-integration](https://affpapa.org/en/nevibecode/skills/stripe-integration.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 13404 installs — This skill covers Stripe Checkout, subscriptions, webhooks, refunds, and saved payment methods. - [pipeline-review](https://affpapa.org/en/nevibecode/skills/pipeline-review.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2800 installs — Evaluates stage-by-stage pipeline health, aging deals, and coverage from CRM records or file exports. - [vendor-check](https://affpapa.org/en/nevibecode/skills/vendor-check.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2800 installs — Skill checks vendor agreements across CLM, CRM, email, and document storage in one report, flags missing contracts and expiration dates. - [vendor-review](https://affpapa.org/en/nevibecode/skills/vendor-review.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2800 installs — Evaluates software and service vendors by modeling total cost of ownership, auditing vendor risk, and preparing negotiation points before signing. - [comp-analysis](https://affpapa.org/en/nevibecode/skills/comp-analysis.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2800 installs — Benchmarks salaries against market data, places roles in bands, and models equity grants. - [analyzing-financial-statements](https://affpapa.org/en/nevibecode/skills/analyzing-financial-statements.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 348 installs — Computes key financial ratios and metrics from financial statements for investment analysis. - [startup-financial-modeling](https://affpapa.org/en/nevibecode/skills/startup-financial-modeling.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 12585 installs — Build startup financial models with revenue, costs, cash flow, and scenarios. - [sox-testing](https://affpapa.org/en/nevibecode/skills/sox-testing.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2700 installs — Builds sample selections, testing workpapers, and control assessments for SOX 404. - [people-report](https://affpapa.org/en/nevibecode/skills/people-report.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2700 installs — Skill to generate headcount, attrition, diversity, and org health reports from HR data. - [journal-entry](https://affpapa.org/en/nevibecode/skills/journal-entry.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2800 installs — Prepares journal entries with debit and credit schedules for accruals, prepaid expenses, or revenue recognition. - [azure-pricing](https://affpapa.org/en/nevibecode/skills/azure-pricing.md) — skill (official GitHub) · anthonychu · GitHub Copilot · 4700 installs — Fetches current Azure retail prices and estimates usage costs. - [market-sizing-analysis](https://affpapa.org/en/nevibecode/skills/market-sizing-analysis.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 11715 installs — Calculates TAM, SAM, and SOM for market opportunities with three methods. - [xlsx-author](https://affpapa.org/en/nevibecode/skills/xlsx-author.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1400 installs — Skill to create .xlsx files on disk without a running Excel when an agent operates headless. - [contract-review](https://affpapa.org/en/nevibecode/skills/anthropics-contract-review.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2600 installs — Reviews NDAs, MSAs, and vendor contracts, flags risky terms, and creates a marked-up DOCX. - [billing-automation](https://affpapa.org/en/nevibecode/skills/billing-automation.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 11245 installs — This skill helps build subscription billing, invoicing, and failed-payment recovery. - [startup-metrics-framework](https://affpapa.org/en/nevibecode/skills/startup-metrics-framework.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 11236 installs — This skill helps choose and calculate startup metrics such as CAC, LTV, burn multiple, retention, and growth. Next: https://affpapa.org/en/nevibecode/skills/topic/finance.md?page=3 ## Refine [trading](https://affpapa.org/en/nevibecode/tag/trading.md) · [python](https://affpapa.org/en/nevibecode/tag/python.md) · [cli](https://affpapa.org/en/nevibecode/tag/cli.md) · [sales](https://affpapa.org/en/nevibecode/tag/sales.md) · [pricing](https://affpapa.org/en/nevibecode/tag/pricing.md) · [saas](https://affpapa.org/en/nevibecode/tag/saas.md) · [payments](https://affpapa.org/en/nevibecode/tag/payments.md) · [compliance](https://affpapa.org/en/nevibecode/tag/compliance.md) · [strategy](https://affpapa.org/en/nevibecode/tag/strategy.md) · [api](https://affpapa.org/en/nevibecode/tag/api.md) · [crm](https://affpapa.org/en/nevibecode/tag/crm.md) · [market-research](https://affpapa.org/en/nevibecode/tag/market-research.md) ## Narrow this list Parameters: `?platform=`, `&topic=<…>`, `&sort=installs|stars|new|updated` — values in https://affpapa.org/en/nevibecode/agents.md --- NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md