# Skills for Finance and business Skills for Finance and business: what each one does, an install command and example prompts. 1189 cards · page 25 of 30 - HTML: https://affpapa.org/en/nevibecode/skills/topic/finance?page=25 - Instructions for agents: https://affpapa.org/en/nevibecode/agents.md - [tax-loss-harvesting](https://affpapa.org/en/nevibecode/skills/tax-loss-harvesting.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 683 installs — Runs the full tax-loss harvesting cycle: finding candidates, budgeting gains and losses, picking a replacement, and staying clear of wash sales. - [investment-suitability](https://affpapa.org/en/nevibecode/skills/investment-suitability.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 680 installs — Evaluates investment recommendations against FINRA Rules 2111 and 2090. - [real-assets](https://affpapa.org/en/nevibecode/skills/real-assets.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 679 installs — Evaluates real estate and infrastructure investments through return metrics, REIT cash flow ratios, and direct ownership comparisons. - [quote-to-cash](https://affpapa.org/en/nevibecode/skills/quote-to-cash.md) — skill · HubSpot · Claude Code, Codex, Cursor +3 · 1700 installs — A skill for driving HubSpot from the CLI: it creates products, assembles quotes with line items and associations, and reads invoices and subscriptions. - [sales-reporting](https://affpapa.org/en/nevibecode/skills/sales-reporting.md) — skill · HubSpot · Claude Code, Codex, Cursor +3 · 1700 installs — Pulls HubSpot deal briefings into the terminal: what closes this week, open pipeline by stage and owner, and win/loss over a period. - [next-best-action](https://affpapa.org/en/nevibecode/skills/next-best-action.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 680 installs — This skill designs next-best-action engines that watch client data for portfolio, life, market and compliance events and tell advisors what to do next. - [know-your-customer](https://affpapa.org/en/nevibecode/skills/know-your-customer.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 679 installs — Walks your agent through KYC: identity verification, beneficial ownership, EDD for PEPs, and keeping the customer profile current. - [fixed-income-sovereign](https://affpapa.org/en/nevibecode/skills/fixed-income-sovereign.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 678 installs — Prices Treasury bonds, builds the yield curve, and works out duration, convexity and DV01. - [regulatory-reporting](https://affpapa.org/en/nevibecode/skills/regulatory-reporting.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 674 installs — A skill that maps out which regulatory forms investment advisers, broker-dealers and large traders must file, where, and by when. - [reconciliation](https://affpapa.org/en/nevibecode/skills/joellewis-reconciliation.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 674 installs — Guides reconciliation workflows across portfolio systems, custodians, and clearing firms. - [business-strategy](https://affpapa.org/en/nevibecode/skills/business-strategy.md) — skill · travisjneuman · Claude Code, Codex, Cursor +3 · 497 installs — Equips your AI agent with business frameworks for competitive analysis, BCG and McKinsey matrices, market entry plans, and M&A integration. - [qualitative-valuation](https://affpapa.org/en/nevibecode/skills/qualitative-valuation.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 672 installs — Evaluates business quality, economic moats, and corporate governance beyond pure spreadsheet models. - [exchange-connectivity](https://affpapa.org/en/nevibecode/skills/exchange-connectivity.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 671 installs — Guides trading venue connectivity design, FIX session mechanics, and market data architecture. - [operational-risk](https://affpapa.org/en/nevibecode/skills/operational-risk.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 670 installs — Guides operational risk identification, trade break investigations, and error account workflows for trading desks under Basel and FINRA standards. - [settlement-clearing](https://affpapa.org/en/nevibecode/skills/settlement-clearing.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 669 installs — A skill covering trade settlement and clearing: the T+1 cycle, DTC/NSCC/FICC infrastructure, CNS netting, settlement fails and buy-in procedures. - [performance-attribution](https://affpapa.org/en/nevibecode/skills/performance-attribution.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 668 installs — Splits portfolio return into explainable pieces: how much came from sector weights, how much from stock picking inside them. - [client-onboarding](https://affpapa.org/en/nevibecode/skills/client-onboarding.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 670 installs — Walks you through building a client onboarding flow from prospect intake to a funded account: KYC, documents, e-signature, custodian submission. - [margin-operations](https://affpapa.org/en/nevibecode/skills/margin-operations.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 668 installs — Guides margin calculations, Reg T buying power, FINRA 4210 thresholds, and OCC TIMS portfolio margin rules for brokerage accounts. - [business-name-fit](https://affpapa.org/en/nevibecode/skills/business-name-fit.md) — skill · Alireza Rezvani · Claude Code · 23 installs — Vets or suggests business names that reflect a founder's cultural origin and work well in target markets abroad. - [advice-standards](https://affpapa.org/en/nevibecode/skills/advice-standards.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 669 installs — Works out when a product, platform or piece of writing stops being education and becomes investment advice that requires adviser registration. - [alternatives](https://affpapa.org/en/nevibecode/skills/alternatives.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 667 installs — Evaluates alternative investments across hedge funds, private equity, and venture capital. - [risk-management-trading](https://affpapa.org/en/nevibecode/skills/risk-management-trading.md) — skill · omer-metin · Claude Code, Codex, Cursor +3 · 393 installs — A skill that makes the agent size positions, set stops and read drawdown. - [counterparty-risk](https://affpapa.org/en/nevibecode/skills/counterparty-risk.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 668 installs — A skill that walks through three workflows: assessing a new counterparty, handling a credit-deterioration event, and closing out on default. - [order-management-advisor](https://affpapa.org/en/nevibecode/skills/order-management-advisor.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 667 installs — A skill covering the advisor trade lifecycle from order entry to settlement: block trading, allocation, pre-trade compliance and custodian routing. - [pre-trade-compliance](https://affpapa.org/en/nevibecode/skills/pre-trade-compliance.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 667 installs — A skill for designing automated pre-trade compliance systems that validate orders before they reach a custodian or execution venue. - [books-and-records](https://affpapa.org/en/nevibecode/skills/books-and-records.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 664 installs — Guide compliance workflows for broker-dealer recordkeeping under SEC Rules 17a-3, 17a-4, and 204-2. - [fixed-income-structured](https://affpapa.org/en/nevibecode/skills/fixed-income-structured.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 664 installs — A skill for structured fixed income: CMO tranches, prepayment speeds, waterfall mechanics. - [nansen-token-research](https://affpapa.org/en/nevibecode/skills/nansen-token-research.md) — skill · nansen-ai · Claude Code, Codex, Cursor +3 · 435 installs — This skill drives nansen research token commands to pull holders, flows, DEX trades and PnL for a single token. - [corporate-actions](https://affpapa.org/en/nevibecode/skills/corporate-actions.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 660 installs — A skill for processing corporate actions end to end: dividends, splits, mergers, tender offers and rights offerings, from announcement to settlement. - [accept-agent-payments](https://affpapa.org/en/nevibecode/skills/accept-agent-payments.md) — skill · circlefin · Claude Code, Codex, Cursor +3 · 446 installs — Set up a paid HTTP service for AI agents with Circle Gateway Nanopayments. - [reference-data](https://affpapa.org/en/nevibecode/skills/reference-data.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 660 installs — A skill for designing financial reference data systems: security master, client master, account master, CUSIP and ISIN mapping, golden source. - [fixed-income-municipal](https://affpapa.org/en/nevibecode/skills/fixed-income-municipal.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 658 installs — Evaluates US municipal bonds, calculates tax-equivalent yields, and assesses credit metrics for general obligation and revenue debt. - [crm-client-lifecycle](https://affpapa.org/en/nevibecode/skills/crm-client-lifecycle.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 657 installs — Walks your agent through client segmentation, household linking, service tiers and retention risk for an advisory firm's CRM. - [advisor-dashboards](https://affpapa.org/en/nevibecode/skills/advisor-dashboards.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 659 installs — A skill for designing practice dashboards around AUM, revenue, client attrition and KPI frameworks. - [post-trade-compliance](https://affpapa.org/en/nevibecode/skills/post-trade-compliance.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 658 installs — Guides the design of post-trade monitoring: alert logic, investigation workflow, allocation fairness checks and reporting triggers. - [gips-compliance](https://affpapa.org/en/nevibecode/skills/gips-compliance.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 657 installs — A skill that walks an AI agent through GIPS compliance: composite construction, time-weighted returns, GIPS Reports and verification. - [payment-gateway-integration](https://affpapa.org/en/nevibecode/skills/payment-gateway-integration.md) — skill · aj-geddes · Claude Code, Codex, Cursor +3 · 524 installs — A skill for wiring Stripe, PayPal and Square into your backend: charges, subscriptions, webhooks. - [account-opening-compliance](https://affpapa.org/en/nevibecode/skills/account-opening-compliance.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 654 installs — This skill helps shape compliance checks for account opening, from identity verification to sanctions screening. - [budget-optimizer](https://affpapa.org/en/nevibecode/skills/onewave-ai-budget-optimizer.md) — skill · OneWave-AI · Claude Code, Codex, Cursor +3 · 429 installs — A skill that reads your spending, finds where money leaks, and builds a plan around the 50/30/20 rule, subscriptions and debt payoff. - [nansen-trading](https://affpapa.org/en/nevibecode/skills/nansen-trading.md) — skill · nansen-ai · Claude Code, Codex, Cursor +3 · 430 installs — Executes DEX swaps on Solana and Base, handles cross-chain bridges, and manages limit orders through nansen-cli. Next: https://affpapa.org/en/nevibecode/skills/topic/finance.md?page=26 ## 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