# Skills for Finance and business Skills for Finance and business: what each one does, an install command and example prompts. 1189 cards · page 26 of 30 - HTML: https://affpapa.org/en/nevibecode/skills/topic/finance?page=26 - Instructions for agents: https://affpapa.org/en/nevibecode/agents.md - [integration-patterns](https://affpapa.org/en/nevibecode/skills/integration-patterns.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 655 installs — A skill for designing integrations between financial systems: APIs, FIX, ISO 20022, batch feeds and idempotency. - [stp-automation](https://affpapa.org/en/nevibecode/skills/stp-automation.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 655 installs — Works out how many transactions clear with no human touch, then helps you move the process to exception-based handling. - [account-maintenance](https://affpapa.org/en/nevibecode/skills/account-maintenance.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 653 installs — Guides AI assistants through brokerage and wealth management operations, covering client address updates, beneficiary elections, compliance holds, and account transfers. - [client-disclosures](https://affpapa.org/en/nevibecode/skills/client-disclosures.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 652 installs — Guides investment advisers and broker-dealers on required SEC client disclosures. - [client-reporting-delivery](https://affpapa.org/en/nevibecode/skills/client-reporting-delivery.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 651 installs — Designs and organizes client performance reports across quarterly reviews, tax schedules, fee breakdowns, and portal feeds. - [conflicts-of-interest](https://affpapa.org/en/nevibecode/skills/conflicts-of-interest.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 651 installs — A skill that helps your agent spot, disclose and clear conflicts of interest in advisory and brokerage work under Reg BI and fiduciary duty. - [proposal-generation](https://affpapa.org/en/nevibecode/skills/proposal-generation.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 651 installs — Generates a client investment proposal end to end: risk profile, model portfolio pick, fee illustration, projections and a compliance pass. - [netsuite](https://affpapa.org/en/nevibecode/skills/netsuite.md) — skill · membrane · Claude Code, Codex, Cursor +3 · 367 installs — Connects your AI agent to NetSuite ERP records via the Membrane CLI to search and manage customers, orders, and invoices. - [sales-practices](https://affpapa.org/en/nevibecode/skills/sales-practices.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 649 installs — Walks through broker-dealer sales practice violations: churning, breakpoint discounts, selling away, unauthorized trading. - [workflow-automation](https://affpapa.org/en/nevibecode/skills/joellewis-workflow-automation.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 646 installs — A skill for designing human-in-the-loop processes: task routing, approval chains, maker-checker controls and SLA monitoring. - [fee-disclosure](https://affpapa.org/en/nevibecode/skills/fee-disclosure.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 648 installs — Checks whether fee and cost disclosures are complete, accurate and not misleading across advisory, brokerage, fund and retirement plan contexts. - [fiduciary-standards](https://affpapa.org/en/nevibecode/skills/fiduciary-standards.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 644 installs — Applies US investment adviser fiduciary duties under IA Act Section 206, ERISA standards, and DOL rollover rules like PTE 2020-02. - [dd-audit-cost-spike-investigation](https://affpapa.org/en/nevibecode/skills/dd-audit-cost-spike-investigation.md) — skill · datadog-labs · Claude Code, Codex, Cursor +3 · 473 installs — Correlates a Datadog usage spike with Audit Trail config changes, so you can see who changed what right before the bill jumped. - [examination-readiness](https://affpapa.org/en/nevibecode/skills/examination-readiness.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 642 installs — Prepares investment advisers and broker-dealers for SEC and FINRA regulatory audits across the entire review cycle. - [reg-bi](https://affpapa.org/en/nevibecode/skills/reg-bi.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 644 installs — Walks through broker-dealer recommendations against Reg BI's four obligations and explains what counts as a recommendation. - [market-analyst-master](https://affpapa.org/en/nevibecode/skills/market-analyst-master.md) — skill · OctagonAI · Claude Code, Codex, Cursor +3 · 417 installs — Orchestrates Octagon MCP tools to gather stock quotes, P/E ratios, and analyst consensus targets. - [client-review-prep](https://affpapa.org/en/nevibecode/skills/client-review-prep.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 642 installs — A skill that assembles a client review package: profile, performance, allocation drift, talking points and a meeting agenda. - [stock-analysis](https://affpapa.org/en/nevibecode/skills/stock-analysis.md) — skill · Alireza Rezvani · Claude Code · 22 installs — A Claude skill that writes a fundamental report on a listed company: metrics, sector benchmarking, accounting-quality checks. - [fee-billing](https://affpapa.org/en/nevibecode/skills/fee-billing.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 640 installs — A skill for advisory fee billing: rate schedules, billing cycles, revenue recognition and ADV Part 2A disclosure. - [account-opening-workflow](https://affpapa.org/en/nevibecode/skills/account-opening-workflow.md) — skill · JoelLewis · Claude Code, Codex, Cursor +3 · 633 installs — Designs back-office account opening pipelines, maps registration requirements, and cuts NIGO rejection rates across custodians. - [business-central-development](https://affpapa.org/en/nevibecode/skills/business-central-development.md) — skill · Mindrally · Claude Code, Codex, Cursor +3 · 749 installs — Configures AI assistants for AL programming in Microsoft Dynamics 365 Business Central. - [prediction-market-strategy](https://affpapa.org/en/nevibecode/skills/prediction-market-strategy.md) — skill · agiprolabs · Claude Code, Codex, Cursor +3 · 311 installs — A strategy, position-sizing and backtesting layer for binary prediction markets such as Kalshi, Polymarket and ForecastEx. - [nansen-wallet-profiler](https://affpapa.org/en/nevibecode/skills/nansen-wallet-profiler.md) — skill · nansen-ai · Claude Code, Codex, Cursor +3 · 407 installs — A skill that profiles a crypto wallet: balance, PnL, labels, transactions, counterparties. - [nansen-general-search](https://affpapa.org/en/nevibecode/skills/nansen-general-search.md) — skill · nansen-ai · Claude Code, Codex, Cursor +3 · 406 installs — This skill looks up tokens and entities by name through the Nansen CLI and returns the address, ticker and chain. - [nansen-defi-positions](https://affpapa.org/en/nevibecode/skills/nansen-defi-positions.md) — skill · nansen-ai · Claude Code, Codex, Cursor +3 · 404 installs — Breaks a wallet's DeFi positions down by protocol and chain: assets, debts, rewards. - [xero](https://affpapa.org/en/nevibecode/skills/xero.md) — skill · membrane · Claude Code, Codex, Cursor +3 · 346 installs — Connects your coding agent to Xero via the Membrane CLI to handle invoices, contacts, and transactions. - [kalshi-api](https://affpapa.org/en/nevibecode/skills/kalshi-api.md) — skill · agiprolabs · Claude Code, Codex, Cursor +3 · 301 installs — A skill covering RSA-PSS signing, order schema and the YES/NO book on Kalshi. - [revenuecat-paywall](https://affpapa.org/en/nevibecode/skills/revenuecat-paywall.md) — skill · RevenueCat · Claude Code, Codex, Cursor +3 · 1000 installs — Integrates dashboard-configured RevenueCat paywalls into iOS, Android, KMP, Flutter, and React Native apps via RevenueCatUI. - [game-monetization](https://affpapa.org/en/nevibecode/skills/game-monetization.md) — skill · omer-metin · Claude Code, Codex, Cursor +3 · 357 installs — Configures the assistant as a game economy strategist to balance F2P currencies, battle passes, and store pricing without predatory pay-to-win traps. - [fintech-algorithms](https://affpapa.org/en/nevibecode/skills/fintech-algorithms.md) — skill · IslamBaraka90 · Claude Code, Codex, Cursor +3 · 1900 installs — The skill wires a 717-function TypeScript library into your agent: indicators, statistics, portfolio and risk maths. - [quickbooks](https://affpapa.org/en/nevibecode/skills/quickbooks.md) — skill · membrane · Claude Code, Codex, Cursor +3 · 338 installs — This skill wires your agent into QuickBooks through Membrane, so it can pull invoices, customers and payments without you writing auth code. - [nansen-smart-alerts](https://affpapa.org/en/nevibecode/skills/nansen-smart-alerts.md) — skill · nansen-ai · Claude Code, Codex, Cursor +3 · 390 installs — This skill lets your agent manage Nansen smart alerts: create a rule, list existing ones, edit, toggle or delete it. - [stripe](https://affpapa.org/en/nevibecode/skills/stripe.md) — skill · Mindrally · Claude Code, Codex, Cursor +3 · 704 installs — Integration rules for Stripe in TypeScript, React and Next.js: server-side payments, subscriptions, webhooks. - [risk-management](https://affpapa.org/en/nevibecode/skills/risk-management.md) — skill · 0xhubed · Claude Code, Codex, Cursor +3 · 2000 installs — Provides risk management rules learned from 8500 competition trade outcomes. - [allium](https://affpapa.org/en/nevibecode/skills/allium-allium.md) — skill · allium · Claude Code, Codex, Cursor +3 · 630 installs — Queries Allium APIs for wallet PnL, holdings history, Hyperliquid HyperCore trading data, and custom SQL analytics across 70+ chains. - [nansen-wallet-deep-dive](https://affpapa.org/en/nevibecode/skills/nansen-wallet-deep-dive.md) — skill · nansen-ai · Claude Code, Codex, Cursor +3 · 383 installs — The skill runs a wallet through labels, balance, PnL, transactions, perp positions and counterparties via the Nansen CLI. - [nansen-wallet-clustering](https://affpapa.org/en/nevibecode/skills/nansen-wallet-clustering.md) — skill · nansen-ai · Claude Code, Codex, Cursor +3 · 381 installs — A Claude skill that traces related wallets through the Nansen CLI: funding chains, shared signers, exchange deposit patterns. - [blackforge](https://affpapa.org/en/nevibecode/skills/blackforge.md) — skill · blackforge-so · Claude Code, Codex, Cursor +3 · 8200 installs — Answers questions about order books and trades on spot venues: depth, liquidity, taker volume. - [sentiment-analysis-trading](https://affpapa.org/en/nevibecode/skills/sentiment-analysis-trading.md) — skill · omer-metin · Claude Code, Codex, Cursor +3 · 336 installs — Equips the agent with an alternative data and market sentiment analyst persona. - [nansen-wallet-batch](https://affpapa.org/en/nevibecode/skills/nansen-wallet-batch.md) — skill · nansen-ai · Claude Code, Codex, Cursor +3 · 375 installs — A skill for Claude Code and other coding agents to batch-profile crypto addresses in Nansen. Next: https://affpapa.org/en/nevibecode/skills/topic/finance.md?page=27 ## 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