NeVibeCode · 1,189 items
Skills for Finance and business
Skills for Finance and business: what each one does, an install command and example prompts.
indie-monetization-strategist skill Guides indie developers and solo founders through choosing monetization models, freemium tiers, and sponsorship rates. Useful when turning a side project into a business.
CX Codex +1
387installs
catalyst-pricing skill Calculates Catalyst pricing, inspects free tier limits, and estimates function execution costs using GB-seconds.
CX Codex +1
973installs
investment-policy skill This skill walks an agent through writing an Investment Policy Statement: return targets, risk tolerance, constraints and rebalancing rules.
CX Codex +1
755installs
order-lifecycle skill A skill that guides order lifecycle design in trading systems: the order state machine, FIX application messages, cancel and replace handling. Built for OMS and EMS work.
CX Codex +1
743installs
market-data skill A skill for designing market data infrastructure: real-time and delayed feeds, book depth, vendors, licensing and entitlements.
CX Codex +1
742installs
debt-management skill A skill that gives your agent frameworks for personal debt: avalanche vs snowball, refinancing, consolidation, DTI and payoff timelines.
CX Codex +1
740installs
rebalancing skill A skill that helps an AI agent keep target asset weights in line with calendar, threshold and tax-efficient rebalancing strategies.
CX Codex +1
734installs
pipedrive skill Connects your AI agent to Pipedrive CRM via the Membrane CLI. Lets the model look up deals, create leads, and manage contacts directly from the session.
CX Codex +1
415installs
daily-stock-analysis skill Automates stock analysis across US, Hong Kong, and Chinese markets using LLMs. It calculates entry targets, stop-losses, and delivers reports via chat webhooks.
CX Codex +1
2,000installs
currencies-and-fx skill Walks your agent through spot and forward rates, interest rate parity, cross rates and FX hedging for international portfolios.
CX Codex +1
726installs
diversification skill A skill that works through portfolio diversification: correlation effects, the efficient frontier, minimum variance and risk contributions.
CX Codex +1
724installs
account-transfers skill A skill for moving client accounts between and within financial firms: ACAT, non-ACAT, journal entries, rollovers and cost basis.
CX Codex +1
722installs
historical-risk skill Quantifies realized investment risk using volatility estimators, drawdown tracking, and downside metrics. Useful for portfolio risk analysis and historical VaR computations.
CX Codex +1
719installs
bet-sizing skill Works out how much capital goes into a single position: Kelly, fractional Kelly, risk budgeting, concentration limits. Useful when portfolio weights need numbers, not guesses.
CX Codex +1
718installs
portfolio-analyzer skill A skill that reviews an investment portfolio for risk, diversification and fees, then suggests asset allocation, rebalancing and tax-loss harvesting.
CX Codex +1
466installs
liquidity-management skill Plans monthly cash flow, balances yield against withdrawal access, and structures CD or T-bill ladders.
CX Codex +1
711installs
financial-planning-workflow skill Walks an advisor through the whole planning engagement: intake, cash flow, retirement modeling, Monte Carlo, withdrawal sequencing and Roth conversion.
CX Codex +1
713installs
volatility-modeling skill A skill for modelling and forecasting volatility: EWMA, GARCH(1,1), implied vol, smile and skew, term structure, VIX.
CX Codex +1
713installs
time-value-of-money skill Provides TVM formulas to evaluate cash flows, loan schedules, NPV, and IRR. Helps compare investments across discrete and continuous compounding.
CX Codex +1
711installs
data-quality skill Helps build data quality controls for financial pipelines, covering pricing validation, stale price detection, and lineage under BCBS 239.
CX Codex +1
708installs
emergency-fund skill A skill that works out how big your emergency fund should be and how to split it across accounts.
CX Codex +1
709installs
performance-metrics skill Evaluates portfolio returns on a risk-adjusted basis using Sharpe and Sortino ratios. Useful when comparing fund managers or strategy drawdowns.
CX Codex +1
707installs
trade-execution skill A skill for reviewing execution quality, picking execution algorithms and building transaction cost analysis. Useful when routing or best execution obligations come up.
CX Codex +1
705installs
return-calculations skill Calculates and compares portfolio return measures. Use it to separate a manager’s performance from the effect of your own deposits and withdrawals.
CX Codex +1
702installs
lending skill Works out payments on mortgages, HELOCs and personal loans, compares terms and rates, and breaks down extra payments and points.
CX Codex +1
702installs
privacy-data-security skill Guides privacy and cybersecurity compliance for SEC-registered firms under Regulation S-P, Regulation S-ID, and SEC standards.
CX Codex +1
698installs
jupiter-lend skill Integrates Claude Code with the Jupiter Lend protocol on Solana to query liquidity markets, supply assets, and manage vault debt positions.
CX Codex +1
313installs
savings-goals skill Calculates saving targets for retirement, education, and a home purchase. Useful when several goals compete for the same monthly budget.
CX Codex +1
696installs
fund-vehicles skill Compares ETFs, mutual funds, index funds, and SMAs. Helps calculate fee drag over time and evaluate after-tax fund distributions.
CX Codex +1
693installs
forward-risk skill Estimates future portfolio losses with parametric VaR, Expected Shortfall, Monte Carlo simulation and scenario analysis. Useful when you need tail risk on current positions.
CX Codex +1
694installs
performance-reporting skill Builds investment performance reports: returns, benchmark comparison, attribution and a risk dashboard. Handy when a client asks how the quarter went.
CX Codex +1
693installs
financial-planning-integration skill Integrates planning tools like eMoney or RightCapital with CRMs, portfolio engines, and custodians. Governs data flows, market assumptions, and goal tracking.
CX Codex +1
689installs
equities skill A skill that picks the right valuation metric for a given sector, matches index methodology to a mandate, and orders the steps of a single-stock analysis.
CX Codex +1
691installs
tax-efficiency skill A skill that walks your agent through asset location, tax lot selection and withdrawal sequencing so the numbers it gives you are after-tax.
CX Codex +1
690installs
advertising-compliance skill Checks investment advertising and marketing materials against the SEC Marketing Rule and FINRA Rule 2210. Useful when a pitchbook, website or post shows performance.
CX Codex +1
689installs
market-sentiment skill Aggregates crypto news from RSS feeds, scores article sentiment, and calculates an overall market index from -1 to +1.
CX Codex +1
619installs
anti-money-laundering skill An agent skill that walks through BSA/AML work: CTR and SAR thresholds, OFAC screening, structuring detection, FinCEN filing rules.
CX Codex +1
685installs
portfolio-management-systems skill Guides advisors through PMS configuration, UMA sleeve management, and drift tracking. Useful when reconciling IBOR records with custodian feeds.
CX Codex +1
683installs
digital-assets skill A skill that gives your agent a reference on crypto fundamentals, blockchain mechanics, DeFi protocols and on-chain metrics. Handy for staking math or token valuation.
CX Codex +1
683installs
fixed-income-corporate skill Equips coding assistants to evaluate corporate credit, compute OAS and Z-spread, and model default probabilities across debt tiers.
CX Codex +1
682installs
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