MCP CheckClaude skills for financial analysis
459 public Claude skills touch on financial analysis. These 50 are the closest fit, best-known sources first. Each links to its folder; copy it into ~/.claude/skills/ to use it.
dcf valuation
Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth?"
nexu-io/open-design★ 105kApache-2.0Folder:
dcf-valuationscholar evaluation
Provides qualitative-first, evidence-traceable developmental review of scholarly works and audit low-stakes research-assessment rubrics with optional local quality controls. Never use for ranking people or consequential decisions.
K-Dense-AI/scientific-agent-skills★ 55kMITFolder:
scholar-evaluationagent evaluation reporting
Use when summarizing agent evaluations where autonomous, assisted, failed, timed-out, or invalid outcomes must remain distinct and comparable.
sickn33/agentic-awesome-skills★ 49kMITFolder:
agent-evaluation-reportingagent evaluation
Evaluate agent behavior with versioned cases and explicit verifiers. Use when comparing agent or prompt changes, reproducing failures, or running agent regression tests.
sickn33/agentic-awesome-skills★ 49kMITFolder:
agent-evaluationai agent evaluation benchmarking
Autonomous AI agent benchmark evaluation register: task completion rates, planning accuracy, tool invocation precision, and cost benchmarks.
sickn33/agentic-awesome-skills★ 49kMITFolder:
ai-agent-evaluation-benchmarkingllm evaluation
Implement comprehensive evaluation strategies for LLM applications using automated metrics, human feedback, and benchmarking. Use when testing LLM performance, measuring AI application quality, or establishing evaluation frameworks.
wshobson/agents★ 42kMITFolder:
llm-evaluationevaluation methodology
PluginEval quality methodology, covering dimensions, rubrics, and scoring formulas. Use this skill when understanding how plugin quality is measured, when interpreting a low score on a specific dimension, when deciding how to improve a skill's triggering…
wshobson/agents★ 42kMITFolder:
evaluation-methodologycompany valuation
Estimate a public company's intrinsic value with DCF, relative (peer multiple), and sum-of-the-parts (SOTP) methods, then blend them into an implied share price with upside/downside vs the market price, a WACC and terminal-growth sensitivity grid, and…
himself65/finance-skills★ 3.5kMITFolder:
company-valuationsaas valuation compression
Analyze how a private SaaS company's ARR valuation multiple changed across funding rounds, and attribute the compression or expansion to rate cycles and macro selloffs, growth deceleration, narrative shifts (including an AI premium), competition, and…
himself65/finance-skills★ 3.5kMITFolder:
saas-valuation-compressionfinancial modeling
Builds and stress-tests financial models for forecasting, scenario planning, and decision support — revenue build, cost structure, driver logic, and the sensitivities that show where a plan breaks. Use this to model a decision's financial consequence,…
cbrock84/headcount★ 2.5kMITFolder:
financial-modelingfinancial statement analysis
Reads a set of financial statements and establishes what changed and why — fluctuation analysis against prior period and against budget, profitability, liquidity, solvency and efficiency ratios, benchmarking, and the non-GAAP measures presented alongside…
cbrock84/headcount★ 2.5kMITFolder:
financial-statement-analysisfinancial statement explainer
Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. Produces a…
mohitagw15856/pm-claude-skills★ 1.5kMITFolder:
financial-statement-explaineraaai artifact evaluation
Use when packaging AAAI code, data, multimedia appendices, technical appendices, reproducibility evidence, and post-acceptance artifact releases without violating double-blind or immutable-supplement rules.
brycewang-stanford/Awesome-Journal-Skills★ 1.3kMITFolder:
aaai-artifact-evaluationaamas artifact evaluation
Use when packaging AAMAS multiagent code, environments, opponent and population sets, random seeds, game definitions, and logs as anonymous supplementary evidence or a public post-acceptance release, even without a separate artifact badge, so that…
brycewang-stanford/Awesome-Journal-Skills★ 1.3kMITFolder:
aamas-artifact-evaluationacl artifact evaluation
Use when packaging code, datasets, prompts, model outputs, or annotation materials for an ACL submission under ACL Rolling Review, covering anonymized supplement archives, scientific-artifact items of the Responsible NLP checklist, licensing and…
brycewang-stanford/Awesome-Journal-Skills★ 1.3kMITFolder:
acl-artifact-evaluationagentic evaluation framework
This skill should be used when the user asks to "evaluate LLM output quality", "set up LLM-as-judge", "build an eval rubric", "compare model outputs pairwise", or "measure agent quality".
borghei/Claude-Skills★ 1kLicence: see repoFolder:
agentic-evaluation-frameworkvendor evaluation
Evaluate, select, and contract with vendors and SaaS tools. Use this skill when comparing alternatives, running an RFP, scoring vendors against criteria, negotiating contracts, planning a switch, or assessing a vendor's risk. Triggers on vendor evaluation,…
rampstackco/claude-skills★ 1kMITFolder:
vendor-evaluationdataset evaluation
Validates dataset formatting and quality for SageMaker model fine-tuning (SFT, DPO, or RLVR). Use when the user says "is my dataset okay", "evaluate my data", "check my training data", "I have my own data", or before starting any fine-tuning job. Detects…
awslabs/agent-plugins★ 932Apache-2.0Folder:
dataset-evaluationmodel evaluation
Generates python code that evaluates SageMaker models. Supports two evaluation types: LLM-as-Judge and Custom Scorer. Use when the user says "evaluate my model", "run a benchmark", "test model performance", "how did my model perform", "compare models", or…
awslabs/agent-plugins★ 932Apache-2.0Folder:
model-evaluationdesign evaluation
Evaluate one design or a user-approved maturity-mapped batch through a transparent evidence-based rubric. Classify each work, score design quality and presentation, identify Critical risks, report evidence confidence, and optionally shortlist works within…
SeanJ1ang/design-judge-skills★ 711Apache-2.0Folder:
design-evaluationnw taste evaluation
Design taste evaluation framework — DVF primary filter, Apple/Google/Jobs design principles as explicit scoring criteria, weighted decision matrix, and option ranking for the DIVERGE wave
nWave-ai/nWave★ 626MITFolder:
nw-taste-evaluationCréation de fiches d'évaluation et questionnaires en bureautique
Génère des modèles structurés pour l'évaluation des compétences bureautiques, incluant la fiche d'évaluation principale, les modèles de commentaires de l'évaluateur et les questionnaires de compétences générales, formatés pour Microsoft Word.
ECNU-ICALK/AutoSkill★ 609No licence statedFolder:
création-de-fiches-d-évaluation-et-questionnaires-en-bureautiqueaustralia financial statements
Use this skill when preparing, reviewing, or advising on annual financial statements for an Australian company. Trigger on phrases like \"ASIC financial report\", \"AASB\", \"Australian Accounting Standards\", \"general purpose financial statements\",…
openaccountants/openaccountants★ 463AGPL-3.0Folder:
australia-financial-statementsaustralia financial statements 2
Determine Australian company financial reporting obligations, select applicable standards, prepare accounts and arrange assurance and lodgement.
openaccountants/openaccountants★ 463AGPL-3.0Folder:
australia-financial-statements-2analyzing financial statements
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
Microck/ordinary-claude-skills★ 408Licence: see repoFolder:
analyzing-financial-statementsfinancial model
Use when a founder needs the driver-based 18–36 month projection: revenue, cost and headcount builds resolving to net burn, runway, cash-out date, scenarios and the raise size. NOT the 13-week bank-reconciled cash view (that is `finance-ops`), NOT…
ericrisco/rsc-harness★ 388MITFolder:
financial-modelevaluation framework
Provides weighted scoring, rubrics, and decision-threshold patterns. Use when designing quality gates, evaluation systems, or decision frameworks.
athola/claude-night-market★ 343MITFolder:
evaluation-frameworkhehe financial analysis
盒子原创研究 Skill 体系中的企业财务分析大专项。重构并勾稽利润表、资产负债表和现金流量表，诊断增长、盈利、现金转换、资产质量、资本效率、债务与会计质量，并在需要时建立驱动式预测和压力测试模型。 用户直接要求“分析公司财务或三表”“解释业绩变化、盈利质量和现金流”“检查营运资本、ROIC、债务风险或异常科目”“做财务预测或公式工作底表”等时独立启动；没有完整财报时也可进行有限披露财务分析、经营财务情景测算或可分析性评估；不用于估值或投资建议。 由 `hehe-industry-researcher`…
hexiaofeier/hehe-industry-research-skill-pack★ 310MITFolder:
hehe-financial-analysishehe valuation analysis
盒子原创行业研究 Skill 组合中的估值分析专项。选择适用的可比公司或交易、DCF/FCFF/FCFE、SOTP、资产、股利或里程碑情景方法，建立可复算的企业价值或股权价值区间、调整桥、敏感性和隐含预期。 用户直接要求“给上市或非上市企业估值”“为商业尽调、融资或并购测算价值”“判断交易对价、分部或早期项目估值”“做反向估值或估值合理性检查”等时独立启动；由 `hehe-industry-researcher` 派发任务卡时按组合模式执行。独立启动时自行确认范围、搜索并审核材料、分析和交付本专项结果。
hexiaofeier/hehe-industry-research-skill-pack★ 310MITFolder:
hehe-valuation-analysisdcf model
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs…
w95/awesome-claude-corporate-skills★ 288MITFolder:
dcf-modelskill evaluation
Use this skill when designing, running, interpreting, or reporting Agent Skill evaluations, selecting cases or judges, and analyzing trigger, benchmark, or regression evidence; triggers include Skill evaluation and evaluation design.
naodeng/awesome-qa-skills★ 288Licence: see repoFolder:
skill-evaluation-enllm evaluation design
Use this skill when you need to design LLM evaluation datasets, judges, metrics, and human-review boundaries; triggers include llm evaluation design.
naodeng/awesome-qa-skills★ 288Licence: see repoFolder:
llm-evaluation-designAI Agent Evaluation
Comprehensive evaluation patterns for AI agents including multi-turn conversation testing, LLM-as-judge frameworks, benchmark suites, regression detection, and systematic eval pipelines for measuring agent quality and safety.
PramodDutta/qaskills★ 244MITFolder:
ai-agent-evalDeepEval LLM Evaluation
Test LLM applications with DeepEval, pytest-style unit tests for LLM outputs using G-Eval, answer relevancy, faithfulness, hallucination and custom metrics, with CI quality gates and dataset-driven regression runs.
PramodDutta/qaskills★ 244MITFolder:
deepeval-llm-evaluationvaluation methods
Valuation methods analysis, DCF inputs, comparable multiples, P/E ratio, EV/EBITDA, price to book, valuation assumptions, relative valuation, intrinsic value, fair value estimate
agentii-ai/agentii-investment-intelligence★ 209Apache-2.0Folder:
valuation-methodsdcf
DCF valuation model, discounted cash flow, intrinsic value, WACC calculation, terminal value, free cash flow projection, equity value per share, DCF sensitivity analysis, unlevered free cash flow, present value calculation, build a DCF
agentii-ai/agentii-investment-intelligence★ 209Apache-2.0Folder:
dcfsotp valuation
Sum of the Parts valuation, segment-based valuation, conglomerate valuation, business segment analysis, breakup value, segment sum valuation, parts worth more than whole, hidden asset value
agentii-ai/agentii-investment-intelligence★ 209Apache-2.0Folder:
sotp-valuationcreating financial models
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
thevibeworks/claude-code-docs★ 166MITFolder:
creating-financial-modelsheuristic evaluation
Conduct expert heuristic evaluations using Nielsen's heuristics and domain-specific criteria.
Infrasity-Labs/dev-gtm-claude-skills★ 150MITFolder:
heuristic-evaluationvaluation pricing framework
用于估值与定价框架，聚焦估值分析 / 定价逻辑 / 投资决策。本skill主要用户问题回答、撰写报告、撰写金融类文章等场景。本报告输出内容较多，不适合简单对话场景。各类信息与数据的获取，可以使用wind.financial.data工具，以合理的关键字或关键字组合进行获取。用户想知道一家公司应该怎么估值、当前估值处于什么水平、市场为什么愿意给这个估值、还有没有重估空间。
Wind-Alice/AliceMarket★ 146No licence statedFolder:
valuation-pricing-frameworkvaluation snapshot skill
快速判断个股当前估值的高低、历史分位、同业相对位置与重估条件。适用于先判断“贵不贵”、估值位置筛查、讨论赔率与预期要求等场景。
Wind-Alice/AliceMarket★ 146No licence statedFolder:
valuation_snapshot_skillstartup evaluation
Use when a startup needs an evidence-weighted health check, investor lens, runway diagnosis, top constraint, or cheapest next validation test.
Mark393295827/third-brain-v7-skills★ 141MITFolder:
startup-evaluationagent evaluation operations
Evaluate agent and skill behavior or routing.
TheGoat395/Codex-Skills★ 135MITFolder:
agent-evaluation-operationsdspy evaluation suite
Use for evaluating DSPy programs with Evaluate, answer_exact_match, SemanticF1, custom metrics, baselines, and program comparisons.
OmidZamani/dspy-skills★ 124MITFolder:
dspy-evaluation-suitelamina evaluation
Judge product usability and evidence quality. Use when running Persona-based walkthroughs on a built product, planning an expert heuristic review, defining evidence-backed success metrics, or checking quantitative claims without inventing measurements. Use…
aryaniyaps/lamina★ 121Apache-2.0Folder:
lamina-evaluationargument evaluation
Systematic evaluation of arguments for structure, validity, soundness, and charitable interpretation. Covers premise identification, conclusion extraction, argument mapping, steel-manning, and the distinction between validity (form) and soundness (form…
Tibsfox/gsd-skill-creator★ 71Licence: see repoFolder:
argument-evaluationinformation evaluation
Evaluating online information for credibility, accuracy, and context. Covers the SIFT method (Stop, Investigate, Find, Trace), lateral reading, reverse image search, primary source verification, and common misinformation tactics. Use when assessing the…
Tibsfox/gsd-skill-creator★ 71Licence: see repoFolder:
information-evaluationfinancial model review
Reviews startup financial models for investor readiness: validates unit economics, stress-tests runway scenarios, and benchmarks metrics against stage-appropriate targets. Use the full review, about 10–15 minutes, when the user provides a financial model…
lool-ventures/founder-skills★ 51Apache-2.0Folder:
financial-model-review\"biz dcf\"
\"Build Discounted Cash Flow (DCF) valuation models to estimate intrinsic value. Use this skill when the user needs to value a company, evaluate an investment, estimate fair share price, or build financial projections — even if they say 'what is this…
charlieviettq/awesome-agent-skill★ 26MITFolder:
biz-dcf\"data financial analysis\"
\"Interpret the three core financial statements (income statement, balance sheet, cash flow statement) to assess business health and performance. Use this skill when the user needs to read financial statements, understand profitability vs cash flow,…
charlieviettq/awesome-agent-skill★ 26MITFolder:
data-financial-analysis
Claude skills for financial analysis: what people ask
Is there a Claude skill for financial analysis?
Yes: 459 public skills from 204 GitHub repositories mention financial analysis. The best-known ones named for it are dcf valuation (nexu-io/open-design, ★ 105k), scholar evaluation (K-Dense-AI/scientific-agent-skills, ★ 55k) and agent evaluation reporting (sickn33/agentic-awesome-skills, ★ 49k). Stars belong to the whole repository, not to one skill.
How do I add dcf valuation to Claude?
For financial analysis, copy the dcf-valuation folder from nexu-io/open-design (the folder that holds SKILL.md) into ~/.claude/skills/ to use it in every Claude Code project, or into .claude/skills/ for one project. For the Claude apps, upload the zipped folder as a custom skill instead.
Are there financial analysis skills in other languages?
No: 4 of those listed, such as hehe financial analysis and hehe valuation analysis, are written mainly in Chinese, Japanese, Korean or Russian rather than English, though the financial analysis task is the same. Claude can follow them either way, but read them before you install.
How recently were financial analysis skills updated?
293 of the 459 financial analysis skills sit in repositories that changed in the 30 days before 31 Oct 2026.
Are financial analysis skills safe to install?
Installing a financial analysis skill means Claude will follow its instructions and may run its scripts, so read SKILL.md and every script first: for dcf valuation, that is everything in the dcf-valuation folder. Watch for downloads, commands that send data out, invisible characters, and text telling Claude to keep something from you.
More topics: every “Claude skills for…” page.