Skills
Finance & trading skills
26 open-source Finance & trading skills you can use directly in a conversation.
- budget-planningPlan department budgets and analyze spending variance
- expense-categorizationCategorize business expenses from transaction data
- financial-modelingBuild financial projections and valuation models
- financial-report-generationGenerate financial statements and executive summaries
- invoice-processingExtract, validate, and categorize invoice data
- alpaca-trading-backtestRun reproducible historical strategy backtests
- alpaca-broker-market-dataPull and stream US stock market data via Alpaca
- alpaca-trading-paper-tradingPreview and submit simulated Alpaca paper trades
- alpaca-broker-trading-ordersManage brokerage orders via Alpaca's Broker API
- bybit-tradingPlace spot and derivatives trades on Bybit via chat
- excel-analyst-proBuild DCF, LBO or variance Excel financial models
- a-share-quantAnalyze China A-share stocks with free market data
- finance-reportAnalyze profitability, solvency, and growth in a report
- value-public-companyBuild a valuation model for a listed company
- Alphagbm Investment ThesisTrack the buy reasons and exit triggers for a position
- Financial Literacy CoachLearn personal finance basics: budgeting, saving, investing
- Alpaca Broker Account OnboardingBuild account onboarding and KYC flows on Alpaca Broker API
- Alpaca Broker Funding TransfersBuild deposit/withdrawal flows with Alpaca's Broker API
- Alpaca Broker IntegrationBuild integrations with Alpaca's brokerage and trading APIs
- Alpaca Broker JournalsMove cash and securities between accounts via Alpaca's API
- Alpaca Broker Money PrecisionHandle money precision in Alpaca API integrations
- Alpaca Trading Paper Trading CliPreview and submit Alpaca paper-trading orders via CLI
- Alpaca Trading Paper Trading McpPreview and submit Alpaca paper-trading orders via MCP tools
- Alpaca Broker Rate Limits ResilienceMake Alpaca API clients resilient to rate limits
- Alpaca Broker Reconciliation IdempotencyKeep local data in sync with Alpaca's account state
- Alpaca Broker Sse EventsBuild a reliable Alpaca Broker SSE event consumer
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