EasyGlobe Skills
Finance Skills Hub
A shared finance category page for Claude Skills, Codex Skills, Gemini Skills, Kimi Skills, GLM Skills, and team workflows.
How to choose
Review the agents and workflows covered by this category, then open a skill detail page to check task boundaries, README notes, setup requirements, and expected outputs.
How To Use This Skill
Use this category to organize agent-ready skills for financial modeling, budgets, invoices, reimbursement, cash flow, SaaS metrics, and investment research. Each page follows the same skills template so teams can compare categories quickly and adapt the workflow to Claude, Codex, Gemini, Kimi, GLM, or internal SOPs.
Usable AI Agents and Models
Works well as
Finance Skills
Popular Finance Skills
Start with the skills in this Finance category that are easiest to evaluate first. Each detail page includes a download link, the original Skill URL, and notes for adapting the workflow to Claude, Codex, Gemini, Kimi, GLM, or a team SOP.
AI Zhangle Skills Skill
A-share finance skills with generous daily usage after registration.
Use for A-shares tasks that should become a reusable agent workflow.
Xiaoyinsi Skill
Community for US stock and crypto investors.
Use for US stocks, Crypto tasks that should become a reusable agent workflow.
BigSmart Skill
A-share high-risk strategy resource.
Use for A-shares tasks that should become a reusable agent workflow.
Curated Skill Resources
Useful Skill, MCP, Agent, and finance API resources imported from the FynnZhang designer tool library and manual curation.
A-share finance skills with generous daily usage after registration.
Community for US stock and crypto investors.
A-share high-risk strategy resource.
AI-powered dynamic investment research terminal for US stocks.
Pine strategies, AI trend diagnostics, and Chan theory auto-annotation.
CICC finance skills, available to institutional users.
Wind finance agent with Feishu, WeChat, and DingTalk binding support.
Natural-language access to Tiger SDK for market data, trading, and account management.
One-click access to tools, data, and automation skills for crypto tasks.
Open skill ecosystem for trading plans, signal collection, quantitative strategies, and risk management.
Natural-language crypto access for CEX trading, DEX swaps, wallet tracking, and DeFi interactions.
Guotai Haitong official skills with relatively generous quota.
Guosen Securities official finance skills with a 50-call daily limit.
Official and community finance skills from iWenCai, compatible with OpenClaw and related platforms.
Real-time market data, intelligent trading, and push notifications. Account required.
Popular Python financial data API platform for China markets.
Open-source stock market data API.
Longbridge official skill supporting OpenClaw, Claude Code, Cursor, and related agents.
Eastmoney official skill for news, market data, stock screening, watchlists, and portfolio management.
AI-assisted US stock market product.
Source-backed investment-research workflow for finding supply-chain bottlenecks, mapping technology value chains, screening A-share, Hong Kong, and US stocks, and stress-testing theses without executing trades.
Best practices for building Stripe integrations
Upgrade Stripe SDK and API versions
Wallet credits and x402 payments on Base
JSON-RPC proxying for supported crypto networks
Detect compiler-induced timing side-channels in crypto code
Detect insecure default configurations like hardcoded secrets, default credentials, and weak crypto
Cryptographic key management
Cryptographic key management
Key Vault cryptographic key management
Cryptographic key management
Build cancellation flows, save offers, and recover failed payments
Query crypto market rankings including trending tokens, smart money inflows, meme rankings, and top trader PnL leaderboards
Track real-time meme token lists from launchpads (Pump.fun, Four.meme) and AI-powered hot market topics ranked by net inflow
Retrieve all token holdings and portfolio positions for any wallet address on BSC, Base, or Solana
Audit token security to detect scams, honeypots, and malicious contracts across BSC, Base, Solana, and Ethereum
Search tokens and fetch metadata, real-time market data, and K-Line candlestick charts by keyword or contract address
Monitor on-chain Smart Money buy/sell signals with price, max gain, and exit rate data on Solana and BSC
Place and manage spot trading orders on Binance via API key authentication, supporting mainnet and testnet
Handle sign-in for the Coinbase payments wallet via email OTP
Add USDC to a Coinbase-powered wallet through Coinbase Onramp
Scaffold an Express server that charges USDC per request using x402
Call paid API endpoints that use the x402 protocol with automatic USDC
Query decoded onchain data (events, tx, blocks) on Base
Search and browse the x402 bazaar marketplace
Send USDC to any Ethereum address or ENS name on Base
Swap and trade tokens on Base using the CDP Swap API
Discover and call paid API endpoints using the x402 payment protocol
Reference guide for 32+ SaaS finance metrics with formulas and benchmarks
Evaluate pricing changes using financial impact analysis
Core Workflows
Context and input setup
Define the source material, constraints, goal, expected output, and quality bar for finance work.
Agent execution workflow
Run the task through Claude Skills, Codex Skills, Gemini Skills, Kimi Skills, GLM Skills, or another agent with clear checkpoints.
Review and reusable handoff
Package the result into a checklist, reusable prompt, operating note, or implementation handoff.
Typical Outputs
Frequently Asked Questions
Can Finance skills be used with Claude, Codex, Gemini, Kimi, and GLM?
Yes. The category is written as a model-flexible skills hub entry, so the same workflow can become a Claude Skill, Codex Skill, Gemini Skill, Kimi Skill, GLM Skill, or team SOP.
Why use one template for every category page?
A shared template makes the directory easier to scan: every category shows supported agents, core workflow steps, expected outputs, and FAQs in the same structure.