EasyGlobe Skills
Finance Skills Hub
A shared finance category page for Claude Skills, Codex Skills, Gemini Skills, Kimi Skills, GLM Skills, and team workflows.
Related Search Terms
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 most search-worthy skills in the Finance category. Each popular skill has a detail page, download link, and Skill URL for long-tail searches around the skill name.
AI Zhangle Skills Skill
A-share finance skills with generous daily usage after registration.
Xiaoyinsi Skill
Community for US stock and crypto investors.
BigSmart Skill
A-share high-risk strategy resource.
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.
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.