Finance AI Skills

Curated AI skill files for finance professionals โ€” install in Claude, ChatGPT, Gemini, and any compatible AI agent.

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Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.
72
Finance AI Skills
72
Free
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Financial Modeling & Valuation

AI skills for DCF modeling, LBO analysis, WACC computation, Monte Carlo simulation, and startup v...

6 skillsโ†’
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Equity Research & Investment

AI skills for investment memos, earnings call analysis, investment theses, financial ratio analys...

6 skillsโ†’
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Accounting & Bookkeeping

AI skills for bank reconciliation, financial statement preparation, revenue recognition, corporat...

6 skillsโ†’
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Risk Management & Quant Finance

AI skills for risk assessment, options pricing, interest rate derivatives, algorithmic trading ri...

6 skillsโ†’
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Tax Preparation & Planning

AI skills for tax planning, self-employed deductions, quarterly estimated taxes, cross-border tax...

6 skillsโ†’
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Compliance & Regulatory

AI skills for AML transaction screening, KYC documentation review, regulatory change tracking, ba...

6 skillsโ†’
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FP&A & Business Planning

AI skills for budget forecasting, cash flow modeling, board material preparation, treasury manage...

6 skillsโ†’
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Data Analysis & Reporting

AI skills for financial analysis, NLP earnings sentiment, CSV data analysis, ECL computation, ins...

6 skillsโ†’
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Personal Finance & Wealth

AI skills for debt payoff planning, budget tracking, net worth calculation, retirement projection...

6 skillsโ†’
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Real Estate & Mortgage

AI skills for rental property analysis, mortgage comparison, cap rate calculation, DSCR modeling,...

6 skillsโ†’
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Crypto & Digital Assets

AI skills for Bitcoin ETF analysis, crypto portfolio tracking, DeFi yield analysis, CBDC impact a...

6 skillsโ†’
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ESG & Sustainable Finance

AI skills for ESG factor scoring, green bond analysis, sustainable finance compliance, ESG portfo...

6 skillsโ†’