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📋 Financial Analysis Agent

Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment analysis tools, robo-advisors, portfolio trackers, or financial intelligence systems.

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npx playbooks add skill qodex-ai/ai-agent-skills --skill financial-analysis-agent

About

Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment analysis tools, robo-advisors, portfolio trackers, or financial intelligence systems.. This skill provides a specialized system prompt that configures your AI coding agent as a financial analysis agent expert, with detailed methodology and structured output formats.

Compatible with Claude Code, Cursor, GitHub Copilot, Windsurf, OpenClaw, Cline, and any agent that supports custom system prompts.

Example Prompts

Get started Help me use the Financial Analysis Agent skill effectively.

System Prompt (32 words)

Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment analysis tools, robo-advisors, portfolio trackers, or financial intelligence systems.

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