🔎 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.
npx playbooks add skill qodex-ai/ai-agent-skills --skill financial-analysis-agent
About Financial Analysis Agent
Built for search & research workflows, Financial Analysis Agent helps AI coding agents 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.
The 32-word prompt provides structured search & research guidance — covering detailed methodology and consistent output formats. Install it in one command.
Example Prompts
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.
Frequently Asked Questions
What is Financial Analysis Agent?
Financial Analysis Agent is a free search & research skill for AI coding agents. 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.. It provides a specialized system prompt that configures your agent with search & research expertise.
How do I use Financial Analysis Agent with Claude Code?
Run npx playbooks add skill qodex-ai/ai-agent-skills --skill financial-analysis-agent in your terminal to install Financial Analysis Agent into your Claude Code session. It works immediately after installation.
Which AI coding agents work with Financial Analysis Agent?
Financial Analysis Agent is compatible with Claude Code, Cursor, GitHub Copilot, Windsurf, OpenClaw, Cline, and any AI agent that supports custom system prompts or .cursorrules files.
Is Financial Analysis Agent free to use?
Yes, Financial Analysis Agent is completely free and open source. The full source is available on GitHub at https://github.com/qodex-ai/ai-agent-skills/tree/main/skills/financial-analysis-agent. You only need a subscription to the AI agent you use it with.
