FinSkills — Financial Analysis Skills Collection

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A comprehensive collection of Claude Skills for financial investment analysis, covering both US and China A-share markets, providing end-to-end analytical capabilities from value screening to portfolio construction, risk diagnostics, and institutional-grade documentation.

💡 Explore More Skills: FinSkills is part of the broader OpenSkills ecosystem — a comprehensive collection of open-source Claude Skills covering diverse domains and use cases. Check it out for more specialized AI capabilities!

Overview

FinSkills provides 30 specialized skills (15 for US markets, 15 for A-share markets) designed to help investors and analysts make informed decisions through systematic, data-driven analysis. Each skill follows a consistent architecture with progressive disclosure to optimize context usage.

The skills are organized into three analytical tiers plus a data toolkit tier:

Tier	Skills	Purpose
Discovery & Screening	Undervalued Stock Screener, Insider Trading Analyzer, Sentiment-Reality Gap, Small-Cap Growth Identifier, Quant Factor Screener, ESG Screener	Find investment candidates
Deep Analysis	Dividend Aristocrat Calculator, Tech Hype vs Fundamentals, Sector Rotation Detector, Financial Statement Analyzer, Event-Driven Detector	Evaluate specific opportunities
Portfolio & Documentation	Risk-Adjusted Return Optimizer, Portfolio Health Check, Suitability Report Generator	Construct, monitor, and document
Data Toolkit	FinData Toolkit	Live market data fetching and quantitative calculations

Each analysis skill can leverage the FinData Toolkit — a companion skill that provides live market data and quantitative calculations. When an analysis skill needs real data, it references the toolkit by name; the LLM sees both skills in its context and knows to invoke the toolkit automatically.

Related Projects

OpenSkills — A comprehensive collection of open-source Claude Skills covering diverse domains and use cases. If you're interested in exploring more skills beyond financial analysis, check out the OpenSkills repository for a wide range of specialized AI capabilities and workflows.

Directory Structure

finskills/
├── US-market/                          # US Market Skills (English)
│   ├── undervalued-stock-screener/     # Value screening
│   ├── insider-trading-analyzer/       # Insider signal analysis
│   ├── sentiment-reality-gap/          # Contrarian analysis
│   ├── dividend-aristocrat-calculator/ # Income investing
│   ├── tech-hype-vs-fundamentals/      # Tech valuation
│   ├── sector-rotation-detector/       # Macro/sector strategy
│   ├── small-cap-growth-identifier/    # Small-cap discovery
│   ├── risk-adjusted-return-optimizer/ # Portfolio construction
│   ├── portfolio-health-check/         # Portfolio diagnostics
│   ├── suitability-report-generator/   # Investment documentation
│   ├── financial-statement-analyzer/   # Financial deep dive
│   ├── event-driven-detector/          # Special situations
│   ├── quant-factor-screener/          # Multi-factor screening
│   ├── esg-screener/                   # ESG analysis
│   └── findata-toolkit/               # 📦 Data toolkit (scripts + config)
│       ├── SKILL.md                   # Toolkit skill definition
│       ├── requirements.txt           # Python dependencies
│       ├── config/data_sources.yaml   # Data source config
│       └── scripts/                   # Self-contained scripts
│           ├── common/               # Shared utilities
│           ├── stock_data.py         # yfinance: quotes, metrics, screening
│           ├── sec_edgar.py          # SEC filings & insider trades
│           ├── financial_calc.py     # DuPont, Z/M/F-Score calculators
│           ├── portfolio_analytics.py # VaR, stress testing, health score
│           ├── factor_screener.py    # Multi-factor scoring engine
│           └── macro_data.py         # FRED macro indicators
├── China-market/                       # A-Share Market Skills (Chinese)
│   ├── undervalued-stock-screener/
│   ├── insider-trading-analyzer/
│   ├── sentiment-reality-gap/
│   ├── high-dividend-strategy/
│   ├── tech-hype-vs-fundamentals/
│   ├── sector-rotation-detector/
│   ├── small-cap-growth-identifier/
│   ├── risk-adjusted-return-optimizer/
│   ├── portfolio-health-check/         # 组合健康诊断
│   ├── suitability-report-generator/   # 投资适当性报告
│   ├── financial-statement-analyzer/   # 财务报表深度分析
│   ├── event-driven-detector/          # 事件驱动机会
│   ├── quant-factor-screener/          # 量化因子筛选
│   ├── esg-screener/                   # ESG筛选
│   └── findata-toolkit/               # 📦 数据工具包（脚本 + 配置）
│       ├── SKILL.md                   # 工具包技能定义
│       ├── requirements.txt           # Python 依赖
│       ├── config/data_sources.yaml   # 数据源配置
│       └── scripts/                   # 自包含脚本
│           ├── common/               # 共享工具
│           ├── stock_data.py         # AKShare: 行情、指标、筛选
│           └── macro_data.py         # 宏观数据（LPR、PMI、CPI、M2）
├── README.md                           # This file (English)
└── README.zh.md                        # Chinese version

Skills Overview

US-market (US Stocks · English)

#	Skill	Description	Directory
1	Undervalued Stock Screener	Screen for fundamentally strong but undervalued companies using P/E, P/B, growth, and ROIC filters	US-market/undervalued-stock-screener/
2	Insider Trading Analyzer	Analyze insider trading patterns (Form 4 filings) to identify management confidence signals	US-market/insider-trading-analyzer/
3	Sentiment-Reality Gap	Identify contrarian opportunities where market sentiment diverges from fundamentals	US-market/sentiment-reality-gap/
4	Dividend Aristocrat Calculator	Evaluate dividend aristocrats (25+ years of increases) for income reliability and total return	US-market/dividend-aristocrat-calculator/
5	Tech Hype vs Fundamentals	Separate tech stock hype from fundamental value using growth-valuation frameworks	US-market/tech-hype-vs-fundamentals/
6	Sector Rotation Detector	Detect sector rotation signals based on macroeconomic indicators (rates, inflation, GDP)	US-market/sector-rotation-detector/
7	Small-Cap Growth Identifier	Discover overlooked small-cap growth companies (<$2B market cap) with strong fundamentals	US-market/small-cap-growth-identifier/
8	Risk-Adjusted Return Optimizer	Construct optimized portfolios for specific risk profiles, time horizons, and capital sizes	US-market/risk-adjusted-return-optimizer/
9	Portfolio Health Check	Diagnose risks in existing portfolios: concentration, correlation clusters, factor tilts, stress testing, liquidity	US-market/portfolio-health-check/
10	Suitability Report Generator	Generate institutional-grade investment documentation with rationale, risk disclosure, and client suitability assessment	US-market/suitability-report-generator/
11	Financial Statement Analyzer	Forensic-level single-company analysis: DuPont decomposition, earnings quality, Z-score, M-score, working capital	US-market/financial-statement-analyzer/
12	Event-Driven Detector	Identify mispricing from corporate events: M&A arbitrage, spinoffs, buybacks, restructurings, index changes	US-market/event-driven-detector/
13	Quant Factor Screener	Systematic multi-factor screening (value, momentum, quality, low-vol, size, growth) with factor timing and crowding analysis	US-market/quant-factor-screener/
14	ESG Screener	ESG scoring, controversy screening, carbon analysis, governance quality, and responsible investing integration	US-market/esg-screener/
15	FinData Toolkit 📦	Live US market data: stock metrics (yfinance), SEC filings (EDGAR), financial calculators, portfolio analytics, factor screening, macro indicators (FRED). No API keys required.	US-market/findata-toolkit/

China-market (A-Shares · Chinese)

#	Skill Name	Description	Directory
1	低估值股票筛选器	Screen A-share market for fundamentally strong but undervalued companies	China-market/undervalued-stock-screener/
2	董监高增减持分析器	Analyze director/executive/shareholder trading activities for management confidence signals	China-market/insider-trading-analyzer/
3	市场情绪与基本面偏差分析	Identify contrarian opportunities where sentiment diverges from fundamentals	China-market/sentiment-reality-gap/
4	高股息策略分析器	Evaluate high-dividend A-share stocks for dividend sustainability and long-term returns	China-market/high-dividend-strategy/
5	科技股炒作vs基本面分析	Distinguish between concept-driven hype and fundamental value in A-share tech stocks	China-market/tech-hype-vs-fundamentals/
6	行业轮动信号探测器	Identify sector rotation opportunities through macroeconomic indicator analysis	China-market/sector-rotation-detector/
7	小盘成长股发现器	Discover overlooked small-cap growth companies (20-200B RMB market cap)	China-market/small-cap-growth-identifier/
8	风险调整收益优化器	Construct optimized portfolios for Chinese investors with specific risk profiles	China-market/risk-adjusted-return-optimizer/
9	组合健康诊断	Diagnose existing portfolio risks: concentration, correlation, factor tilts, A-share stress testing, liquidity with limit-up/down considerations	China-market/portfolio-health-check/
10	投资适当性报告生成器	Generate CSRC/SAC-aligned suitability reports with qualified investor verification (Science/Technology Board, Beijing Stock Exchange thresholds)	China-market/suitability-report-generator/
11	财务报表深度分析	Forensic analysis of A-share financials: CAS-specific red flags, related-party transactions, government subsidy dependency, goodwill impairment risk	China-market/financial-statement-analyzer/
12	事件驱动机会识别器	Analyze A-share corporate events: asset injections, SOE reform, share buyback programs, spin-offs, index rebalancing, lock-up expirations	China-market/event-driven-detector/
13	量化因子筛选器	Multi-factor A-share screening with China-specific factors (turnover rate, northbound capital), factor timing via PMI/social financing data	China-market/quant-factor-screener/
14	ESG筛选器	ESG analysis with Chinese characteristics: dual-carbon goals, common prosperity framework, CSRC ESG disclosure requirements	China-market/esg-screener/
15	金融数据工具包 📦	A股实时数据：行情指标（AKShare）、董监高增减持、北向资金、宏观数据（LPR、PMI、CPI、M2）。无需API密钥。	China-market/findata-toolkit/

Skill Architecture

Each skill follows a consistent three-layer architecture:

skill-name/
├── SKILL.md                        # Main file: Trigger conditions, workflow, core guidance
└── references/
    ├── xxx-methodology.md          # Detailed methodology: Formulas, scoring criteria, industry benchmarks
    └── output-template.md          # Report template: Structured output format

Toolkit Skills

Toolkit skills bundle executable scripts and data-fetching utilities. They are self-contained — each toolkit includes its own requirements.txt, config, and scripts:

findata-toolkit/
├── SKILL.md                        # Tool descriptions and usage examples
├── requirements.txt                # Python dependencies (pip install -r)
├── config/data_sources.yaml        # Data source configuration
├── LICENSE.txt
└── scripts/
    ├── common/                    # Shared utilities (config, output helpers)
    ├── stock_data.py              # Stock metrics, screening, history
    ├── financial_calc.py          # DuPont, Z/M/F-Scores, earnings quality
    └── ...                        # Additional domain scripts

How Analysis Skills Use Toolkits

Analysis skills (e.g., Undervalued Stock Screener) reference the toolkit by name in their SKILL.md:

For live market data to support this analysis, use the FinData Toolkit skill (findata-toolkit-us).

The LLM sees both skills in its system prompt. When the analysis skill requires live data, the LLM recognizes the toolkit reference and invokes its scripts automatically. No special wiring is needed — the coupling is through natural language in the skill descriptions.

Progressive Disclosure Design

• Always in context: Only the YAML frontmatter (name, description) from SKILL.md is used for trigger detection
• Loaded on trigger: The SKILL.md body — workflow and core guidance
• Loaded on demand: Files in references/ directory — detailed methodologies and templates loaded only when executing analysis

This design optimizes context window usage while providing complete analytical frameworks when needed.

Data Sources

All primary data sources are free and require no API keys:

Source	Market	API Key	What It Provides
yfinance	US	None	Stock quotes, financials, history, analyst data
SEC EDGAR	US	None	Insider trades (Form 4), company filings (10-K, 10-Q)
FRED	US	None	Macro indicators (rates, CPI, GDP, employment)
AKShare	A-share	None	A-share data, macro indicators, northbound flow

Market-Specific Design

China-market skills are not simple translations of US-market versions. They are comprehensively rewritten to address A-share market characteristics:

Dimension	US-market	China-market
Language	English	Chinese
Market Structure	NYSE/NASDAQ, SEC regulation	SSE/SZSE/Beijing Stock Exchange, CSRC regulation
Industry Classification	GICS	Shenwan Industry Classification
Insider Trading	SEC Form 4 filings	Director/executive/shareholder trading announcements
Dividends	Quarterly dividends, Dividend Aristocrats	Annual dividends, CSI Dividend Index
Tax System	Capital gains tax, dividend tax	No capital gains tax, dividend tax tied to holding period
Accounting Standards	US GAAP	CAS (Chinese Accounting Standards)
Valuation Characteristics	Mature market valuation levels	A-share premium, policy premium, shell value (declining)
Policy Impact	Fed policy, SEC regulation	State Council, PBOC, CSRC, industrial policy (extremely high weight)
Capital Structure	Institution-dominated	High retail trading share, northbound capital marginal impact
Investment Tools	ETFs, Options, REITs	ETFs, Convertible bonds, Public REITs, QDII
Trading Mechanics	T+0, no daily limits	T+1, 10%/20% daily price limits
ESG Framework	TCFD, SEC climate disclosure, shareholder activism	Dual carbon goals, common prosperity, CSRC ESG disclosure
Suitability Regulation	SEC Reg BI, FINRA Rule 2111	CSRC Investor Suitability Management, qualified investor thresholds
Corporate Events	M&A, spinoffs, buybacks	Asset injections, SOE reform, backdoor listings (declining)
Factor Premiums	Standard academic factors	Low-vol anomaly very strong, turnover rate as unique factor

Usage Examples

US-market Triggers

• "Screen for undervalued stocks in the technology sector"
• "Analyze insider buying patterns in healthcare companies"
• "Build me a $100K moderate-risk portfolio for a 10-year horizon"
• "Identify tech stocks where hype exceeds fundamentals"
• "What sectors should outperform based on current macro indicators?"
• "Find small-cap growth stocks under $2B with strong fundamentals"
• "Calculate total return for dividend aristocrats with DRIP"
• "Identify stocks where sentiment is overly negative but fundamentals are strong"
• "Review my portfolio for hidden risks and concentration issues"
• "Generate a suitability report for this portfolio recommendation"
• "Do a deep dive into Apple's financial statements"
• "What merger arbitrage opportunities are available right now?"
• "Screen stocks using a multi-factor model with value and quality"
• "Find the best ESG-rated companies in the S&P 500"

China-market Triggers (Chinese)

• "帮我筛选 A 股低估值股票"
• "分析最近有哪些公司董事长在大量增持"
• "当前宏观环境下应该超配哪些行业？"
• "用 30 万帮我构建一个稳健型投资组合"
• "科创板哪些公司估值泡沫最严重？"
• "帮我找几只被市场错杀的 A 股"
• "A 股有哪些高股息但分红可持续的标的？"
• "推荐几只市值小但增长快的专精特新公司"
• "帮我诊断一下我的持仓有什么风险"
• "为这个投资建议生成一份适当性报告"
• "深度分析一下贵州茅台的财务报表"
• "最近有哪些A股并购重组机会？"
• "用多因子模型帮我筛选A股"
• "帮我找ESG评分最高的沪深300成分股"

Installation & Usage

These skills are designed for Claude (Anthropic's AI assistant). To use them:

1. Install skills: Place the skill directories in your Claude skills directory (typically $CODEX_HOME/skills/ or similar). Each skill is self-contained and can be installed individually.
2. Install toolkit dependencies: For live data capabilities, install the toolkit's Python dependencies:

   # US market toolkit
   cd US-market/findata-toolkit && pip install -r requirements.txt
   
   # China A-share market toolkit
   cd China-market/findata-toolkit && pip install -r requirements.txt
   

3. Trigger naturally: Use natural language queries that match the skill descriptions
4. Follow workflows: Each skill will guide you through its analysis workflow
5. Review references: Detailed methodologies are available in references/ subdirectories

Contributing

Contributions are welcome! When adding new skills:

1. Follow the three-layer architecture (SKILL.md + references/)
2. Use progressive disclosure principles
3. Include comprehensive methodology documentation
4. Provide structured output templates
5. Add appropriate disclaimers
6. For China-market skills, fully rewrite (don't translate) for A-share market characteristics
7. Keep skills self-contained — all resources must reside within the skill directory

Disclaimer

Important: This skill collection is for informational and educational purposes only. It does not constitute investment advice, recommendations, or an offer to buy or sell any securities. All analyses are based on publicly available data and model assumptions, which may contain errors or omissions. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal. Please consult a qualified investment advisor before making any investment decisions.

License

Copyright 2025 FinoGeeks Technology Ltd

Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at

http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.