FinSkills is an open-source collection of specialized Claude Skills designed for comprehensive financial investment analysis across US and China A-share markets. It empowers investors and analysts with end-to-end capabilities, from initial stock screening and deep dives into company financials to portfolio construction, risk diagnostics, and generating institutional-grade documentation. The project aims to provide systematic, data-driven insights for informed decision-making.

How It Works

FinSkills employs a modular "Claude Skills" architecture, where each analytical function is a distinct skill. These skills are organized into tiers (Discovery & Screening, Deep Analysis, Portfolio & Documentation) and leverage a companion "FinData Toolkit" for real-time market data and quantitative calculations. The interaction between analysis skills and toolkits is managed via natural language references within the skill descriptions, allowing the LLM to invoke necessary data fetching scripts automatically. This design utilizes "progressive disclosure," loading detailed methodologies and templates only on demand to optimize LLM context window usage.

Quick Start & Requirements

• Installation: Place individual skill directories into your Claude skills directory. Install Python dependencies for the relevant toolkit using pip install -r requirements.txt (e.g., cd US-market/findata-toolkit && pip install -r requirements.txt).
• Prerequisites: Claude AI assistant. Python environment for toolkit dependencies.
• Dependencies: Python packages listed in each findata-toolkit/requirements.txt.
• Data Sources: Utilizes free, no-API-key sources including yfinance, SEC EDGAR, FRED (US), and AKShare (A-share).

Highlighted Details

• Provides 30 specialized skills, with distinct sets for US and China A-share markets, addressing market-specific nuances.
• Covers a wide range of analytical tasks, from multi-factor screening and ESG analysis to event-driven opportunities and suitability report generation.
• Features a market-specific design for China A-shares, incorporating local accounting standards, industry classifications, policy impacts, and trading mechanics.
• The FinData Toolkit offers live market data, financial calculations, and portfolio analytics without requiring API keys.

Maintenance & Community

The project is copyrighted by FinoGeeks Technology Ltd and welcomes contributions. Specific community channels or notable contributors are not detailed in the provided README.

Licensing & Compatibility

Licensed under the Apache License, Version 2.0. This license is permissive and generally compatible with commercial use and closed-source linking.

Limitations & Caveats

This skill collection is intended for informational and educational purposes only and does not constitute investment advice. Analyses rely on publicly available data, which may contain errors or omissions. Past performance is not indicative of future results, and all investments involve risk, including potential loss of principal. Users should consult a qualified investment advisor.