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Claude skills for finance

Claude skills for finance work: startup financial models, metrics, risk math, personal spending and stock data lookups.

Picks
5
ranked

financial-insights is the most installed finance skill here. It lets Claude read your Stripe Link transactions and balances after you sign in and approve access.

The others help you build and check numbers: a startup financial model, startup metrics and portfolio risk measures, plus a read-only lookup of Korean stock data. These skills do math and look things up. They are not financial advice, and the benchmarks inside them are rules of thumb you should check against your own market.

Good for

  • Founders building a runway and fundraising model
  • Finance and FP&A staff who want a structured model or metrics review
  • Analysts who need risk math written as code
  • Anyone who wants to ask about their own spending

Top picks

Skills for finance work, ordered by installs on skills.sh as of November 2, 2026, with GitHub stars beside them. Stars belong to the whole repo, so skills from one repo share a count.

  1. 1
    financial-insightsSkill

    Lets Claude list your Stripe Link transactions, balances and connected accounts, then summarize your spending. You sign in and approve access first.

    889 GitHub stars
  2. 2
    startup-financial-modelingSkill

    Guides 3 to 5 year startup models: revenue, costs, headcount, cash flow, burn and runway, and seed or Series A scenarios. No spreadsheet files bundled.

    42,081 GitHub stars
  3. 3
    startup-metrics-frameworkSkill

    Formulas and ranges for SaaS, marketplace and consumer metrics, and which metrics matter at pre-seed, seed and Series A. Benchmarks have no sources.

    42,081 GitHub stars
  4. 4
    risk-metrics-calculationSkill

    Python patterns for portfolio risk: VaR, CVaR, Sharpe, Sortino and drawdown. Warns against relying on VaR alone or assuming normal returns.

    42,081 GitHub stars
  5. 5
    korean-stock-searchSkill

    Looks up KOSPI, KOSDAQ and KONEX stocks by name or code, with base data and a daily snapshot. Read-only, not real-time, and not investment advice.

    8,232 GitHub stars

Build a startup runway model and check its metrics

Claude

  1. 1

    Pick the skills

    startup-financial-modeling builds the projections. startup-metrics-framework checks them against unit economics and stage-by-stage metrics.

    Uses startup-financial-modeling, startup-metrics-framework

  2. 2

    Install them

    npx skills add https://github.com/wshobson/agents --skill startup-financial-modeling
npx skills add https://github.com/wshobson/agents --skill startup-metrics-framework

    Neither bundles scripts or spreadsheet files, so Claude writes the model in the format you ask for.

    Uses startup-financial-modeling

  3. 3

    Build the model

    The skill follows a nine-step quick start and a structure for revenue, costs, headcount and cash flow.

    Prompt
    Build a 3-year model for a B2B SaaS with $40k MRR, 12 staff and $900k in the bank. Put every assumption in a table, then show burn and runway by month.

    Tip: Example prompts are illustrations; use your own numbers.

    Uses startup-financial-modeling

  4. 4

    Check the metrics, then the numbers

    The ratios in both skills are rules of thumb with no sources. Check them against your own market and have a finance professional review any model you raise money on.

    Prompt
    Which metrics should I show investors at seed stage, and how do my CAC payback and churn compare with the skill's ranges?

    Uses startup-metrics-framework

Comparison

SkillOutputNeedsInstalls
financial-insightsThis pageSpending answerslink-cli, sign-in21,386
startup-financial-modelingProjectionsNothing extra12,866
startup-metrics-frameworkMetric formulasNothing extra11,474
risk-metrics-calculationRisk codePython libraries11,203
korean-stock-searchStock lookupsNode.js 18+8,956

Questions

What is the best Claude skill for finance?

By installs on skills.sh, financial-insights leads. It covers your own Stripe Link spending data, so for company models use startup-financial-modeling instead.

Can Claude build a financial model?

Yes. startup-financial-modeling guides Claude through a 3 to 5 year model with revenue, costs, headcount, cash flow, burn rate and runway. It bundles no spreadsheet files, so you tell Claude which format to produce.

Do these skills give investment advice?

No. They calculate and look things up, and none is built to recommend trades. korean-stock-search says in its own instructions that it is not for investment advice, and the benchmarks in the startup skills are unsourced rules of thumb.

Is it safe to let Claude see my transactions?

Only if you mean to share them. financial-insights reads real transactions and balances once you approve a login, and its instructions say to request only the access a question needs.

Can Claude calculate portfolio risk like VaR and Sharpe?

Yes. risk-metrics-calculation gives Claude Python patterns for VaR, CVaR, Sharpe, Sortino and drawdown. It bundles no scripts, and it warns against relying on VaR alone.

Can Claude look up stock prices?

Only for Korean stocks with korean-stock-search. It returns a daily snapshot such as close, change and volume, not real-time quotes, and it does not cover US or other foreign stocks.

Do finance skills need API keys?

Mostly no. financial-insights needs Stripe's link-cli program and a Link sign-in. korean-stock-search uses a proxy, so you do not need your own KRX key.

Are Claude finance skills free?

Yes. You pay only for your Claude plan or API use. financial-insights also needs a Stripe Link account, or there is nothing for it to read.

Sources

Docs, issue trackers and discussions this page is built from.

Show all 9
  1. skills.sh · skills.sh
  2. https://skills.sh/stripe/link-cli/financial-insights · skills.sh
  3. https://github.com/stripe/link-cli · github.com
  4. https://skills.sh/wshobson/agents/startup-financial-modeling · skills.sh
  5. https://github.com/wshobson/agents · github.com
  6. https://skills.sh/wshobson/agents/startup-metrics-framework · skills.sh
  7. https://skills.sh/wshobson/agents/risk-metrics-calculation · skills.sh
  8. https://skills.sh/nomadamas/k-skill/korean-stock-search · skills.sh
  9. https://github.com/nomadamas/k-skill · github.com

Updated Nov 3, 2026.