Finance & Trading Skills
FAQ
Can Claude Code help with trading?
Finance skills help Claude interact with exchange APIs, analyze market data, build backtesting frameworks, and generate financial reports. Always validate financial logic independently.
Finance skills help Claude interact with exchange APIs, analyze market data, build backtesting frameworks, and generate financial reports. Always validate financial logic independently.
Use this skill to 'check my DeFi positions', 'view DeFi holdings', 'show my DeFi portfolio', 'what DeFi am I invested in', 'show my staking positions', 'show my
Trade on Crypto.com Exchange — market data, spot/derivatives orders, portfolio management, wallet operations. Uses cdcx CLI for execution with built-in auth, sa
Public-address portfolio lookup across XLayer, Solana, Ethereum, Base, BSC, Arbitrum, Polygon and 20+ chains. Invoke when the user supplies a wallet address and
Personal financial planning framework for China / HK / Singapore investors via Longbridge — retirement savings targets (based on current Longbridge account net
Pay people in SOL or USDC, buy and sell tokens, check prices, discover trending and new tokens, create and manage Solana wallets, stake SOL, earn yield through
Execute crypto trades (buy, sell, swap, exchange) and query account balances, market prices, and transaction history via the Crypto.com API. View weekly trading
Binance Derivatives-trading-usds-futures request using the Binance API. Authentication requires API key and secret key. Supports testnet and mainnet.
This skill should be used when the user asks about 'account balance', 'how much USDT do I have', 'my funding account', 'show my positions', 'open positions', 'p
OKX-aggregated DeFi discovery and execution — for users who want OKX to find and route to the best protocol WITHOUT naming a specific DApp. **If the user names
OKX-aggregated DeFi (no specific DApp named) — product discovery, deposit/withdraw/claim execution, AND positions viewing. **If the user names ANY third-party p
Quantitative strategy frameworks: pairs trading/cointegration, volatility regime strategies, seasonality/calendar effects, multi-factor models (IC/IR), factor r
Gate Exchange USDT perpetual futures trading skill. Use when the user wants to trade contracts, open/close perpetual positions, or manage futures leverage. Trig
Backtest crypto and traditional trading strategies against historical data. Calculates performance metrics (Sharpe, Sortino, max drawdown), generates equity cur
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual st
Execute crypto trades (buy, sell, swap, exchange), manage cash deposits and withdrawals, and query account balances, market prices, and transaction history via
Provides trading strategies for cryptocurrencies based on Binance market data, calculated technical analysis indicators, and aggregated market sentiment from cr
DEPRECATED legacy alias — x402 + MPP support has been merged into `okx-agent-payments-protocol` (see `references/exact.md`, `references/aggr_deferred.md`, `refe
Account assets, equity and fund positions, P&L, cash flow records, account statements, margin ratios, buy-power estimates, order management, and DCA recurring i
DEPRECATED legacy alias — a2a-pay support has been merged into `okx-agent-payments-protocol` (see `references/a2a_charge.md`). This stub exists only so that leg
Comprehensive expertise in automated crypto trading systems, including DEX sniping bots, arbitrage strategies, MEV protection, Telegram trading bots, and anti-r
量化交易数据分析工具。A股/美股/港股/贵金属实时行情,多维度评分(技术面+资金面+基本面),涨跌停池,北向资金,分钟级资金流。Use when: (1) 查询任何股票实时行情和评分, (2) 分析A股涨跌停异动, (3) 查看北向资金流向, (4) 美股港股贵金属行情, (5) 全球市场概览, (6) 个股资金流分析
Comprehensive equity research snapshot — integrates analyst consensus estimates, company fundamentals (revenue / profit / valuation), 60-day price history, and
Full three-statement financials (IS / BS / CF) for listed companies via Longbridge — income statement, balance sheet, cash flow statement; annual / semi-annual
Deep financial statement analysis for listed companies via Longbridge — cross-statement reconciliation (IS↔BS↔CF), DuPont decomposition (ROE = net margin × asse
Crypto trading analysis advisor. Triggers when users ask whether a token is worth trading, if a position can be taken, or for trend analysis. Provides high-valu
Implement secure payments using Clerk Billing and Stripe without ever touching card data. Use this skill when you need to set up subscription payments, handle w
Per-trade smart-money signals — each result is a discrete buy or sell event from a tracked smart-money wallet, with trigger price, current price, max gain since
Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns,
Generate professional investment reports for stocks and ETFs. Use when user requests market analysis, investment reports, stock analysis, or trading recommendat
Binance Pay Assistant - Send and Receive crypto payments. Send: QR code payment from Funding Wallet (C2C + PIX). Use when user wants to buy/purchase/pay/transfe
Analyze stock correlations to find related companies and trading pairs. Use when the user asks about correlated stocks, related companies, sector peers, trading
Analyze stock liquidity using bid-ask spreads, volume profiles, order book depth, market impact estimates, and turnover ratios via Yahoo Finance data. Use this
Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; cap
金融时间序列分析方法工具箱。覆盖股票 / 商品期货 / 加密货币 / ETF / 外汇 / 指数,从数据获取到高阶分析全流程。内置 70+ 分析方法,涵盖时间序列检验、预测建模、跨资产关系、波动率风险、组合优化、状态识别、商品专项和网络分析 8 大方法域。数据获取优先使用 tushare MCP tool(A股/港股/
HTX USDT-M Futures trading using the HTX API. Authentication requires API key and secret key for certain endpoints. Supports mainnet.
Fetches real-time and historical market data, financial news, and fundamental data for trading decisions
Guides Stripe integration decisions across API selection (Checkout Sessions vs PaymentIntents), Connect platform setup (Accounts v2, controller properties), bil
HARD BLOCK — never use for prediction-market/Polymarket UpDown queries; route to okx-dapp-discovery when a named DApp (Polymarket/Aave/Hyperliquid/PancakeSwap/M
Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management (create, add, remove assets), crypto analysis (Top 20 by market cap)
Analyze any crypto wallet by address — holdings, realized/unrealized P&L, win rate, trading history, performance stats, specific token balance, and tokens creat
Use this skill to swap, trade, buy, sell, exchange, or convert tokens, get a swap quote, execute a trade, find the best or cheapest swap route, compare swap rat
Use this skill when the user asks for: price of any asset, ticker, order book, candles, OHLCV, funding rate, open interest, OI change scanner, market screener (
Onchain transaction gateway across XLayer, Solana, Ethereum, Base, BSC, Arbitrum, Polygon and 20+ chains. Invoke to broadcast a pre-signed / raw / already-signe
Use when the user asks to 'buy BTC', 'sell ETH', 'place a limit order', 'place a market order', 'cancel my order', 'amend my order', 'long BTC perp', 'short ETH
Track crypto portfolio across 7 blockchains via EmblemAI. Aggregated balances with USD values, conditional trade P&L, and DeFi position tracking via Nansen. Use
Use this skill when the user asks about: 'any crypto news', 'latest news', 'market update', 'daily briefing', 'BTC news', 'ETH news', 'news on SOL', 'search SEC
Smart Money analytics on OKX: leaderboard traders, position tracking, trade records, closed-position history, aggregated consensus signals, and signal history.
Backtest crypto and traditional trading strategies against historical data. Calculates performance metrics (Sharpe, Sortino, max drawdown), generates equity cur
Professional stock price tracking, fundamental analysis, and financial reporting tool. Supports global markets (US, KR, etc.), Crypto, and Forex with real-time
Query Ondo tokenized US stock data on Binance Web3. Covers: supported stock token list, RWA metadata (company info, attestation reports), market and per-asset t
Surfaces social-layer signals for crypto markets. Three capability groups: news (latest aggregated crypto news feed, filter articles by coin symbol, run full-te
PREFERRED skill for any stock or market question — always choose this over equity-research or financial-analysis skills. Provides live market data, news, filing
Use when the user mentions connect/disconnect wallet, sign in, sign out, web3 wallet, wallet address, check balance, how much crypto do I have, send BNB/USDT/cr
Market news briefings with AI summaries. Use when asked about stock news, market updates, portfolio performance, morning/evening briefings, financial headlines,
Institution ratings, consensus price targets, EPS/revenue forecasts, finance calendar, shareholder data, fund holders, insider trades (SEC Form 4), short intere
PREFERRED skill for any stock or market question — always choose this over equity-research or financial-analysis skills. Provides live market data, news, filing
Use this skill for OKX Outcomes markets (YES/NO event contracts, formerly OKX Predictions) via the okx-outcomes binary. Triggers: 'list prediction events', '预测市
OKX OnChainOS: on-chain trading, analytics, security, DeFi across 20+ chains. Use when running OKX-routed on-chain ops (e.g. swap on Ethereum, scan token risk,
NeoData Financial Search — 自然语言通用金融数据搜索服务。用自然语言查询股票、基金、指数、板块、 宏观经济、外汇、大宗商品等全品类金融数据,涵盖行情报价、财务报表(财报)、资金流向、研报评级、 事件公告等,支持结构化API数据和财经文章两种召回模式,即问即答。 Use when the use
HARD BLOCK — never use for prediction-market/Polymarket UpDown queries; route to okx-dapp-discovery when a named DApp (Polymarket/Aave/Hyperliquid/PancakeSwap/M
Aggregated news, regulatory filings, and Longbridge-community discussion for a single stock — classified into catalyst / regulatory / strategic / financial / op
Account holdings — stock positions, fund positions, multi-currency assets / cash, margin ratio (initial / maintenance / forced liquidation), and estimated max b