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claude financial-services for openclaw
by
fenccerECE
· GitHub ↗
· v1.0.0
· MIT-0
17
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Install in OpenClaw
/install financial-services
Description
Complete financial analysis methodology for OpenClaw. A 6-skill collection covering investment banking, commercial banking, asset management, insurance, sour...
README (SKILL.md)
Financial Services
金融分析方法论在 OpenClaw 平台上的完整技能集合。6 个技能协同工作，覆盖投行、商业银行、资管、保险四大金融场景。
How This Collection Works
This is a skill collection. The root SKILL.md acts as the manifest. Individual skills live in subdirectories and are auto-discovered by OpenClaw via their description fields.
Skills
Core Analysis Skills
- investment-banking — Pitch books, CIMs, comps tables, DCF models, precedent transactions
- commercial-banking — Credit memos, loan underwriting, covenant analysis, spread sheets
- asset-management — Portfolio reporting, Brinson attribution, IC memos, performance decks
- insurance — Reserve review, actuarial analysis, underwriting, regulatory filings
Foundation Skills
- source-attribution — Every number traces to its source. Verification checklist for financial claims.
- excel-powerpoint-output — Standardized formatting for financial Excel workbooks and PowerPoint decks
Installation
clawhub install financial-services
Or manually:
cp -r financial-services ~/.openclaw/skills/
Restart OpenClaw Gateway. All 6 skills are auto-discovered.
Requirements
- OpenClaw (any version supporting SKILL.md format)
- No additional dependencies
- For data-intensive workflows: configure MCP connectors to your data providers (FactSet, S&P Global, Morningstar, etc.)
License
MIT-0
Credits
Inspired by Claude for Financial Services by Anthropic.
Usage Guidance
This skill appears safe to install as an instruction-only methodology pack. Before using it on real financial work, verify any configured MCP connectors only expose the intended provider accounts, data rooms, or internal datasets, and treat generated investment, lending, actuarial, or regulatory outputs as drafts requiring professional human review.
Capability Analysis
Type: OpenClaw Skill
Name: financial-services
Version: 1.0.0
The financial-services skill bundle is a comprehensive collection of methodologies for financial analysis, covering investment banking, commercial banking, asset management, and insurance. It includes structured workflows for complex tasks like DCF modeling, Brinson attribution, and credit underwriting, with a strong emphasis on data integrity through the source-attribution skill. No malicious code, data exfiltration patterns, or harmful prompt-injection attempts were found; the instructions are professionally aligned with the stated purpose of financial reporting and analysis.
Capability Tags
Capability Assessment
Purpose & Capability
The artifacts are coherent with the stated purpose: investment banking, commercial banking, asset management, insurance analysis, source attribution, and Excel/PowerPoint formatting. These outputs can influence financial decisions, but the skill provides methodology and reporting guidance, not transaction execution.
Instruction Scope
The instructions are checklists, analysis methods, citation rules, and formatting standards. Mandatory source-attribution and formatting steps are purpose-aligned and improve reviewability.
Install Mechanism
No install spec, code files, package dependencies, required binaries, environment variables, or credential setup are present. Installation is just copying or installing the instruction files.
Credentials
The skill mentions optional MCP connectors for financial data providers and internal data platforms. This is expected for financial analysis, but users should ensure connector permissions are scoped to the intended data.
Persistence & Privilege
The artifacts do not show persistence, background workers, credential storage, local auth/session access, protected-path writes, or autonomous account mutation.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install financial-services - After installation, invoke the skill by name or use
/financial-services - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of the financial-services skill collection for OpenClaw:
- Introduces a comprehensive methodology for financial analysis, modeling, due diligence, and report generation.
- Includes 6 integrated skills covering investment banking, commercial banking, asset management, insurance, source attribution, and standardized output.
- Each skill supports core workflows such as pitch books, underwriting, portfolio reporting, actuarial analysis, and verification.
- Designed for seamless installation and auto-discovery within the OpenClaw platform.
- Requires no additional dependencies; optional data provider integration available.
- Licensed under MIT-0.
Metadata
Frequently Asked Questions
What is claude financial-services for openclaw?
Complete financial analysis methodology for OpenClaw. A 6-skill collection covering investment banking, commercial banking, asset management, insurance, sour... It is an AI Agent Skill for Claude Code / OpenClaw, with 17 downloads so far.
How do I install claude financial-services for openclaw?
Run "/install financial-services" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is claude financial-services for openclaw free?
Yes, claude financial-services for openclaw is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does claude financial-services for openclaw support?
claude financial-services for openclaw is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created claude financial-services for openclaw?
It is built and maintained by fenccerECE (@fenccerece); the current version is v1.0.0.
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