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claude financial-services for openclaw
作者
fenccerECE
· GitHub ↗
· v1.0.0
· MIT-0
17
总下载
0
收藏
0
当前安装
1
版本数
在 OpenClaw 中安装
/install financial-services
功能描述
Complete financial analysis methodology for OpenClaw. A 6-skill collection covering investment banking, commercial banking, asset management, insurance, sour...
使用说明 (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.
安全使用建议
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.
功能分析
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.
能力标签
能力评估
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.
如何使用
- 确保已安装 OpenClaw（本地或 Docker 部署）
- 在对话框中输入安装命令：
/install financial-services - 安装完成后，直接呼叫该 Skill 的名称或使用
/financial-services触发 - 根据 Skill 的参数说明提供必要输入，即可获得结构化输出
版本历史
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.
元数据
常见问题
claude financial-services for openclaw 是什么？
Complete financial analysis methodology for OpenClaw. A 6-skill collection covering investment banking, commercial banking, asset management, insurance, sour... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 17 次。
如何安装 claude financial-services for openclaw？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install financial-services」即可一键安装，无需额外配置。
claude financial-services for openclaw 是免费的吗？
是的，claude financial-services for openclaw 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
claude financial-services for openclaw 支持哪些平台？
claude financial-services for openclaw 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。
谁开发了 claude financial-services for openclaw？
由 fenccerECE（@fenccerece）开发并维护，当前版本 v1.0.0。
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