Finance & Trading Subagents
76 finance & trading subagents for Claude Code and AI agents, ranked by real installs from npm, PyPI and skills.sh.
#Type
- 1investor-panelUse this agent after stage1() completes to role-play investor groups analyzing a stock. Spawned by the main Claude session to evaluate stocks from each investor's perspective. Each invocation handles…Jul 2026
- 2cost-analystAnalyze session token usage and cost patterns. Identify expensive operations and recommend optimizations. Use to understand and reduce session costs.Jul 2026
- 3cfo-campbell公司 CFO（Patrick Campbell 思维模型）。当需要定价策略设计、财务模型搭建、单位经济分析、成本控制、收入指标追踪、变现路径规划时使用。Feb 2026
- 4octagon-research-orchestratorRoutes investment research, prediction market, filings, earnings, quote, and analyst-estimate requests to the best Octagon skill or MCP workflow. Use when a request is broad, multi-step, or needs…Jul 2026
- 5acquisition-analystEvaluates M&A targets by computing standalone value, synergy value, and maximum acquisition price. Produces standalone value plus synergies minus integration costs equals acquisition value framework.Jul 2026
- 6capital-allocation-strategistAdvises on capital allocation decisions including financing mix (debt vs equity), dividend policy, share buybacks, and project investment evaluation.Jul 2026
- 7company-analystEnd-to-end company analysis pipeline for standard, profitable companies. Orchestrates business narrative, financial statement cleanup, cost of capital estimation, intrinsic (DCF) and relative…Jul 2026
- 8household-bills-vigilanceContinuous vigilance specialist for a household finance pipeline. Watches for missed bills, late recurring payments, duplicate charges within 48 hours, statistical anomalies (>3σ above merchant…Jul 2026
- 9household-bookkeeperMeticulous bookkeeper for a household finance pipeline. Takes a manifest produced by the intake classifier and the underlying PDFs, extracts every transaction or holding, normalizes amounts to…Jul 2026
- 10household-cfoMaster orchestrator and synthesizer for the household finance team. Runs the per-drop pipeline (intake → bookkeeper → spending/vigilance/savings/investments/tax in parallel → CFO synthesis), the…Jul 2026
- 11household-dashboard-designerGenerates the weekly static HTML dashboard for the household finance JSON store. Reads the canonical data files, applies cognitive-design principles for visual hierarchy and…Jul 2026
- 12household-intake-classifierDocument intake specialist for household finance pipelines. Classifies every PDF in a drop folder by document type (checking, savings, credit card, brokerage, 401k, HSA, mortgage, tax form,…Jul 2026
- 13household-investment-retirementTracks and advises on the long-horizon portfolio — taxable brokerage, 401k, and HSA invested portion — by aggregating asset allocation across all three, computing drift versus target, optimizing…Jul 2026
- 14household-savings-debtManages the household short-to-medium-horizon balance sheet — emergency fund, sinking funds, mortgage, any consumer debt, and credit-card rewards optimization.Jul 2026
- 15household-spending-analystHousehold spending analyst that answers, every month, where the money went, what changed versus prior months and same-month-last-year, what is recurring, what is an outlier, and what is coming up.Jul 2026
- 16household-tax-complianceTracks tax-relevant events year-round so April is a non-event. Maintains the expected-document checklist (W-2, 1099-DIV/INT/B, 1098, 5498-SA, 1095), accumulates deduction candidates from…Jul 2026
- 17ipo-strategistGuides private-to-public transition valuation and IPO pricing strategy. Transitions from total beta to market beta, removes illiquidity discount, uses public comparable multiples for pricing, and…Jul 2026
- 18special-situations-analystHandles edge-case valuations for companies that break standard DCF assumptions. Covers four situation types: high-growth firms with negative earnings (revenue-based DCF with failure adjustment),…Jul 2026
- 19cost-optimizerCloud and LLM cost optimization specialist — FinOps, right-sizing, caching strategies, Claude/OpenAI token reductionJul 2026
- 20defi-engineerDeFi integration specialist for composing with Solana protocols including Jupiter, Drift, Kamino, Raydium, Orca, Meteora, Marginfi, and Sanctum. Handles swap routing, lending/borrowing, staking,…Jun 2026
- 21token-engineerToken-2022 extensions specialist for advanced token mechanics, token economics design, launch strategies, and liquidity management on Solana. Covers transfer hooks, confidential transfers, metadata…Jun 2026
- 22financial-analystFinancial analysis expert specializing in startup metrics, burn rate, runway calculations, and investment decisions. Use proactively for any budget, financial projections, or cost analysis questions.Jul 2026
- 23cost-governorTrack aggregate token spend and API costs across all agent operations. Enforce budget constraints, detect cost anomalies, and recommend budget reallocation. Use for daily cost rollups, budget…Jul 2026
- 24accounting-reviewerBookkeeping / general-ledger / financial-close specialist pre-implementation reviewer for fintech and enterprise-saas archetypes. Specialises in double-entry integrity, GAAP compliance, ASC 606…Jul 2026
- 25marketplace-reviewerTwo-sided marketplace pre-implementation reviewer. Specialises in Stripe Connect / Adyen MarketPay payouts, seller KYC (Persona / Onfido / Sumsub), marketplace facilitator tax (US Wayfair v.Jul 2026
- 26economic-analystOwns checklist 06 (economic & logic) and the economic known-vectors — flash loans, first-depositor, MEV, oracle manipulation, reward accounting. Drives economic simulation to quantify profitability.Jul 2026
- 27audit-budgetBudget and bidding specialist. Audits budget allocation, bidding strategies, learning phase health, audience targeting, and campaign structure across LinkedIn, TikTok, and Microsoft.Jul 2026
- 28cfo-campbellCompany CFO (Patrick Campbell mental model). Use when designing pricing strategy, building financial models, unit economics analysis, cost control, revenue metrics tracking, monetization path…Jun 2026
- 29supply-chain-specialistUse when sourcing components, managing the bill of materials for availability and cost, assessing supply chain risk, qualifying alternate sources, managing contract manufacturer commercial…Jun 2026
- 30financial-analystAutonomous financial analyst powered by EODHD market data. Performs multi-source equity research — fundamentals, valuation, technical analysis, risk metrics, macro context, sentiment, and screening.Jul 2026
- 31pine-script-developerExpert Pine Script developer for TradingView. Use PROACTIVELY for creating indicators, strategies, custom technical analysis tools, backtesting, and optimizing Pine Script code. MUST BE USED for all…Sep 2025
- 32pinescript-parser-expertAdvanced Pine Script parsing and AST generation expert that MUST BE USED PROACTIVELY for complex syntax analysis, parameter extraction, and validation rule creation.Sep 2025
- 33pinescript-v6-compliance-specialistMUST BE USED for Pine Script v6 technical excellence and institutional-grade compliance validation. Expert in advanced Pine Script syntax optimization, performance bottleneck resolution, and zero…Sep 2025
- 34financeUse when implementing payment processing, billing systems, invoicing, tax calculation, or financial reporting features.Jul 2026
- 35finance-liteUse when implementing payment processing, billing systems, invoicing, tax calculation, or financial reporting features.Jul 2026
- 36stripeHandles payment processing, subscriptions, billing, and revenue analytics via Stripe API. Invoke for queries about payments, refunds, customers, MRR, ARR, invoices, or any financial operations…Jul 2026
- 37finops-managerFinance & Cloud Cost Specialist. Use this agent to optimize cloud spend (Vercel/AWS), design value-based pricing models, and manage the burn rate. It ensures the Agentic Company remains profitable…Jul 2026
- 38revenue-architectMonetization and pricing orchestrator. Use PROACTIVELY when the founder needs pricing, packaging, or revenue loop design tied to activation, retention, and margin.Jul 2026
- 39cost-estimatorEstimates Cloudflare Workers costs before deploying. Reads wrangler.toml, counts D1 tables/rows, estimates KV/R2 usage, calculates monthly cost, warns on free tier limits.Jul 2026
- 40growth-iqManage NRR decomposition, churn prevention, PQL detection, and win-back campaigns. Use when diagnosing revenue retention issues or building growth sequences.Mar 2026
- 41price-logicDesign pricing models, packaging tiers, and experiment recommendations. Use when evaluating monetisation strategy, willingness-to-pay, or designing pricing experiments. Oversight level 1 — requires…Mar 2026
- 42bizopsBusiness operations specialist covering market analysis, pricing strategy, go-to-market planning, and competitive intelligence. Use proactively when evaluating business viability, analyzing markets,…May 2026
- 43sinapse-brand-growth-strategistCatalyst é o agente que conecta branding a resultados financeiros. Enquanto Athena define a estratégia de marca, Catalyst quantifica o valor gerado, calcula brand equity, projeta crescimento e…Jul 2026
- 44cpaFinancial analysis, tax strategy, owner compensation, cash flow forecasting, hiring economics, distribution planning. Use PROACTIVELY when pricing economics, tax implications, business finance, or…Jul 2026
- 45defi-traderDisciplined DeFi execution specialist for swaps, bridges, lending, LP/yield moves, and perps order prep. Use when the user wants to actually DO something on-chain.Jul 2026
- 46auditorWorks for you. Go outside and live. — AI orchestrator that auto-routes tasks to the cheapest model that solves them. 70% run free on local models. Self-auditing, self-improving, zero prompting skill…Jul 2026
- 47closing-specialistAnnual closing specialist. Receives Dec 31 trial balance and returns the mandatory 7-step PGC closing sequence with journal entry recommendations and per-step warnings.Jul 2026
- 48customer-accountantGenerates PGC 2007-compliant journal lines for sale invoices. Group 7 logic, intracomunitario exemption, IRPF practicado (account 4751).Jul 2026
- 49finance-specialistWorks for you. Go outside and live. — AI orchestrator that auto-routes tasks to the cheapest model that solves them. 70% run free on local models. Self-auditing, self-improving, zero prompting skill…Jul 2026
- 50invoice-extractorExtracts structured invoice data from raw PDF text. VAT and IRPF aware. No tools. Returns JSON only.Jul 2026
- 51supplier-accountantGenerates PGC 2007-compliant journal lines for purchase invoices. Handles ES/EU/EXTRA_EU reverse charge and IRPF retention (account 473).Jul 2026
- 52economic-rug-specialistRug-pull, tokenomics, and centralization deep-dive. Owner-drain/mint/pause/blacklist backdoors, honeypots, depeg death-spirals, ve-bribe capture. Emits a 0-100 rugability score. Use on any token,…Jul 2026
- 53intents-specialistIntent-based protocol specialist — ERC-7683 (cross-chain intents), CoW Protocol, UniswapX, Across, 1inch Fusion. Use when target involves intents, solvers, settlers, or any "user signs intent →…Jul 2026
- 54lending-specialistLending-protocol specialist. Aave V3, Compound V3, Morpho, Silo, Euler, custom lending. Use when the target is a lending pool, isolated market, or liquidation engine.Jul 2026
- 55nft-specialistNFT specialist — ERC-721, ERC-1155, royalties (ERC-2981, EIP-7585), metadata mutability, mint mechanics, marketplaces. Use when target is an NFT contract or NFT-adjacent.Jul 2026
- 56restaking-specialistRestaking and AVS specialist — EigenLayer, Symbiotic, Karak, Babylon, AVS implementations, operator slashing. Use when target involves restaking deposits, operator delegation, AVS registration, or…Jul 2026
- 57staking-specialistStaking-protocol specialist. Liquid staking (Lido, Rocket Pool), validator staking, single-token staking with rewards, LSD wrappers (wstETH, rETH). Use when target is a staking contract.Jul 2026
- 58yield-aggregator-specialistYield aggregator and ERC-4626 specialist. Yearn V3, Beefy, Sommelier, MetaMorpho, custom vaults with strategies. Use when target is an ERC-4626 vault or strategy-bearing yield aggregator.Jul 2026
- 59budget-architectUse when the user needs to create or modify a household budget — monthly, annual, or custom scenarios. Analyses historical spending, factors in active financial goals, and produces a balanced,…Apr 2026
- 60expense-analystUse when the user wants to analyse spending patterns, identify trends, find savings opportunities, or investigate budget variances. Performs deep-dive analysis of transaction data and writes insights…Apr 2026
- 61financial-advisorUse for strategic financial guidance, scenario planning, and complex household financial decisions that go beyond simple budgeting (debt payoff vs invest, large purchases, life events).Apr 2026
- 62report-generatorUse when the user wants a comprehensive financial report — monthly summary, quarterly review, or annual financial statement. Pulls from budgets, transactions, and goals.Apr 2026
- 63transaction-processorUse when the user needs to import, categorise, or process transaction data from bank or credit-card exports. Reads transactions/import/ and writes clean records to transactions/processed/.Apr 2026
- 64accounts-payable-agentAutonomous payment processing specialist that executes vendor payments, contractor invoices, and recurring bills across any payment rail — crypto, fiat, stablecoins. Integrates with AI agent…Mar 2026
- 65engineering-solidity-smart-contract-engineerExpert Solidity developer specializing in EVM smart contract architecture, gas optimization, upgradeable proxy patterns, DeFi protocol development, and security-first contract design across Ethereum…Mar 2026
- 66equity-comp-taxEquity-compensation tax planning. Use proactively for incentive stock option (ISO) or alternative minimum tax (AMT) exercise timing, non-qualified stock option (NSO) tax, restricted stock unit (RSU)…Jul 2026
- 67finance-analystSubscription, cost, and finance analysis moves from Kimi to Fable judgment. Higgsfield use is limited to free account/read schemas after a harmless host smoke; no billing mutation, and any metered…Jul 2026
- 68usage-analystAI spending analyst that proactively monitors and reports on Cursor Enterprise team usage patterns, spending anomalies, and optimization opportunities.Feb 2026
- 69money-model-architectMoney Model specialist — Attraction Offer, Core Offer, Upsell, Downsell, Continuity. Use to design the revenue model, calculate LTV:CAC, set the ascension ladder, and lock in Client-Financed…Jun 2026
- 70auditAudit-support evidence packages over FinanceOS data - completeness, reconciliation, mapping-integrity, and substantive-sample checks. No access-control or change-management evidence (outside the data…Jul 2026
- 71finance-analystEnd-to-end analyst for Datarails Finance OS data. Profiles fields, derives data-quality findings client-side from baseline aggregates, and investigates anomalies with value-list and advanced filters.Jul 2026
- 72forecastMulti-scenario financial analysis — budget vs forecast vs actual variance trackingJul 2026
- 73insightsExecutive-ready trend analysis and business insights with professional PowerPoint and Excel outputsJul 2026
- 74reconciliationValidate pipeline consistency with independent-leg checks — cross-endpoint agreement, balance-sheet identity, cross-grain roll-ups, and scenario/period integrityJul 2026
- 75cfo-advisor[zakr] CFO advisor. Use for financial modeling, SaaS unit economics (CAC, LTV, NRR, ARR), fundraising data room, budget planning, cash runway, investor reporting, and financial KPI design.Jun 2026
- 76investor-advisor[zakr] Investor relations advisor. Use for pitch deck structure, data room preparation, investor narrative, term sheet analysis, due diligence preparation, investor update emails, and fundraising…Jun 2026
