financial-services

Complete financial analysis methodology for OpenClaw. A 6-skill collection covering investment banking, commercial banking, asset management, insurance, source attribution, and standardized output. Use when performing any financial analysis, modeling, due diligence, or report generation.

Safety Notice

This listing is from the official public ClawHub registry. Review SKILL.md and referenced scripts before running.

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Install skill "financial-services" with this command: npx skills add fenccerece/financial-services

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.

Source Transparency

This detail page is rendered from real SKILL.md content. Trust labels are metadata-based hints, not a safety guarantee.

Open Registry RecordOpen in ClawHub

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