AI Skills for CFO / FP&A

Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.

This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or requests 3-5 year financial planning for a startup.

Executive leadership guidance for strategic decision-making, organizational development, and stakeholder management. Includes strategy analyzer, financial scenario modeling, board governance frameworks, and investor relations playbooks. Use when planning strategy, preparing board presentations, m...

Revolut Business API CLI — accounts, balances, transactions, counterparties, payments, FX exchange, CSV export. Auto-refreshes OAuth tokens. Business accounts only (not personal).

Passive financial tracking plugin for PhoenixClaw. Automatically detects expenses and income from conversations and payment screenshots. Use when: - User mentions money/spending (any language) - User shares payment screenshots (WeChat Pay, Alipay, etc.) - User asks about finances ("How much did ...

Manage PocketSmith transactions, categories, and financial data via the API

Manage Sharesight portfolios, holdings, and custom investments via the API

Wall Street-grade analysis, accessible globally. Deep financial reasoning powered by #1 on DeepResearch Bench (Feb 2026) + SOTA financial models — stock analysis, valuation models, portfolio optimization, earnings breakdowns, financial statements, tax planning, and investment research. From raw t...

Check balances, send money, and share receive details via Wise

Advanced financial calculator with future value tables, present value, discount calculations, markup pricing, and compound interest. Use when calculating investment growth, pricing strategies, loan values, discounts, or comparing financial scenarios across different rates and time periods. Includ...

RBA cash rate monitor, meeting schedule, CPI tracker, and mortgage impact calculator for Australia.

Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, ris...

Use when the user asks for Odoo accounting audits, VAT/cashflow analysis, inventory valuation, or financial reporting that must come directly from Odoo via RPC with reproducible, evidence-backed numbers.

QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

Xero API integration with managed OAuth. Manage contacts, invoices, payments, accounts, and run financial reports. Use this skill when users want to interact with Xero accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

Get stock quotes, financial data, market news, and portfolio analytics from Yahoo Finance. Use when you need real-time stock prices, historical data, company financials, crypto prices, or market analysis.

Get stock quotes, financial data, market news, and portfolio analytics from Yahoo Finance. Use when you need real-time stock prices, historical data, company financials, crypto prices, or market analysis.

Get stock quotes, financial data, market news, and portfolio analytics from Yahoo Finance. Use when you need real-time stock prices, historical data, company financials, crypto prices, or market analysis.