skills-core/investment-clerk
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investment-clerk/references/ai-skills.md
skillfactor-pipeline 4f8d1822ea feat: investment-clerk skill package v0.1.0
2026-08-14 19:15:24 +02:00

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External AI agent skills — investment-clerk

Proven, publicly available AI agent skills mapped to this occupation. Nothing is copied from the sources: every entry is a name, a one-line summary and a link to the upstream skill package. Each section names its source repository, commit, license and retrieval date.

Tiers: core = the skill directly exercises a top market hard skill, tool or method (from gated job-ad evidence) or an essential ESCO competence of this occupation; adjacent = plausibly useful, secondary. Entries are capped at 12 per source and 80 in total per occupation (core first, strongest matches survive); everything beyond the caps is excluded and logged in the pipeline audit trail, not in this package.

Matched deterministically (ISCO group + title/competence keywords, tiered against market evidence + ESCO essentials) by pipeline/p5_enrich_ai_skills.py on 2026-07-14.

Source: anthropics/skills

  • Repository: https://github.com/anthropics/skills (commit f6656c1, retrieved 2026-07-14)
  • License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
Skill Tier What it adds Upstream
docx adjacent Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … source
pdf adjacent Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … source
xlsx adjacent Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … source

Source: wshobson/agents

Skill Tier What it adds Upstream
risk-metrics-calculation core 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. source
backtesting-frameworks adjacent Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting … source
file-conversion adjacent Convert files between formats — PDF to Word, HEIC to JPG, MP4 to MP3, CSV to JSON, EPUB to MOBI, and 999 total routes across images, video, audio, documents, data, fonts, ebooks, and archives. Free via changethisfile.com, no API key or … source

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
throughput-accountant core TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
grant-proposal-writing core Develop compelling funding proposals for foundations, government agencies, and corporations including narrative development, budget creation, and compliance documentation source
unified-memory core Expert skill for CUDA Unified Memory and memory prefetching optimization. Configure managed memory allocations, implement memory prefetch strategies, handle page fault analysis, configure memory hints and advise, profile unified memory … source
care-transition-coordination core Manage care transitions between settings including discharge planning, medication reconciliation, follow-up scheduling, and post-acute care coordination source
trade-lifecycle core Implement and manage trade lifecycle processes — order management, execution, clearing, settlement, and reconciliation workflows. source
account-reconciliation-automator core Automated account reconciliation skill with matching algorithms and exception handling source
amortized-analysis-assistant core Apply amortized analysis techniques including aggregate, accounting, and potential methods source
capital-budgeting-analyzer core Capital investment appraisal skill with NPV, IRR, payback, and real options analysis source
dcf-valuation-modeler core Discounted Cash Flow model builder for comprehensive company valuations with WACC calculation, terminal value estimation, and sensitivity analysis source
k8s-operator-development core Build Kubernetes operators using controller-runtime — CRD design, reconciliation loops, event handling, and operator lifecycle management. source
lbo-model-builder core Leveraged Buyout model construction skill for private equity transaction analysis source

Source: ahacker-1/cre-agent-skills

Skill Tier What it adds Upstream
cre-office core CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing. source
cre-asset-management core CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions, lease-up tracking, capex execution, NOI … source
cre-due-diligence core CRE Due Diligence analysis suite — 7 specialist skills for multifamily property analysis including rent roll validation, expense benchmarking, market study, physical inspection, environmental review, title review, and tenant credit … source
cre-underwriting core CRE Underwriting analysis suite — 3 specialist skills for building pro formas, running sensitivity scenarios, and writing investment committee memos for multifamily acquisitions. source

Source: alirezarezvani/claude-skills

Skill Tier What it adds Upstream
finance-skills core Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … source
financial-analyst core Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … source
risk-management-specialist core Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO … source
contract-and-proposal-writer core Generate professional, jurisdiction-aware business documents: freelance contracts, project proposals, SOWs, NDAs, and MSAs. Structured Markdown output with docx conversion instructions. Covers US (Delaware), EU (GDPR), UK, and DACH (German … source

Source: arbiterForge/codeArbiter

Skill Tier What it adds Upstream
decision-variance core Reconcile the project's architectural artifacts against the scaffold and prior decisions, then present each variance as a SMARTS analysis for the user to decide. Routed to when the user asks to arbitrate, reconcile, or consolidate … source

Source: basicmachines-co/basic-memory

Skill Tier What it adds Upstream
memory-literary-analysis core Analyze a complete literary work into a structured Basic Memory knowledge graph. Covers schema design, entity seeding, chapter-by-chapter processing, cross-referencing, validation, and visualization. source

Source: brycewang-stanford/Auto-Empirical-Research-Skills

Skill Tier What it adds Upstream
cost-benefit core Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … source
research-lit core Search and analyze research papers, find related work, summarize key ideas. Use when user says "find papers", "related work", "literature review", "what does this paper say", or needs to understand academic papers. source

Source: davepoon/buildwithclaude

Skill Tier What it adds Upstream
financial-model core Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … source
docx core Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … source

Source: davila7/claude-code-templates

Skill Tier What it adds Upstream
risk-management-specialist core Senior Risk Management specialist for medical device companies implementing ISO 14971 risk management throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use for … source
Excel Analysis core Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files. source
architecture core Architectural decision-making framework. Requirements analysis, trade-off evaluation, ADR documentation. Use when making architecture decisions or analyzing system design. source
code-review-excellence core Transform code reviews from gatekeeping to knowledge sharing through constructive feedback, systematic analysis, and collaborative improvement. source
marp-slide core Create professional Marp presentation slides with 7 beautiful themes (default, minimal, colorful, dark, gradient, tech, business). Use when users request slide creation, presentations, or Marp documents. Supports custom themes, image … source

Source: Devin-AXIS/iPolloWork

Skill Tier What it adds Upstream
stripe-reconciliation core Reconcile bounded Stripe payment and payout records with supplied business records while preserving object IDs, currency, time zone, and discrepancy evidence. source

Source: jeremylongshore/claude-code-plugins-plus-skills

Skill Tier What it adds Upstream
fondo-debug-bundle core Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation". source
fondo-webhooks-events core Implement event-driven financial workflows using webhooks from Fondo-connected services: Stripe payment events, Gusto payroll events, and Plaid transactions. Trigger: "fondo webhooks", "fondo events", "stripe payroll webhooks", "financial … source
fondo-hello-world core Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test". source
fondo-upgrade-migration core Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant". source
excel-lbo-modeler core Build leveraged buyout (LBO) models in Excel with debt schedules and IRR analysis. Use when structuring LBO transactions or analyzing PE returns. Trigger with phrases like ''excel lbo'', ''build lbo model'', ''calculate pe returns''. source
finta-install-auth core Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta … source
evaluating-machine-learning-models core Build this skill allows AI assistant to evaluate machine learning models using a comprehensive suite of metrics. it should be used when the user requests model performance analysis, validation, or testing. AI assistant can use this skill … source
excel-variance-analyzer core Analyze budget vs actual variances in Excel with drill-down and root cause analysis. Use when performing variance analysis or explaining budget differences. Trigger with phrases like ''excel variance'', ''analyze budget variance'', … source
granola-core-workflow-b core Post-meeting note processing, sharing, and follow-up workflows in Granola. Use when enhancing notes after meetings, sharing to Slack/Notion/CRM, drafting follow-up emails, or processing action items. Trigger: "granola post-meeting", "share … source
hubspot-bulk-migration core Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety, rate-limit budgeting, and rollback mitigation across 100K+ record … source
hyperflow-status core Hyperflow project status. Use to see current hyperflow state — "what is hyperflow doing", "show task progress", "where are we". Read-only — reports in-flight tasks, memory count, and progress. Never modifies state or runs work. source

Source: jezweb/claude-skills

Skill Tier What it adds Upstream
proposal-writer core Write a client proposal, quote, scope of work, or engagement letter for a service business. Covers project understanding, scope, timeline, pricing presentation, and terms. Use whenever the user asks for a proposal, quote, project proposal, … source

Source: ljagiello/ctf-skills

Skill Tier What it adds Upstream
ctf-forensics core Provides digital forensics and signal analysis techniques for CTF challenges. Use when analyzing disk images, memory dumps, event logs, network captures, cryptocurrency transactions, steganography, PDF analysis, Windows registry, … source

Source: microsoft/skills

Skill Tier What it adds Upstream
azure-ai-projects-dotnet core Azure AI Projects SDK for .NET. High-level client for Azure AI Foundry projects including agents, connections, datasets, deployments, evaluations, and indexes. Use for AI Foundry project management, versioned agents, and orchestration. … source
azure-ai-document-intelligence-dotnet core Azure AI Document Intelligence SDK for .NET. Extract text, tables, and structured data from documents using prebuilt and custom models. Use for invoice processing, receipt extraction, ID document analysis, and custom document models. … source

Source: mohitagw15856/pm-claude-skills

Skill Tier What it adds Upstream
kyc-escalation core Write an internal KYC/AML escalation memo: a factual time-stamped trigger description, customer-profile vs activity mismatch analysis, red-flag taxonomy mapping, outstanding information, and a recommendation with rationale. Use when asked … source
tax-planning-checklist core Generate a structured tax planning checklist and review framework for any individual or business context. Use when asked to review tax planning, prepare for year-end tax, check tax efficiency, or identify tax-saving opportunities. Produces … source
win-loss-analysis core Analyze why deals are won and lost and turn it into an action plan. Use when asked to run a win/loss analysis, review closed-won and closed-lost deals, understand why the team is losing to a competitor, or summarize sales feedback into … source
lifecycle-crm-plan core Design lifecycle marketing / CRM journeys across the customer lifecycle. Use when asked to plan onboarding emails, lifecycle/CRM campaigns, drip sequences, re-engagement or winback flows, or a messaging calendar. Produces a lifecycle plan … source
budget-variance-analysis core Produce a structured budget variance analysis from actual vs budget figures. Use when asked to analyse budget variances, explain underspend or overspend, write a variance commentary, or investigate why actuals differ from plan. Produces a … source

Source: mukul975/Anthropic-Cybersecurity-Skills

Skill Tier What it adds Upstream
analyzing-macro-malware-in-office-documents core Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … source
analyzing-linux-kernel-rootkits core Detect kernel-level rootkits in Linux memory dumps using Volatility3 linux plugins (check_syscall, lsmod, hidden_modules), rkhunter system scanning, and /proc vs /sys discrepancy analysis to identify hooked syscalls, hidden kernel modules, … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
supply-chain-optimization-shopify core Supply Chain Bottleneck Analyzer for Shopify/DTC stores. Diagnose cash flow, inventory, shipping costs, and customer acquisition efficiency. Includes CAC/LTV analysis, 3PL cost optimization, and ad spend benchmarks. No API key required for … source
supply-chain-optimization-tiktok core Supply Chain Bottleneck Analyzer for TikTok Shop sellers. Diagnose cash flow, inventory turnover, affiliate commissions, and return rates. Includes FBT cost analysis, influencer payout optimization, and viral product lifecycle management. … source
etsy-advertising core Etsy Ads strategy — budget allocation, bid management, promoted listings, offsite ads opt-out analysis source

Source: nexu-io/open-design

Skill Tier What it adds Upstream
dcf-valuation core Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth? source

Source: open-gitagent/opengap

Skill Tier What it adds Upstream
document-review core Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … source

Source: OpenSenseNova/SenseNova-Skills

Skill Tier What it adds Upstream
category-filtering-and-difficulty-analysis core 对Excel数据进行自定义分类统计、交叉分析与可视化，并基于多维度指标（如文本长度、术语密度、正则匹配等）进行综合评分与分级，适用于多类别数据分布统计及文本内容难度/质量评估场景。 source
dynamic-large-file-parquet-analysis core 动态统计Excel总行数，当数据量过大（≥10000行）时自动转换为Parquet格式加速读取，并对指定目标列进行条件筛选、分类汇总与结果导出，适用于超大体积Excel文件的快速读取与统计分析。 source
dynamic-percentage-and-large-file-analysis core 根据文件行数动态切换大文件处理策略（Parquet转换），通过逐行扫描或列匹配提取关键指标并计算占比、均值等统计量，最终输出结构化Excel报告及可视化图表。 source
excel-data-analysis-and-report-generation core 从Excel提取多类型数据，并生成包含可视化图表与下载链接的综合分析报告。 source
excel-multi-sheet-dynamic-analysis core 用于分析包含多个Sheet的Excel文件，动态判断数据量级以决定是否转换为Parquet进行大文件处理，并支持跨Sheet的特定字段统计、数据清洗、交叉分析与可视化，最终生成带下载链接的汇总报告。 source
excel-multi-sheet-threshold-analysis core 统计多Sheet Excel总行数并根据规模选择处理策略，提取特定维度信息进行去重统计，并生成摘要与明细报表。 source
excel-smart-analysis-and-cleaning core 对多 Sheet Excel 进行智能清洗、跨表核对与可视化分析。。 source
excel-threshold-analysis-and-styling core 根据 Excel 数据量级自动判断处理策略，执行数值列清洗、条件过滤，并使用 openpyxl 对符合条件的单元格进行样式标记与导出。 source
group-by-analysis core 对多 Sheet 的 Excel 文件进行行数统计、大文件 Parquet 转换预处理、数据清洗及分组聚合分析，并生成带样式标记的统计表与可视化图表。 source
large-excel-analysis-and-formatting core 用于处理多Sheet大型Excel文件，支持大文件Parquet格式转换提速，并使用openpyxl生成带条件高亮和自定义样式的格式化Excel报告及下载链接。 source
large-file-parquet-analysis-and-highlight core 当Excel文件总行数超过1万行时，通过转换为Parquet格式提升读取性能，提取目标指标并计算最大值，最后将结果输出为Excel并对特定行进行高亮标注。 source

Source: snyk/agent-scan

Skill Tier What it adds Upstream
docx core Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … source

Source: softaworks/agent-toolkit

Skill Tier What it adds Upstream
marp-slide core Create professional Marp presentation slides with 7 beautiful themes (default, minimal, colorful, dark, gradient, tech, business). Use when users request slide creation, presentations, or Marp documents. Supports custom themes, image … source

Source: ThinkInAIXYZ/deepchat

Skill Tier What it adds Upstream
docx core Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … source

Source: wanshuiyin/Auto-claude-code-research-in-sleep

Skill Tier What it adds Upstream
research-lit core Search and analyze research papers, find related work, summarize key ideas. Use when user says "find papers", "related work", "literature review", "what does this paper say", or needs to understand academic papers. source

Source: zebbern/claude-code-guide

Skill Tier What it adds Upstream
vc-industry-research core Generate professional primary market / venture capital industry research reports, including sector deep-dives, investment memos, and market analysis. Produces detailed PDF reports covering TMT, consumer, healthcare, and industrials. … source