Investing & Trading skills for Claude (page 4 of 4)
Research companies, markets and investment ideas. 172 skills and plugins for investors and people researching markets, 137 of them with no code needed. Most popular first.
Tech Stock Earnings Analyzer
Produces a deep, multi-angle investment writeup after a tech company reports earnings.
Value Stock Checkup
Evaluates whether a US stock is a solid long-term buy using classic value-investing criteria.
Financial Analysis Toolkit
Runs financial ratios, business valuations, budget comparisons, and rolling forecasts for you.
Investment Screening Assistant
Screens investment opportunities and checks a portfolio's balance against your risk limits.
Market Signal Predictor
Answers probability questions using live trading data instead of opinions or news.
Commercial Property Analyzer
Evaluates office, retail, and industrial properties using income and lease metrics.
Comparable Sales Finder
Finds similar recent sales to estimate a property's fair market value.
Fix-and-Flip Calculator
Estimates costs, profit, and risk for a fix-and-flip property deal.
Full Property Analysis
Runs five research angles at once to score a property and recommend next steps.
Investment Property Screener
Searches for properties that match your investment strategy and criteria.
Investment Strategy Comparison
Compares a property as a buy-and-hold, BRRRR, or flip investment with projections.
Real Estate Analyst Hub
Central command for researching, scoring, and reporting on real estate properties.
Rental Cash Flow Projection
Estimates rental income, expenses, and cash flow for an investment property.
Side-by-Side Property Comparison
Compares two properties across price, condition, rental income, and investment potential.
Trade Position Sizer
Calculates how many shares to buy based on your risk tolerance and stop-loss distance.
Financial Advisor Workflows
Ready-made research and summary workflows built for financial advisors.
S&P Global Financial Insights
Pulls company financial summaries, earnings previews, and deal data from S&P Global.
LSEG Market Data Analytics
Analyzes bonds, yield curves, FX trades, and options using LSEG data.
Bigdata Financial Research
Pulls financial research and company data for investment analysis.
BioPharma Research Assistant
Researches drug pipelines, clinical trials, and biotech deals with cited sources.
BlackRock Advisor Toolkit
Review portfolios, check fund health, and project wealth for financial advisory clients.
Carta Investor Insights
Check investor performance, benchmarks, and reporting data through Carta.
Chronograph for Fund Managers
Builds investor reports and performance analytics for private equity fund managers.
Chronograph for Investors
Helps private-equity investors track cash flow, commitments, and exposure across funds.
Daloopa Financial Data
Provides detailed financial data and analysis for company research.
LinqAlpha Financial Research
Gathers company financial data, filings, and market research for analysis.
Vanguard Advisor Research
Research and compare funds and ETFs to prepare for client meetings.
Zocks Advisor Insights
Turns client meeting notes into advisor insights like attrition risk.