Finance Catchall
This "Finance Catchall" skill consolidates financial data from various sources for a comprehensive overview and better decision-making.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add finance-catchall npx -- -y @trustedskills/finance-catchall
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"finance-catchall": {
"command": "npx",
"args": [
"-y",
"@trustedskills/finance-catchall"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The finance-catchall skill provides broad financial data and analysis capabilities. It can retrieve stock prices, calculate key financial ratios from provided statements, and summarize complex financial documents like earnings reports. This skill aims to be a general-purpose tool for various finance-related tasks.
When to use it
- Quick Stock Lookups: Get the current price and basic information for publicly traded companies.
- Financial Ratio Analysis: Calculate profitability, liquidity, and solvency ratios from balance sheets and income statements.
- Earnings Report Summarization: Quickly understand key takeaways and performance indicators from lengthy earnings reports.
- General Financial Research: Gather data points to inform investment decisions or market analysis.
Key capabilities
- Stock price retrieval
- Financial ratio calculation
- Document summarization (earnings reports)
- Broad financial data access
Example prompts
- "What is the current stock price of AAPL?"
- "Calculate the debt-to-equity ratio for Tesla based on this balance sheet: [paste balance sheet data]"
- "Summarize the key points from this earnings report: [paste earnings report text]"
Tips & gotchas
The skill’s breadth means it may require specific formatting of financial statements for accurate calculations. Results should always be verified with official sources before making any financial decisions.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
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