Finance FAQs

Name: Finance
Author: bolnet

Question 1

What is Claude Finance?

Accepted Answer

Claude Finance is an open-source AI skill for Claude Code that provides institutional-grade financial analytics. It allows users to ask complex questions about stocks, portfolios, and markets in plain English, receiving charts, risk metrics, ML-powered scoring, and written interpretations quickly.

Question 2

What financial data sources does Claude Finance integrate with?

Accepted Answer

Claude Finance uses yfinance as its default data provider for price history and basic metrics. It also integrates with Massive for 57 market data endpoints (stocks, options, forex, crypto, news, fundamentals), and has Plaid integration on its roadmap for connecting broker data like positions and cost basis from over 12,000 institutions.

Question 3

What types of financial analysis can I perform using Claude Finance?

Accepted Answer

You can perform a wide range of analyses, including live portfolio tracking with positions and changes, risk metrics (Sharpe, beta), volatility analysis, options chain, forex, crypto, news, SEC filings, technicals, fundamentals, and ML-powered liquidity prediction and investor classification. It also features specialized slash commands for equity research and portfolio management lenses.

Question 4

Do I need to know how to code to use Claude Finance?

Accepted Answer

No, Claude Finance is designed for use in plain English. You can ask institutional-grade financial questions without writing any Python code or dealing with complex tickets, and receive immediate, actionable insights.

Question 5

How does Claude Finance support private equity and professional workflows?

Accepted Answer

Claude Finance offers specific capabilities for finance professionals, including dedicated slash commands for equity research and portfolio management. While core PE workflows (like DX, BX, IC memos, DD checklists) reside in a separate focused repository (bolnet/private-equity), Claude Finance provides the analytical horsepower for these roles through its extensive tools and guided walkthroughs for Hedge Fund PMs, Investment Banking, FP&A, and Accounting.

Finance

Finance

Key Features

Use Cases

Key Features

Use Cases