A comprehensive 6-skill collection designed to automate professional financial analysis, modeling, and report generation within the Openclaw ecosystem.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install financial-services
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install financial-services using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Financial Services Skill Collection?
The Financial Services collection is a professional-grade methodology for Openclaw Skills that empowers AI agents to handle complex financial tasks. It bridges the gap between raw data and executive-ready insights by providing structured workflows for investment banking, commercial lending, and portfolio management. By utilizing this collection, users can ensure that their AI agents follow industry-standard practices for due diligence and financial reporting.
This suite acts as a specialized manifest of Openclaw Skills, allowing for modular execution across four primary financial sectors and two foundational utility layers. Whether you are generating pitch books or performing actuarial reviews, this collection provides the technical framework necessary for high-stakes financial environments.
Financial Services Skill Collection Use Cases
- Creating investment banking pitch books, CIMs, and DCF models.
- Drafting commercial banking credit memos and performing loan underwriting.
- Generating asset management portfolio reports and Brinson attribution analysis.
- Conducting insurance reserve reviews and preparing regulatory filings.
- Automating source attribution to ensure every financial figure is verifiable.
How Financial Services Skill Collection Works
- Installation: The collection is added to the Openclaw environment via the CLI or manual directory placement.
- Auto-Discovery: The Openclaw Gateway scans the subdirectory and identifies the six distinct skills via their description fields.
- Skill Selection: Based on the user prompt (e.g., "Analyze this commercial loan"), the agent selects the specific skill needed.
- Data Processing: The agent utilizes MCP connectors to pull data from providers like FactSet or Morningstar.
- Standardized Output: Findings are formatted through the excel-powerpoint-output skill for professional delivery.
Financial Services Skill Collection Setup
To install the collection using the package manager, run:
clawhub install financial-services
Alternatively, for manual installation:
cp -r financial-services ~/.openclaw/skills/
After installation, restart the OpenClaw Gateway to enable auto-discovery of all Openclaw Skills included in the set.
Financial Services Skill Collection Data Schema & Taxonomy
The collection organizes data through a hierarchical manifest system. Files and outputs follow a strict taxonomy:
| Skill Component | Output Type | Key Metadata |
|---|---|---|
| investment-banking | Excel/PPT | Valuation methodology, comps tables |
| commercial-banking | Markdown/PDF | Risk rating, covenant compliance |
| asset-management | JSON/PDF | Performance metrics, attribution data |
| source-attribution | CSV/Markdown | Verification checklist, citation links |
| excel-powerpoint-output | .xlsx / .pptx | Standardized templates, brand guidelines |
Financial Services Skill Collection Advanced Features
- Multi-agent coordination across specialized financial domains.
- Automated source attribution for 100% auditability of financial claims.
- Native integration with MCP connectors for real-time market data retrieval.
- Standardized formatting engine for professional Excel workbooks and PowerPoint presentations.
SKILL.md
Loading
Related Openclaw Skills
Software Requirements Engineering
An enterprise-grade requirements engineering framework that transforms AI agents into professional business analysts and requirements managers.
Life Scene Image Recognition Assistant
An intelligent image analysis tool that identifies life scenes and provides tailored lifestyle recommendations beyond simple descriptions.
OKX Growth Competition
A comprehensive tool for discovering, joining, and managing participation in exclusive Agentic Wallet trading competitions.
Smoking Persona Skill
A sophisticated personality layer that adds realistic, non-intrusive smoking habits and character traits to AI agents without distracting from primary tasks.
Contract Rule Review
An automated assistant that uploads local contracts to AnyShare, performs rule-based reviews, and generates shareable audit reports.
n8n Workflow Automation
A specialized AI skill designed to generate production-ready n8n workflow JSON based on natural language descriptions.
Featured*
