Financial Services
金融分析方法论在 OpenClaw 平台上的完整技能集合。6 个技能协同工作，覆盖投行、商业银行、资管、保险四大金融场景。
How This Collection Works
This is a skill collection. The root SKILL.md acts as the manifest. Individual skills live in subdirectories and are auto-discovered by OpenClaw via their description fields.
Skills
Core Analysis Skills
- investment-banking — Pitch books, CIMs, comps tables, DCF models, precedent transactions
- commercial-banking — Credit memos, loan underwriting, covenant analysis, spread sheets
- asset-management — Portfolio reporting, Brinson attribution, IC memos, performance decks
- insurance — Reserve review, actuarial analysis, underwriting, regulatory filings
Foundation Skills
- source-attribution — Every number traces to its source. Verification checklist for financial claims.
- excel-powerpoint-output — Standardized formatting for financial Excel workbooks and PowerPoint decks
Installation
clawhub install financial-services
Or manually:
cp -r financial-services ~/.openclaw/skills/
Restart OpenClaw Gateway. All 6 skills are auto-discovered.
Requirements
- OpenClaw (any version supporting SKILL.md format)
- No additional dependencies
- For data-intensive workflows: configure MCP connectors to your data providers (FactSet, S&P Global, Morningstar, etc.)
License
MIT-0
Credits
Inspired by Claude for Financial Services by Anthropic.