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Finance Skills (himself65)

Name: Finance Skills (himself65) (Claude Skill)
Author: himself65

Open-source SKILL.md pack for AI financial analysis and trading — valuation, screening, and portfolio review workflows for Claude.

Finance Skills (himself65) is a Claude skill maintained by himself65. Open-source SKILL.md pack for AI financial analysis and trading — valuation, screening, and portfolio review workflows for Claude. See README for installation and configuration: https://github.com/himself65/finance-skills

▶ Watch demo 📦 Install 💡 Use Cases

Why use it

Key features

Open-source SKILL.md pack for AI financial analysis and trading — valuation, screening, and portfolio review workflows for Claude.
Language: TypeScript
1865+ GitHub stars at verification time
Community project

Live Demo

What it looks like in practice

himself65-finance-skills.replay ▶ ready

0/0

Install

Pick your client

~/Library/Application Support/Claude/claude_desktop_config.json · Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "himself65-finance-skills": {
      "command": "git",
      "args": [
        "clone",
        "https://github.com/himself65/finance-skills"
      ],
      "_inferred": true
    }
  }
}

Open Claude Desktop → Settings → Developer → Edit Config. Restart after saving.

~/.cursor/mcp.json · .cursor/mcp.json

{
  "mcpServers": {
    "himself65-finance-skills": {
      "command": "git",
      "args": [
        "clone",
        "https://github.com/himself65/finance-skills"
      ],
      "_inferred": true
    }
  }
}

Cursor uses the same mcpServers schema as Claude Desktop. Project config wins over global.

VS Code → Cline → MCP Servers → Edit

{
  "mcpServers": {
    "himself65-finance-skills": {
      "command": "git",
      "args": [
        "clone",
        "https://github.com/himself65/finance-skills"
      ],
      "_inferred": true
    }
  }
}

Click the MCP Servers icon in the Cline sidebar, then "Edit Configuration".

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "himself65-finance-skills": {
      "command": "git",
      "args": [
        "clone",
        "https://github.com/himself65/finance-skills"
      ],
      "_inferred": true
    }
  }
}

Same shape as Claude Desktop. Restart Windsurf to pick up changes.

~/.continue/config.json

{
  "mcpServers": [
    {
      "name": "himself65-finance-skills",
      "command": "git",
      "args": [
        "clone",
        "https://github.com/himself65/finance-skills"
      ]
    }
  ]
}

Continue uses an array of server objects rather than a map.

~/.config/zed/settings.json

{
  "context_servers": {
    "himself65-finance-skills": {
      "command": {
        "path": "git",
        "args": [
          "clone",
          "https://github.com/himself65/finance-skills"
        ]
      }
    }
  }
}

Add to context_servers. Zed hot-reloads on save.

claude mcp add himself65-finance-skills -- git clone https://github.com/himself65/finance-skills

One-liner. Verify with claude mcp list. Remove with claude mcp remove.

Use Cases

Real-world ways to use Finance Skills (himself65)

Use Finance Skills (himself65) for its primary workflow

👤 Claude Code users ⏱ ~20 min intermediate

When to use: See repo README for canonical use cases.

Prerequisites

Repo cloned or installed — See https://github.com/himself65/finance-skills

Flow

Install

Install Finance Skills (himself65) per README.✓ Copied

→ Tool registered with client
Configure

Provide credentials/config as instructed.✓ Copied

→ Successful auth/init
Use

Run a sample task with Finance Skills (himself65).✓ Copied

→ Expected output

Outcome: You can drive the documented workflow end-to-end.

Pitfalls

Skipping README — Read the repo README and CHANGELOG before shipping to prod.

Tools

What this MCP exposes

Tool	Inputs	When to call	Cost
primary	see README	Primary action	free

Cost & Limits

What this costs to run

API quota: None of its own; bounded by upstream provider quotas if any
Tokens per call: Depends on usage
Monetary: Open source — check repo LICENSE
Tip: Review upstream API costs (if any) before automating.

Security

Permissions, secrets, blast radius

Minimum scopes: Whatever the upstream provider requires

Credential storage: Env vars or local config — never commit secrets

Data egress: Forwards data per its README

Never grant: Full admin to untrusted prompts

Project moves fast — pin a version in production.

Troubleshooting

Common errors and fixes

Auth fails

Verify credentials and required scopes match README.

Verify: Re-read repo README auth section.

Tool not found by client

Ensure MCP client config points to correct command/path.

Verify: Restart the client after editing config.

Resources

📖 Read the official README on GitHub

🐙 Browse open issues

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