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#

bash

clawhub install financial-services

Or manually:

bash

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.