{"task":"Use Financial Data Science in an agent workflow","recommendations":[{"rank":1,"skill":"3-Statement Financial Model","slug":"anthropic-three-statement-model","description":"Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.","confidence":"0.52","match_score":52,"raw_match_score":304.966706478178,"semantic_relevance":52,"match_label":"Useful shortlist","safety_adjusted_score":316.966706478178,"install":"npx -y skills add anthropics/financial-services --skill 3-statement-model","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model","stats":{"stars":34449,"verified_installs":0,"successful_runs":0,"total_outcomes":0,"rating":0,"quality_score":66.06},"quality":{"score":100,"tier":"excellent","label":"Excellent","summary":"High-confidence pick with strong adoption and healthy maintenance signals.","signals":[{"label":"GitHub stars","value":"34K","tone":"positive"},{"label":"Freshness","value":"Today","tone":"positive"},{"label":"Install ready","value":"Yes","tone":"positive"},{"label":"License","value":"Apache-2.0","tone":"neutral"}],"warnings":["The workflow can write spreadsheet formulas and should be run on a copy of the source model."]},"trust":{"version":"trust-score-v4","score":85,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout.","recommendedAction":"Test in a sandbox workflow and compare its install path with close alternatives.","dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":100,"weight":0.13,"status":"pass","detail":"34K GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":100,"weight":0.08,"status":"pass","detail":"34K stars, 5.1K forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":100,"weight":0.14,"status":"pass","detail":"Pushed today"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"Apache-2.0"},{"id":"documentation","label":"README/SKILL.md completeness","score":90,"weight":0.14,"status":"pass","detail":"Metadata includes enough usage and workflow context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":90,"weight":0.12,"status":"pass","detail":"no major dependency risk hints in public metadata"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx -y skills add anthropics/financial-services --skill 3-statement-model"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":100,"weight":0.07,"status":"pass","detail":"no high-risk permission surface in public metadata"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model"},{"id":"review_status","label":"Review status","score":66.06,"weight":0.05,"status":"info","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"pass","label":"GitHub adoption","detail":"34K GitHub stars"},{"status":"pass","label":"Stars/forks activity","detail":"34K stars, 5.1K forks; issue activity unavailable in current metadata"},{"status":"pass","label":"Recent maintenance","detail":"Pushed today"},{"status":"pass","label":"License clarity","detail":"Apache-2.0"},{"status":"pass","label":"README/SKILL.md completeness","detail":"Metadata includes enough usage and workflow context"},{"status":"pass","label":"Dependency/runtime risk","detail":"no major dependency risk hints in public metadata"},{"status":"pass","label":"Install availability","detail":"npx -y skills add anthropics/financial-services --skill 3-statement-model"},{"status":"pass","label":"Install command safety","detail":"standard package or runtime install path"},{"status":"pass","label":"Permission surface","detail":"no high-risk permission surface in public metadata"},{"status":"pass","label":"Repository evidence","detail":"https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model"},{"status":"info","label":"Review status","detail":"AI review data available"},{"status":"info","label":"Agent Proven outcomes","detail":"No agent outcome data yet"},{"status":"warn","label":"Ownership","detail":"No approved owner claim yet"},{"status":"info","label":"OpenAgentSkill usage","detail":"No local usage activity yet"},{"status":"info","label":"Agent outcomes","detail":"No agent outcome data yet"}],"strengths":["AI review approved","Install path is available","Repository evidence is available","Recently maintained repository","Large GitHub adoption signal","Install command has no obvious high-risk pattern"],"warnings":["The workflow can write spreadsheet formulas and should be run on a copy of the source model.","Financial research output is not financial advice; require human review before any live investment decision."],"evidence":{"stars":"34K GitHub stars","repoActivity":"34K stars, 5.1K forks","lastPushed":"Pushed today","license":"Apache-2.0","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model","install":"npx -y skills add anthropics/financial-services --skill 3-statement-model","installSafety":"standard package or runtime install path","permissionSurface":"no high-risk permission surface in public metadata","documentation":"Strong README/SKILL.md context","agentOutcomes":"No agent outcome data yet"},"installReadiness":{"ready":true,"command":"npx -y skills add anthropics/financial-services --skill 3-statement-model","policy":"human_review_before_install","label":"Human review before install","notes":["Install path is available","Repository evidence is available","License is declared","No Agent Proven outcome evidence yet","Pushed today","Financial domain: human review is required before use in a live investment workflow."]},"agentCompatibility":["Claude Code","Codex","skills.sh","Excel","Cursor","OpenAgentSkill CLI"],"riskSummary":{"level":"medium","label":"Review before production","notes":["The workflow can write spreadsheet formulas and should be run on a copy of the source model.","Financial research output is not financial advice; require human review before any live investment decision."]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"human_review_before_install","reason":"Human review or sandbox validation is required before automatic installation."},"bestFor":["Finance","agent-skill","financial-modeling","three-statement","excel","cash-flow"],"doNotUseFor":["Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace","Autonomous investment, trading, tax, or suitability decisions without a qualified human review"],"knownRisks":["The workflow can write spreadsheet formulas and should be run on a copy of the source model.","Financial research output is not financial advice; require human review before any live investment decision."]},"safety":{"score":80,"level":"review_before_install","label":"Review before install","safety_tier":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","summary":"Usable candidate, but the agent should surface permission and audit notes before installation.","recommended_action":"Require human approval before installing into a real workspace.","auto_install_policy":"review","reasons":["Financial research output is not financial advice; require human review before any live investment decision","80/100 agent safety score"]},"auto_install_allowed":false,"human_review_required":true,"blocked":false,"audit_risk":"needs_review","permission_hints":[{"id":"network","label":"Network access","reason":"Skill likely fetches remote pages, APIs, repositories, or external services.","severity":"medium"}],"policy_warnings":["Financial research output is not financial advice; require human review before any live investment decision"],"constraints_applied":{"max_risk":"medium","needs_install_command":true,"min_stars":0}},"safety_gate":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","auto_install_policy":"review","auto_install_allowed":false,"human_review_required":true,"blocked":false,"recommended_action":"Require human approval before installing into a real workspace.","reasons":["Financial research output is not financial advice; require human review before any live investment decision","80/100 agent safety score"]},"supply_profile":{"track":{"slug":"finance","label":"Finance and quant workflows","shortLabel":"Finance","description":"Market data, SEC filings, portfolio analysis, quant research, backtesting, and risk workflows."},"scenario":{"label":"Finance and quant","description":"I need my agent to analyze markets, financial data, filings, portfolios, and quant strategies.","useCases":[{"slug":"coding-agents","title":"Coding agents"},{"slug":"finance-quant","title":"Finance and quant"},{"slug":"github-automation","title":"GitHub automation"}]},"applicableAgents":["Claude Code","OpenAI Agents","CLI","Codex","Cursor"],"install":{"ready":true,"command":"npx -y skills add anthropics/financial-services --skill 3-statement-model","primaryTarget":"CLI","targetCount":4},"githubQuality":{"stars":34449,"starsLabel":"34K","forks":5133,"license":"Apache-2.0","qualityScore":100,"trustScore":85,"auditScore":92},"maintenance":{"status":"fresh","label":"Pushed today","daysSincePush":0,"lastPushedAt":"2026-08-21T21:14:01+00:00"},"risk":{"level":"needs_review","label":"Needs review","requiresReview":true,"notes":["Financial research output is not financial advice; require human review before any live investment decision","The workflow can write spreadsheet formulas and should be run on a copy of the source model.","Financial research output is not financial advice; require human review before any live investment decision.","Needs review"]},"coverageTags":["Finance","Finance and quant","agent-skill","financial-modeling","three-statement","excel","cash-flow","Claude Code"]},"audit":{"audit_score":92,"risk_level":"needs_review","risk_label":"Needs review","warnings":["Financial research output is not financial advice; require human review before any live investment decision","The workflow can write spreadsheet formulas and should be run on a copy of the source model.","Financial research output is not financial advice; require human review before any live investment decision."]},"install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.2.1/openagentskill-0.2.1.tgz install anthropic-three-statement-model","description":"Resolve policy, run the source installer safely, and report a verified install receipt.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","kind":"agent-prompt","value":"Install the \"3-Statement Financial Model\" agent skill from https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-three-statement-model\",\"task\":\"Install 3-Statement Financial Model\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","kind":"agent-prompt","value":"Add \"3-Statement Financial Model\" as a Claude Code skill from https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-three-statement-model\",\"task\":\"Install 3-Statement Financial Model\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","kind":"agent-prompt","value":"Turn \"3-Statement Financial Model\" from https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-three-statement-model\",\"task\":\"Install 3-Statement Financial Model\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"urls":{"web":"https://www.openagentskill.com/skills/anthropic-three-statement-model","api":"https://www.openagentskill.com/api/agent/skills/anthropic-three-statement-model","install_api":"https://www.openagentskill.com/api/skills/anthropic-three-statement-model/install","audit":"https://www.openagentskill.com/skills/anthropic-three-statement-model/audit","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model"},"decision":{"readiness_score":100,"readiness_label":"Production-ready","headline":"Primary pick for Coding agents","role":"Primary pick","adoption_stage":"Adopt","primary_fit":"Coding agents","best_for":["Coding agents workflows","Claude Code teams","teams that value GitHub adoption signals"],"risks":["The workflow can write spreadsheet formulas and should be run on a copy of the source model.","No OpenAgentSkill engagement data yet"],"proof_points":["34,449 GitHub stars","recent repository activity","install command or GitHub repo available","100/100 quality profile"],"next_steps":["Install it in a sandbox agent and run one Coding agents task end to end.","Compare output quality, latency, and failure behavior against at least one alternative.","Promote it into production only after reviewing repository permissions, license, and maintenance signals."]},"use_cases":[{"slug":"coding-agents","title":"Coding agents","url":"https://www.openagentskill.com/use-cases/coding-agents"},{"slug":"finance-quant","title":"Finance and quant","url":"https://www.openagentskill.com/use-cases/finance-quant"}],"recommendation_reasons":["Matches task terms: financial","Strong GitHub adoption: 34,449 stars","Install handoff is available","Repository freshness signal is available","Registry match score 52"],"reasoning":"Useful shortlist. Evidence: 34K GitHub stars, 66 quality score. Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks."},{"rank":2,"skill":"Portfolio Monitoring","slug":"anthropic-portfolio-monitoring","description":"Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.","confidence":"0.76","match_score":76,"raw_match_score":301.056706478178,"semantic_relevance":76,"match_label":"Good task match","safety_adjusted_score":313.056706478178,"install":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring","stats":{"stars":34449,"verified_installs":0,"successful_runs":0,"total_outcomes":0,"rating":0,"quality_score":66.36},"quality":{"score":100,"tier":"excellent","label":"Excellent","summary":"High-confidence pick with strong adoption and healthy maintenance signals.","signals":[{"label":"GitHub stars","value":"34K","tone":"positive"},{"label":"Freshness","value":"Today","tone":"positive"},{"label":"Install ready","value":"Yes","tone":"positive"},{"label":"License","value":"Apache-2.0","tone":"neutral"}],"warnings":["The workflow can process confidential portfolio financial packages; review data access and retention before use."]},"trust":{"version":"trust-score-v4","score":85,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout.","recommendedAction":"Test in a sandbox workflow and compare its install path with close alternatives.","dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":100,"weight":0.13,"status":"pass","detail":"34K GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":100,"weight":0.08,"status":"pass","detail":"34K stars, 5.1K forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":100,"weight":0.14,"status":"pass","detail":"Pushed today"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"Apache-2.0"},{"id":"documentation","label":"README/SKILL.md completeness","score":90,"weight":0.14,"status":"pass","detail":"Metadata includes enough usage and workflow context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":90,"weight":0.12,"status":"pass","detail":"no major dependency risk hints in public metadata"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":86,"weight":0.07,"status":"pass","detail":"filesystem or document access"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring"},{"id":"review_status","label":"Review status","score":66.36,"weight":0.05,"status":"info","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"pass","label":"GitHub adoption","detail":"34K GitHub stars"},{"status":"pass","label":"Stars/forks activity","detail":"34K stars, 5.1K forks; issue activity unavailable in current metadata"},{"status":"pass","label":"Recent maintenance","detail":"Pushed today"},{"status":"pass","label":"License clarity","detail":"Apache-2.0"},{"status":"pass","label":"README/SKILL.md completeness","detail":"Metadata includes enough usage and workflow context"},{"status":"pass","label":"Dependency/runtime risk","detail":"no major dependency risk hints in public metadata"},{"status":"pass","label":"Install availability","detail":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring"},{"status":"pass","label":"Install command safety","detail":"standard package or runtime install path"},{"status":"pass","label":"Permission surface","detail":"filesystem or document access"},{"status":"pass","label":"Repository evidence","detail":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring"},{"status":"info","label":"Review status","detail":"AI review data available"},{"status":"info","label":"Agent Proven outcomes","detail":"No agent outcome data yet"},{"status":"warn","label":"Ownership","detail":"No approved owner claim yet"},{"status":"info","label":"OpenAgentSkill usage","detail":"No local usage activity yet"},{"status":"info","label":"Agent outcomes","detail":"No agent outcome data yet"}],"strengths":["AI review approved","Install path is available","Repository evidence is available","Recently maintained repository","Large GitHub adoption signal","Install command has no obvious high-risk pattern"],"warnings":["The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision."],"evidence":{"stars":"34K GitHub stars","repoActivity":"34K stars, 5.1K forks","lastPushed":"Pushed today","license":"Apache-2.0","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring","install":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","installSafety":"standard package or runtime install path","permissionSurface":"filesystem or document access","documentation":"Strong README/SKILL.md context","agentOutcomes":"No agent outcome data yet"},"installReadiness":{"ready":true,"command":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","policy":"human_review_before_install","label":"Human review before install","notes":["Install path is available","Repository evidence is available","License is declared","No Agent Proven outcome evidence yet","Pushed today","Financial domain: human review is required before use in a live investment workflow."]},"agentCompatibility":["Claude Code","Codex","skills.sh","Cursor","OpenAgentSkill CLI"],"riskSummary":{"level":"medium","label":"Review before production","notes":["The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision."]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"human_review_before_install","reason":"Human review or sandbox validation is required before automatic installation."},"bestFor":["Finance","agent-skill","portfolio-monitoring","kpi","financial-statements","board-reporting"],"doNotUseFor":["Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace","Autonomous investment, trading, tax, or suitability decisions without a qualified human review"],"knownRisks":["The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision."]},"safety":{"score":76,"level":"review_before_install","label":"Review before install","safety_tier":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","summary":"Usable candidate, but the agent should surface permission and audit notes before installation.","recommended_action":"Require human approval before installing into a real workspace.","auto_install_policy":"review","reasons":["Financial research output is not financial advice; require human review before any live investment decision","76/100 agent safety score"]},"auto_install_allowed":false,"human_review_required":true,"blocked":false,"audit_risk":"needs_review","permission_hints":[{"id":"network","label":"Network access","reason":"Skill likely fetches remote pages, APIs, repositories, or external services.","severity":"medium"},{"id":"filesystem","label":"Filesystem access","reason":"Skill may read or write project files, documents, generated artifacts, or local workspace state.","severity":"medium"}],"policy_warnings":["Financial research output is not financial advice; require human review before any live investment decision"],"constraints_applied":{"max_risk":"medium","needs_install_command":true,"min_stars":0}},"safety_gate":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","auto_install_policy":"review","auto_install_allowed":false,"human_review_required":true,"blocked":false,"recommended_action":"Require human approval before installing into a real workspace.","reasons":["Financial research output is not financial advice; require human review before any live investment decision","76/100 agent safety score"]},"supply_profile":{"track":{"slug":"finance","label":"Finance and quant workflows","shortLabel":"Finance","description":"Market data, SEC filings, portfolio analysis, quant research, backtesting, and risk workflows."},"scenario":{"label":"Finance and quant","description":"I need my agent to analyze markets, financial data, filings, portfolios, and quant strategies.","useCases":[{"slug":"research-agents","title":"Research agents"},{"slug":"finance-quant","title":"Finance and quant"},{"slug":"coding-agents","title":"Coding agents"}]},"applicableAgents":["Claude Code","OpenAI Agents","CLI","Codex","Cursor"],"install":{"ready":true,"command":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","primaryTarget":"CLI","targetCount":4},"githubQuality":{"stars":34449,"starsLabel":"34K","forks":5133,"license":"Apache-2.0","qualityScore":100,"trustScore":85,"auditScore":92},"maintenance":{"status":"fresh","label":"Pushed today","daysSincePush":0,"lastPushedAt":"2026-08-21T21:14:01+00:00"},"risk":{"level":"needs_review","label":"Needs review","requiresReview":true,"notes":["Financial research output is not financial advice; require human review before any live investment decision","The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision.","Needs review"]},"coverageTags":["Finance","Finance and quant","agent-skill","portfolio-monitoring","kpi","financial-statements","board-reporting","Claude Code"]},"audit":{"audit_score":92,"risk_level":"needs_review","risk_label":"Needs review","warnings":["Financial research output is not financial advice; require human review before any live investment decision","The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision."]},"install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.2.1/openagentskill-0.2.1.tgz install anthropic-portfolio-monitoring","description":"Resolve policy, run the source installer safely, and report a verified install receipt.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","kind":"agent-prompt","value":"Install the \"Portfolio Monitoring\" agent skill from https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-portfolio-monitoring\",\"task\":\"Install Portfolio Monitoring\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","kind":"agent-prompt","value":"Add \"Portfolio Monitoring\" as a Claude Code skill from https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-portfolio-monitoring\",\"task\":\"Install Portfolio Monitoring\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","kind":"agent-prompt","value":"Turn \"Portfolio Monitoring\" from https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-portfolio-monitoring\",\"task\":\"Install Portfolio Monitoring\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"urls":{"web":"https://www.openagentskill.com/skills/anthropic-portfolio-monitoring","api":"https://www.openagentskill.com/api/agent/skills/anthropic-portfolio-monitoring","install_api":"https://www.openagentskill.com/api/skills/anthropic-portfolio-monitoring/install","audit":"https://www.openagentskill.com/skills/anthropic-portfolio-monitoring/audit","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring"},"decision":{"readiness_score":100,"readiness_label":"Production-ready","headline":"Primary pick for Research agents","role":"Primary pick","adoption_stage":"Adopt","primary_fit":"Research agents","best_for":["Research agents workflows","Claude Code teams","teams that value GitHub adoption signals"],"risks":["The workflow can process confidential portfolio financial packages; review data access and retention before use.","No OpenAgentSkill engagement data yet"],"proof_points":["34,449 GitHub stars","recent repository activity","install command or GitHub repo available","100/100 quality profile"],"next_steps":["Install it in a sandbox agent and run one Research agents task end to end.","Compare output quality, latency, and failure behavior against at least one alternative.","Promote it into production only after reviewing repository permissions, license, and maintenance signals."]},"use_cases":[{"slug":"research-agents","title":"Research agents","url":"https://www.openagentskill.com/use-cases/research-agents"},{"slug":"finance-quant","title":"Finance and quant","url":"https://www.openagentskill.com/use-cases/finance-quant"}],"recommendation_reasons":["Matches task terms: financial, data, workflow","Strong GitHub adoption: 34,449 stars","Install handoff is available","Repository freshness signal is available","Registry match score 76"],"reasoning":"Good task match. Evidence: 34K GitHub stars, 66 quality score. Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries."},{"rank":3,"skill":"AlphaEar Stock Data","slug":"alphaear-stock","description":"Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research.","confidence":"0.64","match_score":64,"raw_match_score":296.8509056071126,"semantic_relevance":64,"match_label":"Useful shortlist","safety_adjusted_score":308.8509056071126,"install":"npx -y skills add RKiding/Awesome-finance-skills --skill alphaear-stock","repository":"https://github.com/RKiding/Awesome-finance-skills/tree/main/skills/alphaear-stock","stats":{"stars":2794,"verified_installs":0,"successful_runs":0,"total_outcomes":0,"rating":0,"quality_score":50.22},"quality":{"score":81,"tier":"strong","label":"Strong","summary":"Solid option that is likely worth shortlisting for production workflows.","signals":[{"label":"GitHub stars","value":"2.8K","tone":"positive"},{"label":"Freshness","value":"5mo ago","tone":"positive"},{"label":"Install ready","value":"Yes","tone":"positive"},{"label":"License","value":"Apache-2.0","tone":"neutral"}],"warnings":["Repository freshness is limited; validate price adjustments, market calendar handling, and data-source terms."]},"trust":{"version":"trust-score-v4","score":80,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout.","recommendedAction":"Test in a sandbox workflow and compare its install path with close alternatives.","dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":86,"weight":0.13,"status":"pass","detail":"2.8K GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":83,"weight":0.08,"status":"pass","detail":"2.8K stars, 367 forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":76,"weight":0.14,"status":"info","detail":"5mo since push"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"Apache-2.0"},{"id":"documentation","label":"README/SKILL.md completeness","score":90,"weight":0.14,"status":"pass","detail":"Metadata includes enough usage and workflow context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":90,"weight":0.12,"status":"pass","detail":"no major dependency risk hints in public metadata"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx -y skills add RKiding/Awesome-finance-skills --skill alphaear-stock"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":100,"weight":0.07,"status":"pass","detail":"no high-risk permission surface in public metadata"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/RKiding/Awesome-finance-skills/tree/main/skills/alphaear-stock"},{"id":"review_status","label":"Review status","score":66,"weight":0.05,"status":"info","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"pass","label":"GitHub adoption","detail":"2.8K GitHub stars"},{"status":"pass","label":"Stars/forks activity","detail":"2.8K stars, 367 forks; issue activity unavailable in current metadata"},{"status":"info","label":"Recent maintenance","detail":"5mo since push"},{"status":"pass","label":"License clarity","detail":"Apache-2.0"},{"status":"pass","label":"README/SKILL.md completeness","detail":"Metadata includes enough usage and workflow context"},{"status":"pass","label":"Dependency/runtime risk","detail":"no major dependency risk hints in public metadata"},{"status":"pass","label":"Install availability","detail":"npx -y skills add RKiding/Awesome-finance-skills --skill alphaear-stock"},{"status":"pass","label":"Install command safety","detail":"standard package or runtime install path"},{"status":"pass","label":"Permission surface","detail":"no high-risk permission surface in public metadata"},{"status":"pass","label":"Repository evidence","detail":"https://github.com/RKiding/Awesome-finance-skills/tree/main/skills/alphaear-stock"},{"status":"info","label":"Review status","detail":"AI review data available"},{"status":"info","label":"Agent Proven outcomes","detail":"No agent outcome data yet"},{"status":"warn","label":"Ownership","detail":"No approved owner claim yet"},{"status":"info","label":"OpenAgentSkill usage","detail":"No local usage activity yet"},{"status":"info","label":"Agent outcomes","detail":"No agent outcome data yet"}],"strengths":["AI review approved","Install path is available","Repository evidence is available","Meaningful GitHub adoption signal","Install command has no obvious high-risk pattern"],"warnings":["Repository freshness is limited; validate price adjustments, market calendar handling, and data-source terms.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review"],"evidence":{"stars":"2.8K GitHub stars","repoActivity":"2.8K stars, 367 forks","lastPushed":"5mo since push","license":"Apache-2.0","repository":"https://github.com/RKiding/Awesome-finance-skills/tree/main/skills/alphaear-stock","install":"npx -y skills add RKiding/Awesome-finance-skills --skill alphaear-stock","installSafety":"standard package or runtime install path","permissionSurface":"no high-risk permission surface in public metadata","documentation":"Strong README/SKILL.md context","agentOutcomes":"No agent outcome data yet"},"installReadiness":{"ready":true,"command":"npx -y skills add RKiding/Awesome-finance-skills --skill alphaear-stock","policy":"human_review_before_install","label":"Human review before install","notes":["Install path is available","Repository evidence is available","License is declared","No Agent Proven outcome evidence yet","5mo since push","Financial domain: human review is required before use in a live investment workflow."]},"agentCompatibility":["Codex","Claude Code","skills.sh","Cursor","OpenAgentSkill CLI"],"riskSummary":{"level":"medium","label":"Review before production","notes":["Repository freshness is limited; validate price adjustments, market calendar handling, and data-source terms.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review"]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"human_review_before_install","reason":"Human review or sandbox validation is required before automatic installation."},"bestFor":["Finance","agent-skill","market-data","a-shares","hong-kong-stocks","ohlcv"],"doNotUseFor":["Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace","Autonomous investment, trading, tax, or suitability decisions without a qualified human review"],"knownRisks":["Repository freshness is limited; validate price adjustments, market calendar handling, and data-source terms.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review"]},"safety":{"score":70,"level":"review_before_install","label":"Review before install","safety_tier":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","summary":"Usable candidate, but the agent should surface permission and audit notes before installation.","recommended_action":"Require human approval before installing into a real workspace.","auto_install_policy":"review","reasons":["Financial research output is not financial advice; require human review before any live investment decision","70/100 agent safety score"]},"auto_install_allowed":false,"human_review_required":true,"blocked":false,"audit_risk":"needs_review","permission_hints":[{"id":"network","label":"Network access","reason":"Skill likely fetches remote pages, APIs, repositories, or external services.","severity":"medium"}],"policy_warnings":["Financial research output is not financial advice; require human review before any live investment decision"],"constraints_applied":{"max_risk":"medium","needs_install_command":true,"min_stars":0}},"safety_gate":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","auto_install_policy":"review","auto_install_allowed":false,"human_review_required":true,"blocked":false,"recommended_action":"Require human approval before installing into a real workspace.","reasons":["Financial research output is not financial advice; require human review before any live investment decision","70/100 agent safety score"]},"supply_profile":{"track":{"slug":"finance","label":"Finance and quant workflows","shortLabel":"Finance","description":"Market data, SEC filings, portfolio analysis, quant research, backtesting, and risk workflows."},"scenario":{"label":"Finance and quant","description":"I need my agent to analyze markets, financial data, filings, portfolios, and quant strategies.","useCases":[{"slug":"research-agents","title":"Research agents"},{"slug":"finance-quant","title":"Finance and quant"},{"slug":"coding-agents","title":"Coding agents"}]},"applicableAgents":["Claude Code","OpenAI Agents","CLI","Codex","Cursor"],"install":{"ready":true,"command":"npx -y skills add RKiding/Awesome-finance-skills --skill alphaear-stock","primaryTarget":"CLI","targetCount":4},"githubQuality":{"stars":2794,"starsLabel":"2.8K","forks":367,"license":"Apache-2.0","qualityScore":81,"trustScore":80,"auditScore":82},"maintenance":{"status":"active","label":"5mo since push","daysSincePush":146,"lastPushedAt":"2026-03-29T05:03:47+00:00"},"risk":{"level":"needs_review","label":"Needs review","requiresReview":true,"notes":["Financial research output is not financial advice; require human review before any live investment decision","Repository freshness is limited; validate price adjustments, market calendar handling, and data-source terms.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Needs review"]},"coverageTags":["Finance","Finance and quant","agent-skill","market-data","a-shares","hong-kong-stocks","ohlcv","Codex"]},"audit":{"audit_score":82,"risk_level":"needs_review","risk_label":"Needs review","warnings":["Financial research output is not financial advice; require human review before any live investment decision","Repository freshness is limited; validate price adjustments, market calendar handling, and data-source terms.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review"]},"install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.2.1/openagentskill-0.2.1.tgz install alphaear-stock","description":"Resolve policy, run the source installer safely, and report a verified install receipt.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","kind":"agent-prompt","value":"Install the \"AlphaEar Stock Data\" agent skill from https://github.com/RKiding/Awesome-finance-skills/tree/main/skills/alphaear-stock. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"alphaear-stock\",\"task\":\"Install AlphaEar Stock Data\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","kind":"agent-prompt","value":"Add \"AlphaEar Stock Data\" as a Claude Code skill from https://github.com/RKiding/Awesome-finance-skills/tree/main/skills/alphaear-stock. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"alphaear-stock\",\"task\":\"Install AlphaEar Stock Data\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","kind":"agent-prompt","value":"Turn \"AlphaEar Stock Data\" from https://github.com/RKiding/Awesome-finance-skills/tree/main/skills/alphaear-stock into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"alphaear-stock\",\"task\":\"Install AlphaEar Stock Data\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"urls":{"web":"https://www.openagentskill.com/skills/alphaear-stock","api":"https://www.openagentskill.com/api/agent/skills/alphaear-stock","install_api":"https://www.openagentskill.com/api/skills/alphaear-stock/install","audit":"https://www.openagentskill.com/skills/alphaear-stock/audit","repository":"https://github.com/RKiding/Awesome-finance-skills/tree/main/skills/alphaear-stock"},"decision":{"readiness_score":92,"readiness_label":"Production-ready","headline":"Primary pick for Research agents","role":"Primary pick","adoption_stage":"Adopt","primary_fit":"Research agents","best_for":["Research agents workflows","Claude Code teams","teams that value GitHub adoption signals"],"risks":["Repository freshness is limited; validate price adjustments, market calendar handling, and data-source terms.","No OpenAgentSkill engagement data yet"],"proof_points":["2,794 GitHub stars","recent repository activity","install command or GitHub repo available","81/100 quality profile"],"next_steps":["Install it in a sandbox agent and run one Research agents task end to end.","Compare output quality, latency, and failure behavior against at least one alternative.","Promote it into production only after reviewing repository permissions, license, and maintenance signals."]},"use_cases":[{"slug":"research-agents","title":"Research agents","url":"https://www.openagentskill.com/use-cases/research-agents"},{"slug":"finance-quant","title":"Finance and quant","url":"https://www.openagentskill.com/use-cases/finance-quant"}],"recommendation_reasons":["Matches task terms: data, workflow","Useful GitHub adoption: 2,794 stars","Install handoff is available","Repository freshness signal is available","Registry match score 64"],"reasoning":"Useful shortlist. Evidence: 50 quality score. Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research."}],"blocked_candidates":[],"suggested_composition":{"name":"anthropic-three-statement-model-agent-stack","description":"Start with 3-Statement Financial Model, then add Portfolio Monitoring + AlphaEar Stock Data only if the workflow needs extra coverage.","skills":["anthropic-three-statement-model","anthropic-portfolio-monitoring","alphaear-stock"],"steps":["Prototype the task with 3-Statement Financial Model as the primary skill.","Add the second skill only if the first one leaves a capability gap.","Keep the third skill as a fallback during evaluation instead of installing everything at once."]},"suggested_stacks":[{"slug":"web-data-pipeline","name":"Web data pipeline workflow","url":"https://www.openagentskill.com/collections/web-data-pipeline","use_case":"web-scraping"},{"slug":"coding-review-agent","name":"Coding review agent workflow","url":"https://www.openagentskill.com/collections/coding-review-agent","use_case":"coding-agents"}],"meta":{"timestamp":"2026-08-22T19:44:34.845Z","api_version":"1.0","total_skills_searched":258,"blocked_candidates":0,"safety_policy":"Blocked candidates are excluded from recommendations. Verified and reviewed candidates receive ranking priority.","public_search_endpoint":"https://www.openagentskill.com/api/skills/search","agent_friendly":true}}