Adopt100/100
OpenBBOpen-source investment research platform for financial analysis agents.
Stars46K
Trust77/100
Audit85/100
Quality100/100
RiskNeeds review
Claude CodeOpenAI AgentsFinance and quant
$ npx skills add OpenBB-finance/OpenBBFinance shortlist
Best Codex Skills for Finance Analysis
A real-skill shortlist for Codex users who want market research, stock news analysis, filings review, portfolio checks, and quant workflows with audit and trust signals.
Decision prompt
I need Codex skills to analyze stock news, market data, SEC filings, portfolio risk, and finance research sources.
12
Shortlist
best
Intent
CodexFinance and quantSource-based selection · not a runtime test
Published by OpenAgentSkill. Candidates are matched to this guide from available registry metadata. Repository stars describe popularity, not task success or safety. Check each source, license and current review before installing.
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Earnings PreviewPrepare a pre-earnings briefing with consensus estimates, beat-miss history, and current market context.
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$ npx -y skills add himself65/finance-skills --skill earnings-previewHow to use this guide
Move from search to adoption
01
Start with the finance task
Use a concrete task such as analyze stock news, summarize an earnings release, or compare portfolio risk.
02
Inspect trust and audit first
Check license, recent maintenance, README/SKILL.md completeness, dependency risk, and installability.
03
Run one reproducible analysis
Ask Codex to show sources, assumptions, data transformations, and a concise risk summary.
Evaluation notes
What to check before installing
Finance skills need source discipline
A useful finance skill should help a coding agent gather evidence, separate facts from interpretation, and make assumptions visible before producing analysis.
- +Prefer skills that cite public sources, filings, market data, or input datasets.
- +Treat outputs as research support, not financial advice.
- +Use audit notes to check network access, dependency risk, and maintenance freshness.
Where Codex creates leverage
Codex can pair finance analysis with reproducible code: scrape source data, clean CSVs, build notebooks, compare tickers, and generate a reviewed summary.
- +Use data and research skills for stock news workflows.
- +Use document skills for filings and PDFs.
- +Use security and dependency checks before installing data-fetching tools.
FAQ
Common questions
Can Codex finance skills give investment advice?
No. Treat these as research and workflow automation skills. Human review is required before any financial decision.
What should I install first?
Start with a research or data-analysis skill that can cite sources and produce reproducible outputs, then add filing or portfolio-specific skills as needed.
More candidates
Additional skills to review
AlphaEar Stock Data
Primary pickLook up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research.
2.8K stars100/100 ready
Market Environment Analysis
Primary pickCreate a global market conditions report spanning equities, rates, FX, commodities, risk appetite, and sector rotation.
2.6K stars100/100 ready
Market News Analyst
Primary pickRank recent market-moving news and explain likely effects on equities, commodities, monetary policy, and earnings.
2.6K stars100/100 ready
US Stock Analysis
Primary pickResearch a US equity across fundamentals, valuation, technical context, peers, and current market data.
2.6K stars100/100 ready
Simons Quant
Primary pickEvaluate systematic strategy ideas through signal testing, statistical validation, decay, execution costs, and model-risk review.
811 stars100/100 ready
Portfolio Health Check
Primary pickAudit concentration, factor exposure, correlation, liquidity, and stress-test risks in an existing portfolio.
271 stars90/100 ready
Quant Factor Screener
Primary pickScreen equities with systematic value, momentum, quality, volatility, size, and growth factor frameworks.
271 stars90/100 ready
Portfolio Analytics
Primary pickMeasure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data.
267 stars99/100 ready
Next guides
Keep building the workflow
Platform shortlist
Codex skills
A focused guide for builders using Codex-style coding agents: repository inspection, issue triage, implementation planning, testing, and browser verification skills.
Use-case shortlist
RAG skills
Find skills for document ingestion, retrieval, embeddings, source-grounded answers, and agent workflows that need reliable private knowledge.
Installation guide
Install in Codex
A step-by-step workflow for adding install-ready skills to a Codex-style agent setup while keeping validation, permissions, and rollback in mind.