Claude Skills for Investing
Claude skills for retail investors doing research, screening and portfolio reviews.
Download the free pack
Get 3 Claude skills in a zip file. Upload each folder as its own skill in Claude.
Download pack (.zip)Free. No email required. Install instructions
This pack helps Claude do structured research on public companies, review portfolios, and avoid the generic 'it depends' answers that make AI investing tools useless. Nothing here is investment advice.
What you can do with this pack
- Research a public company before investing
- Build a simple portfolio review
- Compare stocks on a few key metrics
- Review a thesis before adding conviction
- Understand an earnings release
Skills in this pack
Public Company Research
Research a public company using fundamentals, business model, and competitive position. Trigger on 'research this stock', 'analyse [ticker]', 'company analysis', 'fundamentals of', or when the user is considering an investment in a public company.
Portfolio Reviewer
Review a personal portfolio for concentration, diversification, and alignment with stated goals. Trigger on 'review my portfolio', 'portfolio analysis', 'am I diversified', 'portfolio check', or when the user shares their holdings for a structured review.
Earnings Release Reader
Read and interpret an earnings release. Trigger on 'earnings release', 'quarterly earnings', 'earnings call', 'read the 10-Q', or when the user wants an earnings report broken down.
How to install the skills
- In Claude, turn on code execution under Settings → Capabilities.
- Download and unzip the pack above — you'll see one folder per skill.
- Go to Customize → Skills, click + Create skill, then Upload a skill.
- Zip each individual skill folder and upload it.
- Toggle the skill on. Claude will use it automatically when your request matches.
Full instructions: /download/claude-skills
FAQ
What is a Claude skill?
A Claude skill is a folder containing a SKILL.md file. It tells Claude when to trigger the skill and how to execute the task. Skills live inside your Claude account once uploaded.
Do these work on Free, Pro and Max plans?
Yes, as long as code execution is enabled. On Team and Enterprise plans, an admin needs to enable skills at the organisation level first.
Can I edit the skills?
Yes — the skills are plain markdown files. Open SKILL.md in any editor and change the description, steps, templates, or output format to match how you work.
Do I need all the skills in the pack?
No. Upload only the ones you'll use. Too many active skills makes Claude less precise about which one to pick.