Agent Plugins Marketplace
← All plugins

finance

v1.0.0

用于股票/上市公司研究、财报、估值、投资组合风险、个人财务规划与宏观市场分析。通过 Group metadata 按 investing / personal-finance / macro 做软分组；所有时效敏感市场数据必须核验当前来源并标注 as-of。行业/论文的一般研究进入 research，纯数据集统计进入 data，商业竞争战略进入 business。

CodexClaude Code6 Skills

By trojanbox0 GitHub starsUpdated 4 days ago

Directory evidence

Runtimes
Codex and Claude Code
Parsed components
6 skill or MCP entries
Source updated
Sep 19, 2026
Manifest status
Canonical path parsed

The directory validates manifest shape and source location. It does not execute the plugin or provide a security endorsement. Review the indexing methodology →

Install finance for Codex and Claude Code

Installs for the current user
codex plugin marketplace add trojanbox/agent-plugin-marketplace
codex plugin marketplace upgrade agent-plugin-marketplace
codex plugin add finance@agent-plugin-marketplace

Paste and run these commands in a terminal with Codex. They add and refresh the agent-plugin-marketplace catalog, then install this plugin.

Compatibility: the page URL and API slug “finance-2” remain stable.

  • Codex: finance-2@agent-plugin-marketplace → finance@agent-plugin-marketplace

The installer fetches third-party code from the source repository shown on this page. This directory validates manifest structure and source location, but does not perform a security audit; review the manifest, components, and source before installing.

Get the source manually
git clone https://github.com/trojanbox/agent-plugin-marketplace

Clone the source repository, then follow its setup instructions to add the plugin to a compatible client. The plugin root is plugins/finance/.

Plugin files

plugins/finance/
├── .codex-plugin/plugin.json
├── .claude-plugin/plugin.json
├── skills/earnings-analysis/SKILL.md
├── skills/equity-research/SKILL.md
├── skills/financial-planning/SKILL.md
├── skills/macro-analysis/SKILL.md
├── skills/portfolio-analysis/SKILL.md
└── skills/valuation-analysis/SKILL.md

Included Skills6

earnings-analysisskills/earnings-analysis/SKILL.md

用于上市公司财报前预期梳理或财报后结果分析：核验最新报告期，比较实际值/consensus/guidance，分析收入、EPS、利润率、分部、现金流、管理层指引、预期修正、股价反应与 investment thesis 变化。适合‘这次财报怎么样/beat 还是 miss/财报前看什么/Q2 结果意味着什么’。完整公司研究使用 equity-research，详细估值使用 valuation-analysis。

equity-researchskills/equity-research/SKILL.md

用于研究某只股票或上市公司的业务质量、财务趋势、竞争优势、资本配置、市场预期、估值背景、催化剂、风险和可证伪投资 thesis。适合‘分析一下腾讯/NVDA/某股票基本面/这家公司值得继续研究吗/长期逻辑怎么样/多空逻辑是什么’。单次财报前后重点分析使用 earnings-analysis；详细 DCF/Comps 使用 valuation-analysis；持仓组合风险使用 portfolio-analysis。

financial-planningskills/financial-planning/SKILL.md

用于个人/家庭财务体检与长期规划：收入支出、净资产、现金流、应急金、债务、保险需求、财务目标、资产配置、退休与长期储蓄。适合‘帮我看看财务状况/钱怎么规划/应急金留多少/先还债还是投资/未来几年怎么安排’。涉及具体税务、养老金或账户额度时必须先确认国家/地区和当前规则。

macro-analysisskills/macro-analysis/SKILL.md

用于分析当前或历史宏观市场环境：增长、通胀、就业、货币政策、利率/收益率曲线、流动性、信用、美元/汇率、商品和风险偏好，并解释这些变量如何传导到股票、债券、行业和投资风格。适合‘现在是什么宏观环境/降息意味着什么/流动性怎么看/通胀对市场有什么影响’。单只股票基本面使用 equity-research。

portfolio-analysisskills/portfolio-analysis/SKILL.md

用于分析已有投资组合的资产配置、单一持仓/行业/地区/货币集中度、相关性、波动与回撤、流动性、风格/因子暴露和情景风险，并识别多个持仓背后的同一隐含 thesis。适合‘帮我看看持仓风险/组合太集中吗/这些股票相关性怎么样/如果降息或科技股回撤会怎样’。单只股票研究使用 equity-research。

valuation-analysisskills/valuation-analysis/SKILL.md

用于对上市公司/可投资资产做系统估值：DCF、Comparable Companies、历史倍数、SOTP 与 Bear/Base/Bull 情景，显式记录收入/利润/FCF/WACC/终值/净债务/稀释股数等假设并做敏感性分析。适合‘合理价值多少/DCF 算一下/和同行比贵不贵/目标估值区间/SOTP’。公司整体投资逻辑使用 equity-research。

Plugin manifests2

plugins/finance/.codex-plugin/plugin.json
{
  "name": "finance",
  "version": "1.0.0",
  "description": "用于股票/上市公司研究、财报、估值、投资组合风险、个人财务规划与宏观市场分析。通过 Group metadata 按 investing / personal-finance / macro 做软分组；所有时效敏感市场数据必须核验当前来源并标注 as-of。行业/论文的一般研究进入 research，纯数据集统计进入 data，商业竞争战略进入 business。",
  "author": {
    "name": "trojanbox",
    "url": "https://github.com/trojanbox"
  },
  "repository": "https://github.com/trojanbox/agent-plugin-marketplace",
  "skills": "./skills/",
  "interface": {
    "displayName": "Finance",
    "shortDescription": "用于股票/上市公司研究、财报、估值、投资组合风险、个人财务规划与宏观市场分析。通过 Group metadata 按 investing / personal-finance / macro…",
    "longDescription": "用于股票/上市公司研究、财报、估值、投资组合风险、个人财务规划与宏观市场分析。通过 Group metadata 按 investing / personal-finance / macro 做软分组；所有时效敏感市场数据必须核验当前来源并标注 as-of。行业/论文的一般研究进入 research，纯数据集统计进入 data，商业竞争战略进入 business。",
    "developerName": "trojanbox",
    "category": "Finance",
    "capabilities": [
      "Interactive"
    ],
    "defaultPrompt": [
      "使用 Finance 插件帮助我完成当前任务。"
    ]
  }
}
plugins/finance/.claude-plugin/plugin.json
{
  "name": "finance",
  "displayName": "Finance",
  "version": "1.0.0",
  "description": "用于股票/上市公司研究、财报、估值、投资组合风险、个人财务规划与宏观市场分析。通过 Group metadata 按 investing / personal-finance / macro 做软分组；所有时效敏感市场数据必须核验当前来源并标注 as-of。行业/论文的一般研究进入 research，纯数据集统计进入 data，商业竞争战略进入 business。",
  "author": {
    "name": "trojanbox",
    "url": "https://github.com/trojanbox"
  },
  "repository": "https://github.com/trojanbox/agent-plugin-marketplace"
}

For maintainers

If you maintain this plugin, link to this source-backed listing from your README so users can review its manifest and indexed components.

[finance on Agent Plugins Marketplace](https://pluginsmp.com/plugins/finance-2)