Finance Claude Code Agents
5 agents in the Finance category. Each installs in one command and drops straight into your .claude directory.
Quant Analyst
"Use this agent when you need to develop quantitative trading strategies, build financial models with rigorous mathematical foundations, or conduct advanced risk analytics for derivatives and portfolios. Invoke this agent for statistical arbitrage strategy development, backtesting with historical validation, derivatives pricing models, and portfolio risk assessment. Specifically:\\n\\n<example>\\nContext: A hedge fund wants to develop a statistical arbitrage strategy exploiting mean reversion patterns in equity pairs.\\nuser: \"We've identified potential mean reversion signals in 500 equity pairs. Can you develop a statistical arbitrage strategy with robust backtesting and risk controls?\"\\nassistant: \"I'll conduct cointegration analysis on your pairs, develop a mean-reversion trading model with optimal position sizing, execute comprehensive backtesting over 10+ years with walk-forward validation, quantify risk metrics (Sharpe ratio, max drawdown, VaR), and implement dynamic stop-loss and portfolio hedging strategies. I'll deliver a fully tested strategy with performance attribution and market microstructure analysis.\"\\n<commentary>\\nUse this agent when you need to build production-ready trading strategies grounded in statistical rigor, featuring comprehensive backtesting, risk controls, and performance validation across market regimes.\\n</commentary>\\n</example>\\n\\n<example>\\nContext: A financial institution needs to price exotic derivatives and analyze their risk exposure across multiple underlying assets.\\nuser: \"We need to price European and American barrier options on commodity futures, calculate their Greeks for hedging, and stress-test across volatility scenarios for regulatory reporting.\"\\nassistant: \"I'll implement Monte Carlo pricing for barrier options with variance reduction techniques, calculate all Greeks analytically and numerically, build volatility surface models from market data, conduct comprehensive stress testing across scenarios (volatility shocks, correlation breaks, liquidity shifts), and generate VaR and CVaR metrics for regulatory compliance and risk reporting.\"\\n<commentary>\\nInvoke this agent for complex derivatives pricing, Greeks calculation, and multi-dimensional risk analytics when you need mathematical rigor, regulatory compliance, and sophisticated valuation models.\\n</commentary>\\n</example>\\n\\n<example>\\nContext: A quantitative fund needs to optimize their portfolio allocation balancing return objectives against risk constraints and regulatory requirements.\\nuser: \"Optimize our 200-asset portfolio using Black-Litterman framework. Account for transaction costs, position limits, sector constraints, and minimize tail risk while targeting 12% annual returns.\"\\nassistant: \"I'll implement Black-Litterman optimization incorporating your views and priors, build efficient frontiers under transaction cost and constraint regimes, apply factor risk analysis to identify exposures, conduct Monte Carlo simulations for drawdown distribution, backtest portfolio allocations through market stress periods (2008 crisis, COVID, rate hikes), and deliver dynamic rebalancing triggers with slippage analysis.\"\\n<commentary>\\nUse this agent when building sophisticated portfolio optimization frameworks that require multi-objective optimization, constraint handling, factor analysis, and stress testing against historical and hypothetical scenarios.\\n</commentary>\\n</example>"
Risk Manager
"Use this agent when you need to identify, quantify, and mitigate enterprise-level risks across financial, operational, regulatory, and strategic domains. Invoke this agent when you need to assess risk exposure, design control frameworks, validate risk models, or ensure regulatory compliance. Specifically:\\n\\n<example>\\nContext: A financial services company needs to assess their market and credit risk exposure across their trading portfolio.\\nuser: \"We need a comprehensive risk assessment for our trading desk. Our portfolio spans equities, fixed income, and derivatives across multiple currencies.\"\\nassistant: \"I'll analyze your trading portfolio to identify all market and credit risks, develop VaR models with stress testing scenarios, quantify exposure limits, and design controls to manage concentration risk and counterparty exposure.\"\\n<commentary>\\nUse the risk-manager when conducting enterprise risk assessments requiring quantification of financial exposures, stress testing, and regulatory compliance validation (Basel III, FRTB).\\n</commentary>\\n</example>\\n\\n<example>\\nContext: An organization is preparing for regulatory audit and needs to demonstrate control effectiveness across operational processes.\\nuser: \"We have an audit coming up and need to show we have proper operational risk controls in place. What should we document?\"\\nassistant: \"I'll conduct a comprehensive operational risk assessment including process mapping, control testing via RCSA methodology, loss data analysis, KRI development, and preparation of audit-ready documentation demonstrating compliance with COSO framework and regulatory requirements.\"\\n<commentary>\\nUse the risk-manager for operational risk assessments, control validation, RCSA methodology implementation, audit preparation, and compliance documentation to demonstrate control effectiveness.\\n</commentary>\\n</example>\\n\\n<example>\\nContext: A company experienced a data breach and needs to strengthen its cybersecurity and reputational risk management.\\nuser: \"After our recent security incident, we need to understand all our cyber and reputational risks and build a remediation plan.\"\\nassistant: \"I'll perform threat assessment and vulnerability analysis across your systems, develop risk models to quantify cyber risk exposure, design incident response controls, establish real-time monitoring and alerting for emerging threats, and create a risk mitigation roadmap addressing regulatory and reputational concerns.\"\\n<commentary>\\nUse the risk-manager to assess cybersecurity and reputational risks, design control frameworks, implement real-time monitoring systems, and develop risk mitigation strategies following ISO 31000 and COSO standards.\\n</commentary>\\n</example>"
Payment Integration
"Use this agent when implementing payment systems, integrating payment gateways, or handling financial transactions that require PCI compliance, fraud prevention, and secure transaction processing. Specifically:\\n\\n<example>\\nContext: An e-commerce platform needs to integrate a payment gateway to accept credit cards, manage subscriptions, and handle refunds with PCI compliance.\\nuser: \"We need to integrate Stripe for payments. We have subscription tiers, need to handle refunds, and must be PCI compliant. What's the best approach?\"\\nassistant: \"I'll design a complete payment integration. First, let me query the context manager for your business model and transaction volumes. Then I'll implement tokenization to avoid storing card data, set up webhook handlers for subscription events, implement proper error handling with retries, and ensure PCI DSS compliance through secure token vaults. I'll include comprehensive testing and audit logging.\"\\n<commentary>\\nInvoke payment-integration when building a complete payment system from scratch that requires gateway integration, compliance, and secure transaction flows. This agent handles architecture, security, and all payment-specific concerns.\\n</commentary>\\n</example>\\n\\n<example>\\nContext: A SaaS platform has an existing payment system but needs to add multi-currency support, handle currency conversion, and optimize fees across different payment methods.\\nuser: \"Our payment system only works in USD. We want to expand globally with multi-currency support and optimized routing to minimize payment processing fees.\"\\nassistant: \"I'll implement multi-currency support with exchange rate management, set up intelligent gateway routing to optimize fees per currency, implement proper settlement currency handling, and add currency conversion with fraud checks. I'll configure compliance rules for different regions and set up reporting to track currency-specific metrics.\"\\n<commentary>\\nUse payment-integration when enhancing existing payment systems with new features like multi-currency support, alternative payment methods, or optimization for cost and reliability.\\n</commentary>\\n</example>\\n\\n<example>\\nContext: A payments team discovered fraudulent transactions and wants to strengthen fraud detection without blocking legitimate transactions.\\nuser: \"We're seeing a spike in chargebacks from our payment processing. How do we implement better fraud detection?\"\\nassistant: \"I'll implement layered fraud prevention: velocity checks to detect unusual patterns, address verification (AVV) for card validation, 3D Secure for authentication, and machine learning risk scoring. I'll configure dunning management for failed payments and set up manual review workflows for high-risk transactions. I'll balance security with conversion by tuning detection thresholds.\"\\n<commentary>\\nInvoke payment-integration when you need to add or improve fraud prevention, handle disputes and chargebacks, or strengthen transaction security without negatively impacting legitimate customers.\\n</commentary>\\n</example>"
Fintech Engineer
"Use when building payment systems, financial integrations, or compliance-heavy financial applications that require secure transaction processing, regulatory adherence, and high transaction accuracy. Specifically:\\n\\n<example>\\nContext: Building a new payment gateway that handles credit card processing with PCI DSS compliance requirements.\\nuser: \"We need to build a payment processing system that handles 10k transactions per second with multiple payment methods. It needs PCI DSS Level 1 certification and full audit trails.\"\\nassistant: \"I'll architect a secure payment processing system with tokenization, idempotent transaction handling, and comprehensive audit logging. We'll implement zero-trust security, real-time transaction monitoring, and automated compliance reporting to meet PCI DSS Level 1 requirements.\"\\n<commentary>\\nUse the fintech-engineer when implementing payment systems that require stringent security standards, compliance certifications, and transaction-level accuracy guarantees.\\n</commentary>\\n</example>\\n\\n<example>\\nContext: Integrating multiple banking APIs and core banking systems for a neobank platform.\\nuser: \"We're building a neobank and need to integrate with 5 different core banking systems, handle account opening workflows, and implement KYC/AML procedures.\"\\nassistant: \"I'll design the banking integration layer with proper account management, transaction routing, and compliance workflows. We'll implement KYC identity verification, watchlist screening, and ongoing AML monitoring with regulatory reporting pipelines.\"\\n<commentary>\\nUse the fintech-engineer when establishing banking integrations, implementing regulatory compliance procedures like KYC/AML, or building systems that must satisfy banking regulators.\\n</commentary>\\n</example>\\n\\n<example>\\nContext: Developing risk management and fraud detection systems for a trading platform.\\nuser: \"Our trading platform needs real-time fraud detection, position tracking, and risk management to prevent unauthorized transactions. We also need P&L calculations and margin requirements.\"\\nassistant: \"I'll implement a comprehensive risk management system with real-time fraud detection using behavioral analysis and machine learning models. We'll add position tracking, margin calculations, and automated trading limits with real-time compliance monitoring.\"\\n<commentary>\\nUse the fintech-engineer when building financial platforms requiring sophisticated risk systems, fraud prevention, or complex financial calculations like trading P&L and margin management.\\n</commentary>\\n</example>"
Bettoredge Value Finder
Find +EV betting opportunities on BettorEdge prediction markets with edge calculation, Kelly criterion sizing, and bankroll management
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Catalog data and component content are sourced from the open-source davila7/claude-code-templates project (MIT license). ToolZip curates the listing and writes original descriptions; every component links back to its original source. Claude Code is a product of Anthropic. ToolZip is an independent catalog and is not affiliated with or endorsed by Anthropic.