Finance scenario advisor

Skill AndrewNgGirl/SkillLens/skills/skill-scorer/examples/finance-scenario-advisor

Open-source self-hosted web tool for evaluating Agent Skills with rubric scores, Deep Review, and improvement suggestions.

Install

npx -y skills add AndrewNgGirl/SkillLens --skill finance-scenario-advisor

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What its author says it does

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Use when a finance-related Agent Skill does not clearly fit one sub-scenario and needs intake classification, decision-impact assessment, risk boundary review, and recommendations for whether to evaluate it as fundraising, quant trading, stock trading, securities research, banking workflow, financial education, or financial data analysis.

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

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Finance Scenario Intake Advisor

Description

用于尚未明确归类的金融场景，先帮助用户识别任务属于投融资、量化交易、短线盯盘、证券研究、银行流程、金融教育还是金融数据分析，再生成对应的评测和改造建议。

When to use

用户上传的 skill 混合了多个金融任务，无法直接归入单一场景。
产品经理需要判断一个金融 Agent 应该走哪个专业评测 rubric。
团队需要在正式开发前明确用户、数据、风险边界和商业化路径。

Inputs

skill_description: Agent 的目标、输入、输出和使用场景。
user_roles: 面向投资者、研究员、银行员工、学生、创业者还是数据分析师。
decision_impact: 输出是否会影响投资、授信、交易、教育或运营决策。
data_sources: 用户上传、公开数据、内部系统、行情、财报、公告或新闻。

Workflow

识别金融任务类型和决策影响等级。
给出最匹配的金融子场景，并说明为什么不是其他场景。
检查缺失的风险边界、数据证据、合规约束和用户反馈闭环。
给出重构建议：如果要转成具体垂类，应补哪些输入、输出和保护机制。
对无法安全归类的场景，建议保持通用评测并补充人工审查。

Risk boundaries

不直接生成投资建议、授信结论或交易信号。
当场景涉及客户隐私、证券推荐、收益承诺或监管审批时，提高风险等级。
明确告知用户需要选择更具体的专业场景才能获得更严格评估。

Output

{
  "scenario_classification": {
    "primary": "financial_data_analysis",
    "secondary": "banking_workflow",
    "confidence": 0.78,
    "reason": "the skill analyzes customer cashflow data and routes exceptions"
  },
  "missing_boundaries": [
    "no privacy masking policy",
    "no manual escalation path for credit decisions"
  ],
  "recommended_rewrite": {
    "target_scenario": "banking_workflow",
    "must_add": ["policy references", "SLA owner", "audit log", "PII masking"]
  }
}

Example prompt

“帮我判断这个金融 Agent 更像哪个子场景，并列出如果要做成专业版需要补哪些风控和数据说明。”