Agent Kits
Finance research · medium tier

AI Financial Analyst Agent Kit

Structure financial research with filings, market data, reproducible analysis, and sourced notes.

Use this kit for financial research support, not personalized investment advice. It helps organize public information, data pulls, calculations, assumptions, and research notes.

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What it does

Useful before any auth, better with the right tools

The kit starts by installing editable operating files into the agent workspace. It can work from pasted context immediately, then ask for tool access only when the current job benefits from it.

  • Non-advice safety policy
  • Filings, news, source table, and Python analysis runbooks
  • Market data API recommendation checklist
Starter prompts
Create a sourced company research memo for this ticker.
Build a filings and news source table for this company.
Design a reproducible Python analysis plan for these financial metrics.
Toolbelt

Not a naked prompt. A prepared working environment.

Financial-analysis libraries for market data pulls, local analytics, SEC filing workflows, tables, and charts.

python

pandas

Model financial statements, factor tables, and portfolio exports.

python

numpy

Run numeric analysis, returns calculations, and scenario math.

python

yfinance

Pull public market data for first-pass research when appropriate.

python

duckdb

Query local CSV/Parquet datasets and build reproducible data slices.

python

sec-edgar-downloader

Download SEC filings for source-backed company research.

python

plotly

Create charts for research memos and financial dashboards.

Recommended connections

Proactive, permission-aware setup

OpenClaw Setup records what the agent should ask for and why. Native OAuth and API-key installers can attach to this surface later without changing the kit contract.

recommended

Filings source

Filing access grounds company research in primary public disclosures.

Sourced filings summaries and company memos.
recommended

Web search

Search helps gather public company sources and recent news.

Public-source company research.
Safety model

External actions stay behind approval

Approval required

  • using paid data APIs
  • publishing memos
  • making any external financial action

Blocked claims

  • personalized investment advice
  • trade recommendations
  • guaranteed returns
  • regulatory compliance advice
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