Setup guides · VALUEFOCUS RESEARCH

How to Install Finance Skills for Codex CLI

A practical, security-first setup guide for connecting Finance Skills to Codex CLI.

1 Tools coveredCodex CLI

Tools covered

Finance Skills

A mature collection of Agent Skills for financial analysis, data providers and read-only market research.

Recommended workflow

1
Verify the repository, license and latest release
2
Install in an isolated environment and keep credentials in environment variables
3
Enable read-only tools first and inspect every exposed capability
4
Run a sourced test query and confirm timestamps before relying on output

Examples and expected outcomes

Example 1

Create a repeatable research memo

Sourced evidence
Repeatable steps
Explicit uncertainty

Example 2

Compare companies with one checklist

Sourced evidence
Repeatable steps
Explicit uncertainty

Example 3

Build a sourced bull/bear review

Sourced evidence
Repeatable steps
Explicit uncertainty

Access requirements

Keys and runtime

Depends on the selected sub-skill; many readers need no key

License and data rights

Check each skill and upstream provider license

Rate limits

Each provider has separate limits and retry rules

Connect to your Agent

Claude config

git clone https://github.com/himself65/finance-skills.git

# Project-scoped Agent Skill layout
.claude/skills/finance-skills-review/SKILL.md
.claude/skills/finance-skills-review/references/

# Restart Claude Code and confirm discovery.

Prompt example

“Use Finance Skills to research AAPL. List sources and timestamps first, then separate facts, calculations, risks and missing data. Do not give personalized trading advice.”

When not to use it

Individual skills have different dependencies
Some providers require local apps or credentials

How to choose

Prefer primary sources for filings, maintained adapters for convenience, and narrow permissions for every agent tool. Treat model conclusions as analysis rather than financial advice.

Evidence to retain

Original source URL and retrieval timestamp

Exact tool inputs and normalized output

Missing-data and rate-limit messages

A clear separation between facts and interpretation