The Finance Tutor Skill for Claude
Andre Oporto
The Finance Tutor skill for Claude uses Agentic AI to help you improve your financial knowledge and literacy.
You want to improve your financial knowledge and literacy, and you’ve got questions and topics to research. The Finance Tutor skill is here to help. It’s built for AI Agents using the Agent Skills standard and currently supports Claude Code and Claude Cowork.
Ask questions on topics you want to learn more about, and you’ll get educational answers with links to authoritative references. The Q&A session is logged in your local working folder for your reference. When you’re ready, you can request a compiled report with the information you have covered, including linked footnotes you can use to continue learning and verify information.
The agentic workflow helps ensure that you have detailed information with references, not just a simple chat response.
⚠️ Please note that this tool is intended for educational purposes only and does not provide personalized financial advice. All answers are intended for learning and general understanding only. For decisions involving your specific financial situation, consult a licensed financial advisor.
The Process
Create a learning session: Pick a new working folder for a topic you are researching. This is where the skill will save files.
👉 You must activate this skill manually. In Claude, enter /finance-tutor
Ask your question: “Why do bond prices go down when interest rates go up?”
Asking Claude about bond prices
💾 When your question is answered, the Q&A is also saved to the transcript.md file for your reference.
Links to relevant online references are included so you can verify the information provided and learn more.
Claude answers with links to references so you can learn more.
💾 Your specific prompt is saved to prompt_log.md, making it easy to keep track of prompts for future reference.
Ask follow-up questions: “Why are basis points used for certain financial numbers such as changes in rates?”
The transcript and prompt log files are updated as you continue.
Ready to wrap up? Ask for a report with everything you covered by prompting: generate report
Claude generates a report on-demand
💾 A complete report.md file with footnotes is generated for your reference and further study.
Next Steps
- Review links in your report to verify sources and keep learning.
- End your tutoring session by prompting:
end session - You can continue studying your topic by returning to your working folder to start a new session.
- … Or start a new research topic in a separate folder
The Result
- You’re more informed on your finance topic of choice.
- You can research more efficiently.
- You can be more prepared to talk to a licensed professional.
- You’re ready to explore your next finance topic.
To learn more, see the Mechami Plugins GitHub repo, including installation instructions.
Photo by Adeolu Eletu on Unsplash