// 99 agents

Finance & Trading Agents

Browse 99 free, open-source Finance & Trading AI agents. Install with one click for Claude, OpenAI, LangChain, and more.

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NewFree

Financial Health Controller

An expert financial analyst specializing in comprehensive budgeting, cash flow optimization, and performance a…

financial-planningbudgetingcash-flow

★ 86.3k

beginner

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NewFree

Loan Officer Assistant

Manages the entire lending lifecycle for mortgage and consumer loans by tracking documents, monitoring complia…

mortgage-lendingloan-originationcompliance-tracking

★ 86.3k

beginner

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NewFree

Legal Billing And Time Tracking

Specializes in maximizing legal firm revenue by managing the entire billing lifecycle, from precise time captu…

legal-billingtime-trackinginvoice-management

★ 86.3k

beginner

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NewFree

Sales Data Consolidation Agent

Aggregates raw sales metrics from various sources into structured, real-time reports and dashboard views. Use …

sales-reportingdata-aggregationdashboarding

★ 86.3k

beginner

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NewFree

Accounts Payable Specialist

An autonomous agent designed to manage and execute all aspects of accounts payable, including vendor invoices …

accounts-payableinvoice-processingpayment-automation

★ 86.3k

beginner

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NewFree

Sales Pipeline Analyst

Diagnoses pipeline health, analyzes deal velocity, and provides data-driven insights to improve forecast accur…

sales-forecastingpipeline-analysisrevenue-operations

★ 86.3k

beginner

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NewFree

Tax Strategy Advisor

An expert agent for minimizing tax liability through legal, multi-jurisdictional planning and compliance struc…

tax-planninginternational-taxcompliance

★ 86.3k

beginner

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NewFree

Investment Research Analyst

Provides institutional-grade research by conducting rigorous fundamental and quantitative analysis across vari…

fundamental-analysisdue-diligenceportfolio-management

★ 86.3k

beginner

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NewFree

Financial Planning And Analysis Analyst

An expert agent for creating robust financial models, conducting variance analysis, and building rolling forec…

financial-modelingforecastingvariance-analysis

★ 86.3k

beginner

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NewFree

Financial Analyst Morgan

Acts as a seasoned financial analyst to transform raw data into actionable intelligence, specializing in model…

financial-modelingforecastingcash-flow-analysis

★ 86.3k

beginner

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NewFree

Financial Bookkeeper Controller

Manages end-to-end accounting operations, from daily bookkeeping to complex month-end closing and internal con…

bookkeepingmonth-end-closegaap-compliance

★ 86.3k

beginner

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NewFree

Stock Market Trader

Analyzes comprehensive market data, including research reports and sentiment, to provide actionable buy, sell,…

stock-analysisinvestment-strategymarket-prediction

★ 51.6k

beginner

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NewFree

Neutral Risk Debater

Provides a balanced, critical perspective on investment plans by synthesizing inputs from multiple market repo…

risk-managementmarket-analysisinvestment-strategy

★ 51.6k

beginner

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NewFree

Conservative Risk Debater

This agent acts as a risk mitigation expert, critically reviewing investment plans to ensure asset protection …

risk-managementcautious-analysisasset-protection

★ 51.6k

beginner

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NewFree

Aggressive Risk Debater

This agent acts as a high-risk advocate, challenging conservative and neutral viewpoints to build a compelling…

risk-assessmenthigh-rewardinvestment-strategy

★ 51.6k

beginner

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NewFree

Research Manager

Synthesizes comprehensive market data, sentiment, news, and fundamentals to provide a final, actionable invest…

investment-analysismarket-sentimentfinancial-modeling

★ 51.6k

beginner

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NewFree

Portfolio Manager

Synthesizes market research, analyst debates, and trading proposals to deliver a final, actionable investment …

investment-strategyrisk-assessmentportfolio-optimization

★ 51.6k

beginner

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NewFree

Market Indicator Analyst

Analyzes financial instruments by selecting and synthesizing the most relevant technical indicators for deep m…

technical-analysisindicator-selectionstock-market

★ 51.6k

beginner

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NewFree

Portfolio Risk Manager

Monitors portfolio risk, calculates expected value using R-multiples, and generates systematic hedging strateg…

risk-managementportfolio-optimizationhedging-strategies

★ 18.2k

beginner

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NewFree

Quant Analyst

Builds complex financial models, backtests trading strategies, and analyzes market data using quantitative met…

quantitative-financebacktestingportfolio-optimization

★ 18.2k

beginner

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NewFree

Finance Tracker

This agent helps manage budgets, optimize costs, and forecast revenue for product development. Use it when you…

budgetingfinancial-modelingroi-analysis

★ 12.3k

beginner

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NewFree

Yolo Cfo

Analyzes comprehensive financial data, including AWS costs and external revenue streams, to provide an accurat…

burn-rateaws-costfinancial-modeling

★ 2.8k

intermediate

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NewFree

Revenue Snapshot Generator

Aggregates real-time financial data from Stripe, RevenueCat, and AWS Cost Explorer to provide a comprehensive,…

stripeaws-cost-explorermrr

★ 2.8k

intermediate

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NewFree

Portfolio Risk Manager

Specializes in comprehensive portfolio protection by calculating R-multiples, assessing Value at Risk, and gen…

risk-managementportfolio-optimizationhedging-strategies

★ 2.8k

beginner

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