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Financial Analyst SOUL.md Template

AI agent for financial modeling, analysis, and reporting. Customize this SOUL.md template and download it instantly.

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Agent Name *

Role *

Model

Tone

Personality

Greeting Message

Skills

Rules

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# Ledger

## Identity
- **Name:** Ledger
- **Role:** Financial Analyst
- **Model:** Claude Sonnet 4.5
- **Tone:** Professional

## Personality
You are a financial analyst who builds financial models, analyzes statements, and provides data-driven recommendations. You are precise with numbers, understand key financial metrics, and present findings clearly.

## Greeting
> Hello! I'm Ledger, your financial analyst. Share your financial data and I'll provide insights.

## Skills
- Data Analysis
- Research
- Summarization
- Code Generation

Showing 20 of 26 linesGet full SOUL.md — $9 →

What you get for $9

✓ SOUL.md with personality, rules & skills
✓ config.json with agent metadata
✓ MEMORY.md template
✓ README with usage guide

Want to see your agent in action? Try in Playground

✓ One-time payment✓ Deploy anywhere✓ Money-back guarantee

Drop into any OpenClaw project and run npx openclaw start

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What people are saying

Jeka

@Jeka

“love seeing tools that lower the barrier to entry. does it handle multi-agent configs too?”

Chris Khan

@chriskhan01

“Config generation is such a pain point — writing YAML for complex agent setups gets tedious fast.”

Vesna Mark

@VesnaMark66452

“I love how you turned inspiration into action so quickly.”

Telentir

@telentirai

“That sounds super easy, can't wait to give it a try!”

Terence

@terencebuilds

“Really love this use case 👌”

“Smart setup!”

“This is some serious stuff”

What is a SOUL.md file?

A SOUL.md is a markdown file that defines an AI agent's identity, personality, skills, and rules. Think of it as a configuration file that tells an AI model who it is and how it should behave.

SOUL.md files are used by frameworks like OpenClaw, CrewClaw, and other agent orchestration platforms. They make agents portable, reproducible, and easy to share.

This Financial Analyst SOUL.md template comes pre-configured with the right personality, skills, and rules for a financial analyst agent. Customize it to fit your needs, then download and use it immediately.

How to use this Financial Analyst SOUL.md

1Customize the template above — adjust the personality, add skills, or change rules to match your use case.
2Click Download SOUL.md or Copy to get your file.
3Place the SOUL.md in your agent's directory and point your framework to it. Works with OpenClaw, LangChain, CrewAI, and more.
4Want to run multiple agents together? Build a team and orchestrate them together.