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Finance Personal (Page 5 of 7)

378 Claude Code skills in the Finance Personal sub-category of General.

378 skills · updated 2026-06-05 · showing 241–300 of 378 by quality score

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Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces…
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules.
Single-pass holdings analysis for kcn using workspace files and the local fetch chain. Use for portfolio review, position risk ranking, US-HK cross-market read, leverage ETF risk…
Erstellt eine Übersicht des Prozessportfolios aus _log.yaml — Risikoverteilung, bevorstehende Fristen, veraltete Mandate, Wesentlichkeitssummen, Verfahrensstadien und markierte…
Hisse senedi ve kripto portföy takibi. Piyasa analizi. Teknik analiz (trend, destek-direnç). Portföy çeşitlendirme. Risk/yatırım profili.
Models financial impact of price/pack changes including cannibalization and competitor response. Trigger when asked to: model P&L by SKU, estimate ROI of a PPA initiative, build…
Review prediction-market, basket, oracle, and trading-agent workflows for compliance, safety, data-quality, privacy, and execution risk.
Patterns for synthesizing findings across multiple frameworks into one readable portfolio view. Use when a /report:* command is pulling from more than one framework plugin and…
量化策略回测工具。编写、回测和优化交易策略,分析历史表现。Keywords: 量化, 回测, 策略, quant, backtest, trading strategy.
Skill helps user to remove checked-in certificates from source code in case of exposed secrets
Publish content to Moltbook (a social network for AI agents) and mint it on Reppo.ai's AgentMind subnet.
Use Mergiraf to let an agent attempt tree-aware conflict resolution during merge, rebase, revert, or cherry-pick before falling back to manual edits.
売り切れアイテムの再販・再入荷情報をウォッチし、HTMLレポートを生成する。 引数に商品名・ブランド・カテゴリを渡すと絞り込み検索。引数なしで人気カテゴリを横断調査。 「再販」「再入荷」「リストック」「sold out」「買えない」などの話題が出たらこのスキルを使う。
Fund-manager-grade review of an investment idea or portfolio from a screenshot. Pulls live prices, runs the 7-point check (macro, CTA flows, bull/bear, events, FULL earnings…
Search Rightmove for investment properties matching your criteria, then analyse each for yield, comps, and stamp duty. Produces a ranked shortlist with BUY/WATCH/PASS ratings.
Master of capital preservation and position sizing - combining Kelly Criterion, volatility targeting, correlation analysis, and drawdown management to survive and thrive in…
Verwaltung des IP-Portfolios — Eintragungen, Verlängerungen, Jahresgebühren und Benutzungsnachweise. Lädt bei der Prüfung anstehender Fristen, dem Hinzufügen oder Aktualisieren…
Retrieves and parses SEC EDGAR filings (10-K, 10-Q, 8-K) using the EDGAR Full-Text Search API and company filing API.
Capture failures, corrections, and repeatable lessons so important operational knowledge persists across sessions.
Configures and uses snipgrapher to generate polished code snippet images, including syntax-highlighted PNGs, SVGs, and WebP exports with custom themes, profiles, and styling…
Query Solana blockchain data with USD pricing — wallet balances, token portfolios with values, transaction details, NFTs, whale detection, and live network stats.
Build with ZK Compression on Solana using Light Protocol. Use when creating compressed tokens, compressed PDAs, or integrating ZK compression into Solana programs.
FAPI(Financial-grade API)機能の開発・修正を行う際に使用。FAPI 1.0 Baseline/Advanced, FAPI CIBA, mTLS, PAR, JARM実装時に役立つ。 — from general/finance-personal
Build, edit, and analyze spreadsheets (.xlsx, .csv) with investment-grade standards. Use when the CEO needs financial models, P&L templates, forecasting, pipeline tracking,…
Explore stablecoin TVL distribution and yield opportunities by blockchain. Query which chains have the most stablecoins, compare cross-chain yields, and find the best…
Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.
DBA Deutschland Italien aus 1989. Anwendungsfall Mittelstand Maschinenbau Mode Pharma Holding Pensionen Wegzug Suedtirol. EU-MTRL Subject-to-Tax-Klauseln.
DBA Deutschland Spanien Neufassung 2011 in Kraft seit 2012. Anwendungsfall Mittelstand Immobilien Mallorca-Konstellation Pensionen Beteiligungen. EU-MTRL Subject-to-Tax-Klausel.
Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.
Identifica productos con stock por debajo del mínimo y genera alertas de reposición
Calculadora de Stock Options em empresas de capital fechado. Modela vesting (cliff + escalonado), diluição esperada até exit, cenários de exit (3x/5x/10x/50x), valor intrínseco…
Search multiple free stock photo sites simultaneously. Filter by license type, orientation, and color scheme.
Get real-time stock quote with price, volume, change, market cap, and 52-week range for any ticker symbol. Use when user asks about current stock price, quote, or basic stock info.
วิเคราะห์หุ้น technical, risk management, position sizing, news impact — SET + US stocks (ไม่ใช่คำแนะนำลงทุน)
Manage and monitor a personal stock watchlist with support for adding, removing, listing stocks, and summarizing their recent performance using data from 10jqka.com.cn.
Stripe Financial Connections integration. Manage data, records, and automate workflows. Use when the user wants to interact with Stripe Financial Connections data.
Teach Sui from scratch with EVM and Solana mapping. Use when the user is new to Sui, wants Sui basics, or is coming from another chain wanting to understand Sui.
Проверка синтаксиса (Syntax Checking). Навык учит агента **правильно использовать возможности проверки синтаксиса** BSL-кода.
Unified agent skill for task execution, adjudication, and optional privacy on Solana.
Prueft tax claims, priority, secured tax liens, dischargeability, returns, plan treatment and refunds.
Tax preparation client communication, deadline management, and entity-specific requirements
Audit corporate tax compliance systems across jurisdictions. Analyzes tax engine configuration (Avalara, Vertex, ONESOURCE), nexus determination and Wayfair economic nexus…
Finds all tax-related documents referenced or attached in email — including VAT invoices, tax receipts, 1099s, and official tax correspondence.
Builds a prioritized list of all tax deadlines falling within the next 90 days, sorted by days remaining.
Projects the current quarter's estimated federal tax payment by aggregating YTD income across all sources (W-2 wages, 1099-NEC, rental, capital gains, dividends, business income),…
Checks the expected tax document checklist for the current tax year against files actually received in vault/tax/00_current/ and flags anything expected but not yet received.
Scans transaction records and vault documents in vault/tax/00_current/ for deductible expenses, classifies each against IRS deduction categories (home office simplified or actual…
Identify TLH opportunities, manage wash sales. Use when user says "tax loss harvest", "TLH", "wash sale check".
Monthly tax deadline monitor. Flags all federal and state tax obligations due within 30 days with estimated payment amounts and specific action steps.
Monthly deduction review. Scans recent transactions and vault receipts for deductible expenses across home office (simplified method $5/sq ft or actual expenses), vehicle business…
Tax document intake op, active January through April 15. Triggered each time a new tax document arrives (W-2, 1099-NEC, 1099-B, 1099-DIV, 1099-INT, 1099-R, K-1, 1098) via email,…
Quarterly entity compliance check for all active LLCs and S-corps. Reviews: state annual report filing deadlines and fees, franchise tax payment obligations (California $800…
Calculates the current quarter's estimated federal tax payment. Aggregates YTD income from all sources, subtracts YTD withholding and prior estimated payments, and runs both the…
Monthly tax review brief. Compiles YTD estimated tax liability, total federal and state payments made YTD (withholding + estimated payments), next upcoming deadline with amount,…
Calculate optimal trim strategy with tax math. Compares Sell-Now (STCG/LTCG depending on holding period) vs Wait-for-LTCG vs Hedge-with-Puts (no taxable event).
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
Aide à préparer sa déclaration d'impôts avec une checklist de documents et étapes. À utiliser quand l'utilisateur veut préparer ses impôts ou organiser ses documents fisc — from…
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice.
Optimize tax strategies for individuals and businesses with entity planning, deduction maximization, and compliance guidance
Pre-tax vs Roth analysis, charitable giving optimization, capital gains timing, deduction maximization. Not a substitute for CPA.
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