Financial planning knowledge for retirement, education, estate, tax, and insurance needs analysis
Professional skill for generating accurate, structured financial statements and analysis.
Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents.
Use this agent when you need to generate financial summaries, cash flow statements, periodic financial reports, or investor-ready financial overviews.
Stress-test financial plans across scenarios (bull/bear/base), sensitivity tables, and Monte Carlo-style analysis.
Construct, read, and interpret the three financial statements; compute and benchmark the four ratio families (liquidity, solvency, profitability, growth); perform common-size and…
Performs structured fundamental analysis of annual reports (Form 10-K, Form 10-Q): ratio analysis, quality of earnings, working-capital efficiency, segment decomposition,…
Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or…
Generates the three core financial statements — P&L (income statement), balance sheet, and cash flow statement — with proper formatting, classifications, and period-over-period…
Analyze company financials using Xiao Xing's three-statement framework. Trigger on: \"read this balance sheet\", \"is this company profitable\", \"analyze financials\", \"ROIC vs…
Use when working with price data, trading signals, or implementing momentum strategies. Covers returns calculation, volatility targeting, momentum factors, MACD indicators,…
Use when evaluating business model viability, analyzing profitability per customer/product/transaction, validating startup metrics (CAC, LTV, payback period), making pricing…
Implement token cost estimation, sliding-window velocity caps, and hierarchical credit allocation for multi-agent LLM systems.
Find alpha across 3 time horizons (1-3 week swing, 1-3 month position, 6-12+ month LEAPS). Each scan returns top 3 candidates with strict filters (insider real buying not RSU,…
Master high-frequency FIX (Financial Information eXchange) protocol messaging (FIX 4.2/4.4/5.0 SP2), QuickFIX engine configuration, low-latency binary encoding (SBE), session…
Accounting logic, general ledger entries, AR/AP, Invoices, Subscriptions, Payments, Estimates, and financial reporting.
FontStock business logic for inventory (expiry, search indexing). Trigger: When calculating dates, validating product inputs, or implementing search filters.
Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete,…
Drafts IRS Form 1023 (Application for Recognition of Exemption) packages for 501(c)(3) applicants. Use when preparing Form 1023 filings, nonprofit tax-exempt applications, or…
Freelancer-Designer, Stylisten und Kreative rechtlich steuern: Rechteübertragung, Vergütung, Portfolio-Nutzung, Geheimhaltung, Scheinselbstständigkeit und Credits im Fashion Law…
Pattern for navigating FreeTaxUSA's tax form flow, validating auto-calculated credits, and handling form-specific exemptions
Local Solana agent wallet with local infra for transfers (SOL, USDC, USDT), Jupiter swaps, and x402 purch.
Set up Sandestin in a new project. Use when integrating sandestin into an application or library, creating dispatch namespaces, or wiring registries together.
Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends.
Discover available effects, actions, and placeholders in a Sandestin project. Use when asking what effects exist, searching for functionality, or needing example invocations.
Create new Sandestin effect registries following project conventions. Use when adding effects, actions, or placeholders.
First FX trading skill on ClawHub — OANDA API, 28 currency pairs, risk management
Krypto-AML und Wallet-Screening für Banken prüfen: Wallet-Risiko, Chain Analytics, Mixer, Bridges, Darknet-Indizien, PEP/Sanktionen, Verdachtsmeldung und De-Risking im Ba — from…
Krypto-AML und Wallet-Screening für Banken prüfen: Wallet-Risiko, Chain Analytics, Mixer, Bridges, Darknet-Indizien, PEP/Sanktionen, Verdachtsmeldung und De-Risking.
Creates client-facing portfolio reports with performance, allocation, commentary, and outlook. Use when producing client reports, preparing quarterly reviews, or creating…
Generates complete Solana blockchain projects with Anchor framework (v0.32.1) and Next.js frontend including Rust smart contracts, tests, and wallet integration.
Generate trading signals using technical indicators (RSI, MACD, Bollinger Bands, etc.). Combines multiple indicators into composite signals with confidence scores.
Find and cite a Treasury/Fiscal Data or verified manual year-end USD FX rate with FBAR-style proof. Use for FBAR/foreign account year-end conversion, not yearly-average tax…
Find and cite a published yearly average FX rate for one currency/year, with proof workpaper. Use for IRS yearly average table lookups, annual USD exchange rates, tax support, and…
Strukturiert NPL-Portfoliokauf, distressed secondary loan trade, enforcement und Debt-Equity-Strategie: Strukturiert NPL-Portfoliokauf, distressed secondary loan trade, e — from…
Tax Due Diligence Modul für Distressed-M&A-Transaktionen mit Sanierungsgewinn-Bezug: Geht über die Standard-Tax-DD hinaus und prüft Verlustvorträge, Zinsvortrag, EBITDA-V — from…
Tax Step Plan für komplexe Restrukturierungen mit Sanierungsgewinn-Bezug: Reihenfolge der Strukturschritte zwischen Kapitalmaßnahmen, Forderungsverzicht, Debt-Equity-Swap,…
Strukturierung von Tax Warranty und Tax Indemnity im SPA für Transaktionen mit Sanierungsgewinn-Risiko nach § 3a EStG: Adressiert die Vert...
Elite Financial Forensics & Accounting Reconstruction system. Acts as a CPA, IRS Auditor, Financial Forensic Analyst, Fractional CFO, and GAAP/IFRS Compliance Specialist.
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrit — from…
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis.
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows.
Senior tax-compliance specialist (tax attorney + EA-level preparer + CPA) who brings non-filers and late filers back into compliance, then minimizes or eliminates penalties.
Front-door router for the tax/legal/corporate suite — decomposes a messy, multi-issue situation and SEQUENCES the right specialist skills in the correct order.
Tax-relief resolution specialist for people who CAN'T PAY the IRS — finds the legitimate path to resolve tax debt and explains the IRS Fresh Start initiative honestly (no "pennies…
Proactive legal tax-minimization, wealth-management & asset-protection advisor (tax attorney + CPA + wealth planner) — the "how Meta and Musk do it" playbook, with real economic…
Expert in generating functional options for Go structs using the options-gen library.
Workflow IP-Portfolio-Pflege fuer Mandanten: jaehrlicher Bestandscheck, Verlaengerungsfristen, Loeschungspflicht ungebrauchter Marken, Defensivanmeldungen, internationaler Schutz.
GRC-specific portfolio questionnaire that creates a site-config.json and SITE-PLAN.md tailored to GRC engineers — certifications, frameworks, audit experience, tools, and projects.
Greek financial statement generation — P&L, balance sheets, VAT summaries with EGLS integration. Completeness gates prevent partial outputs.
Publishes hdwallet packages locally to verdaccio and updates them in the web repo. Use when you need to publish hdwallet locally, publish to verdaccio, run the verdaccio publish…
Build Solana trading applications combining DFlow trading APIs with Helius infrastructure. Covers spot swaps (imperative and declarative), prediction markets, real-time m — from…
Build Solana DeFi applications combining Jupiter APIs with Helius infrastructure. Covers token swaps (Swap API V2), lending/borrowing (Lend protocol), limit orders (Trigg — from…
Guidelines for configuring and using the Hermes trading project, including dispatcher setup, automatic markdown loading, and file structure.
Comprehensive Hong Kong stock analysis covering H-shares, Red Chips, local HK stocks, AH premium analysis, Stock Connect flows, and HK market characteristics (T+0, no price…
Generate HK stock market morning report (股市晨報) for bank trading desks. Triggers: "生成晨报","股市晨报","今日股市","港股晨報" 推送：微信個人 + 飛書群 | 數據：騰訊財經+stcn.com+格隆匯+實時搜索
Look up UK tax guidance, VAT rates, and Making Tax Digital status. Summarises HMRC guidance in plain English with key thresholds, rates, and practical next steps.
Phân tích và cung cấp tín hiệu giao dịch Vàng (XAUUSD) thời gian thực cho sàn Exness. Kết hợp sức mạnh của DeepSeek v4 Pro (vĩ mô), TradingView (kỹ thuật/tâm lý) và MT5 (giá chuẩn…
Investment-banking pitch book for strategic alternatives — trading comps, precedent transactions, valuation football field, DCF sensitivity, strategic-options matrix, process…
Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position…