Month-end and year-end close workflow covering journal entries, reconciliations, close procedures, and audit preparation. Delivers accurate, timely close with full audit trail.
Use when a calculator, financial model, investor memo, due diligence report, risk review, dashboard, or client-facing explanation needs clear distinctions between accounting and…
金融数据处理技能：交易数据导入、持仓数据管理、风险指标计算。 Use when: 需要处理交易记录、导入持仓数据、计算风险指标、数据清洗验证。 Triggers: "交易", "持仓", "导入", "数据", "IBKR", "风险", "净值", "回撤"
Analyze financial data with interactive visualizations, trend analysis, and investment insights. Adapted from Anthropic's Claude Quickstarts.
Collect real financial data for any US publicly traded company from free public sources (yfinance). Output structured JSON consumable by downstream financial skills (DCF modeling,…
Extract balance sheet, income statement, shares outstanding, organic growth, and GAAP reconciliation data from financial PDFs.
获取中国A股和ETF市场数据。使用场景：(1) 查询股票历史数据，(2) 获取ETF净值走势，(3) 指定时间范围的数据提取。支持通过股票代码和天数参数获取OHLCV（开盘价、最高价、最低价、收盘价、成交量）数据。
Use when validating FinancialAccount record integrity in Financial Services Cloud, detecting duplicate financial records, or reconciling FSC data against core banking and…
거시·금융 데이터 API 소스 카탈로그. FRED, ECOS, KITA, Yahoo Finance, Alpha Vantage 등의 엔드포인트·인증·무료 한도 정보. 트리거: 데이터 소스, API, 데이터 수집.
Prueft Financial Debt, Net Debt, Cash Free Debt Free, Working Capital, Debt-like Items und Kaufpreisformel im M&A-Kontext.
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports.
Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership.
金融数据分析技能（基于 `bl mcp` + 阿里云百炼 MCP 市场 `market-cmapi00073529`）， 覆盖中国 A 股、基金、债券等金融标的。支持股票筛选、基金筛选、基金经理筛选、 财务数据查询（净利润 / 营收 / ROE 等）、宏观与行业时序数据（GDP / CPI / 产销价）、 券商研报检索、A…
Gelecekteki gelir/gider tahmini. Trend ekstrapolasyonu. Mevsimsel düzeltmeler. Senaryo analizi (iyimser/kötümser). Cash flow projection.
Use present value, rate, and payment functions correctly, with consistent periods and sign conventions. Use when modelling loans, investments, or discounted cash flows.
Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.
Personalised spending analysis, savings recommendations, smart budgeting, and credit score monitoring for bank customers
Manage personal and business finances including budgeting, cash flow, financial statements, and basic FP&A.
نظام الإدارة المالية والمحاسبية الحكومية الشامل. استخدم هذا الـ skill عند: إدارة الميزانية، المصروفات، الإيرادات، القيود المحاسبية، التقارير المالية، أوامر الصرف، أوامر الدفع،…
Use when a task needs CFO-level judgment — capital structure and funding decisions, cash runway and liquidity management, financial risk oversight, board/investor reporting, or…
Precision Financial Insights - Analyze stocks, companies, and market sentiment using authoritative data.
Build comprehensive 3-5 year financial models projecting revenue, expenses, headcount, cash flow, and runway.
Build comprehensive 3-5 year financial models projecting revenue, expenses, headcount, cash flow, and runway.
Build and maintain financial models in Agent Sheets with assumptions, forecasts, scenarios, checks, and auditability.
Reviews startup financial models for investor readiness — validates unit economics, stress-tests runway scenarios, and benchmarks metrics against stage-appropriate targets.
Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.
Load when working on revenue tracking, financial forecasting, P&L statements, unit economics, or business financial planning.
Monitor cash flow, manage receivables, and guide financial decisions for events businesses. Use when reviewing invoices, tracking outstanding payments, preparing financial…
Mollie, checkout, Yuki, Ponto, BTW - centrale lib-paden in apps/web (geen hallucinated routes).
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports.
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis.
ที่ปรึกษาวางแผนการเงินส่วนบุคคล — emergency fund, asset allocation, retirement, tax optimization, FIRE
Financial planning knowledge for retirement, education, estate, tax, and insurance needs analysis
Financial projections and viability analysis for bootstrapped founders. Assesses revenue model clarity, unit economics, cash-flow profile, break-even path, revenue stairs,…
Use when a task needs the judgment of a Financial Quantitative Analyst — pricing a derivative and calculating its Greeks (delta, gamma, vega, theta), estimating P&L impact from a…
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…
Read a profit and loss, balance sheet, and cash flow statement well enough to see what a business is actually doing.
Use when working with price data, trading signals, or implementing momentum strategies. Covers returns calculation, volatility targeting, momentum factors, MACD indicators,…
Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.
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,…
Compute a financial-independence (FIRE) target and years-to-reach with every assumption labeled as an assumption — plus a sensitivity table instead of a single false-precision…
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.
Buy, sell, and post thesis on a fomo.family account for Solana and Robinhood (EVM) tokens. Use when the user trades or posts thesis on FOMO.
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.