Finances
Finances personals, pressupostos i eines financeres
autoresearch
pedronauck
"Autonomously optimize any Claude Code skill by running it repeatedly, scoring outputs against binary evals, mutating the prompt, and keeping improvements. Based on Karpathy's autoresearch methodology. Use when: optimize this skill, improve this skill, run autoresearch on, make this skill better, self-improve skill, benchmark skill, eval my skill, run evals on. Outputs: an improved SKILL.md, a results log, and a changelog of every mutation tried."
us-equity-market-analysis
Lzh-xbccz
美股个股、ETF 与主要现金指数八维分析。多时间框架复盘 + 公司/行业/宏观主判断 + 第8维CZSC缠论确认 + 结构锚定止盈止损。
multi-market-analysis
Lzh-xbccz
跨市场分析总路由。先识别标的与市场，再指向对应 skill 处理加密货币、A股、商品期货、股指期货、外汇、美股/ETF/指数等；所有市场尽可能按八维框架，CZSC 为第 8 维确认。Use when Codex needs one entry point for market analysis and must route the request to the correct market-specific skill instead of mixing frameworks.
forex-market-analysis
Lzh-xbccz
"外汇货币对与美元指数八维分析。利率路径与美元方向定大局，1-7维先形成主判断，第8维用CZSC缠论确认/冲突/不足，结构锚定止盈止损。"
self-media-compliance-review
JuneYaooo
"Use when auditing self-media videos, scripts, covers, subtitles, voiceover, product links, account copy, comments, articles, or publishing packages for platform violation risk; especially before final delivery or publishing after video production or clipping. Supports WeChat Channels, WeChat Official Accounts, Douyin, Kuaishou, Bilibili, Xiaohongshu, TikTok, and other platforms."
azure-cost-governance
markus41
Deep expertise in Azure Cost Management FinOps — cost queries, budget alerts, forecast, idle resource detection, usage details, scope hierarchy, dimension grouping, and savings recommendations via the Azure Cost Management and Consumption REST APIs.
business-central
markus41
Deep expertise in Microsoft Dynamics 365 Business Central ERP via BC OData v4 / API v2.0 REST API — managing finance (GL accounts, journal entries, AP/AR, bank reconciliation), supply chain (sales orders, purchase orders, sales invoices, purchase invoices), and inventory (items, item ledger entries, availability, valuation); posting documents; discovering environments; and automating back-office ERP workflows.
fundraising
pedronauck
"Plan and run an early-stage fundraising process and produce a Fundraising Pack (raise decision memo, round design brief, pitch narrative + deck outline, investor pipeline + tracker, outreach/follow-up scripts, diligence checklist). Use for fundraising, raising capital, venture capital, pitch deck, investor outreach, pre-seed, seed. Category: Career."
perf-lighthouse
tech-leads-club
"Run Lighthouse audits locally via CLI or Node API, parse and interpret reports, set performance budgets. Use when measuring site performance, understanding Lighthouse scores, setting up budgets, or integrating audits into CI. Triggers on: lighthouse, run lighthouse, lighthouse score, performance audit, performance budget."
business-strategy
travisjneuman
Business strategy expertise for strategic planning, competitive analysis, market entry, M&A strategy, portfolio management, and strategic decision-making. Use when analyzing competitive positioning, planning growth strategies, or making strategic decisions.
data-quality
JoelLewis
"Financial data quality management: golden source architecture, data lineage, validation rules, exception management, profiling, monitoring, and governance frameworks."
market-data
JoelLewis
"Market data management: real-time vs delayed feeds, Level 1/2/3 data, data vendors, consolidated tape, market data licensing, distribution, and infrastructure."
sales-practices
JoelLewis
"FINRA and SEC rules governing sales conduct: churning, breakpoint abuse, selling away, unauthorized trading, supervision, senior protections, VA and options suitability."
portfolio-management-systems
JoelLewis
"Portfolio management systems (PMS) for RIAs: model portfolios, sleeve-based/UMA management, drift monitoring, rebalancing, held-away aggregation, portfolio accounting, TWR/MWR performance, billing, custodian feeds. Platforms: Orion, Black Diamond, Tamarac, Addepar, Advent/APX."
conflicts-of-interest
JoelLewis
"Identifying, disclosing, and mitigating conflicts of interest across the advisory and brokerage landscape."
privacy-data-security
JoelLewis
"Privacy and data security compliance: Reg S-P, Reg S-ID Red Flags Rule, SEC cybersecurity rules, state privacy laws, vendor management, incident response, data governance."
fiduciary-standards
JoelLewis
"Fiduciary duty: IA Act Section 206, SEC 2019 Interpretation, ERISA fiduciary rules, DOL guidance, state-level standards, CFA Institute standards."
advice-standards
JoelLewis
"Regulatory bright lines between investment education, recommendations, and investment advice under federal and state securities law"
pre-trade-compliance
JoelLewis
"Automated pre-trade compliance: rule engines, concentration limits, restricted lists, hard and soft blocks, regulatory limits, client-specific restrictions, and compliance rule configuration."
proposal-generation
JoelLewis
"Investment proposal generation: risk profiling output, model portfolio recommendation, fee illustration, scenario projections, compliance review, and proposal delivery for advisory practices."
return-calculations
JoelLewis
"Compute and explain investment return metrics: TWR, MWR/IRR, CAGR, annualization, sub-period linking, arithmetic vs geometric vs log returns."
investment-suitability
JoelLewis
"Investment suitability obligations: FINRA Rules 2111/2090, reasonable-basis/customer-specific/quantitative suitability, product-specific concerns, household considerations."
order-management-advisor
JoelLewis
"Advisor order management: order entry, block trading, allocation, order types, pre-trade compliance, custodian routing, model-driven trading, error handling, and audit trail."
account-maintenance
JoelLewis
"Account maintenance operations: address changes, beneficiary updates, re-registration, cost basis management, account restrictions, standing instructions, and lifecycle changes."