Finance

Personal finance, budgeting, financial tools

Showing 1-24 of 1116 skills
NousResearch

stocks

by NousResearch

Stock quotes, history, search, compare, crypto via Yahoo.

Finance 218.1K 2mo ago
openclaw

just-fucking-cancel

by openclaw

Find and cancel unwanted subscriptions by analyzing bank transactions. Detects recurring charges, calculates annual waste, and provides cancel URLs. CSV-based analysis with optional Plaid integration for ClawdBot users.

Finance 4.5K 5mo ago
PublicDotCom

public.com

by PublicDotCom

Interact with your Public.com brokerage account using the Public.com API. Able to view portfolio, get stock quotes, place trades, and get account updates. To create a Public.com account head to public.com/signup.

Finance 43 1mo ago
ArcaneOrion

akshare

by ArcaneOrion

使用 akshare 获取中国金融市场实时数据和历史数据。当需要查询A股、港股、美股、指数、基金、期货等金融产品的实时行情、历史数据、财务报表时使用该技能。

Finance 13 6mo ago
jmsktm

Compliance Checker

by jmsktm

Check regulatory compliance across finance, tax, employment, data privacy, and industry-specific requirements

Finance 7 6mo ago
jmsktm

Budget Planner

by jmsktm

Create, manage, and optimize budgets for projects, departments, and organizations with variance tracking and scenario planning

Finance 7 6mo ago
jmsktm

Cash Flow Forecaster

by jmsktm

Forecast cash inflows, outflows, and liquidity needs with scenario modeling and working capital optimization

Finance 7 6mo ago
samChang72

quant-trading

by samChang72

華爾街頂級量化基金等級的股票量化交易分析師。提供技術指標分析、量價分析、 基本面量化篩選、回測策略設計、情緒分析、風險管理、投資組合最佳化、 交易訊號綜合報告等 8 大專業分析模組。 當需要進行股票分析、量化策略、回測驗證、風險評估或交易決策時使用。

Finance 1 5mo ago
CodeDraig

acorns

by CodeDraig

View round-up investments, track portfolio growth, check recurring investments, and monitor Acorns accounts

Finance 0 6mo ago
Fibrous-Finance

authenticate-wallet

by Fibrous-Finance

Authenticate the fibx CLI wallet via email OTP (Privy) or private key import. Required before any wallet operation (balance, send, trade, aave).

Auth 0 4mo ago
CodeDraig

betterment

by CodeDraig

View automated portfolio, track goals, monitor cash reserve, and check tax coordination on Betterment

Finance 0 6mo ago
NousResearch

dcf-model

by NousResearch

Build institutional-quality DCF valuation models in Excel — revenue projections, FCF build, WACC, terminal value, Bear/Base/Bull scenarios, 5x5 sensitivity tables. Pairs with excel-author. Use for intrinsic-value equity analysis.

Finance 218.1K 2mo ago
NousResearch

excel-author

by NousResearch

Build auditable Excel workbooks headless with openpyxl — blue/black/green cell conventions, formulas over hardcodes, named ranges, balance checks, sensitivity tables. Use for financial models, audit outputs, reconciliations.

Finance 218.1K 2mo ago
NousResearch

3-statement-model

by NousResearch

Build fully-integrated 3-statement models (IS, BS, CF) in Excel with working capital schedules, D&A roll-forwards, debt schedule, and the plugs that make cash and retained earnings tie. Pairs with excel-author.

Finance 218.1K 2mo ago
NousResearch

lbo-model

by NousResearch

Build leveraged buyout models in Excel — sources & uses, debt schedule, cash sweep, exit multiple, IRR/MOIC sensitivity. Pairs with excel-author. Use for PE screening, sponsor-case valuation, or illustrative LBO in a pitch.

Finance 218.1K 2mo ago
NousResearch

comps-analysis

by NousResearch

Build comparable company analysis in Excel — operating metrics, valuation multiples, statistical benchmarking vs peer sets. Pairs with excel-author. Use for public-company valuation, IPO pricing, sector benchmarking, or outlier detection.

Finance 218.1K 2mo ago
NousResearch

merger-model

by NousResearch

Build accretion/dilution (merger) models in Excel — pro-forma P&L, synergies, financing mix, EPS impact. Pairs with excel-author. Use for M&A pitches, board materials, or deal evaluation.

Finance 218.1K 2mo ago
anthropics

journal-entry-prep

by anthropics

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.

Finance 22.9K 5mo ago
anthropics

audit-support

by anthropics

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

compliance-audit 22.9K 5mo ago
deanpeters

acquisition-channel-advisor

by deanpeters

Evaluate acquisition channels using unit economics, customer quality, and scalability. Use when deciding whether to scale, test, or kill a growth channel.

Analytics 5.9K 4mo ago
deanpeters

business-health-diagnostic

by deanpeters

Diagnose SaaS business health across growth, retention, efficiency, and capital. Use when preparing a business review or prioritizing urgent fixes.

Analytics 5.9K 4mo ago
deanpeters

saas-revenue-growth-metrics

by deanpeters

Calculate SaaS revenue, retention, and growth metrics. Use when diagnosing momentum, churn, expansion, or product-market-fit signals.

Analytics 5.9K 4mo ago
anthropics

campaign-planning

by anthropics

Plan marketing campaigns with objectives, audience segmentation, channel strategy, content calendars, and success metrics. Use when launching a campaign, planning a product launch, building a content calendar, allocating budget across channels, or defining campaign KPIs.

Automation 22.9K 5mo ago
anthropics

variance-analysis

by anthropics

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

Finance 22.9K 5mo ago