Finance
Personal finance, budgeting, financial tools
Uses and selection guide
Use these skills to structure research, learning and domain-specific tasks. Read the source instructions for the intended scope, required inputs and cited references; verify specialist conclusions against primary sources.
stocks
by NousResearch
Stock quotes, history, search, compare, crypto via Yahoo.
stocks
by wundercorp
Stock quotes, history, search, compare, crypto via Yahoo.
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.
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.
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。
Budget Planner
by jmsktm
Create, manage, and optimize budgets for projects, departments, and organizations with variance tracking and scenario planning
Cash Flow Forecaster
by jmsktm
Forecast cash inflows, outflows, and liquidity needs with scenario modeling and working capital optimization
Compliance Checker
by jmsktm
Check regulatory compliance across finance, tax, employment, data privacy, and industry-specific requirements
stocks
by magnetoid
Stock quotes, history, search, compare, crypto via Yahoo.
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。
beancount-init
by bex-co
Scaffold a new local Beancount ledger with bea init and validation, with optional Fava browser setup when requested. Use for setting up a new ledger or initializing a bookkeeping repository. Skip importing history (beancount-migrate), bank exports, edits to a populated ledger, or ledgers hosted on Beancount.io.
beancount-close
by bex-co
Close an accounting period in a local Beancount ledger by reconciling each active account through beancount-reconcile, checking assertions and recurring gaps, reviewing flags, then proposing a commit with the period reports. Use for month-end close or wrapping up the books. Surface incomplete work and require a passing check before a confirmed commit; never push. Skip closing a single account (a close directive; beancount-add) and ledgers hosted on Beancount.io.
beancount-import
by bex-co
Record bank/card transactions in an existing local Beancount ledger from CSV, OFX/QFX, QIF or PDF statements, including PDF-only banks with no CSV export. For a PDF ledger import, read this SKILL.md before the PDF helper's guide to establish account, deduplication and confirmation rules, then use the helper for extraction. Import broker activity CSVs or holdings/cost-basis exports as lot-carrying entries or opening lots. Read this guide before beancount-trade for these files; skip described trades (beancount-trade). Normalize signs, suggest categories from existing accounts, review duplicates and confirm before bea writes; PDF statements must tie out and end with a balance assertion. Skip standalone PDF extraction/OCR, summarization or editing without a ledger import; account-versus-statement comparisons (beancount-reconcile), full finance-app migrations, reusable importer authoring, individual options trades, single manual entries (beancount-add), ledger option settings, and ledgers hosted on Beancount.io.
acorns
by CodeDraig
View round-up investments, track portfolio growth, check recurring investments, and monitor Acorns accounts
accounting
by niyatna
Use when tracking revenue and business expenses, setting up bookkeeping, planning SaaS pricing models, or advising on pricing moves.
stocks
by niyatna
Use when querying real-time market stock quotes, extracting Yahoo Finance
beancount-roll-forward
by bex-co
Explain how one balance-sheet account moved over a period — opening balance, each signed movement, closing balance — with shown, reproducible bea queries for prepaid, loan, and brokerage accounts. Strictly read-only; the closing is computed independently and any gap is reported, never plugged. Skip ledgers hosted on Beancount.io, recording entries (beancount-add), explanations of one transaction (beancount-ask), reconciliation against a statement (beancount-reconcile), investment or tax advice, and general Beancount or BQL questions.
beancount-property
by bex-co
Record buying, holding, and selling a home or rental property in a local Beancount ledger through bea — the property as a priced lot, its mortgage liability, escrow, and closing costs split exactly as the closing statement states; each mortgage payment's split read from the loan statement and tied to its printed new balance; rent and deposits per property; and a sale whose gain the booking produces — proposed first and written only after confirmation. Skip paying rent as a tenant (beancount-add), bank or loan statement files (beancount-import), statement comparison (beancount-reconcile), tax treatment and depreciation advice, and ledgers hosted on Beancount.io.
beancount-trade
by bex-co
Record a described stock, fund, or crypto trade or investment event in a local Beancount ledger through bea — a buy, a sell with its booking-produced gain, a crypto swap, a cash or reinvested dividend, staking or airdrop receipts, a split, a transfer between the user's own accounts, or an RSU/ESPP vest — with correct lots and cost basis, proposed first and written only after confirmation. Skip options contracts and their lifecycle (beancount-options), broker statement files (beancount-import), statement comparison (beancount-reconcile), performance questions (beancount-ask), everyday one-off entries (beancount-add), tax treatment, and ledgers hosted on Beancount.io.
default-financial-services-workflows
by niyatna
Use when executing financial-services pipelines, compiling invest-model
beancount-reconcile
by bex-co
Reconcile one account in a local Beancount ledger against a CSV or PDF statement. For a PDF statement, read this SKILL.md before the PDF helper's guide to establish account comparison, duplicate review and confirmation rules, then use the helper for extraction. Report missing entries, duplicates, amount mismatches and date drift; confirm missing-entry writes and a passing period-end balance assertion through bea. Use for checking whether an account matches its statement. Skip bulk imports, single manual entries (beancount-add), analytics, multi-account close orchestration, edits to existing entries, and ledgers hosted on Beancount.io.
beancount-importer-author
by bex-co
Write or repair a reusable Beangulp importer from a sample bank export for a local ledger, with reviewed golden files and a passing test harness. Use when a source needs a tested Python importer or its format changed, e.g. "write a beangulp importer for my bank's CSV" or "my importer broke after the bank renamed its columns". Wire the confirmed runner through bea ingest; keep generate/test in the authoring project. Skip one-off imports, reconciliation, finance-app migration, ledger writes, and ledgers hosted on Beancount.io.
financial-analyst
by niyatna
Use when constructing financial forecasts, building Excel valuation models (DCF, LBO, 3-Statement, Comps, Merger), or analyzing budget statements.
beancount-accruals
by bex-co
Prepare supported accrual and reversal drafts for a period from an explicitly stated schedule — basis, service interval, day-count, recognized-to-date, already-booked, required adjustment — posted only through the suite's propose/confirm/check flow with stable schedule identity. Skip recording one-off entries the user describes (beancount-add), explaining how a balance moved (beancount-roll-forward), tax or depreciation advice, automatic reversals, and ledgers hosted on Beancount.io.