Finance

Personal finance, budgeting, financial tools

Showing 1-24 of 1004 skills
NousResearch

stocks

by NousResearch

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

Finance 178.1K 23d 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 3mo 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 5mo ago
jmsktm

Cash Flow Forecaster

by jmsktm

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

Finance 5 4mo ago
jmsktm

Budget Planner

by jmsktm

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

Finance 4 4mo ago
jmsktm

Compliance Checker

by jmsktm

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

Finance 4 4mo ago
CodeDraig

acorns

by CodeDraig

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

Finance 0 4mo 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 0 3mo 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 3mo ago
CodeDraig

betterment

by CodeDraig

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

Finance 0 4mo 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 19K 4mo ago
anthropics

close-management

by anthropics

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

Finance 19K 4mo 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 19K 4mo 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 19K 4mo ago
anthropics

financial-statements

by anthropics

Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.

Finance 19K 4mo ago
anthropics

reconciliation

by anthropics

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

Finance 19K 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 19K 4mo ago
anthropics

creating-financial-models

by anthropics

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

Finance 44.9K 7mo ago
anthropics

analyzing-financial-statements

by anthropics

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

Finance 44.9K 7mo ago
anthropics

earnings-analysis

by anthropics

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

Analytics 29.7K 3mo 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 4.7K 2mo 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 4.7K 2mo 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 4.7K 2mo ago
ComposioHQ

invoice-organizer

by ComposioHQ

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Automation 63.1K 7mo ago