Finance
Personal finance, budgeting, financial tools
budget-optimizer
by OneWave-AI
Analyze spending patterns and find savings. 50/30/20 rule, subscription audit, debt payoff strategies, emergency fund roadmap.
yahoo-finance
by NeverSight
Financial data from Yahoo Finance: stock/bond prices, credit analysis, macro dashboard, FX rates, ETF flows, fundamentals, and news. Use when the user asks about stock prices, bond yields, credit metrics, leverage ratios, debt/ebitda, interest coverage, macro indicators (VIX, DXY, treasury yields, oil, gold, BTC), LatAm FX (ARS, BRL, CLP, MXN, COP), ETF holdings, income statements, balance sheets, cash flow, financial news, options chains, dividend history, or analyst ratings/upgrades. Commands: yf price, yf quote, yf compare, yf credit, yf macro, yf fx, yf flows, yf history, yf fundamentals, yf news, yf search, yf options, yf dividends, yf ratings.
tushare-data
by waditu-tushare
面向中文自然语言的 Tushare 数据研究技能。用于把“看看这只股票最近怎么样”“帮我查财报趋势”“最近哪个板块最强”“北向资金在买什么”“给我导出一份行情数据”这类请求，转成可执行的数据获取、清洗、对比、筛选、导出与简要分析流程。适用于 A 股、指数、ETF/基金、财务、估值、资金流、公告新闻、板块概念与宏观数据等研究场景。
find-community
by slavingia
Help identify and evaluate communities to build a minimalist business around. Use when someone is looking for a business idea, trying to find their community, or wondering where to start as an entrepreneur.
grow-sustainably
by slavingia
Evaluate business decisions through the lens of sustainable, profitable growth. Use when someone is making decisions about spending, hiring, fundraising, or scaling their business.
minimalist-review
by slavingia
Review any business decision, plan, or strategy through the minimalist entrepreneur lens. Use when someone wants a gut-check on a business decision, wants to simplify their approach, or needs to decide between options.
pricing
by slavingia
Help figure out pricing for a product or service using minimalist entrepreneur principles. Use when someone is setting prices, considering price changes, or struggling with what to charge.
portfolio-management-systems
by 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."
statistics-fundamentals
by JoelLewis
"Statistical methods for financial data: distributions, covariance matrices, regression, bootstrapping, shrinkage estimators."
financial-document-parser
by OneWave-AI
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.
domain-driven-design
by yonatangross
Domain-Driven Design tactical patterns for complex business domains. Use when modeling entities, value objects, domain services, repositories, or establishing bounded contexts.
order-lifecycle
by JoelLewis
"Order lifecycle management: order states, FIX protocol basics, order types, time-in-force, cancel/replace workflows, order validation, and state machine design for trading systems."
querying-indonesian-gov-data
by suryast
Query 50 Indonesian government APIs and data sources — BPJPH halal certification, BPOM food safety, OJK financial legality, BPS statistics, BMKG weather/earthquakes, Bank Indonesia exchange rates, IDX stocks, CKAN open data portals, pasal.id (third-party law MCP). Use when building apps with Indonesian government data, scraping .go.id websites, checking halal certification, verifying company legality, looking up financial entity status, or connecting to Indonesian MCP servers. Includes ready-to-run Python patterns, CSRF handling, CKAN API usage, and IP blocking workarounds.
facebook-ads
by OpenClaudia
Create Facebook and Meta ad campaigns, write ad copy, define audiences, and plan budgets. Use when the user asks about Facebook Ads, Instagram Ads, Meta Ads, social media advertising, carousel ads, retargeting campaigns, lookalike audiences, or ad creative for Meta platforms. Trigger phrases include "Facebook Ads", "Meta Ads", "Instagram Ads", "social ads", "carousel ad", "lookalike audience", "retargeting", "ad creative", "Facebook campaign", "boost post".
data-quality
by JoelLewis
"Financial data quality management: golden source architecture, data lineage, validation rules, exception management, profiling, monitoring, and governance frameworks."
sales-practices
by JoelLewis
"FINRA and SEC rules governing sales conduct: churning, breakpoint abuse, selling away, unauthorized trading, supervision, senior protections, VA and options suitability."
corporate-actions
by JoelLewis
"Corporate actions processing: mandatory and voluntary actions, dividends, stock splits, mergers and acquisitions, tender offers, record dates, and corporate action lifecycle management."
billing-automation
by rmyndharis
Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.
backtesting-frameworks
by rmyndharis
Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.
reference-data
by JoelLewis
"Financial reference data: security master, client master, account master, identifiers (CUSIP, ISIN, SEDOL, FIGI), pricing, and reference data governance."
financial-goal-planner
by OneWave-AI
Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.
advisor-dashboards
by JoelLewis
"Advisor dashboards for RIAs: practice analytics, AUM/revenue tracking, organic growth, effective fee rate, net flows, client flow analysis, referral tracking, retention rates, attrition analysis, competitive losses, exception alerts (NIGO, rebalancing drift, billing), benchmarking (Schwab, FA Insight), productivity metrics, prospecting conversion, CRM integration (Redtail, Salesforce), PMS integration (Orion, Tamarac), compliance metrics."
gips-compliance
by JoelLewis
"GIPS compliance: composite construction, performance presentation, verification, error correction, pooled funds, wrap/SMA programs, and advertising guidelines under the CFA Institute Global Investment Performance Standards."
client-onboarding
by JoelLewis
"Digital onboarding flows: document collection, KYC integration, account opening forms, e-signature, custodian submission, advisor-assisted vs self-service, compliance checkpoints."