Finance

Personal finance, budgeting, financial tools

Showing 217-240 of 1116 skills
simonlin1212

global-stock-data

by simonlin1212

美股港股全栈数据工具包 — 覆盖行情(新浪+腾讯+东财push2)、K线(新浪+Yahoo)、技术指标(MA/MACD/RSI/KDJ/布林带)、基本面(东财datacenter三表+GMAININDICATOR+Yahoo quoteSummary+SEC XBRL)、资金面(东财push2his日级资金流)、期权(Yahoo)、SEC Filing(EDGAR)、搜索与工具(东财search+Yahoo+SEC CIK+全市场列表)八层数据源,内嵌全部调用代码,自包含零依赖外部文件。适用于美股港股个股分析、全市场筛选、财报解读、期权策略、SEC文件检索、资金流追踪、机构持仓分析等场景。

Processing 1.2K 2mo ago
proflead

tech-debt-portfolio

by proflead

Assess and prioritize tech debt items. Use when a senior developer needs an investment plan for debt reduction.

Agents 124 6mo ago
waditu-tushare

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。

Processing 421 3mo ago
BankrBot

symbiosis

by BankrBot

Cross-chain token swaps across 54+ blockchains via Symbiosis protocol. Use when the user wants to swap or bridge tokens between any chains — Base, Ethereum, Polygon, Arbitrum, Optimism, BNB Chain, Avalanche, Solana, Bitcoin, TON, Tron, and 40+ more. Supports any-to-any token swaps with automatic routing. Uses Bankr Submit API to execute transactions.

Finance 1.2K 4mo ago
BankrBot

cattown

by BankrBot

Interact with Cat Town — a Farcaster-native game world on Base. Covers KIBBLE staking (stake, claim, unlock, unstake, leaderboard, deposit history); live world state (season, weather, time of day, weekend flag); fishing drops filtered by world state; Isabella's weekend fishing competition with live prize-pool math; Paulie's weekly fish raffle (free-ticket claim, tier-based prize pool, odds, last winners); the daily 3-item boutique with KIBBLE→USD conversion; gacha spins (async VRF pay-then-receive, 100/day cap, seasonal pools); item valuation plus batch selling via the V2 vendor (5% tax); and KIBBLE tokenomics (% burned, % staked, live APY). Use when the user mentions Cat Town, KIBBLE, Wealth & Whiskers, Jasper, Isabella, Paulie, Skipper, Theodore, Cassie, RevenueShare, fishing, gacha, raffle, boutique, vendor, prize pools, drop tables, or any read/write on the Cat Town contracts.

Finance 1.2K 2mo ago
JoelLewis

account-maintenance

by JoelLewis

"Account maintenance operations: address changes, beneficiary updates, re-registration, cost basis management, account restrictions, standing instructions, and lifecycle changes."

Code Review 153 5mo ago
TerminalSkills

3proxy

by TerminalSkills

Deploy and configure 3proxy — a lightweight universal proxy server. Use when a user asks to set up HTTP, HTTPS, SOCKS4, SOCKS5, or transparent proxies, build proxy chains, configure authentication, set bandwidth limits, manage access control lists, set up proxy rotation, create multi-port proxy servers, configure logging and traffic accounting, or deploy a lightweight proxy without heavy VPN overhead. Covers all 3proxy features including proxy chaining, ACLs, traffic shaping, and multi-protocol support.

API Dev 114 5mo ago
flpbalada

hooked-model

by flpbalada

Design habit-forming products using the Hook cycle. Use when building

Code Gen 279 6mo ago
jwangkun

wind-mcp

by jwangkun

万得 Wind 金融数据 MCP 技能 — 44 个工具覆盖 A 股/港美股/基金/指数/债券/公告/宏观/分析 8 大服务域

Finance 655 1mo ago
sachacoldiq

atl-btl-messaging

by sachacoldiq

Above-the-Line (ATL) and Below-the-Line (BTL) messaging framework for targeting executives vs end-users. Use when crafting messages for different seniority levels, deciding message length and tone, or adapting outreach to VPs/C-Level vs Managers/ICs.

Email 216 5mo ago
giuseppe-trisciuoglio

clean-architecture

by giuseppe-trisciuoglio

Provides implementation patterns for Clean Architecture, Hexagonal Architecture (Ports & Adapters), and Domain-Driven Design in Java 21+ Spring Boot 3.5+ applications. Use when structuring layered architectures, separating domain logic from frameworks, implementing ports and adapters, creating entities/value objects/aggregates, or refactoring monolithic codebases for testability and maintainability.

API Dev 310 5mo ago
JoelLewis

market-data

by JoelLewis

"Market data management: real-time vs delayed feeds, Level 1/2/3 data, data vendors, consolidated tape, market data licensing, distribution, and infrastructure."

Academic 153 5mo ago
JoelLewis

return-calculations

by JoelLewis

"Compute and explain investment return metrics: TWR, MWR/IRR, CAGR, annualization, sub-period linking, arithmetic vs geometric vs log returns."

CLI Tools 153 5mo ago
JoelLewis

operational-risk

by JoelLewis

"Operational risk management: trade breaks, settlement fails, error handling, loss event taxonomy, key risk indicators, incident management, and business continuity for trading operations."

Analytics 153 5mo ago
JoelLewis

advertising-compliance

by JoelLewis

"Investment advertising and marketing compliance: SEC Marketing Rule, FINRA 2210, performance advertising, testimonials, social media, and recordkeeping."

Finance 153 5mo ago
JoelLewis

crm-client-lifecycle

by JoelLewis

"Client lifecycle management for RIAs: segmentation models (AUM, revenue, behavioral, strategic importance), household management, multi-generational relationship tracking, service tier SLAs, quarterly/annual review scheduling, lifecycle tracking (prospect→onboarding→accumulation→distribution→estate), engagement analytics (NPS, contact frequency, retention risk scoring), at-risk identification, wallet share, held-away asset consolidation, referral attribution, FINRA Rule 4512 trusted contact, OFAC/enhanced due diligence, CRM platforms (Salesforce, Redtail, Wealthbox, Dynamics)."

Code Review 153 5mo ago
JoelLewis

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."

Code Gen 153 5mo ago
JoelLewis

account-opening-workflow

by JoelLewis

"Account opening workflows: account types (individual, joint JTWROS/TIC, trust, entity, IRA/SEP/SIMPLE/inherited, UTMA, estate), required forms (Form CIP, CRS, W-9, W-8BEN, beneficial ownership, trust/LLC docs, Form 5305), approval workflows with supervisory review, NIGO management, regulatory holds, PEP/enhanced due diligence screening, senior investor protections, KYC/CIP verification, straight-through processing (STP), multi-custodian operations (Schwab, Fidelity, Pershing), account numbering/titling/classification, ACAT coordination, 30-day compliance review, funding verification, billing system integration, FINRA Rule 4512."

Code Review 153 5mo ago
refly-ai

alpha-vantage

by refly-ai

"Get financial data from Alpha Vantage. Use when you need to: (1) retrieve stock quotes and prices, (2) get forex or crypto rates, or (3) access market analytics data."

Agents 195 5mo ago
himself65

yfinance-data

by himself65

Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market data. Triggers include: any mention of stock price, ticker symbol (AAPL, MSFT, TSLA, etc.), "get me the financials", "show earnings", "what's the price of", "download stock data", "options chain", "dividend history", "balance sheet", "income statement", "cash flow", "analyst targets", "institutional holders", "compare stocks", "screen for stocks", or any request involving Yahoo Finance data. Always use this skill even if the user only provides a ticker — infer intent from context.

Analytics 3K 4mo ago
JoelLewis

data-quality

by JoelLewis

"Financial data quality management: golden source architecture, data lineage, validation rules, exception management, profiling, monitoring, and governance frameworks."

Processing 153 5mo ago
aAAaqwq

Support Agent - 客服专家

by aAAaqwq

✅ 可以收集用户反馈

Debugging 78 5mo ago
lawvable

xlsx-processing-openai

by lawvable

"Toolkit for comprehensive Spreadsheet reading, creation, editing, and analysis with visual quality control. Use to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing tabular data, (3) Modifying existing spreadsheets while preserving formulas, (4) Building financial models with proper formatting, (5) Data visualization with in-sheet charts, or any other spreadsheet tasks."

Code Gen 587 5mo ago
cclank

news-aggregator-skill

by cclank

"Comprehensive news aggregator that fetches, filters, and deeply analyzes real-time content from 8 major sources: Hacker News, GitHub Trending, Product Hunt, 36Kr, Tencent News, WallStreetCN, V2EX, and Weibo. Best for 'daily scans', 'tech news briefings', 'finance updates', and 'deep interpretations' of hot topics."

CLI Tools 1.2K 5mo ago