Finance

Personal finance, budgeting, financial tools

Showing 241-264 of 1004 skills
JoelLewis

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."

Processing 116 3mo ago
aAAaqwq

billing-automation

by aAAaqwq

"Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recu..."

Finance 66 3mo ago
RefoundAI

negotiating-offers

by RefoundAI

Help users negotiate job offers and compensation. Use when someone is negotiating salary, equity, or other terms of a job offer, preparing for a compensation conversation, or asking how to ask for more money.

Finance 1K 4mo ago
OpenClaudia

linkedin-ads

by OpenClaudia

Create LinkedIn ad campaigns, write sponsored content, define professional audiences, and plan B2B advertising budgets. Use when the user asks about LinkedIn Ads, sponsored content, LinkedIn Campaign Manager, InMail ads, lead gen forms, B2B advertising, professional targeting, or LinkedIn retargeting. Trigger phrases include "LinkedIn Ads", "LinkedIn campaign", "sponsored content", "InMail ad", "LinkedIn lead gen", "B2B ads", "LinkedIn retargeting", "LinkedIn audience", "LinkedIn ad copy", "LinkedIn Campaign Manager".

Finance 448 3mo ago
JoelLewis

fiduciary-standards

by JoelLewis

"Fiduciary duty: IA Act Section 206, SEC 2019 Interpretation, ERISA fiduciary rules, DOL guidance, state-level standards, CFA Institute standards."

Code Gen 116 3mo ago
JoelLewis

books-and-records

by JoelLewis

"Broker-dealer and investment adviser recordkeeping: SEC Rules 17a-3/17a-4, Rule 204-2, FINRA retention, WORM storage, electronic communications archiving, social media archiving."

Code Review 116 3mo ago
JoelLewis

workflow-automation

by JoelLewis

"Workflow automation for securities operations: BPM concepts, task routing, approval chains, escalation rules, SLA monitoring, and process orchestration patterns."

Agents 116 3mo ago
JoelLewis

integration-patterns

by JoelLewis

"Financial systems integration: API design, FIX protocol, ISO 20022 messaging, event-driven architecture, batch processing, idempotency, and error handling patterns."

Processing 116 3mo ago
rsmdt

domain-driven-design

by rsmdt

Domain-Driven Design tactical and strategic patterns including entities, value objects, aggregates, bounded contexts, and consistency strategies. Use when modeling business domains, designing aggregate boundaries, implementing business rules, or planning data consistency.

Code Gen 289 3mo ago
simota

Levy

by simota

日本の確定申告(所得税)をガイドするドメイン知識エージェント。所得分類・控除適用・税額計算・申告手続きをフリーランス/個人事業主・副業サラリーマン向けに解説。コードは書かない。

Processing 42 3mo ago
JoelLewis

margin-operations

by JoelLewis

"Margin operations: Reg T initial margin, maintenance margin, portfolio margin, margin call procedures, liquidation waterfall, SBLOC, and margin risk management."

Code Gen 117 3mo ago
sachacoldiq

outbound-triggers-6

by sachacoldiq

6 Outbound premises from Flip The Script - CXO Passdown, Groundswell strategies, Multi-Persona, and Cold Outbound. Use when running pure cold outreach, building top-down or bottom-up campaigns, or multi-threading accounts.

Code Gen 158 4mo ago
sachacoldiq

bridgebound-firmographic-15

by sachacoldiq

15 Firmographic Bridgebound triggers from Flip The Script - Financial Events, M&A Activity, Growth Signals, and Product/Marketing moves. Use when targeting companies based on business events, building expansion campaigns, or leveraging news-based outreach.

Code Gen 158 4mo ago
rsmdt

observability-design

by rsmdt

Monitoring strategies, distributed tracing, SLI/SLO design, and alerting patterns. Use when designing monitoring infrastructure, defining service level objectives, implementing distributed tracing, creating alert rules, building dashboards, or establishing incident response procedures. Covers the three pillars of observability and production readiness.

Debugging 289 3mo ago
liangdabiao

stock-question-refiner

by liangdabiao

股票投资调研问题细化技能。将用户提供的股票名称/代码细化为结构化的8阶段投资尽调指令。通过提问澄清投资风格(价值/成长/困境反转)、持有周期(短/中/长线)、风险偏好、研究重点,生成符合专业投资研究标准的结构化调研任务。当用户提到股票分析、投资研究、股票尽调时使用此技能。

Academic 326 5mo ago
mcollina

skill-optimizer

by mcollina

"Optimizes AI skills for activation, clarity, and cross-model reliability. Use when creating or editing skill packs, diagnosing weak skill uptake, reducing regressions, tuning instruction salience, improving examples, shrinking context cost, or setting benchmark/release gates for skills. Trigger terms: skill optimization, activation gap, benchmark skill, with/without skill delta, regression, context budget, prompt salience."

Finance 1.8K 2mo ago
garrettjsmith

lsa-ads

by garrettjsmith

When the user wants help with Google Local Services Ads (LSAs), the pay-per-lead ad format with Google Guaranteed or Google Screened badges. Also use when the user mentions "LSA," "Local Services Ads," "Google Guaranteed," "Google Screened," "pay per lead," "LSA ranking," "LSA leads," "LSA disputes," or "LSA budget." For map pack ads, see local-search-ads. For geographic PPC, see local-ppc-ads.

Finance 33 2mo 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 158 4mo ago
Microck

billing-automation

by Microck

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.

Code Gen 233 6mo ago
Microck

architecture-patterns

by Microck

Implement proven backend architecture patterns including Clean Architecture, Hexagonal Architecture, and Domain-Driven Design. Use when architecting complex backend systems or refactoring existing applications for better maintainability.

Email 233 6mo ago
avansaber

erpclaw

by avansaber

AI-native ERP system. Full accounting, invoicing, inventory, purchasing, tax, billing, HR, payroll, advanced accounting (ASC 606/842, intercompany, consolidation), and financial reporting. 478 actions across 14 domains, 45 optional expansion modules (user-approved install from GitHub). Double-entry GL, immutable audit trail, US GAAP compliant.

Finance 44 26d ago
travisjneuman

business-strategy

by travisjneuman

Business strategy expertise for strategic planning, competitive analysis, market entry, M&A strategy, portfolio management, and strategic decision-making. Use when analyzing competitive positioning, planning growth strategies, or making strategic decisions.

Code Gen 60 4mo ago
travisjneuman

customer-persona-builder

by travisjneuman

Data-driven customer persona development combining market research, user behavior analysis, and segmentation frameworks. Use when creating buyer personas, ideal customer profiles (ICPs), or user archetypes.

Code Gen 60 3mo ago
flpbalada

hooked-model

by flpbalada

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

Code Gen 254 4mo ago