Finance
Personal finance, budgeting, financial tools
fiduciary-standards
by JoelLewis
"Fiduciary duty: IA Act Section 206, SEC 2019 Interpretation, ERISA fiduciary rules, DOL guidance, state-level standards, CFA Institute standards."
proposal-generation
by JoelLewis
"Investment proposal generation: risk profiling output, model portfolio recommendation, fee illustration, scenario projections, compliance review, and proposal delivery for advisory practices."
margin-operations
by JoelLewis
"Margin operations: Reg T initial margin, maintenance margin, portfolio margin, margin call procedures, liquidation waterfall, SBLOC, and margin risk management."
integration-patterns
by JoelLewis
"Financial systems integration: API design, FIX protocol, ISO 20022 messaging, event-driven architecture, batch processing, idempotency, and error handling patterns."
reference-data
by JoelLewis
"Financial reference data: security master, client master, account master, identifiers (CUSIP, ISIN, SEDOL, FIGI), pricing, and reference data governance."
accounting
by whawkinsiv
"Use this skill when the user needs to set up bookkeeping, track revenue and expenses, prepare for taxes, choose accounting software, understand SaaS revenue recognition, or manage the financial operations of their bootstrapped business. Covers bookkeeping setup, tax preparation, accounting tools, and financial hygiene for solo founders."
payments
by whawkinsiv
"Use this skill when the user needs to set up Stripe, implement subscriptions, handle billing, configure payment plans, manage failed payments, deal with refunds, set up tax collection, or troubleshoot payment issues. Covers Stripe configuration, subscription lifecycle, dunning, tax compliance, and billing operations for bootstrapped SaaS."
legal
by whawkinsiv
"Use this skill when the user needs to form a business entity, choose between LLC and C-Corp, create Terms of Service, write a Privacy Policy, or handle legal compliance. Covers entity selection, legal documents, contracts, and compliance for solo-founded SaaS."
ads
by whawkinsiv
"Use this skill when the user needs to run Google Ads, write ad copy, select keywords, optimize CAC/LTV, or manage a small paid acquisition budget. Covers Google Ads strategy, keyword selection, ad copywriting, and conversion tracking for bootstrapped SaaS."
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.
akquant
by lzwme
生成 akquant 框架的可执行量化策略代码，涵盖数据接口、事件驱动、风控与优化；当用户需要开发 akquant量化策略 时使用
it-role-expert
by krafton-ai
Provides role-specific expertise for 26+ IT company positions. Use when responding from a specific role's perspective, providing role-based advice, or when specialized knowledge is needed for engineering, product, design, data, marketing, sales, operations, HR, legal, finance, leadership, or academic functions.
miniqmt
by lzwme
MiniQMT 迅投量化交易接口，基于 XtQuant Python 库，支持 A 股/期货/期权的行情数据获取（K线、分笔、财务数据等）和交易下单（报单、撤单、查询资产/委托/持仓）。当用户需要获取miniqmt实时/历史行情、进行量化交易、回测数据时使用
akshare-docs
by lzwme
AKShare 开源金融数据接口库，提供股票、期货、期权、基金、外汇、债券、指数、加密货币等金融产品的基本面数据、实时和历史行情数据、衍生数据。
alphaear-stock
by RKiding
Search A-Share finance stock tickers and retrieve finance stock price history. Use when user asks about finance stock codes, recent price changes, or specific company finance stock info.
tavily-search
by AIsa-team
'Advanced web search via Tavily through AIsa API. Supports search depth, topic filtering (general/news/finance), time ranges, domain inclusion/exclusion, and LLM-generated answers. Use when: the user needs web search, research, source discovery, or content extraction.'
trend-forecast
by AIsa-team
Multi-signal trend forecasting for autonomous agents. Combines prediction market odds, Twitter/X social sentiment, news velocity, and stock market data into a unified trend analysis with confidence scoring. Powered by AIsa — one API key, five data streams.
google-ads-expert
by guia-matthieu
"Build profitable Google Ads campaigns by applying Perry Marshall's 80/20 principles to paid search optimization Use when: Setting up a new Google Ads account from scratch; Optimizing existing campaigns that are underperforming; Structuring campaigns for maximum quality score and ROI; Applying 80/20 thinking to identify high-leverage optimizations; Scaling profitable campaigns without wasting budget"
ring:dev-frontend-performance
by LerianStudio
Gate 6 of frontend development cycle - ensures Core Web Vitals compliance, Lighthouse performance score > 90, and bundle size within budget.
financial-planning-integration
by JoelLewis
"Financial planning integration: goal-based plans, Monte Carlo probability-of-success, plan-to-IPS linkage, scenario analysis, tax-aware planning (QCD, tax-loss harvesting, withdrawal sequencing), Roth conversions, RMD management, SECURE 2.0 Act, Social Security optimization, IRMAA Medicare premiums, 529/donor-advised funds, risk capacity, longevity/sequence-of-returns risk, cash flow modeling by life phase, planning tools (eMoney, MoneyGuidePro, RightCapital), assumption synchronization."
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)."
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."
data-quality
by JoelLewis
"Financial data quality management: golden source architecture, data lineage, validation rules, exception management, profiling, monitoring, and governance frameworks."
stp-automation
by JoelLewis
"Straight-through processing and automation: STP design, exception-based workflow, STP rate metrics, integration patterns, process automation, and operational efficiency for securities operations."