Finance

Personal finance, budgeting, financial tools

Showing 337-360 of 1403 skills
JoelLewis

fee-billing

by JoelLewis

"Advisory fee billing: fee calculation (tiered, flat, breakpoint), billing cycles, AUM valuation, direct-debit/invoice collection, GAAP revenue recognition, ADV Part 2A/Reg BI/ERISA 408(b)(2) disclosure, billing exceptions, system migration, revenue forecasting, concentration analysis."

Automation 175 6mo ago
JoelLewis

reg-bi

by JoelLewis

"SEC Regulation Best Interest (Reg BI): disclosure, care, conflict of interest, and compliance obligations for broker-dealer recommendations."

Finance 175 6mo ago
JoelLewis

exchange-connectivity

by JoelLewis

"Exchange and venue connectivity: market data feeds, FIX sessions, trading venue integration, market halts, circuit breakers, symbology, and connectivity architecture."

Auth 175 6mo ago
JoelLewis

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."

Analytics 175 6mo ago
JoelLewis

client-reporting-delivery

by JoelLewis

"Report generation, customization, delivery channels, frequency management, report templates, client portal integration, compliance review, and print vs digital delivery for advisory firms."

Analytics 175 6mo ago
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 175 6mo ago
flpbalada

hooked-model

by flpbalada

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

Code Gen 281 7mo ago
z1993

stock-research

by z1993

自动化股票投资研究工作流 - 使用 NotebookLM Deep Research 搜集财报/研报资料,提取结构化数据,然后由代理执行 6 阶段专业分析(业务/财务/估值/市场观点/驱动因子/投资建议)。Use when researching stocks, analyzing company fundamentals, or evaluating investment opportunities.

Academic 129 7mo ago
z1993

investment-committee

by z1993

组建高级投资委员会,由三位传奇投资人风格的虚拟专家(Buffett, Wood, Druckenmiller)进行独立多轮对抗辩论。采用物理隔离的 Gemini API 调用实现真正独立思考,并通过投票形成最终决议。Use when evaluating investment decisions, reviewing stock research reports, or seeking multi-perspective analysis on public companies.

API Dev 129 7mo ago
aAAaqwq

Support Agent - 客服专家

by aAAaqwq

✅ 可以收集用户反馈

Debugging 89 6mo 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 95 7mo ago
henkisdabro

google-ads-scripts

by henkisdabro

Expert guidance for Google Ads Script development including AdsApp API, campaign management, ad groups, keywords, bidding strategies, performance reporting, budget management, automated rules, and optimization patterns. Use when automating Google Ads campaigns, managing keywords and bids, creating performance reports, implementing automated rules, optimizing ad spend, working with campaign budgets, monitoring quality scores, tracking conversions, pausing low-performing keywords, adjusting bids based on ROAS, or building Google Ads automation scripts. Covers campaign operations, keyword targeting, bid optimization, conversion tracking, error handling, and JavaScript-based automation in Google Ads editor.

API Dev 83 6mo ago
aAAaqwq

backtesting-frameworks

by aAAaqwq

"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 strateg..."

Processing 89 6mo 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 89 6mo ago
Hainrixz

investment-analysis

by Hainrixz

Multi-agent investment research and analysis system by Tododeia. Use when the user wants market analysis, investment research, or a summary of current opportunities across crypto, stocks, forex, and commodities. Spawns 5 specialized research agents (4 sector + 1 strategy), adapts to user risk profile, tracks historical accuracy, and generates a branded interactive HTML report served locally. Educational analysis only — not financial advice. Trigger phrases: "investment analysis", "market research", "analyze markets", "investment opportunities", "what should I invest in", "market report", "tododeia", "investment advice", "portfolio recommendations", "run tododeia", "daily market analysis", "weekly report", "análisis de inversión", "analizar mercados", "reporte de mercado", "oportunidades de inversión".

Finance 137 2mo ago
krafton-ai

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.

Academic 929 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 96 4mo ago
vasilyu1983

ai-llm-inference

by vasilyu1983

"Operational patterns for LLM inference: latency budgeting, tail-latency control, caching, batching/scheduling, quantization/compression, parallelism, and reliable serving at scale. Emphasizes production-grade performance, cost control, and observability."

Code Gen 81 6mo ago
vasilyu1983

agents-subagents

by vasilyu1983

Create and maintain AI coding agent subagents (.claude/agents/.md, .codex/agents/.md) with YAML frontmatter (name/description/tools/model/permissionMode/skills/hooks), least-privilege tool selection, delegation patterns (Task), context budgeting, and safety best practices.

Agents 81 6mo 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 140 6mo ago
40RTY-ai

shopify-admin-skills

by 40RTY-ai

Master skill collection for Shopify store operators. Provides access to all merchandising, marketing, support, and operations capabilities.

Processing 180 4mo ago
edmundmiller

skillopt-sleep

by edmundmiller

Use when the user wants OMP to run Microsoft SkillOpt-Sleep, learn from past OMP sessions, review or adopt staged skill improvements, or schedule an offline sleep/dream self-improvement cycle.

Automation 79 2mo ago
StanleyChanH

tushare-finance

by StanleyChanH

获取中国金融市场数据(A股、港股、美股、基金、期货、债券)。支持220+个Tushare Pro接口:股票行情、财务报表、宏观经济指标。当用户请求股价数据、财务分析、指数行情、GDP/CPI等宏观数据时使用。

API Dev 78 6mo ago
crafter-station

skillkit

by crafter-station

"Local-first analytics for AI agent skills. Use when user asks about skill usage, analytics, health, context budget, or wants to clean up unused skills."

Analytics 76 6mo ago