Finance

Personal finance, budgeting, financial tools

Showing 361-384 of 1116 skills
OctagonAI

financial-analyst-master

by OctagonAI

Comprehensive equity research analyst skill that orchestrates all Octagon financial analysis skills. Use when conducting full company analysis, writing initiation of coverage reports, performing due diligence, or creating investment recommendations with quantitative support.

Analytics 130 5mo ago
OctagonAI

earnings-cost-mgmt

by OctagonAI

Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.

Code Review 130 5mo ago
FDU-INS

scan-organizer

by FDU-INS

OCR, classify, and organize scanned PDFs into category subfolders using AI vision and language models. Processes medical, financial, insurance, tax, legal, personal, and household documents.

Finance 58 3mo ago
moshuying

pitchcraft

by moshuying

Structured persuasion for tech leads, PMs, and founders—not activity logs. Five scenarios (kickoff, status update, wrap-up, investor pitch, solution selling) on one 5-part framework (Hook→Context→Proposal→Evidence→Ask). AI prompts for missing materials and audience context; pre-submit checklist. Claude Code plugin; Cursor, Codex, and chat via prompts.

Finance 181 1mo ago
vm0-ai

mercury

by vm0-ai

Mercury Banking API via curl. Use this skill to manage bank accounts, transactions, transfers, and financial operations.

API Dev 74 6mo ago
Lzh-xbccz

us-equity-market-analysis

by Lzh-xbccz

美股个股、ETF 与主要现金指数八维分析。多时间框架复盘 + 公司/行业/宏观主判断 + 第8维CZSC缠论确认 + 结构锚定止盈止损。

Finance 17 1mo ago
Lzh-xbccz

multi-market-analysis

by Lzh-xbccz

跨市场分析总路由。先识别标的与市场,再指向对应 skill 处理加密货币、A股、商品期货、股指期货、外汇、美股/ETF/指数等;所有市场尽可能按八维框架,CZSC 为第 8 维确认。Use when Codex needs one entry point for market analysis and must route the request to the correct market-specific skill instead of mixing frameworks.

Finance 17 1mo ago
Lzh-xbccz

forex-market-analysis

by Lzh-xbccz

"外汇货币对与美元指数八维分析。利率路径与美元方向定大局,1-7维先形成主判断,第8维用CZSC缠论确认/冲突/不足,结构锚定止盈止损。"

Processing 17 1mo ago
Lzh-xbccz

futures-market-analysis

by Lzh-xbccz

"商品期货、贵金属、能源、股指期货八维分析:1-7维先形成主判断,第8维用CZSC缠论确认/冲突/不足;覆盖 CL/BZ/GC/SI/HG/NG/PL/PA/ES/NQ/YM/RTY,并识别 Binance TradFi 商品永续 CLUSDT/BZUSDT/XAUUSDT/XAGUSDT/COPPERUSDT/NATGASUSDT/XPTUSDT/XPDUSDT 的K线、资金费率、OI、多空比。"

Processing 17 1mo ago
Lzh-xbccz

a-share-market-analysis

by Lzh-xbccz

"中国A股八维行情分析:技术、资金、市场结构、情绪、宏观、板块轮动、Sequoia量化信号 + 第8维CZSC缠论确认;支持指数、个股、本地/国内节点降级。"

Processing 17 1mo ago
OctagonAI

financial-metrics-analysis

by OctagonAI

Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP. Use when retrieving YoY Revenue Growth, Cost of Revenue Growth, Gross Profit Growth, Operating Income Growth, Net Income Growth, or comparing financial performance across fiscal periods for any public company.

Agents 130 5mo ago
OctagonAI

financial-growth

by OctagonAI

Retrieve comprehensive year-over-year growth in key financial metrics including Revenue, Gross Profit, Operating Income, Net Income, EPS, and Free Cash Flow. Use when analyzing overall company financial performance trends across income statement and cash flow.

Agents 130 5mo ago
OctagonAI

financial-health-scores

by OctagonAI

Retrieve financial health scores including Altman Z-Score and Piotroski Score for public companies. Use when assessing bankruptcy risk, financial strength, value investing screening, or credit quality analysis.

Agents 130 5mo ago
OctagonAI

sec-cash-flow-review

by OctagonAI

Extract and analyze cash flow trends and working capital changes from SEC filings using Octagon MCP. Use when researching operating cash flow, investing activities, financing activities, free cash flow, liquidity, and working capital dynamics from 10-K and 10-Q filings.

Agents 130 5mo ago
Mann1988

us-gov-shutdown-tracker

by Mann1988

Track and analyze US government shutdown liquidity impacts by monitoring TGA (Treasury General Account), bank reserves, EFFR, and SOFR data from FRED API. Use when user wants to (1) analyze current or past government shutdown effects on financial markets, (2) track liquidity conditions during fiscal policy disruptions, (3) assess "stealth tightening" effects, (4) compare shutdown episodes across different monetary policy regimes (QE vs QT), or (5) generate liquidity stress reports with historical context. Recommended usage frequency is weekly on Wednesdays after TGA/reserve data releases.

Analytics 63 8mo ago
Done-0

value-realization

by Done-0

"Analyze whether end users will discover clear value in product ideas. Use when: discussing product concepts, evaluating features, providing product improvement directions, planning marketing strategies, analyzing adoption or retention problems, assessing whether copy communicates value, mapping features to usage scenarios or use cases, or when the user is uncertain about product direction, positioning, or whether end-user demand exists (e.g., 'is this a good idea?', 'what do you think of this product?', 'will users want this?', 'what is this feature useful for?', 'how should I explain this feature's value?', 'what do you think of this copy?', 'help me write a few usage scenarios', 'why aren't users retaining?', 'how should we position this?')."

File Ops 521 2mo ago
AIsa-team

us-stock-analyst

by AIsa-team

'Professional US stock analysis with financial data, news, social sentiment, and multi-model AI. Comprehensive reports at $0.02-0.10 per analysis. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.'

Finance 21 2mo ago
AIsa-team

market

by AIsa-team

'Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.'

Finance 21 2mo ago
rysweet

context-management

by rysweet

Proactive context window management via token monitoring, intelligent extraction, and selective rehydration. Features predictive budget monitoring, context health indicators, and priority-based retention. Use when approaching token limits or needing to preserve essential context. Complements /transcripts and PreCompact hook with proactive optimization.

Code Gen 68 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 66 4mo ago
fleurytian

us-gov-shutdown-tracker

by fleurytian

Track and analyze US government shutdown liquidity impacts by monitoring TGA (Treasury General Account), bank reserves, EFFR, and SOFR data from FRED API. Use when user wants to (1) analyze current or past government shutdown effects on financial markets, (2) track liquidity conditions during fiscal policy disruptions, (3) assess "stealth tightening" effects, (4) compare shutdown episodes across different monetary policy regimes (QE vs QT), or (5) generate liquidity stress reports with historical context. Recommended usage frequency is weekly on Wednesdays after TGA/reserve data releases.

Analytics 305 8mo ago
HeshamFS

parameter-optimization

by HeshamFS

Explore and optimize simulation parameters via design of experiments (DOE), sensitivity analysis, and optimizer selection. Use for calibration, uncertainty studies, parameter sweeps, LHS sampling, Sobol analysis, surrogate modeling, or Bayesian optimization setup.

CLI Tools 59 5mo ago
open-agreements

delaware-franchise-tax

by open-agreements

File your Delaware annual franchise tax and annual report. Guides you through tax calculation (Authorized Shares and Assumed Par Value Capital methods), the eCorp portal filing process, and payment. For Delaware C-Corps (March 1 deadline) and LLCs/LPs/GPs (June 1 deadline).

Agents 44 4mo ago
open-agreements

safe

by open-agreements

Draft and fill Y Combinator SAFE templates — valuation cap, discount, MFN, pro rata side letter. Standard startup fundraising documents for convertible equity. Produces signable DOCX files.

CLI Tools 44 4mo ago