Finance

Personal finance, budgeting, financial tools

Showing 409-432 of 1989 skills
leeguooooo

claude-statusbar

by leeguooooo

Manage cs (claude-statusbar) — switch theme/style/density, override severity colors, preview combinations, run doctor, reset config, install, upgrade (cs upgrade — the only supported upgrade path), or remove the bar, toggle fast/daemon mode, show cost or prompt-cache age, toggle the AgentParty/Codex bridge line, or toggle the activity segments (todos, active tool, running subagents, session duration, lines changed, git ahead/behind). Use whenever the user mentions cs, claude-statusbar, status bar, status line, 状态栏, AgentParty, Codex, show_party, 主题, theme switching, style switching, color customization, 余量颜色, 警告颜色, severity color, /statusbar, cs preview, cs doctor, fast mode, daemon, refreshInterval, 5h/7d window, context window display, prompt cache, todos / 待办, active tool, subagents / 子agent, session duration / 时长, lines changed / 行数, git ahead-behind / 领先落后, forecast / 预测 / 还能用多久, at-risk chip, show_forecast, or asks to install / upgrade / update / 升级 / configure / diagnose / customize the bottom status line in Claude Code or Codex/AgentParty workflows.

CLI Tools 380 1mo ago
pedronauck

autoresearch

by pedronauck

"Autonomously optimize any Claude Code skill by running it repeatedly, scoring outputs against binary evals, mutating the prompt, and keeping improvements. Based on Karpathy's autoresearch methodology. Use when: optimize this skill, improve this skill, run autoresearch on, make this skill better, self-improve skill, benchmark skill, eval my skill, run evals on. Outputs: an improved SKILL.md, a results log, and a changelog of every mutation tried."

Design 641 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 28 4mo 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 28 4mo 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 28 4mo ago
JuneYaooo

self-media-compliance-review

by JuneYaooo

"Use when auditing self-media videos, scripts, covers, subtitles, voiceover, product links, account copy, comments, articles, or publishing packages for platform violation risk; especially before final delivery or publishing after video production or clipping. Supports WeChat Channels, WeChat Official Accounts, Douyin, Kuaishou, Bilibili, Xiaohongshu, TikTok, and other platforms."

Comments 109 4mo ago
markus41

azure-cost-governance

by markus41

Deep expertise in Azure Cost Management FinOps — cost queries, budget alerts, forecast, idle resource detection, usage details, scope hierarchy, dimension grouping, and savings recommendations via the Azure Cost Management and Consumption REST APIs.

API Dev 16 7mo ago
markus41

business-central

by markus41

Deep expertise in Microsoft Dynamics 365 Business Central ERP via BC OData v4 / API v2.0 REST API — managing finance (GL accounts, journal entries, AP/AR, bank reconciliation), supply chain (sales orders, purchase orders, sales invoices, purchase invoices), and inventory (items, item ledger entries, availability, valuation); posting documents; discovering environments; and automating back-office ERP workflows.

API Dev 16 7mo ago
pedronauck

fundraising

by pedronauck

"Plan and run an early-stage fundraising process and produce a Fundraising Pack (raise decision memo, round design brief, pitch narrative + deck outline, investor pipeline + tracker, outreach/follow-up scripts, diligence checklist). Use for fundraising, raising capital, venture capital, pitch deck, investor outreach, pre-seed, seed. Category: Career."

Finance 641 7mo ago
tech-leads-club

perf-lighthouse

by tech-leads-club

"Run Lighthouse audits locally via CLI or Node API, parse and interpret reports, set performance budgets. Use when measuring site performance, understanding Lighthouse scores, setting up budgets, or integrating audits into CI. Triggers on: lighthouse, run lighthouse, lighthouse score, performance audit, performance budget."

Analytics 7.1K 8mo 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 105 9mo 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 218 8mo 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 218 8mo ago
JoelLewis

sales-practices

by JoelLewis

"FINRA and SEC rules governing sales conduct: churning, breakpoint abuse, selling away, unauthorized trading, supervision, senior protections, VA and options suitability."

Finance 218 8mo ago
JoelLewis

portfolio-management-systems

by JoelLewis

"Portfolio management systems (PMS) for RIAs: model portfolios, sleeve-based/UMA management, drift monitoring, rebalancing, held-away aggregation, portfolio accounting, TWR/MWR performance, billing, custodian feeds. Platforms: Orion, Black Diamond, Tamarac, Addepar, Advent/APX."

Processing 218 8mo ago
JoelLewis

conflicts-of-interest

by JoelLewis

"Identifying, disclosing, and mitigating conflicts of interest across the advisory and brokerage landscape."

Finance 218 8mo ago
JoelLewis

privacy-data-security

by JoelLewis

"Privacy and data security compliance: Reg S-P, Reg S-ID Red Flags Rule, SEC cybersecurity rules, state privacy laws, vendor management, incident response, data governance."

Processing 218 8mo 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 218 8mo ago
JoelLewis

advice-standards

by JoelLewis

"Regulatory bright lines between investment education, recommendations, and investment advice under federal and state securities law"

Finance 218 8mo ago
JoelLewis

pre-trade-compliance

by JoelLewis

"Automated pre-trade compliance: rule engines, concentration limits, restricted lists, hard and soft blocks, regulatory limits, client-specific restrictions, and compliance rule configuration."

Finance 218 8mo ago
JoelLewis

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."

Finance 218 8mo 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 218 8mo ago
JoelLewis

investment-suitability

by JoelLewis

"Investment suitability obligations: FINRA Rules 2111/2090, reasonable-basis/customer-specific/quantitative suitability, product-specific concerns, household considerations."

Finance 218 8mo ago
JoelLewis

order-management-advisor

by JoelLewis

"Advisor order management: order entry, block trading, allocation, order types, pre-trade compliance, custodian routing, model-driven trading, error handling, and audit trail."

Code Review 218 8mo ago