Finance
Personal finance, budgeting, financial tools
beancount-add
by bex-co
Record one-off entries the user describes in a local Beancount ledger through bea — a purchase, bill, paycheck, or transfer between their own accounts (including splits and pasted receipt text), opening or closing an account, a price, or a note. Propose the exact entries from existing accounts, check whether one is already recorded, and write only after confirmation with a passing check; it never changes existing entries. Skip bank or card export files (beancount-import), statements (beancount-reconcile), finance-app migrations, options trades (beancount-options), investment trades, dividends, splits, and vests (beancount-trade), month-end close, edits to existing entries, and ledgers hosted on Beancount.io.
beancount-options
by bex-co
Record a described options trade or lifecycle event as validated transactions in a local Beancount ledger through bea, after review and confirmation. Use for single-leg or multi-leg opens, closes, rolls, assignment, exercise and expiration, including pasted broker confirmations. Skip options education, pricing/greeks, tax planning, analytics, broker statement imports, other manual entries (beancount-add), share, fund, and crypto trades and realized-gains reports (beancount-trade), ledger option settings such as operating_currency, and ledgers hosted on Beancount.io.
authenticate-wallet
by Fibrous-Finance
Authenticate the fibx CLI wallet via email OTP (Privy) or private key import. Required before any wallet operation (balance, send, trade, aave).
beancount-migrate
by bex-co
Migrate full transaction history from Mint, Monarch, QuickBooks Online or another category-tagged finance-app export into a fresh local Beancount ledger, including requests to create a new ledger and bring in that history. Read this SKILL.md before beancount-init's guide to establish source mappings, transfer pairing and source reconciliation; use init for scaffolding within the migration. Confirm account/category mappings, pair transfers, preserve source IDs, write through bea and reconcile source counts and balances. Skip empty-ledger setup with no history (beancount-init), ongoing bank imports (beancount-import), populated-ledger merges, investment lot reconstruction, and ledgers hosted on Beancount.io.
betterment
by CodeDraig
View automated portfolio, track goals, monitor cash reserve, and check tax coordination on Betterment
beancount-ask
by bex-co
Answer explicit requests for facts from a local Beancount ledger using shown, reproducible bea queries and reports for spending, trends, net worth, holdings, subscriptions and anomalies. Do not select this skill merely to gather preliminary inputs for buy/sell decisions or tax recommendations, even if ledger facts could help. Strictly read-only; figures come from executed queries. Skip ledgers hosted on Beancount.io, recording transactions (beancount-add), reconciliation, migration, ledger edits, option pricing or greeks, investment or tax advice, and general Beancount, BQL, or bea documentation questions (including what bea ask does).
stock-skill
by fhn100
"股票交易数据管理：同步交易记录、匹配买卖、统计网格收益、查询实时行情、账户收益、排查未匹配记录。触发词：收益、网格收益、赚了多少、同步、匹配、行情、持仓、账户收益、总资产、当日盈亏、未匹配、重跑、profit、stock"
analyzing-financial-statements
by anthropics
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
excel-author
by NousResearch
Build auditable Excel workbooks headless with openpyxl — blue/black/green cell conventions, formulas over hardcodes, named ranges, balance checks, sensitivity tables. Use for financial models, audit outputs, reconciliations.
lbo-model
by NousResearch
Build leveraged buyout models in Excel — sources & uses, debt schedule, cash sweep, exit multiple, IRR/MOIC sensitivity. Pairs with excel-author. Use for PE screening, sponsor-case valuation, or illustrative LBO in a pitch.
dcf-model
by NousResearch
Build institutional-quality DCF valuation models in Excel — revenue projections, FCF build, WACC, terminal value, Bear/Base/Bull scenarios, 5x5 sensitivity tables. Pairs with excel-author. Use for intrinsic-value equity analysis.
siege
by anthropics
"Work on one hard mathematics problem in rounds: each round a judge writes a few self-contained questions, independent workers answer them, and the judge keeps a ledger of what is proved, refuted and open, until the judge concludes or the rounds run out, and then a proof.md says plainly what is and is not proved. A run takes hours and dozens of worker runs. Usage: /math-proof:siege [NAME=value settings] <the problem, stated in full, or the path of a file holding it>."
ramp
by paperclipai
Fetch and follow Ramp's published agent playbooks inside Paperclip, with mandatory approval gates for spend, incorporation, cards, account setup, and other financial actions.
financial-statements
by anthropics
Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.
journal-entry-prep
by anthropics
Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.
campaign-planning
by anthropics
Plan marketing campaigns with objectives, audience segmentation, channel strategy, content calendars, and success metrics. Use when launching a campaign, planning a product launch, building a content calendar, allocating budget across channels, or defining campaign KPIs.
audit-support
by anthropics
Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.
variance-analysis
by anthropics
Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
close-management
by anthropics
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
reconciliation
by anthropics
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
deep-review
by lobehub
'Multi-dimensional code review. Use when the user asks to review, evaluate, or audit a PR, diff, branch, or pasted change — including informal review asks like "look at this change for problems" — via light mode: one independent reviewer against the dimension quick checklists. Not for explain-only questions about what a change does or why. Deep mode runs only on explicit invocation (/deep-review), and normally at most once per logical requirement.'
hindsight-architect
by vectorize-io
Expert memory architect. Understands your application, identifies where memory adds value, and produces an implementation plan with bank config, tag schema, and code.
twenty-partner-shortlist
by twentyhq
Shortlist the Twenty partners who fit a lead, with the reason for each, and stop so the user can review. Use when the user asks who to introduce, who fits this deal, which partners to consider, or to match a lead to partners. Works from a lead folder's partner-match-criteria.md, or straight from an Opportunity's need and requirements for a website form submission that has no call behind it. Read-only - it never writes to the CRM and never writes emails. Chains forward into twenty-partner-intro once the user has picked.
business-health-diagnostic
by deanpeters
Diagnose SaaS business health across growth, retention, efficiency, and capital. Use when preparing a business review or prioritizing urgent fixes.