Finance

Personal finance, budgeting, financial tools

Showing 25-48 of 1004 skills
phuryn

market-sizing

by phuryn

"Estimate market size using TAM, SAM, and SOM with top-down and bottom-up approaches. Use when sizing a market opportunity, estimating addressable market, preparing for investor pitches, or evaluating market entry."

Analytics 11.9K 3mo ago
phuryn

market-segments

by phuryn

"Identify 3-5 potential customer segments with demographics, JTBD, and product fit analysis. Use when exploring market segments, identifying target audiences, evaluating new markets, or learning how to segment a market."

Analytics 11.9K 3mo ago
MiniMax-AI

minimax-xlsx

by MiniMax-AI

"Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or tabular data file. Covers: creating new xlsx from scratch, reading and analyzing existing files, editing existing xlsx with zero format loss, formula recalculation and validation, and applying professional financial formatting standards. Triggers on 'spreadsheet', 'Excel', '.xlsx', '.csv', 'pivot table', 'financial model', 'formula', or any request to produce tabular data in Excel format."

Processing 12.3K 2mo ago
simonlin1212

a-stock-data

by simonlin1212

A股全栈数据工具包 — 覆盖行情(mootdx+腾讯+百度K线)、研报(东财+同花顺+iwencai)、信号(同花顺热点+北向+龙虎榜+解禁+行业)、资金面(融资融券+大宗交易+股东户数+分红+资金流分钟级+资金流120日)、新闻(东财个股+全球资讯)、基础数据(mootdx财务/F10+东财+新浪三表)、公告(巨潮)七层数据源,内嵌全部调用代码,自包含零依赖外部文件。优先用通达信(mootdx)/腾讯(不封IP),东财接口已内置限流防封。适用于个股估值、研报检索、题材归因、龙虎榜跟踪、解禁预警、行业轮动、融资融券跟踪、筹码分析、产业链调研、批量筛选等场景。

Finance 3.3K 4d ago
affaan-m

carrier-relationship-management

by affaan-m

Codified expertise for managing carrier portfolios, negotiating freight rates, tracking carrier performance, allocating freight, and maintaining strategic carrier relationships. Informed by transportation managers with 15+ years experience. Includes scorecarding frameworks, RFP processes, market intelligence, and compliance vetting. Use when managing carriers, negotiating rates, evaluating carrier performance, or building freight strategies.

Finance 205.2K 2mo ago
affaan-m

customs-trade-compliance

by affaan-m

Codified expertise for customs documentation, tariff classification, duty optimization, restricted party screening, and regulatory compliance across multiple jurisdictions. Informed by trade compliance specialists with 15+ years experience. Includes HS classification logic, Incoterms application, FTA utilization, and penalty mitigation. Use when handling customs clearance, tariff classification, trade compliance, import/export documentation, or duty optimization.

Finance 205.2K 2mo ago
affaan-m

investor-materials

by affaan-m

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

Code Gen 205.1K 3mo ago
affaan-m

context-budget

by affaan-m

Audits Claude Code context window consumption across agents, skills, MCP servers, and rules. Identifies bloat, redundant components, and produces prioritized token-savings recommendations.

CLI Tools 205.2K 2mo ago
affaan-m

investor-materials

by affaan-m

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

Finance 205.6K 3mo ago
NousResearch

honcho

by NousResearch

Configure and use Honcho memory with Hermes -- cross-session user modeling, multi-profile peer isolation, observation config, dialectic reasoning, session summaries, and context budget enforcement. Use when setting up Honcho, troubleshooting memory, managing profiles with Honcho peers, or tuning observation, recall, and dialectic settings.

Finance 178.7K 26d ago
NousResearch

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.

Comments 178.7K 26d ago
NousResearch

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.

Finance 178.7K 26d ago
NousResearch

3-statement-model

by NousResearch

Build fully-integrated 3-statement models (IS, BS, CF) in Excel with working capital schedules, D&A roll-forwards, debt schedule, and the plugs that make cash and retained earnings tie. Pairs with excel-author.

Finance 178.5K 26d ago
affaan-m

cost-aware-llm-pipeline

by affaan-m

Cost optimization patterns for LLM API usage — model routing by task complexity, budget tracking, retry logic, and prompt caching.

Finance 204.9K 3mo ago
ericosiu

Clone Site

by ericosiu

Open-source AI marketing skills — growth experiments, sales pipeline, content ops, outbound, SEO, and finance automation

Design 2.5K 1mo ago
ericosiu

finance-ops

by ericosiu

"AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude ROI'."

Finance 2.5K 2mo ago
ericosiu

Lead Dossier Skill

by ericosiu

Open-source AI marketing skills — growth experiments, sales pipeline, content ops, outbound, SEO, and finance automation

Processing 2.5K 1mo ago
ericosiu

Video Caption Generator

by ericosiu

Open-source AI marketing skills — growth experiments, sales pipeline, content ops, outbound, SEO, and finance automation

CLI Tools 2.5K 1mo ago
tradermonty

kanchi-dividend-us-tax-accounting

by tradermonty

Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.

Code Review 1.8K 3mo ago
tradermonty

us-market-bubble-detector

by tradermonty

Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. Prioritizes objective metrics (Put/Call, VIX, margin debt, breadth, IPO data) over subjective impressions. Features strict qualitative adjustment criteria with confirmation bias prevention. Supports practical investment decisions with mandatory data collection and mechanical scoring. Use when user asks about bubble risk, valuation concerns, or profit-taking timing.

Code Gen 1.8K 5mo ago
tradermonty

us-stock-analysis

by tradermonty

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

Analytics 1.8K 3mo ago
NousResearch

comps-analysis

by NousResearch

Build comparable company analysis in Excel — operating metrics, valuation multiples, statistical benchmarking vs peer sets. Pairs with excel-author. Use for public-company valuation, IPO pricing, sector benchmarking, or outlier detection.

Design 178.7K 26d ago
NousResearch

merger-model

by NousResearch

Build accretion/dilution (merger) models in Excel — pro-forma P&L, synergies, financing mix, EPS impact. Pairs with excel-author. Use for M&A pitches, board materials, or deal evaluation.

Finance 178.7K 26d ago
NousResearch

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.

Finance 178.7K 26d ago