Finance

Personal finance, budgeting, financial tools

Showing 25-48 of 1116 skills
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 24.2K 4mo ago
anthropics

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.

Finance 23K 5mo ago
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 24.2K 4mo ago
anthropics

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.

Finance 23K 5mo ago
anthropics

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.

Finance 23K 5mo ago
anthropics

analyzing-financial-statements

by anthropics

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

Finance 49.4K 9mo ago
anthropics

creating-financial-models

by anthropics

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

Finance 49.4K 9mo ago
anthropics

earnings-analysis

by anthropics

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

Analytics 33.7K 4mo ago
ComposioHQ

invoice-organizer

by ComposioHQ

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Automation 68.4K 9mo 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 13.1K 4mo ago
coreyhaines31

marketing-ideas

by coreyhaines31

"When the user needs marketing ideas, inspiration, or strategies for their SaaS or software product. Also use when the user asks for 'marketing ideas,' 'growth ideas,' 'how to market,' 'marketing strategies,' 'marketing tactics,' 'ways to promote,' 'ideas to grow,' 'what else can I try,' 'I don't know how to market this,' 'brainstorm marketing,' or 'what marketing should I do.' Use this as a starting point whenever someone is stuck or looking for inspiration on how to grow. For specific channel execution, see the relevant skill (paid-ads, social-content, email-sequence, etc.)."

Design 41.2K 4mo 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 3.1K 3mo ago
ericosiu

Lead Dossier Skill

by ericosiu

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

Processing 3.1K 3mo ago
OpenClaudia

facebook-ads

by OpenClaudia

Create Facebook and Meta ad campaigns, write ad copy, define audiences, and plan budgets. Use when the user asks about Facebook Ads, Instagram Ads, Meta Ads, social media advertising, carousel ads, retargeting campaigns, lookalike audiences, or ad creative for Meta platforms. Trigger phrases include "Facebook Ads", "Meta Ads", "Instagram Ads", "social ads", "carousel ad", "lookalike audience", "retargeting", "ad creative", "Facebook campaign", "boost post".

Finance 585 5mo 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 3.1K 3mo ago
ericosiu

Clone Site

by ericosiu

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

Design 3.1K 3mo ago
ericosiu

Content Eval

by ericosiu

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

Comments 3.1K 3mo ago
brycewang-stanford

longlist

by brycewang-stanford

Brainstorm a longlist of benefits and costs for a project. Outputs two clean tables (benefits and costs), each with materiality (H/M/L), a cash flow tag (cash in / cash out / non-cash), a quantification method, and a monetisation method. Supports HMT Green Book, EU Better Regulation Guidelines, World Bank, Asian Development Bank, and the Victorian Treasury High Value High Risk (HVHR) framework.

Finance 3K 1mo ago
brycewang-stanford

data-fetcher

by brycewang-stanford

Fetch economic data from FRED, World Bank, BLS, OECD, and Yahoo Finance

Processing 3K 1mo ago
brycewang-stanford

China-CF-Study

by brycewang-stanford

根据研究者提供的研究计划书(Research Proposal)执行基于中国制度环境的公司金融类实证研究全流程。启动后第一件事:根据计划书的主题、识别策略、贡献边际与样本范围,从中国-context 英文顶级期刊池(JF/JFE/RFS/JFQA/MS/JCF/JBF/JAR/JAE/TAR/CAR/JIBS/China Economic Review/PBFJ 等 25+ 期刊)中推荐 5 本最匹配的目标期刊([J1]–[J5]),等待研究者明确选定一本;该期刊决定 main.tex 的 bibliographystyle、Section 骨架、Introduction 风格与表注规范。然后用 Python 完成数据清洗、描述性统计、基准回归、内生性检验(IV/2SLS、DML)、平行趋势、异质性、机制、稳健性检验与图表绘制。LaTeX 表格和图像严格遵循 template/ 示例格式,研究逻辑与排版严格遵循 rule/ 下的《通用实证研究逻辑与规范总结》与《回归表写作规范总结》。数据集与政策集从 asset/ 中按计划书中的关键词检索。当计划书预期的实证结果无法实现时(系数不显著、平行趋势不通过、IV 弱工具、机制不成立等),skill 自动切换备选方案直至完成研究项目。最终交付物:Python 代码 + LaTeX 表格 + 图像(.pdf/.png)。触发条件:研究者提交研究计划书(含 X→Y 假设、识别策略、样本、政策冲击等)。

Finance 3K 1mo ago
brycewang-stanford

fiscal-briefing

by brycewang-stanford

Public finances briefing. Supports UK, US, and Australia. Produces a single compact briefing on borrowing, debt, receipts, spending, and fiscal rules. Optional debt sustainability analysis via the debtkit R package. User-selectable sub-components and multi-format export.

Finance 3K 1mo ago
brycewang-stanford

econ-audit

by brycewang-stanford

Audit economic analysis outputs (fiscal briefings, macro briefings, market research, longlists, and other quantitative economic documents) against methodology standards, academic literature, and common errors. Runs structured checks across core categories including counterfactual, additionality, discounting, double counting, distributional analysis, Aqua Book RIGOUR, and Flyvbjerg-style strategic misrepresentation detection. Returns a RAG scorecard with issues ranked by severity.

Finance 3K 1mo ago
brycewang-stanford

Novelty Check Skill

by brycewang-stanford

🔬 A curated collection of 23,000+ agent skills for empirical research across 8 social science disciplines. 精选 23,000+ AI Agent 技能库,覆盖8大社会科学学科的实证研究。CoPaper.AI 20分钟完成一篇可复现的规范实证论文,并支持用户上传 Skills。-- Maintained by CoPaper.AI from Stanford REAP.

Academic 3K 1mo ago
brycewang-stanford

Econfin-Proposal

by brycewang-stanford

金融经济学实证论文计划书生成器。根据用户提供的研究方向,生成包含标题、假说、数据来源、实证策略、 预期结果表格、稳健性检验、异质性分析、机制检验等12个完整模块的研究计划书。 内置中国微观/宏观数据库(皮皮侠1599个数据集、马克数据377个数据集)和WRDS国际数据库索引, 自动匹配可用数据源。融合Edmans (2024) "Learnings From 1000 Rejections"的编辑视角作为质量护栏, 确保选题具有真正的边际贡献而非"just another determinant of Y"。 当用户提到以下任何情境时触发:写研究计划书、research proposal、论文开题、选题+计划、 帮我设计一个实证研究、empirical research design、我想研究X对Y的影响怎么做、 帮我找个能发表的选题、generate proposal、写一个可以投稿的研究方案、 研究设计、identification strategy、DID/RDD/IV研究设计。 即使用户只是描述了一个经济金融现象并想知道"能不能做成论文",也应考虑使用此技能。

Finance 3K 1mo ago