Finance

Personal finance, budgeting, financial tools

Showing 457-480 of 1989 skills
pedrohcgs

seven-pass-review

by pedrohcgs

Mechanize Pattern 15 — the seven-pass adversarial review protocol for academic manuscripts. Spawns 7 forked subagents in parallel (abstract, intro, methods, results, robustness, prose, citations), then synthesizes a prioritized revision checklist. Use for submission-ready or R&R-stage papers where single-pass review isn't enough.

Code Review 1.7K 2mo ago
pedrohcgs

teach-from-paper

by pedrohcgs

Turn a research paper into teaching materials — a lecture outline, the 3-5 results worth presenting (with intuition), a slide skeleton ready for /create-lecture, discussion questions, and a problem-set brief. Reads the paper end-to-end and pitches to a stated audience level. Use when user says "turn this paper into a lecture", "teach from this paper", "build slides from this PDF", "make teaching materials from X", "I'm presenting this paper to my class".

Finance 1.7K 4mo ago
lobehub

full-text-search

by lobehub

'LobeHub product full-text search architecture and operations. Use for FtsSearchRepo, pg_search or Elasticsearch providers, search projections and mappings, reindexing, Outbox capture/sync, provider switching, search analytics, or search performance. Not for agent web-browsing tools.'

Database 83.5K 1mo ago
JoelLewis

account-opening-compliance

by JoelLewis

"Account opening compliance: CIP/KYC integration, suitability checks, OFAC screening, beneficial ownership, risk-based review, and compliance automation in account opening."

Code Review 218 8mo ago
JoelLewis

stp-automation

by JoelLewis

"Straight-through processing and automation: STP design, exception-based workflow, STP rate metrics, integration patterns, process automation, and operational efficiency for securities operations."

Code Review 218 8mo ago
JoelLewis

reconciliation

by JoelLewis

"Reconciliation operations: position/cash/transaction matching with tolerance thresholds, three-way reconciliation (PMS/custodian/clearing), break identification (timing, pricing, corporate action, stock split/merger/DRIP), tolerance rules, STP rates (95-99% position, 85-95% transaction), auto-resolution, cost basis and tax lot matching, accrued income reconciliation, multi-custodian data normalization (Schwab, Fidelity, Pershing), ex-date processing, custodian feed formats, reconciliation scheduling, regulatory compliance (SEC Rule 204-2, ERISA, SOC 1/SOC 2, books and records), 1099-B accuracy, reconciliation automation platforms (Arcesium, Duco, Advent Geneva)."

Code Review 218 8mo ago
JoelLewis

books-and-records

by JoelLewis

"Broker-dealer and investment adviser recordkeeping: SEC Rules 17a-3/17a-4, Rule 204-2, FINRA retention, WORM storage, electronic communications archiving, social media archiving."

Code Review 218 8mo ago
JoelLewis

examination-readiness

by JoelLewis

"SEC and FINRA examination process: exam types, document production, deficiency findings, mock exam frameworks, examination priorities, remediation strategies."

Code Review 218 8mo ago
JoelLewis

fee-billing

by JoelLewis

"Advisory fee billing: fee calculation (tiered, flat, breakpoint), billing cycles, AUM valuation, direct-debit/invoice collection, GAAP revenue recognition, ADV Part 2A/Reg BI/ERISA 408(b)(2) disclosure, billing exceptions, system migration, revenue forecasting, concentration analysis."

Automation 218 8mo ago
JoelLewis

reg-bi

by JoelLewis

"SEC Regulation Best Interest (Reg BI): disclosure, care, conflict of interest, and compliance obligations for broker-dealer recommendations."

Finance 218 8mo ago
JoelLewis

exchange-connectivity

by JoelLewis

"Exchange and venue connectivity: market data feeds, FIX sessions, trading venue integration, market halts, circuit breakers, symbology, and connectivity architecture."

Auth 218 8mo ago
JoelLewis

advisor-dashboards

by JoelLewis

"Advisor dashboards for RIAs: practice analytics, AUM/revenue tracking, organic growth, effective fee rate, net flows, client flow analysis, referral tracking, retention rates, attrition analysis, competitive losses, exception alerts (NIGO, rebalancing drift, billing), benchmarking (Schwab, FA Insight), productivity metrics, prospecting conversion, CRM integration (Redtail, Salesforce), PMS integration (Orion, Tamarac), compliance metrics."

Analytics 218 8mo ago
JoelLewis

client-reporting-delivery

by JoelLewis

"Report generation, customization, delivery channels, frequency management, report templates, client portal integration, compliance review, and print vs digital delivery for advisory firms."

Analytics 218 8mo ago
JoelLewis

client-onboarding

by JoelLewis

"Digital onboarding flows: document collection, KYC integration, account opening forms, e-signature, custodian submission, advisor-assisted vs self-service, compliance checkpoints."

Processing 218 8mo ago
aAAaqwq

backtesting-frameworks

by aAAaqwq

"Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strateg..."

Processing 111 8mo ago
aAAaqwq

Support Agent - 客服专家

by aAAaqwq

✅ 可以收集用户反馈

Debugging 111 8mo ago
aAAaqwq

billing-automation

by aAAaqwq

"Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recu..."

Finance 111 8mo ago
diegosouzapw

protext

by diegosouzapw

Dynamic context management for AI agents. Invoke /protext at session

Auth 64 7mo ago
matiaszanolli

Papyrus Frontend Audit (crates/pex + crates/papyrus)

by matiaszanolli

"Deep audit of the Papyrus compiler frontends — .pex reader + 5-phase decompiler (Champollion port, crates/pex) and the .psc lexer/Pratt parser (crates/papyrus): untrusted-input bounds, decompiler soundness, depth caps"

Processing 28 12d ago
muxuuu

serenity-skill

by muxuuu

Turn an investment agent into a supply-chain bottleneck hunter. Use this skill for source-backed investment research, live market/theme scans, AI/semi/technology value-chain mapping, A-share/HK/US stock screening, thesis stress tests, and Serenity-inspired research conversations. Trigger on requests like "用 Serenity 的方式看", "深度调研", "产业链/供应链/卡点/瓶颈", "A股 AI 半导体哪个最值得研究", "find unknown bottlenecks", "rank candidates", or "challenge this thesis". Outputs plain-language reasoning, ranked research priorities, evidence chains, risks, and next verification steps. Research support only; no trade execution.

Agents 4.1K 5mo ago
BankrBot

symbiosis

by BankrBot

Cross-chain token swaps across 54+ blockchains via Symbiosis protocol. Use when the user wants to swap or bridge tokens between any chains — Base, Ethereum, Polygon, Arbitrum, Optimism, BNB Chain, Avalanche, Solana, Bitcoin, TON, Tron, and 40+ more. Supports any-to-any token swaps with automatic routing. Uses Bankr Submit API to execute transactions.

Finance 1.2K 7mo ago
BankrBot

cattown

by BankrBot

Interact with Cat Town — a Farcaster-native game world on Base. Covers KIBBLE staking (stake, claim, unlock, unstake, leaderboard, deposit history); live world state (season, weather, time of day, weekend flag); fishing drops filtered by world state; Isabella's weekend fishing competition with live prize-pool math; Paulie's weekly fish raffle (free-ticket claim, tier-based prize pool, odds, last winners); the daily 3-item boutique with KIBBLE→USD conversion; gacha spins (async VRF pay-then-receive, 100/day cap, seasonal pools); item valuation plus batch selling via the V2 vendor (5% tax); and KIBBLE tokenomics (% burned, % staked, live APY). Use when the user mentions Cat Town, KIBBLE, Wealth & Whiskers, Jasper, Isabella, Paulie, Skipper, Theodore, Cassie, RevenueShare, fishing, gacha, raffle, boutique, vendor, prize pools, drop tables, or any read/write on the Cat Town contracts.

Finance 1.2K 6mo ago
sachacoldiq

atl-btl-messaging

by sachacoldiq

Above-the-Line (ATL) and Below-the-Line (BTL) messaging framework for targeting executives vs end-users. Use when crafting messages for different seniority levels, deciding message length and tone, or adapting outreach to VPs/C-Level vs Managers/ICs.

Email 305 8mo ago
cclank

news-aggregator-skill

by cclank

"Comprehensive news aggregator that fetches, filters, and deeply analyzes real-time content from 8 major sources: Hacker News, GitHub Trending, Product Hunt, 36Kr, Tencent News, WallStreetCN, V2EX, and Weibo. Best for 'daily scans', 'tech news briefings', 'finance updates', and 'deep interpretations' of hot topics."

CLI Tools 1.3K 9mo ago