Finance

Personal finance, budgeting, financial tools

Showing 505-528 of 1989 skills
tronghieu

data-scientist

by tronghieu

Act as an end-to-end data scientist: turn business questions into defensible analysis, validated models, and decision-ready reports. Use whenever the user asks to analyze, explore, or profile a dataset or CSV/Parquet/Excel file; asks what drives a metric or why a number changed ("why did churn go up?"); wants to test whether a difference is real (A/B tests, experiments, "is this significant?", "how many samples do I need?"); wants a predictive model (churn, forecast, scoring, segmentation, classification, regression); asks to review an existing analysis, notebook, or model for flaws; or needs results written up for decision-makers. Triggers in any language ("phân tích dữ liệu", "xây model dự đoán", "kiểm định A/B"), even when they never say "data science" or "statistics".

Processing 86 1mo ago
tifandotme

actual-budget-api-expert

by tifandotme

Integrate with Actual Budget via its JavaScript/Node.js API for personal finance automation. Use when working with @actual-app/api for managing budgets, transactions, accounts, categories, payees, rules, and schedules programmatically. Triggers on import/export, bank sync automation, budget analysis, transaction processing, YNAB migration, or any Actual Budget API operations.

API Dev 6 8mo ago
tifandotme

actual-budget-assistant

by tifandotme

"Query and analyze Actual Budget data using natural language. Use when the user asks about their budget, transactions, account balances, or spending patterns with phrases like 'list my transactions', 'what is my balance', 'show my spending', 'transactions in account', 'how much did I spend'. Also use for exporting transactions to CSV. Works with @actual-app/api Node.js package."

CLI Tools 6 8mo ago
jwangkun

wind-mcp

by jwangkun

万得 Wind 金融数据 MCP 技能 — 44 个工具覆盖 A 股/港美股/基金/指数/债券/公告/宏观/分析 8 大服务域

Finance 844 4mo ago
freee

freee-api-skill

by freee

"freee API を MCP 経由で操作するスキル。会計・人事労務・請求書・工数管理・販売の詳細APIリファレンスと使い方ガイドを提供。"

API Dev 509 8mo ago
Prat011

invoice-organizer

by Prat011

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.

Processing 1.8K 12mo ago
davepoon

checkpointed-agent-loop

by davepoon

"Run long or failure-prone Claude Code tasks as bounded, resumable loops with a durable state machine, attempt budget, and verification evidence checkpoint."

CLI Tools 3.7K 2mo ago
whawkinsiv

accounting

by whawkinsiv

"Use this skill when the user needs to set up bookkeeping, track revenue and expenses, prepare for taxes, choose accounting software, understand SaaS revenue recognition, or manage the financial operations of their bootstrapped business. Covers bookkeeping setup, tax preparation, accounting tools, and financial hygiene for solo founders."

Code Review 260 8mo ago
whawkinsiv

payments

by whawkinsiv

"Use this skill when the user needs to set up Stripe, implement subscriptions, handle billing, configure payment plans, manage failed payments, deal with refunds, set up tax collection, or troubleshoot payment issues. Covers Stripe configuration, subscription lifecycle, dunning, tax compliance, and billing operations for bootstrapped SaaS."

Code Gen 260 8mo ago
whawkinsiv

finances

by whawkinsiv

"Use this skill when the user needs to build a financial model, calculate unit economics, understand MRR/ARR/churn, or figure out their quit number. Covers SaaS metrics, CAC/LTV, burn rate, cash flow modeling, and making unit economics legible for non-finance founders."

Code Gen 260 8mo ago
whawkinsiv

legal

by whawkinsiv

"Use this skill when the user needs to form a business entity, choose between LLC and C-Corp, create Terms of Service, write a Privacy Policy, or handle legal compliance. Covers entity selection, legal documents, contracts, and compliance for solo-founded SaaS."

Processing 260 8mo ago
whawkinsiv

ads

by whawkinsiv

"Use this skill when the user needs to run Google Ads, write ad copy, select keywords, optimize CAC/LTV, or manage a small paid acquisition budget. Covers Google Ads strategy, keyword selection, ad copywriting, and conversion tracking for bootstrapped SaaS."

File Ops 260 8mo ago
xuiltul

subagent-cli

by xuiltul

外部AIエージェントCLIをBashで非対話実行するスキル。codex execやcursor-agentでコーディング作業を委譲する手順を提供する。 Use when: 複雑な実装の委譲、コードレビュー、複数ファイルの一括変更、Bashからサブエージェントを起動するとき。

CLI Tools 268 2mo ago
xuiltul

subagent-cli

by xuiltul

Runs external AI agent CLIs via Bash in non-interactive mode. Delegates coding with codex exec or cursor-agent. Use when: offloading complex implementation, code review, multi-file edits, or spawning a subagent from Bash.

CLI Tools 268 3mo ago
yonatangross

business-case

by yonatangross

"Business case analysis with ROI, NPV, IRR, payback period, and TCO calculations for investment decisions. Use when building financial justification, cost-benefit analysis, build-vs-buy comparisons, or sensitivity analysis."

Finance 298 3mo ago
suryast

querying-indonesian-gov-data

by suryast

Query 50 Indonesian government APIs and data sources — BPJPH halal certification, BPOM food safety, OJK financial legality, BPS statistics, BMKG weather/earthquakes, Bank Indonesia exchange rates, IDX stocks, CKAN open data portals, pasal.id (third-party law MCP). Use when building apps with Indonesian government data, scraping .go.id websites, checking halal certification, verifying company legality, looking up financial entity status, or connecting to Indonesian MCP servers. Includes ready-to-run Python patterns, CSRF handling, CKAN API usage, and IP blocking workarounds.

API Dev 173 7mo ago
realjaymes

portfolio-positioning

by realjaymes

"Creates positioning, messaging, and brand architecture frameworks for multi-product companies. Use when the user wants to 'position a product suite,' 'multi-product positioning,' 'portfolio positioning,' 'brand architecture,' 'core narrative,' 'house of brands vs branded house,' 'product portfolio messaging,' 'launch a second product,' 'launch a new product into our suite,' 'audit our portfolio messaging,' or 'are our products fighting each other.' Sits above product-positioning and product-messaging in the hierarchy. Forces a brand architecture decision first, then builds the layered framework that single-product skills run inside of."

Design 67 5mo ago
teamtinvio

jaz-api

by teamtinvio

Complete reference for the Jaz REST API — the accounting platform backend. Use this skill whenever building, modifying, debugging, or extending any code that calls the API — including API clients, integrations, data seeding, test data, or new endpoint work. Contains every field name, response shape, error, gotcha, and edge case discovered through live production testing.

File Ops 7 7mo ago
JoelLewis

financial-planning-integration

by JoelLewis

"Financial planning integration: goal-based plans, Monte Carlo probability-of-success, plan-to-IPS linkage, scenario analysis, tax-aware planning (QCD, tax-loss harvesting, withdrawal sequencing), Roth conversions, RMD management, SECURE 2.0 Act, Social Security optimization, IRMAA Medicare premiums, 529/donor-advised funds, risk capacity, longevity/sequence-of-returns risk, cash flow modeling by life phase, planning tools (eMoney, MoneyGuidePro, RightCapital), assumption synchronization."

Finance 218 8mo ago
JoelLewis

know-your-customer

by JoelLewis

"KYC requirements: CIP, CDD, beneficial ownership, essential facts, customer profiling, ongoing monitoring, enhanced due diligence."

Finance 218 8mo ago
sachacoldiq

outbound-triggers-6

by sachacoldiq

6 Outbound premises from Flip The Script - CXO Passdown, Groundswell strategies, Multi-Persona, and Cold Outbound. Use when running pure cold outreach, building top-down or bottom-up campaigns, or multi-threading accounts.

Code Gen 305 8mo ago
sachacoldiq

bridgebound-firmographic-15

by sachacoldiq

15 Firmographic Bridgebound triggers from Flip The Script - Financial Events, M&A Activity, Growth Signals, and Product/Marketing moves. Use when targeting companies based on business events, building expansion campaigns, or leveraging news-based outreach.

Code Gen 305 8mo ago
JoelLewis

time-value-of-money

by JoelLewis

"Present value, future value, NPV, IRR, annuities, amortization schedules, and compounding conventions."

Finance 218 8mo ago
microprediction

skaters code-review skill

by microprediction

uses skaters appropriately, say so and move on — don't manufacture offences.

Finance 70 4mo ago