Finance

Personal finance, budgeting, financial tools

Showing 601-624 of 1403 skills
teamtinvio

jaz-jobs

by teamtinvio

12 accounting jobs for SMB bookkeepers and accountants — month-end, quarter-end, and year-end close playbooks plus 9 ad-hoc operational jobs (bank recon, document collection, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, fixed asset review, statutory filing). Jobs can have paired tools as nested subcommands (e.g., clio jobs bank-recon match, clio jobs document-collection ingest, clio jobs statutory-filing sg-cs). Paired with an interactive CLI blueprint generator (clio jobs).

Code Review 7 6mo 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 6mo ago
teamtinvio

jaz-conversion

by teamtinvio

Accounting data conversion skill — migrates customer data from Xero, QuickBooks, Sage, MYOB, and Excel exports to Jaz. Covers config, quick, and full conversion workflows, Excel parsing, CoA/contact/tax/items mapping, clearing accounts, TTB, and TB verification.

API Dev 7 6mo ago
NeoSoul-AI

rubric-forecasting

by NeoSoul-AI

"Use for structured forecasting tasks that require deterministic rubric scoring, calibrated option ranking, explicit evidence tracking, and script-based numeric computation."

Finance 82 4mo ago
JinFanZheng

weather

by JinFanZheng

Weather/current-conditions verification workflow. Use when user asks for weather, temperature, forecast, rain/snow/wind, typhoon alerts, air quality, or other time-sensitive local conditions. Requires location + source links + local update/publish time; NEVER fabricate.

Docs Gen 79 7mo ago
JinFanZheng

data-analysis

by JinFanZheng

Data analysis and statistical computation. Use when user needs "数据分析/统计/计算指标/数据洞察". Supports general analysis, financial data (stocks, returns), business data (sales, users), and scientific research. Uses pandas/numpy/scikit-learn for processing. Automatically activates data-base for data acquisition.

CLI Tools 79 7mo ago
Lzh-xbccz

us-equity-market-analysis

by Lzh-xbccz

美股个股、ETF 与主要现金指数八维分析。多时间框架复盘 + 公司/行业/宏观主判断 + 第8维CZSC缠论确认 + 结构锚定止盈止损。

Finance 21 2mo ago
Lzh-xbccz

multi-market-analysis

by Lzh-xbccz

跨市场分析总路由。先识别标的与市场,再指向对应 skill 处理加密货币、A股、商品期货、股指期货、外汇、美股/ETF/指数等;所有市场尽可能按八维框架,CZSC 为第 8 维确认。Use when Codex needs one entry point for market analysis and must route the request to the correct market-specific skill instead of mixing frameworks.

Finance 21 2mo ago
Lzh-xbccz

forex-market-analysis

by Lzh-xbccz

"外汇货币对与美元指数八维分析。利率路径与美元方向定大局,1-7维先形成主判断,第8维用CZSC缠论确认/冲突/不足,结构锚定止盈止损。"

Processing 21 2mo ago
Lzh-xbccz

futures-market-analysis

by Lzh-xbccz

"商品期货、贵金属、能源、股指期货八维分析:1-7维先形成主判断,第8维用CZSC缠论确认/冲突/不足;覆盖 CL/BZ/GC/SI/HG/NG/PL/PA/ES/NQ/YM/RTY,并识别 Binance TradFi 商品永续 CLUSDT/BZUSDT/XAUUSDT/XAGUSDT/COPPERUSDT/NATGASUSDT/XPTUSDT/XPDUSDT 的K线、资金费率、OI、多空比。"

Processing 21 2mo ago
Lzh-xbccz

a-share-market-analysis

by Lzh-xbccz

"中国A股八维行情分析:技术、资金、市场结构、情绪、宏观、板块轮动、Sequoia量化信号 + 第8维CZSC缠论确认;支持指数、个股、本地/国内节点降级。"

Processing 21 2mo ago
ronnycoding

analyzing-financial-statements

by ronnycoding

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

Processing 20 10mo ago
ronnycoding

creating-financial-models

by ronnycoding

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

Code Gen 20 10mo ago
deusyu

nl2ledger

by deusyu

Natural language bookkeeping — parse Chinese/English expense descriptions and append to QianJi CSV. Trigger phrases: 记账, 记一笔, add expense, spent, 花了, 买了, lunch, dinner, 打车, 咖啡, or any input that looks like "[item] [amount]" or "[amount] [item]".

Automation 10 6mo ago
vanman2024

extended-thinking

by vanman2024

Deep reasoning with Claude's extended thinking feature for complex multi-step problems. Use when implementing think-aloud reasoning, complex analysis, or debugging difficult issues.

Finance 10 7mo ago
deusyu

qweather

by deusyu

天气查询 — 实时天气、天气预报、生活指数、城市搜索。数据源为和风天气 (QWeather)。 触发词: 天气, 气温, 下雨, 预报, weather, forecast, 穿什么, 洗车, 紫外线, UV, 空气, 今天天气, 明天天气, 北京天气, 或任何 "[城市] 天气" 格式的输入。

API Dev 10 6mo ago
EveryInc

charlie

by EveryInc

Your AI CFO for bootstrapped startups, named after Charlie Munger who embodied the principle that capital discipline is a competitive advantage. Provides financial frameworks for cash management, runway calculations, unit economics (LTV:CAC), capital allocation, hiring ROI, burn rate analysis, working capital optimization, and forecasting. Use for questions like "should we make this hire?", "how much runway do we need?", "what metrics should I track?", "how do I forecast revenue?", or any strategic financial decision at a self-funded company.

Code Gen 302 7mo ago
Yuyz0112

stripe-api

by Yuyz0112

The Stripe REST API. Please see https://stripe.com/docs/api for more details.. Use when working with the Stripe API or when the user needs to interact with this API.

API Dev 19 7mo ago
peerasak-u

pacioli

by peerasak-u

Generates professional financial documents (invoices, quotations, receipts) for freelancers using HTML templates and Puppeteer. Handles tax calculations, auto-numbering, and PDF generation.

CLI Tools 64 7mo ago
futuregerald

marketing-psychology

by futuregerald

"When the user wants to apply psychological principles, mental models, or behavioral science to marketing. Also use when the user mentions 'psychology,' 'mental models,' 'cognitive bias,' 'persuasion,' 'behavioral science,' 'why people buy,' 'decision-making,' or 'consumer behavior.' This skill provides 70+ mental models organized for marketing application."

Code Gen 6 7mo ago
oldwinter

negotiating-offers

by oldwinter

"Negotiate job offers and produce an Offer Negotiation Pack (success-conditions asks, tradeoff matrix, negotiation strategy, scripts, optional contract/part-time proposal). Use for salary negotiation, equity negotiation, offer negotiation, comp negotiation. Category: Career."

Automation 6 6mo ago
oldwinter

negotiating-offers

by oldwinter

"Negotiate job offers and produce an Offer Negotiation Pack (success-conditions asks, tradeoff matrix, negotiation strategy, scripts, optional contract/part-time proposal). Use for salary negotiation, equity negotiation, offer negotiation, comp negotiation. Category: Career."

Automation 6 7mo ago
diggiehippie

ai-audit-report

by diggiehippie

Generates a complete, professional AI Readiness Audit Report for AI consultants working with small and medium businesses. Use this skill whenever a user wants to write up audit findings, generate a client report after an AI audit, score a client's AI readiness, or turn audit notes and answers into a structured deliverable. Also trigger when the user says things like "I finished my audit", "write up my findings", "generate the report", "score my client", or "create an AI readiness report". The skill conducts a structured interview across 5 domains, scores each 1–5, and produces a full written report with scorecard, findings, recommendations, effort/impact matrix, and 90-day roadmap.

Code Gen 24 6mo ago
MichaelRochonnn

buffett-investment-research

by MichaelRochonnn

Buffett-style company analysis and value-investing research. Use when Codex needs to analyze a business or listed company with Warren Buffett's framework, including 巴菲特框架, 价值投资, 护城河, 管理层, 企业文化, 资本配置, 财务韧性, 回购, 错误复盘, 危机应对, or when asked for a Buffett-style investment memo or recommendation.

Finance 62 5mo ago