Finance
Personal finance, budgeting, financial tools
creating-financial-models
by zk-b612
此技能提供一套高级金融建模套件，包含 DCF 分析、敏感性测试、蒙特卡洛模拟和用于投资决策的情景规划
stock-analyst
by zhuang-HE
'Load when: 用户要求分析某只股票的技术面、问K线形态、缠论买卖点、信号共振、情绪指数、五维分析、综合评分、投资建议、决策仪表盘、买卖点位、狙击点。 不加载：用户只想查实时行情、财报数据、资金流向等数据获取需求（→ tushare-data）。提供Tushare/AkShare双数据源。'
legal
by Tyler-R-Kendrick
Use when identifying legal, regulatory, and compliance considerations that affect software companies operating globally. Covers data privacy, intellectual property, open-source licensing, AI regulation, accessibility, export controls, financial regulation, healthcare, cybersecurity compliance, and more. USE FOR: legal risk identification, regulatory compliance overview, jurisdiction mapping, legal topic discovery, risk and compliance consultation triggers, understanding which laws apply to software products DO NOT USE FOR: actual legal advice (consult a licensed attorney), drafting legal documents, specific legal interpretation for your situation
efsr
by ssiumha
전자금융감독규정(EFSR) compliance preparation. Use when preparing for electronic financial regulation audit, 조항 조회, 체크리스트 생성, or 이행 계획 수립.
portfolio
by perlowja
FINOS CDM 5.x-compliant portfolio analysis skill for OpenClaw agents. Provides holdings snapshots, performance metrics, bond analytics (YTM, duration, FRED-backed benchmarks), analyst consensus ratings, news correlation, and CSV/Excel reports. Built-in financial advice guardrails enforce educational-only output. Requires Python 3.10+.
cfo-expert
by j9o
Turn Claude into a seasoned CFO and accounting expert fluent in US GAAP, financial modeling, tax strategy, and corporate finance. Use this skill whenever the user asks about financial statements, accounting entries, bookkeeping, revenue recognition, budgeting, forecasting, cash flow analysis, financial ratios, tax planning, audit preparation, P&L review, balance sheet analysis, cost accounting, variance analysis, capital structure, valuations, DCF models, working capital, accounts receivable/payable, depreciation, amortization, equity compensation, debt covenants, board reporting, investor relations, or any finance/accounting question. Trigger even for casual phrasing like "does this P&L look right", "how do I book this", "what's our burn rate", "help me with my budget", or "tax implications of X". If in doubt about whether this skill applies, it probably does — finance touches everything.
ceo-advisor
by ovachiever
Executive leadership guidance for strategic decision-making, organizational development, and stakeholder management. Includes strategy analyzer, financial scenario modeling, board governance frameworks, and investor relations playbooks. Use when planning strategy, preparing board presentations, managing investors, developing organizational culture, making executive decisions, or when user mentions CEO, strategic planning, board meetings, investor updates, organizational leadership, or executive strategy.
plaid
by raintree-technology
Plaid banking API expert for financial data integration. Covers Plaid Link, Auth (account/routing numbers), Transactions, Identity verification, Balance checking, and webhooks. Build fintech apps with bank connections, ACH transfers, and transaction history. Triggers on Plaid, banking API, Plaid Link, bank connection, ACH, financial data, transaction history.
complex-excel-builder
by Exploration-labs
Comprehensive toolkit for creating multi-tab Excel workbooks for startups and scale-ups. Use this skill when building financial models, operational dashboards, board reports, or analytics workbooks that require data organization, complex calculations, pivot tables, visualizations, and documentation across multiple interconnected sheets. Specialized for startup metrics (ARR, MRR, CAC, LTV), board-level reporting, and data-driven decision making.
skill-debugging-assistant
by Exploration-labs
Debug, diagnose, and troubleshoot skill issues including trigger failures, parameter problems, prompt conflicts, and SKILL.md structural issues. Use when skills don't activate as expected, trigger incorrectly, produce unexpected behavior, conflict with system instructions, or fail packaging validation. Analyzes YAML frontmatter, descriptions, progressive disclosure, token budget, absolute statements, and reference file organization. For skill creators reviewing, validating, or fixing skill problems.
roi-calculator
by luisschmitzheadline
Build an ROI calculator or value model for deals. Inputs: cost savings, efficiency gains, revenue impact. Output: ROI %, payback period, value summary. Trigger with "create ROI calculator for [deal/segment]", "value model for [product]", or use the /create-roi-calculator command.
variance-analysis
by luisschmitzheadline
Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
creating-financial-models
by luisschmitzheadline
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
forecast
by luisschmitzheadline
Generate weighted sales forecasts with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Works standalone with CSV or pasted pipeline; supercharged when you connect CRM. Trigger with "forecast my pipeline", "weighted forecast for this quarter", or use the /forecast command.
startup-financial-modeling
by luisschmitzheadline
This skill should be used when the user asks to "create financial
financial-model-architect
by luisschmitzheadline
Build comprehensive 3-5 year financial models projecting revenue, expenses, headcount, cash flow, and runway. Model unit economics, scenario planning, and path to profitability. Generate investor-ready HTML reports with detailed projections and charts.
saas-financial-projections
by luisschmitzheadline
Senior SaaS CFO / Financial Analyst (15+ years) specialized in financial modeling, projections, and exit strategy for bootstrapped and VC-backed SaaS companies. Activate when user needs: (1) Revenue projections (1-5 years), (2) Exit valuation and multiples, (3) Unit economics analysis (CAC, LTV, payback), (4) Scenario modeling (conservative/base/optimistic), (5) Fundraising narratives with financial backing, (6) M&A due diligence financials, (7) SaaS metrics benchmarking, (8) Cohort analysis and churn modeling. Triggers: "proyecciones", "projections", "exit", "valuation", "ARR", "MRR", "multiples", "revenue forecast", "financial model", "exit strategy", "CAC", "LTV", "unit economics", "churn", "fundraising", "M&A", "acquisition", "5 year plan".
financial-analyst
by luisschmitzheadline
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
go-to-market-planner
by luisschmitzheadline
Comprehensive 90-day GTM strategy builder. Designs customer acquisition channels, budget allocation, growth targets, and tactical execution roadmap. Produces detailed launch plan with weekly milestones and success metrics.
financial-statements
by luisschmitzheadline
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-and-runway
by luisschmitzheadline
Runway and finance snapshot: burn, runway (months), cash, optional unit economics. Use when preparing runway review or finance snapshot for board/investors.
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.
Commenting Intent
by obra
Comment WHY code exists and non-obvious decisions, not WHAT code does (mechanics)
freeagent-api
by markpitt
Interacts with the FreeAgent accounting API to manage invoices, contacts, projects, expenses, timeslips, and other financial data. Use when the user needs to retrieve, create, update, or analyze FreeAgent accounting information via the API. All write operations (POST/PUT/DELETE) require explicit user confirmation before execution and default to sandbox unless production is explicitly requested.