Finance
Personal finance, budgeting, financial tools
xiaohongshu-creation-workflow
by cyhzzz
专为申万宏源证券官方/员工账号设计的小红书图文笔记创作工作流，实现"一切主题转向投资"的软性营销引流。核心特点：(1) 支持任意生活/热点话题自然转向投资理财；(2) 智能判断全新创作或内容改写模式；(3) 两阶段创作：第一阶段专注选题探讨、优质初稿创作、审校优化（不考虑IP风格和平台格式）；(4) 第二阶段进行IP风格迁移、平台格式适配（选择账号风格，默认申万宏源官方风格，支持多账号风格切换）；(5) 改写为小红书笔记稿（保持核心观点），输出5-10个标题版本、多页笔记结构（封面页+内容页N页+尾页推广）、正文内容（含引导语+风险提示+标签）；(6) 为每页笔记生成对应的8K手绘风格信息图（非单张总览图）；(7) 评估爆款潜力并提供优化建议；(8) 输出完整的笔记稿+全套配图。每个大步骤都需要用户确认。适用于金融知识科普、理财教程、投资工具介绍，以及美食、旅游、购物、职场等任何生活话题转向投资理财的场景。体现专业性并软性引导客户咨询或来申万宏源证券开户。
business-decomposition-order-quality
by spikeHongg
Break down an A-share company's business model into segments, customers, products, regions, projects, and order pipeline quality. Use this skill when testing whether reported growth is supported by real delivery, healthy customers, and cash collection. All outputs must include accessible source links.
risk-warning-catalysts
by spikeHongg
Build a source-backed monitoring system for risk signals and catalysts in an A-share company. Use this skill when turning static research into an update process covering orders, financing, governance, policy, operations, and sentiment. All outputs must include accessible source links.
financial-health
by spikeHongg
Evaluate the financial health of an A-share company through earnings quality, cash conversion, working capital, leverage, and balance-sheet risk. Use this skill when revenue and profit trends diverge from cash flow, when debt and capex matter, or when impairment and receivable quality are major concerns. All outputs must include accessible source links.
china-stock-research-orchestrator
by spikeHongg
Orchestrate a full China stock research workflow by first identifying the company's analysis patterns, then selecting and sequencing the right core research skills, optional overlays, and final output structure. Use this skill when starting a new stock deep-dive or when a user wants one unified, source-backed research framework instead of isolated module outputs.
valuation-investment-strategy
by spikeHongg
Convert a source-backed A-share research view into valuation scenarios and an investment plan. Use this skill after strategy, business, financial, industry, and risk work is complete. Choose methods that fit the business model and explain assumptions with accessible source links.
valyu-best-practices
by valyuAI
Complete Valyu API toolkit for AI agents. Use this skill when asked to perform real-time search across web, academic, medical, transportation, financial sources, content extraction from URLs, AI-powered answers with citations, or comprehensive deep research reports.
quickbooks-online-api
by linehaul-ai
Expert guide for QuickBooks Online API integration covering authentication, CRUD operations, batch processing, and best practices for invoicing, payments, and customer management.
faion-ppc-manager
by faionfaion
"PPC advertising: Google, Meta campaigns, optimization, reporting."
uikit-modern
by faimin
Use when building, reviewing, or modernizing UIKit screens for iOS 13 through iOS 26 — including adding new features to existing pages. Especially for collection views, diffable data sources, compositional layout, keyboard-safe layout, scenes, and modern presentation patterns.
ceo-advisor
by QuestNova502
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.
bank-scraper
by macaron-software
Bank and broker scraping with Playwright and APIs. Use when building or modifying scrapers for IBKR, Trade Republic, Boursobank, or Crédit Agricole. Handles login flows, virtual keyboards, OTP, anti-bot evasion, and financial data extraction (balances, positions, transactions, dividends).
market-data
by macaron-software
Market data aggregation from multiple free providers (yfinance, ECB, Finnhub). Use when building or modifying the market data pipeline. Covers real-time stock/ETF quotes, ISIN-ticker resolution, ECB FX rates (EUR/USD/GBP), historical OHLCV data, instrument metadata enrichment, dividend calendars, and multi-currency portfolio valuation.
deep_research
by hxk622
深度研究能力，支持多源搜索、信息聚合、引用回溯、文档上传分析。适用于市场调研、竞品分析、学术研究、技术选型、金融投研等场景。支持上传 PDF/Excel/Word 等文档，自动转换并提取关键信息。
wencai
by raidery
"Query Chinese A-share market data using pywencai library with natural language queries. Use when users need to: (1) Query real-time stock prices, financial indicators, or technical analysis data for A-share stocks, (2) Search for stocks by conditions (e.g., 市盈率小于20的科技股, 昨日涨幅前10), (3) Get sector/industry information, (4) Query indices, funds, convertible bonds, or other financial instruments, (5) Analyze financial statements or technical indicators. Triggers on mentions of: A股, 同花顺, 问财,wencai, pywencai, A股, Chinese stocks, or natural language stock queries in Chinese."
rust-api
by macaron-software
Rust/Axum API patterns for personal finance endpoints. Use when building or modifying the Finary backend API. Covers SQLx queries, financial calculations (P&L, TWR, MWR), pagination, caching, and all REST endpoints for accounts, portfolio, budget, and net worth.
finance-data
by macaron-software
Financial data modeling, calculations, and transaction categorization for personal wealth management. Use when working on database schema, P&L calculations, asset allocation, dividend tracking, net worth computation, or automatic transaction categorization with regex rules and LLM fallback.
mobile-finance
by macaron-software
Native mobile patterns for personal finance apps. Use when building or modifying the iOS (SwiftUI) or Android (Jetpack Compose) clients. Covers net worth display, portfolio views, transaction lists, pull-to-refresh sync, biometric auth, and financial number formatting for FR locale.
financial_research
by hxk622
面向股票/行业/宏观的金融研究技能，结合结构化金融数据（OpenBB/AkShare）与多源信息验证，生成带引用与免责声明的研究报告。
dashboard-ui
by macaron-software
"Next.js 14 dashboard components for Finary-style wealth management. Dark theme design system extracted from Finary production CSS. Covers net worth, portfolio, budget views with Recharts, TanStack Query, Zustand, Tailwind CSS."
excel-variance-analyzer
by Jst-Well-Dan
Analyze budget vs actual variances in Excel with drill-down and root cause analysis. Use when performing variance analysis or explaining budget differences. Trigger with phrases like 'excel variance', 'analyze budget variance', 'actual vs budget'.
excel-dcf-modeler
by Jst-Well-Dan
Build discounted cash flow (DCF) valuation models in Excel. Use when creating DCF models, calculating enterprise value, or valuing companies. Trigger with phrases like 'excel dcf', 'build dcf model', 'calculate enterprise value'.
consensus
by AlphaMoeMoe
Find stocks with consensus sentiment across multiple finance YouTubers. Use when looking for stocks that multiple bloggers agree on (bullish or bearish).
algorithm-complexity-analysis
by KentoShimizu
"Analyze candidate algorithms for time/space complexity, scalability limits, and resource-budget fit (CPU, memory, I/O, concurrency). Use when feasibility depends on input growth or latency/memory constraints and quantitative bounds are required before implementation; do not use for persistence schema or deployment topology decisions."