Finance

Personal finance, budgeting, financial tools

Showing 913-936 of 1117 skills
shimo4228

skill-stocktaking-process

by shimo4228

"Use when learned skills exceed 10 per location or need consolidation. 4-step stocktaking with character budget awareness."

Finance 1 5mo ago
mmcmedia

business-coach

by mmcmedia

Strategic business coach (Leila Hormozi-style) providing direct, no-BS guidance on scaling, resource allocation, systems thinking, and strategic decision-making for entrepreneurs.

Analytics 1 5mo ago
fefogarcia

marketing-ideas

by fefogarcia

"When the user needs marketing ideas, inspiration, or strategies for their SaaS or software product. Also use when the user asks for 'marketing ideas,' 'growth ideas,' 'how to market,' 'marketing strategies,' 'marketing tactics,' 'ways to promote,' or 'ideas to grow.' This skill provides 139 proven marketing approaches organized by category."

Finance 1 5mo ago
khw1031

financial-insurance-guide

by khw1031

가족 재무 상담을 위한 보험 상품 분석 및 보장설계 가이드. 보험, 실손, 종신, 정기, 암보험, 보장분석, 보험료, 보험 리밸런싱 요청 시 활성화.

Finance 1 5mo ago
fefogarcia

marketing-psychology

by fefogarcia

"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 1 5mo ago
Jackiexiao

marketing-psychology

by Jackiexiao

"Apply behavioral science and mental models to improve marketing outcomes."

Code Gen 1 5mo ago
khw1031

financial-debt-management

by khw1031

가족 재무 상담을 위한 부채 관리 및 대출 전략 가이드. 부채, 대출, 상환, DSR, DTI, 신용점수, 금리, 모기지, 전세대출 요청 시 활성화.

Finance 1 5mo ago
khw1031

financial-knowledge-manager

by khw1031

재무 지식 스킬에 데이터를 추가/수정/관리합니다. 재무 정보 추가, 데이터 추가, 지식 업데이트, 내용 추가, 자료 추가, 정보 갱신, 참고자료 추가 요청 시 활성화.

Finance 1 5mo ago
hl8086

financial-statement-analysis

by hl8086

Analyze corporate financial statements and produce a structured write-up covering data sourcing, three-statement sanity checks, trend tables, key ratios, cash-flow quality, and red-flag detection. USE THIS SKILL whenever the user shares a financial filing, annual report, earnings release, PDF link, or pasted financial tables — even if they only ask a casual question like "分析一下这份财报", "这家公司怎么样", "帮我看看这个年报", "这只股票基本面如何", or provides a ticker alongside any financial data. Also trigger when the user asks to compare two companies' financials, or asks follow-up questions about numbers from a filing already in the conversation. Do NOT wait for the user to explicitly ask for a "framework" or "analysis template" — trigger proactively on any financial filing context. Ask before applying to banks, insurers, brokers, REITs, or property developers because ratio definitions differ for those sectors.

Finance 1 3mo ago
mmcmedia

Ads Manager

by mmcmedia

Key Principle: Spend money to make more money. If ROAS is positive, it's a money-printing machine. Scale it. If ROAS is negative, diagnose and fix, or kill it.

Debugging 1 5mo ago
khw1031

financial-investment-guide

by khw1031

투자 관련 금융상품, 절세상품, 자산배분 전략을 안내합니다. 투자, 주식, ETF, 펀드, ISA, 연금저축, 자산배분, 리밸런싱, 금융상품, IRP, 적금, 예금, 채권, 인덱스, TDF 관련 상담 시 활성화.

Finance 1 5mo ago
Jackiexiao

marketing-ideas

by Jackiexiao

"Generate practical marketing and growth ideas for SaaS/software products."

Finance 1 5mo ago
luohy15

trading-agents

by luohy15

Multi-agent stock analysis workflow

Academic 1 5mo ago
baotoq

golang-ddd

by baotoq

"This skill should be used when implementing DDD tactical design patterns in Go, including Entities, Value Objects, Aggregates, Repositories, Domain Services, Domain Events, Factories, and Specifications."

Code Gen 1 5mo ago
khw1031

financial-tax-guide

by khw1031

한국 세금 체계와 절세 전략을 안내합니다. 세금, 연말정산, 양도세, 증여세, 절세, 세무, 소득세, 종부세, 금투세, 상속세, 취득세, 재산세 관련 상담 시 활성화.

Finance 1 5mo ago
piperubio

commercial-qualification

by piperubio

Score and qualify B2B consulting opportunities using the BANTTD framework (Budget, Authority, Need, Timeline, Tech-fit, Decision Date). Run the P.U.D.T.F pre-filter to rapidly screen opportunities before full scoring. Produce opportunity scorecards with a Pursue/Nurture/Disqualify verdict and recommended next actions. Execute the Professional Cut protocol when disqualifying. Use when evaluating whether to invest resources in an opportunity, after a qualification meeting or discovery meeting, or during pipeline reviews to re-qualify stale opportunities.

Automation 1 5mo ago
bruce-shi

stock-analysis

by bruce-shi

Analyze stocks and cryptocurrencies using Yahoo Finance data.

Analytics 1 5mo ago
baladengale

fundamental-trend-analysis

by baladengale

Comprehensive stock analysis combining fundamental scoring (Piotroski F-Score, valuation, growth, financial health) with technical trend signals to produce a 6-tier buy/sell rating from Must Buy to Must Sell.

Processing 1 4mo ago
khw1031

financial-budget-management

by khw1031

가계 예산 수립, 지출 관리, 저축 전략을 안내합니다. 예산, 가계부, 지출관리, 저축, 비상자금, 절약, 소비습관, 지출분석, 재무목표 관련 상담 시 활성화.

Finance 1 5mo ago
cliuxinxin

stock_ticker

by cliuxinxin

Get real-time stock prices and financial info for US stocks (like AAPL, TSLA, NVDA).

Automation 1 6mo ago
mmtmr

pageindex-rag

by mmtmr

Build reasoning-based RAG systems using PageIndex architecture. Replaces vector databases with hierarchical table-of-contents indices and LLM-driven navigation. Use when (1) implementing RAG for long structured documents (financial reports, legal contracts, technical manuals), (2) improving existing vector-based RAG systems with poor accuracy on structured content, (3) designing document indexing strategies with semantic coherence, (4) explaining PageIndex concepts including reasoning-based retrieval, hierarchical navigation, and cross-reference following, or (5) handling documents with internal references and multi-turn conversations. Focuses on technical architecture, core research insights, and practical implementation patterns rather than using the PageIndex package directly.

Database 1 5mo ago
jgarrison929

python-expert

by jgarrison929

Use when writing Python 3.10+ code requiring type hints, async/await, testing with pytest, packaging, virtual environments, decorators, generators, or any Python development. Invoke for performance optimization, refactoring, or complex Python patterns.

Debugging 1 5mo ago
fan31415

company-research

by fan31415

Multi-source company research tool that generates structured due-diligence reports. Use when the user asks to research, look up, or investigate a company — including questions about shareholders, legal representative, registered capital, equity structure, beneficial owner, funding history, investors, valuation, lawsuits, court judgments, enforcement records, blacklist / dishonest debtor status, administrative penalties, operating anomalies, trademarks, patents, government procurement / bidding, recruitment profile, negative news, competitors, or industry position. Also triggers on: "帮我查一下XX公司", "XX公司背景", "XX的股东是谁", "XX有没有诉讼/被执行/失信", "XX融了多少钱", "XX股权结构", "尽调", "公司调研", "公司背景调查", "is X company reliable", "due diligence on X", "background check on X company".

Embeddings 1 4mo ago
luohy15

alphavantage

by luohy15

Alpha Vantage API documentation reference - provides comprehensive information about stock data, forex, crypto, technical indicators, and fundamental data APIs.

API Dev 1 5mo ago