Finance
Personal finance, budgeting, financial tools
invoice-extractor
by Ontos-AI
Extract structured financial data from PDF invoices, receipts, and image files (JPG/PNG/WEBP/BMP) using any OpenAI-compatible Vision Language Model. Supports async concurrent batch processing. Outputs extraction results and token usage reports to a results/ directory.
spendguard-strict-budget-runner
by cynsta
Run application agents through SpendGuard with strict hard budget caps. Use when setting up spendguard-sidecar, creating agent IDs, setting or topping budgets, sending OpenAI/Grok/Gemini/Anthropic calls through SpendGuard endpoints, and troubleshooting budget enforcement errors like insufficient budget, in-flight lock conflicts, missing x-cynsta-agent-id, or remote pricing signature failures.
skill-stocktaking-process
by shimo4228
"Use when learned skills exceed 10 per location or need consolidation. 4-step stocktaking with character budget awareness."
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.
Compensation Benchmarks
by yamz8
This skill should be used when the user asks about "salary ranges", "equity grants", "compensation benchmarks", "how much to pay", "competitive offer", "market rate", "startup compensation", "equity percentages", "option grants", or mentions specific compensation questions like "what should I pay a senior engineer" or "how much equity for a VP".
marketing-psychology
by Jackiexiao
"Apply behavioral science and mental models to improve marketing outcomes."
marketing-ideas
by Jackiexiao
"Generate practical marketing and growth ideas for SaaS/software products."
Fundraising Knowledge
by yamz8
This skill should be used when the user asks to "create a pitch deck", "write investor emails", "analyze a term sheet", "prepare for due diligence", "understand fundraising metrics", "compare term sheets", "draft a cold email to investors", "prepare for VC meetings", or mentions fundraising stages (pre-seed, seed, Series A/B/C), valuation, dilution, SAFEs, convertible notes, or investor relations.
financing-presentation
by Within-7
"Generate professional HTML financing presentations for startups and businesses. Use when creating investment pitch decks, fundraising materials, or business proposal presentations. Collects project data and generates 12-page HTML slides covering cover, problem and opportunity, solution, product demo, market size, competition, business model, traction, team, financial projections, funding needs, and investment highlights."
stock-analysis
by bruce-shi
Analyze stocks and cryptocurrencies using Yahoo Finance data.
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.
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.
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.
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".
sbir-grants
by Dany0910
"協助台灣中小企業撰寫經濟部 SBIR（小型企業創新研發計畫）計畫書。提供 Phase 1/2/2+ 各階段撰寫策略、創新論述、市場分析、經費編列、產業別差異化指引、審查標準解讀及常見錯誤避免。"
cost-aware-llm-pipeline
by shimo4228
"Use when building an LLM-powered app that needs cost control via model routing, budget tracking, retry, and prompt caching."
A股IPO-重组-再融资-DCF估值
by tedlinforlearning-question
投行IPO、M&A与再融资估值建模工作流。覆盖六大场景：IPO估值(募投项目作为增量标的)、M&A并购置入(标的公司)、M&A重大资产出售(剥离并表子公司)、再融资-纯补流(摊薄分析为核心)、再融资-补流+募投(摊薄+DCF双轨)、再融资-收购配套(标的DCF+备考合并+协同量化)。支持报告完整性检查、在建工程/募投分析、出售类型判定、备考扣非分离、可比公司/WACC/独立DCF/剩余业务DCF/备考对比/敏感性分析、再融资摊薄分析(持股/BPS/EPS/利息节约/ProForma)、业绩承诺可行性分析(压力测试+增长驱动力拆解)、配套募资概览与募投DCF(双重摊薄+含募投合并调整)全流程。读取PDF年报、招股书、审计报告、重组报告书、募集说明书，建立Excel估值模型。
us-govt-data
by joshuaroll
Access official US Government records. Currently supports SEC EDGAR (financial filings) and Federal Register (rule changes). Ensures data provenance from .gov domains.
tossinvest-web-api
by dd3ok
Use this skill when the user asks for public, read-only TossInvest/토스증권 market data visible on tossinvest.com, including Korean/US stock quotes, order books, candles, financials, filings, news, rankings, screeners, calendars, indices, FX, exchange-rate widgets, crypto-like index pages, or public endpoint re-verification. Do not use for login, accounts, holdings, orders, authenticated broker workflows, bulk scraping, or investment advice.
butler-memory
by Tzeusy
Memory classification framework — entity resolution, permanence levels, tagging strategy, and extraction philosophy
account-analysis
by ccldavi
"Use this skill when the user wants an end-to-end strategic analysis of a customer that chains PESTLE, Porter's Five Forces, and Business Model Canvas into a unified SWOT/TOWS synthesis with sales-path playbooks. Triggers on phrases like 'account analysis', 'full account analysis', 'strategic synthesis', 'full strategic analysis', 'external + internal analysis', 'end-to-end strategy analysis', 'SWOT/TOWS', or 'account plan'.
indian-stock-analyst
by Fanchettehomoecious641
Analyzes an Indian stock portfolio and produces a structured Buy/Hold/Avoid report for each stock based on live news and social sentiment. Use this skill whenever the user shares a portfolio file (CSV or Excel) containing Indian stock tickers or company names and asks for analysis, a verdict, recommendations, or a review of their holdings. Also trigger when the user says things like "analyze my stocks", "what should I do with my portfolio", "check my Indian stocks", "give me a verdict on my holdings", or uploads any file that looks like a stock portfolio. Always use this skill even if the user doesn't explicitly say "Indian stocks" — if tickers look like NSE/BSE symbols (e.g. RELIANCE, TCS, INFY, HDFC), assume Indian market context.
dealerdetail-persona-and-dedup
by joecastelino
Split the DealerDetail advisor dashboard by Tekion persona (SERVICE_ADVISOR vs an "Others" bucket for cashiers/warranty clerks/service managers/techs), backfill the persona column from the Tekion users API, and fix duplicate-advisor rows caused by null-name pre-scope-upgrade pulls. Use when advisor numbers look polluted by non-advisors, when you see an "Unassigned"/null advisor, when personas are 0/N populated, or when the same Tekion userId appears under two Advisor rows.
meta-ads-connect
by LeoYeAI
"Connect to Meta Marketing API to pull real Facebook and Instagram ad data — campaign performance, creative fatigue, audience saturation, ROAS by ad set, frequency analysis, and Learning Phase status. Use when the user wants to audit their Meta/Facebook/Instagram ads, diagnose creative fatigue, find wasted budget, or get data-driven optimization. Enhances paid-ads and ad-creative skills with real Meta data. Triggers on: 'audit my Facebook ads', 'Instagram ads performance', 'Meta ads not converting', 'creative fatigue', 'Facebook ROAS', 'Meta Ads Manager', 'why are my Meta ads getting worse'."