Finance

Personal finance, budgeting, financial tools

Showing 1057-1080 of 2003 skills
euler-xyz

euler-advanced

by euler-xyz

Advanced features guide for Euler Finance V2 protocol. This skill should be used when implementing vault hooks, flash loans, debt transfer, fee flow mechanics, or EUL rewards. Triggers on tasks involving hooks, pause guardians, access control, flash loans, pullDebt, FeeFlowController, or RewardToken.

Agents 1 9mo ago
ovachiever

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.

Animation 56 11mo ago
nbbaier

ideation

by nbbaier

Guides structured ideation through Socratic questioning to explore problems, opportunities, and solutions. Use when brainstorming features, exploring use cases, or thinking through new ideas.

Code Gen 14 9mo ago
kesslerio

finance-news

by kesslerio

"Market news briefings with AI summaries and price alerts. Aggregates headlines from US/Europe/Japan markets. Use when: 'stock news', 'market updates', 'morning briefing', 'evening market wrap', 'financial headlines', 'price alerts', 'what happened in the market'. Supports WhatsApp delivery and English/German output. NOT for fundamental analysis or scoring (use equity-research). NOT for raw financial data queries (use openbb)."

Finance 14 2mo ago
ovachiever

billing-automation

by ovachiever

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

Code Gen 56 11mo ago
qodex-ai

financial-document-management

by qodex-ai

Manage and organize financial documents and invoices. Categorizes, extracts information, and maintains financial records systematically.

Processing 46 9mo ago
qodex-ai

financial-analysis-agent

by qodex-ai

Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment analysis tools, robo-advisors, portfolio trackers, or financial intelligence systems.

Code Gen 46 9mo ago
qodex-ai

cloud-expense-management

by qodex-ai

Monitor, analyze, and optimize AWS cloud costs. Tracks spending patterns, identifies optimization opportunities, and manages budgets with alerts and recommendations.

Cloud 46 9mo ago
teamtinvio

jaz-recipes

by teamtinvio

16 IFRS-compliant recipes for complex multi-step accounting in Jaz — prepaid amortization, deferred revenue, loan schedules, IFRS 16 leases, hire purchase, fixed deposits, asset disposal, FX revaluation, ECL provisioning, IAS 37 provisions, dividends, intercompany, and capital WIP. Each recipe includes journal entries, capsule structure, and verification steps. Paired with 13 financial calculators that produce execution-ready blueprints with workings.

Processing 8 7mo ago
chnlich

improve-worker

by chnlich

methodology for iterative improve loop workers.

Finance 8 4mo ago
Daisuke134

faceless-money-factory

by Daisuke134

Generate a FRESH faceless personal-finance short video every day, forever, for $0. AI-AGNOSTIC — ANY agent runs it with its OWN model; the skill calls NO LLM API and names NO provider (you, the agent, write the script in natural language; deterministic scripts do TTS + stock b-roll + captions + assembly). Copies a proven viral template (head-to-head) with brand-new content each run. No face, no lip-sync, no paid APIs, no keys. Use to mass-produce monetizable short-form finance content (TikTok/Reels/Shorts) on autopilot. Default output = DRAFT email for approval until posting accounts are wired.

Finance 8 3mo ago
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 8 7mo ago
kzinmr

wiki-entity-upgrade

by kzinmr

Upgrade bio-only blogger entity pages to comprehensive thought analysis format

Finance 8 4mo ago
Daisuke134

sales-account-plan-deck

by Daisuke134

Turn buyer-pasted deal and account facts into an evidence-linked account-plan deck outline without inventing buyer intent, proof, commitments, or forecast outcomes.

Finance 8 1mo ago
Daisuke134

customer-escalation-decision-deck

by Daisuke134

Turn buyer-pasted customer-escalation facts into an evidence-linked decision-deck outline without inventing incident causes, commitments, or account facts.

Finance 8 1mo 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 8 7mo ago
Daisuke134

pm-trade — Polymarket base agent + BASELINE ALPHA (W1 + #28)

by Daisuke134

untested against poly-maker's own political-market tuning assumptions embedded in profiles.py.

Finance 8 1mo ago
Daisuke134

affiliate

by Daisuke134

Builds, runs, and migrates the Life Manager Affiliate Agent across macOS devices.

Finance 8 1mo ago
Daisuke134

CFO hourly operator skill

by Daisuke134

same snapshot/delivery tables.

Agents 8 1mo ago
Daisuke134

board-update-deck-builder

by Daisuke134

Turn buyer-pasted board-update facts into a concise, decision-led slide-by-slide deck outline without inventing metrics, decisions, or status.

Finance 8 1mo ago
Daisuke134

dumbify

by Daisuke134

Use when writing or auditing content that has to be easy to follow — explainer reels, teaching carousels, how-to scripts, any piece that teaches or explains something — or when a draft feels dense, jargony, high-effort, or hard to follow. Lowers reading level and mental load so people keep watching and reading. Pairs with the other writing skills in this pack.

Finance 8 2mo ago
Daisuke134

portfolio-tracker

by Daisuke134

Turn buyer-pasted daily portfolio or watchlist snapshots into a transparent eight-axis position review without live data or investment advice.

Code Review 8 2mo ago
Daisuke134

ubi

by Daisuke134

Anicca UBI (basic-income) distribution skill — the OUTFLOW engine. Splits a share of earned funds and sends it to AI + human recipients via on-chain USDC (execute-ubi.py / distribute-ubi.mjs), email wallets (Crossmint), or direct bank transfer (gmo-furikomi BulkTransfer). The earn skill calls distribute-ubi.mjs after a profitable wake; the bank/ubi watchers reconcile and pay queued recipients with at-most-once + at-least-once money-safety. Use when wiring or running UBI distribution, recording a payout, or verifying a distribution.

Finance 8 1mo ago
Daisuke134

alpaca-investment

by Daisuke134

Run one bounded Life Manager Alpaca paper, real-account shadow, or live investment pass and exit.

Finance 8 1mo ago