Finance

Personal finance, budgeting, financial tools

Showing 97-120 of 1116 skills
affaan-m

carrier-relationship-management

by affaan-m

Codified expertise for managing carrier portfolios, negotiating freight rates, tracking carrier performance, allocating freight, and maintaining strategic carrier relationships. Informed by transportation managers with 15+ years experience. Includes scorecarding frameworks, RFP processes, market intelligence, and compliance vetting. Use when managing carriers, negotiating rates, evaluating carrier performance, or building freight strategies.

Finance 231.8K 3mo ago
lzwme

QMT Python策略开发知识库

by lzwme

一个面向金融量化交易领域的 Agent Skills 技能维护仓库,主要聚焦A股量化交易。

API Dev 160 2mo ago
borghei

ceo-advisor

by borghei

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 395 4mo ago
borghei

cfo-advisor

by borghei

Financial leadership advisor for CFOs on financial planning, fundraising, investor reporting, unit economics, cash management, and financial operations.

Code Gen 395 6mo ago
deanpeters

finance-based-pricing-advisor

by deanpeters

Evaluate pricing changes using financial impact analysis - ARPU/ARPA, conversion, churn risk, NRR, and payback. Recommends go/no-go on pricing decisions.

Agents 5.9K 5mo ago
tradermonty

us-stock-analysis

by tradermonty

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

Analytics 2.5K 5mo ago
tradermonty

kanchi-dividend-sop

by tradermonty

Convert Kanchi-style dividend investing into a repeatable US-stock operating procedure. Use when users ask for かんち式配当投資, dividend screening, dividend growth quality checks, PERxPBR adaptation for US sectors, pullback limit-order planning, or one-page stock memo creation. Covers screening, deep dive, entry planning, and post-purchase monitoring cadence.

Code Gen 2.5K 4mo ago
tradermonty

kanchi-dividend-us-tax-accounting

by tradermonty

Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.

Code Review 2.5K 4mo ago
Innei

stock-deep-dive

by Innei

Use when the user asks for an end-to-end orientation on a listed company they don't yet understand, especially when the request combines two or more dimensions in one ask. Triggers on "X 是干什么的", "帮我了解 X", "X 主营 + 同行", "盘前为什么涨", "本周趋势 + 阻力支撑", "X 和其他公司的关系", "first time looking at X", "full brief on X". Skip when the user wants only a single lens — use the targeted Longbridge sub-skill instead.

Finance 218 27d ago
K-Dense-AI

database-lookup

by K-Dense-AI

Search 78 public scientific, biomedical, materials science, and economic databases via REST APIs. Covers physics/astronomy (NASA, NIST, SDSS, SIMBAD), earth/environment (USGS, NOAA, EPA), chemistry/drugs (PubChem, ChEMBL, DrugBank, FDA, KEGG, ZINC, BindingDB), materials (Materials Project, COD), biology/genomics (Reactome, UniProt, STRING, Ensembl, NCBI Gene, GEO, GTEx, PDB, AlphaFold, InterPro, BioGRID, Gene Ontology, dbSNP, gnomAD, ENCODE, Human Protein Atlas, Human Cell Atlas), disease/clinical (COSMIC, Open Targets, ClinicalTrials.gov, OMIM, ClinVar, GDC/TCGA, cBioPortal, DisGeNET, GWAS Catalog), regulatory (FDA, USPTO, SEC EDGAR), economics/finance (FRED, World Bank, US Treasury), demographics (US Census, Eurostat, WHO). Use when looking up compounds, genes, proteins, pathways, variants, clinical trials, patents, economic indicators, or any public database API query.

API Dev 31.4K 3mo ago
JoelLewis

fee-billing

by JoelLewis

"Advisory fee billing: fee calculation (tiered, flat, breakpoint), billing cycles, AUM valuation, direct-debit/invoice collection, GAAP revenue recognition, ADV Part 2A/Reg BI/ERISA 408(b)(2) disclosure, billing exceptions, system migration, revenue forecasting, concentration analysis."

Automation 153 5mo ago
affaan-m

investor-materials

by affaan-m

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

Finance 231.8K 4mo ago
freekmurze

marketing-ideas

by freekmurze

"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 986 5mo ago
Innei

sec-edgar

by Innei

US SEC EDGAR filings — list 10-K/10-Q/8-K/Form 4/S-1, fetch filing text, parse insider Form 4 transactions.

Processing 218 27d ago
borghei

project-manager

by borghei

Expert project management covering planning, execution, stakeholder management, risk mitigation, and delivery excellence.

Email 395 6mo ago
Paramchoudhary

Offer Comparison Analyzer

by Paramchoudhary

Compare multiple job offers side-by-side with total compensation analysis

Code Gen 1.2K 5mo ago
rmyndharis

billing-automation

by rmyndharis

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.

Finance 1.1K 6mo ago
RefoundAI

negotiating-offers

by RefoundAI

Help users negotiate job offers and compensation. Use when someone is negotiating salary, equity, or other terms of a job offer, preparing for a compensation conversation, or asking how to ask for more money.

Finance 1.2K 5mo ago
KhazP

vibe-techdesign

by KhazP

Create a Technical Design Document for your MVP. Use when the user wants to plan architecture, choose tech stack, or says "plan technical design", "choose tech stack", or "how should I build this".

Code Gen 2.7K 6mo ago
modu-ai

moai-foundation-context

by modu-ai

Manages context window optimization, session state persistence, and token budget allocation for multi-agent workflows. Use when dealing with token budget management, context window limits, session handoff, state persistence across agents, or /clear strategies. Do NOT use for agent orchestration patterns (use moai-foundation-core instead).

Agents 1.1K 5mo ago
alirezarezvani

board-deck-builder

by alirezarezvani

"Assembles comprehensive board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives. Covers structure, narrative framework, bad news delivery, and common mistakes."

Finance 22.9K 4mo ago
LeoYeAI

agent-workflow-designer

by LeoYeAI

"Agent Workflow Designer"

Finance 2.1K 3mo ago
star23

tech-earnings-deepdive

by star23

Tech Stock Earnings Deep Dive Analysis and Multi-Perspective Investment Memo System (v3.0). Covers 16 major analysis modules (A-P), 6 investment philosophy perspectives, institutional-grade evidence standards, anti-bias framework, and actionable decision system. When users mention topics such as tech company earnings analysis, quarterly/annual report interpretation, earnings call, revenue growth analysis, margin changes, guidance, valuation models, DCF, reverse DCF, EV/EBITDA, PEG, Rule of 40, management analysis, competitive landscape, position sizing, whether to buy/sell/add to a tech stock position, how to interpret a company's latest earnings, doing a deep dive, multi-angle valuation, how investment masters view a company, variant view, key forces, kill conditions, ownership structure, executive team, partner ecosystem, macro policy impact, etc., this skill should be used. Even if the user simply asks "help me look at NVDA's latest earnings" or "how did META do this quarter" or "should I keep holding MSFT," this skill should be triggered to provide comprehensive earnings analysis and a multi-perspective investment memo. This skill complements the us-value-investing skill — us-value-investing focuses on long-term value four-dimensional scoring, while this skill focuses on in-depth dissection of the latest earnings, comprehensive judgment across multiple investment philosophies, and actionable position decisions.

Finance 983 3mo ago
star23

us-market-sentiment

by star23

US stock market sentiment monitoring and position recommendation system. Evaluates market sentiment by tracking 5 core indicators (NAAIM Exposure Index, Institutional Equity Allocation, Retail Net Buying, S&P 500 Forward P/E Ratio, Hedge Fund Leverage) and outputs sentiment ratings and position recommendations. This skill should be used when the user mentions topics such as US stock sentiment, market overheating, greed/fear indicators, NAAIM, institutional positioning, retail sentiment, P/E valuation bubbles, hedge fund leverage, whether to reduce positions, market risk assessment, position management advice, market top/bottom signals, etc. Even if the user simply asks "Is the US stock market risky right now?" or "Should I reduce my positions?", this skill should be triggered to provide a structured analytical framework.

Finance 983 3mo ago