Finance

Personal finance, budgeting, financial tools

Showing 145-168 of 1004 skills
wondelai

software-design-philosophy

by wondelai

'Manage software complexity through deep modules, information hiding, and strategic programming. Use when the user mentions "module design", "API too complex", "shallow class", "complexity budget", or "strategic vs tactical". Covers deep vs shallow modules, red flags for complexity, and comments as design documentation. For code quality, see clean-code. For boundaries, see clean-architecture.'

Comments 1.2K 3mo ago
wondelai

lean-startup

by wondelai

'Design MVPs, validated learning experiments, and pivot-or-persevere decisions using Build-Measure-Learn. Use when the user mentions "MVP scope", "validated learning", "pivot or persevere", "vanity metrics", or "test assumptions". Covers innovation accounting and actionable metrics. For 5-day prototype testing, see design-sprint. For customer motivation analysis, see jobs-to-be-done.'

Design 1.2K 3mo ago
chengzuopeng

stock-analyst

by chengzuopeng

股票技术分析专家 - 提供专业的 K 线形态和技术指标分析,给出投资建议

Processing 45 4mo ago
pedronauck

fundraising

by pedronauck

"Plan and run an early-stage fundraising process and produce a Fundraising Pack (raise decision memo, round design brief, pitch narrative + deck outline, investor pipeline + tracker, outreach/follow-up scripts, diligence checklist). Use for fundraising, raising capital, venture capital, pitch deck, investor outreach, pre-seed, seed. Category: Career."

Finance 392 2mo ago
pedronauck

autoresearch

by pedronauck

"Autonomously optimize any Claude Code skill by running it repeatedly, scoring outputs against binary evals, mutating the prompt, and keeping improvements. Based on Karpathy's autoresearch methodology. Use when: optimize this skill, improve this skill, run autoresearch on, make this skill better, self-improve skill, benchmark skill, eval my skill, run evals on. Outputs: an improved SKILL.md, a results log, and a changelog of every mutation tried."

Design 392 2mo ago
himself65

yfinance-data

by himself65

Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market data. Triggers include: any mention of stock price, ticker symbol (AAPL, MSFT, TSLA, etc.), "get me the financials", "show earnings", "what's the price of", "download stock data", "options chain", "dividend history", "balance sheet", "income statement", "cash flow", "analyst targets", "institutional holders", "compare stocks", "screen for stocks", or any request involving Yahoo Finance data. Always use this skill even if the user only provides a ticker — infer intent from context.

Analytics 2.7K 2mo ago
KhazP

vibe-research

by KhazP

Deep research and market validation for app ideas. Use when starting a new project, validating an idea, or when the user says "research my idea", "validate my app", or "help me start a new project".

Academic 2.4K 4mo ago
sachacoldiq

atl-btl-messaging

by sachacoldiq

Above-the-Line (ATL) and Below-the-Line (BTL) messaging framework for targeting executives vs end-users. Use when crafting messages for different seniority levels, deciding message length and tone, or adapting outreach to VPs/C-Level vs Managers/ICs.

Email 158 4mo ago
scaffold-eth

defi-protocol-templates

by scaffold-eth

Implement DeFi protocols with production-ready templates for staking, AMMs, governance, and lending systems. Use when building decentralized finance applications or smart contract protocols.

Finance 2K 4mo ago
bitwize-music-studio

researchers-financial

by bitwize-music-studio

Researches SEC filings, earnings calls, analyst reports, and market data. Use when the album subject involves financial crimes, corporate stories, or market events.

Academic 227 3mo ago
virattt

dcf-valuation

by virattt

Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share. Triggers when user asks for fair value, intrinsic value, DCF, valuation, "what is X worth", price target, undervalued/overvalued analysis, or wants to compare current price to fundamental value.

CLI Tools 26.8K 4mo ago
Prat011

invoice-organizer

by Prat011

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Processing 1.3K 7mo ago
lzwme

rqalpha

by lzwme

RQAlpha 米筐开源事件驱动回测框架。支持A股和期货,模块化架构,可自由扩展;当用户需要使用 rqalpha 进行策略回测、模拟交易或Mod插件开发时使用。

API Dev 71 2mo ago
tech-leads-club

perf-lighthouse

by tech-leads-club

"Run Lighthouse audits locally via CLI or Node API, parse and interpret reports, set performance budgets. Use when measuring site performance, understanding Lighthouse scores, setting up budgets, or integrating audits into CI. Triggers on: lighthouse, run lighthouse, lighthouse score, performance audit, performance budget."

Analytics 4.5K 3mo ago
exa-labs

web-search-advanced-financial-report

by exa-labs

Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents. Use when searching for 10-K filings, quarterly earnings, or annual reports.

Analytics 4.5K 3mo ago
simonlin1212

global-stock-data

by simonlin1212

美股港股全栈数据工具包 — 覆盖行情(新浪+腾讯+东财push2)、K线(新浪+Yahoo)、技术指标(MA/MACD/RSI/KDJ/布林带)、基本面(东财datacenter三表+GMAININDICATOR+Yahoo quoteSummary+SEC XBRL)、资金面(东财push2his日级资金流)、期权(Yahoo)、SEC Filing(EDGAR)、搜索与工具(东财search+Yahoo+SEC CIK+全市场列表)八层数据源,内嵌全部调用代码,自包含零依赖外部文件。适用于美股港股个股分析、全市场筛选、财报解读、期权策略、SEC文件检索、资金流追踪、机构持仓分析等场景。

Processing 227 14d ago
JoelLewis

post-trade-compliance

by JoelLewis

"Post-trade compliance and surveillance: trade surveillance, pattern detection, best execution review, allocation fairness, exception-based monitoring, and regulatory reporting triggers."

Code Review 116 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 116 3mo ago
RKiding

alphaear-stock

by RKiding

Search A-Share finance stock tickers and retrieve finance stock price history. Use when user asks about finance stock codes, recent price changes, or specific company finance stock info.

Embeddings 2.4K 4mo ago
RKiding

alphaear-search

by RKiding

Perform finance web searches and local context searches. Use when the user needs general finance info from the web (Jina/DDG/Baidu) or needs to retrieve finance information from a local document store (RAG).

Embeddings 2.4K 4mo ago
JoelLewis

return-calculations

by JoelLewis

"Compute and explain investment return metrics: TWR, MWR/IRR, CAGR, annualization, sub-period linking, arithmetic vs geometric vs log returns."

CLI Tools 116 3mo ago
JoelLewis

crm-client-lifecycle

by JoelLewis

"Client lifecycle management for RIAs: segmentation models (AUM, revenue, behavioral, strategic importance), household management, multi-generational relationship tracking, service tier SLAs, quarterly/annual review scheduling, lifecycle tracking (prospect→onboarding→accumulation→distribution→estate), engagement analytics (NPS, contact frequency, retention risk scoring), at-risk identification, wallet share, held-away asset consolidation, referral attribution, FINRA Rule 4512 trusted contact, OFAC/enhanced due diligence, CRM platforms (Salesforce, Redtail, Wealthbox, Dynamics)."

Code Review 98 3mo ago
JoelLewis

exchange-connectivity

by JoelLewis

"Exchange and venue connectivity: market data feeds, FIX sessions, trading venue integration, market halts, circuit breakers, symbology, and connectivity architecture."

Auth 116 3mo ago
JoelLewis

time-value-of-money

by JoelLewis

"Present value, future value, NPV, IRR, annuities, amortization schedules, and compounding conventions."

Finance 116 3mo ago