Finance
Personal finance, budgeting, financial tools
backtesting-frameworks
by rmyndharis
Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.
revenue-operations
by alirezarezvani
Analyzes pipeline coverage, tracks forecast accuracy with MAPE, and calculates GTM efficiency metrics for SaaS revenue optimization
budget-optimizer
by OneWave-AI
Analyze spending patterns and find savings. 50/30/20 rule, subscription audit, debt payoff strategies, emergency fund roadmap.
cro-advisor
by alirezarezvani
"Revenue leadership for B2B SaaS companies. Revenue forecasting, sales model design, pricing strategy, net revenue retention, and sales team scaling. Use when designing the revenue engine, setting quotas, modeling NRR, evaluating pricing, building board forecasts, or when user mentions CRO, chief revenue officer, revenue strategy, sales model, ARR growth, NRR, expansion revenue, churn, pricing strategy, or sales capacity."
financial-statement-analyzer
by Geeksfino
Perform forensic-level analysis of a single company's financial statements, evaluating earnings quality, financial health, fraud risk, and operational efficiency. Use when the user asks for a deep dive into a company's financials, DuPont analysis, earnings quality check, balance sheet analysis, cash flow analysis, Altman Z-score, Beneish M-score, working capital analysis, or any detailed single-company financial examination.
cmo-advisor
by alirezarezvani
"Marketing leadership for scaling companies. Brand positioning, growth model design, marketing budget allocation, and marketing org design. Use when designing brand strategy, selecting growth models (PLG vs sales-led vs community-led), allocating marketing budgets, building marketing teams, or when user mentions CMO, brand strategy, growth model, CAC, LTV, channel mix, or marketing ROI."
agent-protocol
by alirezarezvani
"Inter-agent communication protocol for C-suite agent teams. Defines invocation syntax, loop prevention, isolation rules, and response formats. Use when C-suite agents need to query each other, coordinate cross-functional analysis, or run board meetings with multiple agent roles."
ma-playbook
by alirezarezvani
"M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation."
consulting-analysis
by bytedance
Use this skill when the user requests to generate, create, or write professional research reports including but not limited to market analysis, consumer insights, brand analysis, financial analysis, industry research, competitive intelligence, investment due diligence, or any consulting-grade analytical report. This skill operates in two phases — (1) generating a structured analysis framework with chapter skeleton, data query requirements, and analysis logic, and (2) after data collection by other skills, producing the final consulting-grade report with structured narratives, embedded charts, and strategic insights.
financial-data-collector
by daymade
"Collect real financial data for any US publicly traded company from free public sources (yfinance). Output structured JSON consumable by downstream financial skills (DCF modeling, comps analysis, earnings review). Handles market data (price, shares, beta), historical financials (income statement, cash flow, balance sheet), WACC inputs, and analyst estimates. Use when users request collect data for ticker, get financials for company, pull market data, gather DCF inputs, or any task requiring structured financial data before analysis. Also triggers on financial data, company data, stock data."
wwas
by phuryn
"Create product backlog items in Why-What-Acceptance format — independent, valuable, testable items with strategic context. Use when writing structured backlog items, breaking features into work items, or using the WWA format."
freee-api-skill
by freee
"freee API を MCP 経由で操作するスキル。会計・人事労務・請求書・工数管理・販売の詳細APIリファレンスと使い方ガイドを提供。"
risk-adjusted-return-optimizer
by Geeksfino
Build diversified portfolios optimized for risk-adjusted returns based on user-specified portfolio size, risk tolerance, and time horizon. Use when the user asks to build a portfolio, construct an asset allocation, optimize risk-adjusted returns, create a diversified investment plan, determine position sizing, design a rebalancing strategy, or requests portfolio construction advice for a specific dollar amount and risk profile.
stp-automation
by JoelLewis
"Straight-through processing and automation: STP design, exception-based workflow, STP rate metrics, integration patterns, process automation, and operational efficiency for securities operations."
reconciliation
by JoelLewis
"Reconciliation operations: position/cash/transaction matching with tolerance thresholds, three-way reconciliation (PMS/custodian/clearing), break identification (timing, pricing, corporate action, stock split/merger/DRIP), tolerance rules, STP rates (95-99% position, 85-95% transaction), auto-resolution, cost basis and tax lot matching, accrued income reconciliation, multi-custodian data normalization (Schwab, Fidelity, Pershing), ex-date processing, custodian feed formats, reconciliation scheduling, regulatory compliance (SEC Rule 204-2, ERISA, SOC 1/SOC 2, books and records), 1099-B accuracy, reconciliation automation platforms (Arcesium, Duco, Advent Geneva)."
ccxt-csharp
by ccxt
CCXT cryptocurrency exchange library for C# and .NET developers. Covers both REST API (standard) and WebSocket API (real-time). Helps install CCXT, connect to exchanges, fetch market data, place orders, stream live tickers/orderbooks, handle authentication, and manage errors in .NET projects. Use when working with crypto exchanges in C# applications, trading systems, or financial software. Supports .NET Standard 2.0+.
outbound-triggers-6
by sachacoldiq
6 Outbound premises from Flip The Script - CXO Passdown, Groundswell strategies, Multi-Persona, and Cold Outbound. Use when running pure cold outreach, building top-down or bottom-up campaigns, or multi-threading accounts.
financial-document-parser
by OneWave-AI
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.
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.
options-payoff
by himself65
Generate an interactive options payoff curve chart with dynamic parameter controls. Use this skill whenever the user shares an options position screenshot, describes an options strategy, or asks to visualize how an options trade makes or loses money. Triggers include: any mention of butterfly, spread (vertical/calendar/diagonal/ratio), straddle, strangle, condor, covered call, protective put, iron condor, or any multi-leg options structure. Also triggers when a user pastes strike prices, premiums, expiry dates, or says things like "show me the payoff", "draw the P&L curve", "what does this trade look like", or uploads a screenshot from a broker (IBKR, TastyTrade, Robinhood, etc). Always use this skill even if the user only provides partial info — extract what you can and use defaults for the rest.
context-discipline
by codewithmukesh
Token budget management for Claude Code sessions. Teaches how to minimize context consumption using MCP-first navigation, lazy loading, subagent isolation, and strategic file reading. Keeps Claude effective throughout long sessions by treating the 200k token window as a budget, not a dumping ground. Load this skill when context is running low, sessions feel sluggish, Claude starts forgetting earlier context, or when planning how to explore a large codebase efficiently. Keywords: "context", "tokens", "budget", "running out of context", "too many files", "large codebase", "memory".
invoice-organizer
by davepoon
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.
skill-optimizer
by mcollina
"Optimizes AI skills for activation, clarity, and cross-model reliability. Use when creating or editing skill packs, diagnosing weak skill uptake, reducing regressions, tuning instruction salience, improving examples, shrinking context cost, or setting benchmark/release gates for skills. Trigger terms: skill optimization, activation gap, benchmark skill, with/without skill delta, regression, context budget, prompt salience."
account-opening-compliance
by JoelLewis
"Account opening compliance: CIP/KYC integration, suitability checks, OFAC screening, beneficial ownership, risk-based review, and compliance automation in account opening."