金融

个人理财、预算与财务工具

显示 289-312 / 共 1967 个技能
nimrodfisher

executive-summary-generator

nimrodfisher

Create concise executive summaries from detailed analysis. Use when preparing board decks, executive briefings, or condensing complex analysis into decision-ready formats.

代码生成 494 9个月前
ericosiu

finance-ops

ericosiu

"AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude ROI'."

金融 3723 6个月前
ericosiu

Video Caption Generator

ericosiu

Open-source AI marketing skills — growth experiments, sales pipeline, content ops, outbound, SEO, and finance automation

CLI 工具 3723 6个月前
ZJU-REAL

financial-report-minesweeper

ZJU-REAL

财报排雷 v1.3.0 — A股非金融类上市公司财务报表深度排雷分析(50项核心指标)。数据源优先使用通达信MCP (tdx-connector),不可用时自动降级为同花顺THS。一键执行:run_minesweeper.py 自动完成下载→计算→报告(MD+HTML)。覆盖偿债能力、经营类资产质量、长期生产类资产、负债与权益结构、利润表收入与盈利质量、现金流量表质量六大排雷维度,含舞弊红线规则与五级风险判定(正常→谨慎关注→关注→规避→坚决回避)。注意:不适用于银行、保险、证券等金融企业。触发词:财报排雷、财务排雷、排雷分析、财务报表分析、财务造假识别。

金融 621 3个月前
ZJU-REAL

officecli-data-dashboard

ZJU-REAL

"把 CSV / 表格数据做成 Excel 数据看板:打开即见 Dashboard 页,含多个公式驱动的 KPI 卡片、多张图表、迷你图与条件格式。单表预算 / 一次性 CSV 美化不要用它。 Use this skill to build a multi-element Excel dashboard — Dashboard sheet on open, multiple formula-driven KPI cards, multiple charts, sparklines, and conditional formatting — from CSV or tabular input. Trigger on: 'dashboard', 'KPI dashboard', 'analytics dashboard', 'executive dashboard', 'metrics dashboard', 'CSV to dashboard', 'data visualization'. Output is a single .xlsx. Scene-layer on officecli-xlsx: inherits every xlsx hard rule. DO NOT invoke for: a single budget tracker / one-sheet CSV-with-formatting (use xlsx), a 3-statement / DCF / LBO financial model (use financial-model), a weekly report with ≤ 1 chart and < 10 rows (use xlsx)."

分析 621 2个月前
ZJU-REAL

officecli-xlsx

ZJU-REAL

"用 OfficeCLI 操作 .xlsx:建表、套公式、加图表、改单元格这类常规操作,以及数据透视表、迷你图(sparkline)、条件格式、数据验证、切片器、原生排序这类精细能力,全部走本技能——.xlsx 只有这一个入口。整片数据看板走 officecli-data-dashboard,公式驱动的财务模型走 officecli-financial-model。 Use this skill any time a .xlsx file is involved -- as input, output, or both. This includes: creating spreadsheets, financial models, dashboards, or trackers; reading, parsing, or extracting data from any .xlsx file; editing, modifying, or updating existing workbooks; working with formulas, charts, pivot tables, or templates; importing CSV/TSV data into Excel format. Trigger whenever the user mentions 'spreadsheet', 'workbook', 'Excel', 'financial model', 'tracker', 'dashboard', or references a .xlsx/.csv filename."

金融 621 2个月前
ZJU-REAL

officecli-financial-model

ZJU-REAL

"用 Excel 建财务模型:三表模型、DCF 估值、LBO、SaaS 单位经济、敏感性与情景分析、债务计划表、融资预测、IRR / MOIC / WACC,全部用活公式驱动而非写死数值。普通预算台账不要用它。 Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fundraising projections — in Excel. Trigger on: 'financial model', '3-statement model', 'P&L + BS + CF', 'DCF', 'WACC', 'NPV', 'terminal value', 'LBO', 'debt schedule', 'cash sweep', 'MOIC', 'IRR / XIRR', 'sensitivity table', 'scenario analysis', 'ARR model', 'unit economics', 'CAC / LTV', 'cap table forecast'. Output is a single formula-driven .xlsx. This skill is a scene layer on top of officecli-xlsx — it inherits every xlsx v2 rule (4-color code, visual floor, number formats, cache-drift, Known Issues, Delivery Gate minimum cycle). DO NOT invoke for a simple budget tracker, CSV dump, or operational KPI sheet — route those to officecli-xlsx base."

金融 621 2个月前
ericosiu

Lead Dossier Skill

ericosiu

Open-source AI marketing skills — growth experiments, sales pipeline, content ops, outbound, SEO, and finance automation

数据处理 3723 6个月前
Sma1lboy

technical-writing

Sma1lboy

"Layered technical-writing standard: Diátaxis structure, Google developer style sentences, STE instruction rules, Global English syntax. Use for /technical-writing or when writing or reviewing docs, RFCs, readmes, PR descriptions, or commit messages."

代码评审 179 1个月前
alirezarezvani

finance-skills

alirezarezvani

"Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only)."

金融 2.9万 7个月前
alirezarezvani

revenue-operations

alirezarezvani

Analyzes pipeline coverage, tracks forecast accuracy with MAPE, and calculates GTM efficiency metrics for SaaS revenue optimization

CI/CD 2.9万 8个月前
alirezarezvani

strategic-alignment

alirezarezvani

"Cascades strategy from boardroom to individual contributor. Detects and fixes misalignment between company goals and team execution. Covers strategy articulation, cascade mapping, orphan goal detection, silo identification, communication gap analysis, and realignment protocols. Use when teams are pulling in different directions, OKRs don't connect, departments optimize locally at company expense, or when user mentions alignment, strategy cascade, silo, conflicting OKRs, or strategy communication."

调试 2.9万 7个月前
alirezarezvani

board-deck-builder

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."

金融 2.9万 7个月前
alirezarezvani

founder-coach

alirezarezvani

"Personal leadership development for founders and first-time CEOs. Covers founder archetype identification, delegation frameworks, energy management, CEO calendar audits, leadership style evolution, blind spot identification, imposter syndrome, founder mental health, and succession planning. Use when a founder feels like the bottleneck, struggles to delegate, is burning out, transitioning from IC to executive, managing a board, or when user mentions founder mode, CEO growth, leadership development, delegation, burnout, or imposter syndrome."

金融 2.9万 7个月前
alirezarezvani

chro-advisor

alirezarezvani

"People leadership for scaling companies. Hiring strategy, compensation design, org structure, culture, and retention. Use when building hiring plans, designing comp frameworks, restructuring teams, managing performance, building culture, or when user mentions CHRO, HR, people strategy, talent, headcount, compensation, org design, retention, or performance management."

金融 2.9万 7个月前
alirezarezvani

cmo-advisor

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."

设计 2.9万 7个月前
alirezarezvani

financial-analyst

alirezarezvani

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making

CLI 工具 2.9万 8个月前
alirezarezvani

ma-playbook

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."

金融 2.9万 7个月前
alirezarezvani

cto-advisor

alirezarezvani

Technical leadership guidance for engineering teams, architecture decisions, and technology strategy. Includes tech debt analyzer, team scaling calculator, engineering metrics frameworks, technology evaluation tools, and ADR templates. Use when assessing technical debt, scaling engineering teams, evaluating technologies, making architecture decisions, establishing engineering metrics, or when user mentions CTO, tech debt, technical debt, team scaling, architecture decisions, technology evaluation, engineering metrics, DORA metrics, or technology strategy.

代码生成 2.9万 12个月前
alirezarezvani

cpo-advisor

alirezarezvani

"Product leadership for scaling companies. Product vision, portfolio strategy, product-market fit, and product org design. Use when setting product vision, managing a product portfolio, measuring PMF, designing product teams, prioritizing at the portfolio level, reporting to the board on product, or when user mentions CPO, product strategy, product-market fit, product organization, portfolio prioritization, or roadmap strategy."

数据处理 2.9万 7个月前
alirezarezvani

company-os

alirezarezvani

"The meta-framework for how a company runs — the connective tissue between all C-suite roles. Covers operating system selection (EOS, Scaling Up, OKR-native, hybrid), accountability charts, scorecards, meeting pulse, issue resolution, and 90-day rocks. Use when setting up company operations, selecting a management framework, designing meeting rhythms, building accountability systems, implementing OKRs, or when user mentions EOS, Scaling Up, operating system, L10 meetings, rocks, scorecard, accountability chart, or quarterly planning."

分析 2.9万 7个月前
alirezarezvani

org-health-diagnostic

alirezarezvani

"Cross-functional organizational health check combining signals from all C-suite roles. Scores 8 dimensions on a traffic-light scale with drill-down recommendations. Use when assessing overall company health, preparing for board reviews, identifying at-risk functions, or when user mentions org health, health check, or health dashboard."

金融 2.9万 7个月前
alirezarezvani

scenario-war-room

alirezarezvani

"Cross-functional what-if modeling for cascading multi-variable scenarios. Unlike single-assumption stress testing, this models compound adversity across all business functions simultaneously. Use when facing complex risk scenarios, strategic decisions with major downside, or when the user asks 'what if X AND Y both happen?'"

金融 2.9万 7个月前
alirezarezvani

agent-protocol

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."

智能体 2.9万 7个月前