金融

个人理财、预算与财务工具

显示 25-48 / 共 1397 个技能
NousResearch

comps-analysis

NousResearch

Build comparable company analysis in Excel — operating metrics, valuation multiples, statistical benchmarking vs peer sets. Pairs with excel-author. Use for public-company valuation, IPO pricing, sector benchmarking, or outlier detection.

金融 23.7万 4个月前
NousResearch

merger-model

NousResearch

Build accretion/dilution (merger) models in Excel — pro-forma P&L, synergies, financing mix, EPS impact. Pairs with excel-author. Use for M&A pitches, board materials, or deal evaluation.

金融 23.7万 4个月前
deanpeters

business-health-diagnostic

deanpeters

Diagnose SaaS business health across growth, retention, efficiency, and capital. Use when preparing a business review or prioritizing urgent fixes.

分析 6676 6个月前
deanpeters

saas-revenue-growth-metrics

deanpeters

Calculate SaaS revenue, retention, and growth metrics. Use when diagnosing momentum, churn, expansion, or product-market-fit signals.

分析 6676 6个月前
deanpeters

acquisition-channel-advisor

deanpeters

Evaluate acquisition channels using unit economics, customer quality, and scalability. Use when deciding whether to scale, test, or kill a growth channel.

分析 6676 6个月前
twentyhq

twenty-partner-shortlist

twentyhq

Shortlist the Twenty partners who fit a lead, with the reason for each, and stop so the user can review. Use when the user asks who to introduce, who fits this deal, which partners to consider, or to match a lead to partners. Works from a lead folder's partner-match-criteria.md, or straight from an Opportunity's need and requirements for a website form submission that has no call behind it. Read-only - it never writes to the CRM and never writes emails. Chains forward into twenty-partner-intro once the user has picked.

文件操作 5.6万 17天前
mastra-ai

severe-weather

mastra-ai

Use when conditions include storms, flooding, heat waves, or other hazards.

金融 2.8万 2个月前
lobehub

deep-review

lobehub

'Multi-dimensional code review. Use when the user asks to review, evaluate, or audit a PR, diff, branch, or pasted change — including informal review asks like "look at this change for problems" — via light mode: one independent reviewer against the dimension quick checklists. Not for explain-only questions about what a change does or why. Deep mode runs only on explicit invocation (/deep-review), and normally at most once per logical requirement.'

代码评审 8.2万 8天前
anthropics

analyzing-financial-statements

anthropics

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

金融 5.2万 10个月前
phuryn

market-sizing

phuryn

"Estimate market size using TAM, SAM, and SOM with top-down and bottom-up approaches. Use when sizing a market opportunity, estimating addressable market, preparing for investor pitches, or evaluating market entry."

分析 2.6万 6个月前
phuryn

market-segments

phuryn

"Identify 3-5 potential customer segments with demographics, JTBD, and product fit analysis. Use when exploring market segments, identifying target audiences, evaluating new markets, or learning how to segment a market."

分析 2.6万 6个月前
EveryInc

ce-pov

EveryInc

"Give a decisive, project-grounded point of view in the subject's own shape: a graded verdict on an external-adoption question, a holistic take on a document, or a position on a user-supplied approach set. Use for a solo POV, a mid-session second opinion, a named-peer cross-check, any request to consult other models or reconcile their opinions, an oracle panel, or a correction-cost-gated proactive cross-check offer. Not for findings review (use ce-doc-review), neutral explainers, or generating options (use ce-ideate or ce-brainstorm)."

代码评审 2.5万 20天前
langwatch

test-compliance

langwatch

Test that your AI agent stays observational and doesn't give prescriptive advice in regulated domains (healthcare, finance, legal). Creates scenario tests for boundary enforcement and red team tests for adversarial probing. Use when your agent advises but must not prescribe.

金融 3525 18天前
elizaOS

weather

elizaOS

Get current weather and forecasts (no API key required). Use when the user asks about the weather, temperature, forecast, wind, humidity, or climate conditions for a city or location. Fetches real-time weather data from free services using curl.

数据处理 1.9万 2个月前
anthropics

financial-statements

anthropics

Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.

金融 2.4万 7个月前
anthropics

journal-entry-prep

anthropics

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.

金融 2.4万 7个月前
anthropics

campaign-planning

anthropics

Plan marketing campaigns with objectives, audience segmentation, channel strategy, content calendars, and success metrics. Use when launching a campaign, planning a product launch, building a content calendar, allocating budget across channels, or defining campaign KPIs.

自动化 2.4万 7个月前
anthropics

audit-support

anthropics

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

compliance-audit 2.4万 7个月前
anthropics

variance-analysis

anthropics

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

金融 2.4万 7个月前
anthropics

close-management

anthropics

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

金融 2.4万 7个月前
anthropics

reconciliation

anthropics

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

金融 2.4万 7个月前
ComposioHQ

invoice-organizer

ComposioHQ

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.

自动化 7.3万 10个月前
anthropics

creating-financial-models

anthropics

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

金融 5.2万 10个月前
anthropics

earnings-analysis

anthropics

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

分析 3.5万 6个月前