金融

个人理财、预算与财务工具

显示 769-792 / 共 1403 个技能
beshkenadze

ios-swiftui-generator

beshkenadze

Generate SwiftUI components following Apple HIG. Use when creating iOS UI components, building SwiftUI views, or need code scaffolding for iOS interfaces.

代码生成 4 8个月前
luisschmitzheadline

roi-calculator

luisschmitzheadline

Build an ROI calculator or value model for deals. Inputs: cost savings, efficiency gains, revenue impact. Output: ROI %, payback period, value summary. Trigger with "create ROI calculator for [deal/segment]", "value model for [product]", or use the /create-roi-calculator command.

代码生成 23 7个月前
luisschmitzheadline

variance-analysis

luisschmitzheadline

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.

代码生成 23 7个月前
luisschmitzheadline

creating-financial-models

luisschmitzheadline

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

代码生成 23 7个月前
luisschmitzheadline

forecast

luisschmitzheadline

Generate weighted sales forecasts with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Works standalone with CSV or pasted pipeline; supercharged when you connect CRM. Trigger with "forecast my pipeline", "weighted forecast for this quarter", or use the /forecast command.

CI/CD 23 7个月前
luisschmitzheadline

startup-financial-modeling

luisschmitzheadline

This skill should be used when the user asks to "create financial

代码生成 23 7个月前
luisschmitzheadline

financial-model-architect

luisschmitzheadline

Build comprehensive 3-5 year financial models projecting revenue, expenses, headcount, cash flow, and runway. Model unit economics, scenario planning, and path to profitability. Generate investor-ready HTML reports with detailed projections and charts.

代码生成 23 7个月前
luisschmitzheadline

saas-financial-projections

luisschmitzheadline

Senior SaaS CFO / Financial Analyst (15+ years) specialized in financial modeling, projections, and exit strategy for bootstrapped and VC-backed SaaS companies. Activate when user needs: (1) Revenue projections (1-5 years), (2) Exit valuation and multiples, (3) Unit economics analysis (CAC, LTV, payback), (4) Scenario modeling (conservative/base/optimistic), (5) Fundraising narratives with financial backing, (6) M&A due diligence financials, (7) SaaS metrics benchmarking, (8) Cohort analysis and churn modeling. Triggers: "proyecciones", "projections", "exit", "valuation", "ARR", "MRR", "multiples", "revenue forecast", "financial model", "exit strategy", "CAC", "LTV", "unit economics", "churn", "fundraising", "M&A", "acquisition", "5 year plan".

代码生成 23 7个月前
luisschmitzheadline

financial-analyst

luisschmitzheadline

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

CLI 工具 23 7个月前
luisschmitzheadline

go-to-market-planner

luisschmitzheadline

Comprehensive 90-day GTM strategy builder. Designs customer acquisition channels, budget allocation, growth targets, and tactical execution roadmap. Produces detailed launch plan with weekly milestones and success metrics.

代码生成 23 7个月前
luisschmitzheadline

financial-statements

luisschmitzheadline

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.

数据处理 23 7个月前
luisschmitzheadline

finance-and-runway

luisschmitzheadline

Runway and finance snapshot: burn, runway (months), cash, optional unit economics. Use when preparing runway review or finance snapshot for board/investors.

代码评审 23 7个月前
markpitt

freeagent-api

markpitt

Interacts with the FreeAgent accounting API to manage invoices, contacts, projects, expenses, timeslips, and other financial data. Use when the user needs to retrieve, create, update, or analyze FreeAgent accounting information via the API. All write operations (POST/PUT/DELETE) require explicit user confirmation before execution and default to sandbox unless production is explicitly requested.

API 开发 22 6个月前
jmsktm

Accounts Reconciler

jmsktm

Automate account reconciliation by matching transactions, identifying discrepancies, and generating variance reports

分析 10 8个月前
jmsktm

Business Plan Writer

jmsktm

Create comprehensive business plans, financial projections, and strategic documents for funding or planning

代码生成 10 8个月前
jmsktm

Construction Estimator

jmsktm

Construction cost estimation, project budgeting, material takeoffs, and bid preparation for contractors and builders

自动化 10 8个月前
raidery

wencai

raidery

"Query Chinese A-share market data using pywencai library with natural language queries. Use when users need to: (1) Query real-time stock prices, financial indicators, or technical analysis data for A-share stocks, (2) Search for stocks by conditions (e.g., 市盈率小于20的科技股, 昨日涨幅前10), (3) Get sector/industry information, (4) Query indices, funds, convertible bonds, or other financial instruments, (5) Analyze financial statements or technical indicators. Triggers on mentions of: A股, 同花顺, 问财,wencai, pywencai, A股, Chinese stocks, or natural language stock queries in Chinese."

金融 8 6个月前
Jst-Well-Dan

excel-variance-analyzer

Jst-Well-Dan

Analyze budget vs actual variances in Excel with drill-down and root cause analysis. Use when performing variance analysis or explaining budget differences. Trigger with phrases like 'excel variance', 'analyze budget variance', 'actual vs budget'.

代码生成 8 7个月前
Jst-Well-Dan

excel-dcf-modeler

Jst-Well-Dan

Build discounted cash flow (DCF) valuation models in Excel. Use when creating DCF models, calculating enterprise value, or valuing companies. Trigger with phrases like 'excel dcf', 'build dcf model', 'calculate enterprise value'.

CLI 工具 8 7个月前
tondevrel

plotly

tondevrel

A high-level interactive graphing library for Python. Ideal for web-based visualizations, 3D plots, and complex interactive dashboards. Built on plotly.js, it allows users to zoom, pan, and hover over data points in a browser-based environment. Use for interactive charts, web applications, Jupyter notebooks, 3D data visualization, geographic maps, financial charts, animations, time-series analysis, and building production-ready dashboards with Dash.

分析 19 7个月前
miles990

claude-domain-skills

miles990

非技術領域專業知識集合,包含商業、金融、創意、專業服務、生活、方法論等 18 個領域

金融 19 8个月前
wdavidturner

hooked-model

wdavidturner

Use when asked to "build habit-forming products", "Hooked model", "trigger action reward investment", "create sticky behavior loops", or "design habit loops". Helps design products that form unprompted user habits. The Hooked Model (created by Nir Eyal) explains how products create habits through Trigger, Action, Variable Reward, and Investment.

代码生成 19 7个月前
SkeneTechnologies

growth-modeling

SkeneTechnologies

When the user wants to build quantitative growth models -- including loop-based models, sensitivity analysis, revenue forecasting, or unit economics. Also use when the user says "growth forecast," "revenue model," "CAC LTV," "growth projections," or "financial model." For growth loops, see growth-loops. For PLG metrics, see plg-metrics.

认证鉴权 18 7个月前
SkeneTechnologies

engagement-loops

SkeneTechnologies

When the user wants to design engagement loops that drive repeated product usage -- including notification strategy, habit formation, or re-engagement triggers. Also use when the user says "DAU/MAU," "habit loop," "trigger action reward," "engagement framework," or "how to bring users back." For retention analysis, see retention-analysis. For feature adoption, see feature-adoption.

分析 18 7个月前