Finance & Business

finchipaiorg Skill

Closes gaps in per-source revenue accuracy, sub-segment HHI computation, hot-document obligations, and explicit characterization of self-serving internal materials.

finchipaiorg Skill

Ensures a DIP credit agreement issue memo systematically analyzes claim elevation mechanics, investigation-period adequacy, carve-out sufficiency, avoidance-action lien coverage, MAC clause breadth, lender conflicts, and related budget and financing terms, with proposed modification language for each issue.

finchipaiorg Skill

Closes gaps in buyer viability assessment against applicable antitrust agency standards, crown jewel structural analysis, revenue-at-risk quantification from customer change-of-control provisions, and certification timing as a market access barrier.

finchipaiorg Skill

Guides preparation of a detailed invoice dispute memo identifying charges that appear outside the agreed scope of a transactional engagement, with a negotiation strategy for addressing disputed amounts.

finchipaiorg Skill

Drafts a CIA implementation plan and board resolution package that maps each CIA obligation to a timeline, addresses chief compliance officer qualification and independence requirements, and includes multi-period staffing and budget projections for review.

finchipaiorg Skill

Identifying issues in a bridge loan agreement requires assessing economic terms against market benchmarks, flagging a personal guaranty as non-standard for an institutional bridge, identifying one-sided amendment provisions, and evaluating revenue milestones for achievability given the company's stage.

finchipaiorg Skill

Drafting a petition for final distribution in probate requires reconciling the final accounting, identifying and reserving for claims and expenses, confirming tax compliance, and preparing a court-ready petition with a proposed order and distribution summary.

finchipaiorg Skill

Reviewing a litigation budget proposal requires comparing proposed staffing, rates, and phase-level allocations against the governing billing guidelines and prior-period actuals, flagging rate change requests that conflict with the guidelines, unauthorized timekeeper additions, and phase allocations that appear disproportionate to the case posture.

finchipaiorg Skill

Drafting a sale and contribution agreement for an asset-backed securitization by updating a prior deal template to reflect changed pool parameters and structural terms, ensuring true sale and accounting derecognition treatment, and flagging departures and open items in an issues memorandum.

finchipaiorg Skill

Reviewing incoming interrogatories requires analyzing each interrogatory for proper form, scope limitations, and strategic risks to the defense, recommending objections and response strategies interrogatory-by-interrogatory, and accounting for the governing response deadline and the relevant contractual scope documents.

finchipaiorg Skill

Reviewing litigation staffing on an invoice requires comparing each timekeeper's role and hours against the approved staffing plan, billing guidelines, and case phase to identify over-staffing, rate issues, and task-level mismatches.

finchipaiorg Skill

Issue-spotting memorandum analyzing a whistleblower complaint involving alleged revenue fraud, identifying securities fraud theories, comparing whistleblower protection pathways, and tracing the adverse employment action timeline against protected activity dates.

finchipaiorg Skill

Agents identify general policy gaps by comparing an updated financial institution policy set against the governing compliance baseline, including any institution-specific supervisory requirement that is more stringent than the general baseline, checking internal arithmetic and implementation assumptions in staffing and budget plans, identifying consumer credit threshold issues, flagging undefined training scope as a scope-creep risk, and recognizing that mandatory supervisor-first reporting may deter protected reporting activity.

finchipaiorg Skill

A full invoice compliance review requires comparing each billing entry against applicable outside-counsel billing guidelines and the engagement letter for rate compliance, billing-practice violations, and prior-approval requirements, while cross-referencing the prior approval log to distinguish approved items from unauthorized deviations.

finchipaiorg Skill

Transaction summary memorandum extracting and aggregating potentially relevant transactions from accounting records for an investigation, tracing ownership connections between vendors and company insiders, and analyzing fee structures for evidence of possible diversion.

roanbrasil Skill

Guide production incident response, SRE practices, on-call runbooks, postmortems, SLOs, and error budget management

roanbrasil Skill

Expert financial systems design patterns — invoke when building payment processing, ledgers, accounting, money arithmetic, reconciliation, fraud detection, or any system where correctness of monetary values is critical.

majinabhinav-gif Bundle

Analyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the user asks about municipal bonds, tax-exempt income, tax-equivalent yield, AMT bonds, callable bonds, yield-to-worst on munis, or muni credit quality. Also trigger when users mention 'muni bonds', 'tax-free bonds', 'state tax exemption', 'general obligation', 'revenue bonds', 'Build America Bonds', 'muni yield ratio', 'de minimis rule', or ask whether munis make sense for their tax bracket.

majinabhinav-gif Skill

Evaluate whether the substance of fee and cost disclosures is complete, accurate, and not misleading across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks whether Form ADV Item 5 fee content is adequate, prospectus fee table format, Reg BI cost disclosure content, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program cost-effectiveness, or ERISA 408(b)(2)/404a-5 fee disclosure content. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', or 'indirect compensation'. (For which disclosure documents must exist and when they are delivered, use client-disclosures.)

majinabhinav-gif Bundle

Determine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly criterion, fractional Kelly, risk budgeting, or conviction weighting. Also trigger when users mention 'how much to put in one stock', 'maximum position size', 'how concentrated should my portfolio be', 'number of holdings', 'VaR budget per position', 'how big a bet', or ask about scaling position sizes with volatility.

majinabhinav-gif Skill

Identify, disclose, and mitigate conflicts of interest in advisory and brokerage relationships under Reg BI and fiduciary duty. Use when the user asks about compensation-based conflicts, proprietary product incentives, revenue sharing disclosure, principal trading consent, soft dollar arrangements, pay-to-play restrictions, gifts and entertainment limits, personal trading policies, or code of ethics requirements. Also trigger when users mention 'is this a conflict', 'recommending our own funds', 'higher payout on annuities', 'outside business activity conflicts', 'allocation fairness across accounts', 'political contribution to a pension board member', or ask how to disclose or eliminate a conflict.

majinabhinav-gif Bundle

Evaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use when the user asks about Sharpe ratio, Sortino ratio, Information Ratio, Treynor ratio, Calmar ratio, Omega ratio, or upside/downside capture. Also trigger when users mention 'risk-adjusted returns', 'return per unit of risk', 'M-squared', 'is this fund worth the volatility', 'how to compare two managers', 'capture ratio', or ask which investment performed better after accounting for risk.

zap-coding-agent Skill

Use when a loop doesn't terminate, runs forever on a bad goal, burns budget without making progress, or needs a reliable halt strategy. Covers primary stopping conditions (goal met), fallback budgets (max turns/cost/no-progress), and escalation when neither fires.

zuoguyoupan2023 Bundle

Claude-powered ecommerce business review toolkit for D2C stores. Single command: review. Analyzes order transaction data across multiple time periods (30d/90d/365d), produces KPI trees with health signals, structured findings, and concrete action plans. Triggers on: "ecommerce review", "store review", "store health", "revenue analysis", "customer analysis", "product analysis", "business review".

bodymobarez Bundle

Master hub for B2B business systems & platforms at staff/principal depth. Use to build CRM, ERP, double-entry accounting/finance, a complete A→Z accounting system (full menus), affiliate/ referral programs, white-label/multi-tenant products, Postgres multi-tenant isolation (RLS), and VAT/e-invoicing compliance (ZATCA, UAE Peppol, EU ViDA). Bundles 8 specialized skills in skills/<name>/GUIDE.md. Use for any business-platform, SaaS back-office, CRM, ERP, accounting, billing, tenancy, tax, or white-label task.

aiagentslibrary Skill

A receipts and invoices organization skill for Gemini Spark. Finds receipts, invoices, renewals, and payment confirmations across Gmail and Drive, drafts tracker rows, and proposes filing actions with approval. Triggered by find receipts, invoice tracker, expense cleanup, payment confirmations, finance tracker, receipts in Gmail.

whz39coding Skill

Invoice Organizer

bin1874 Skill

通过读取混乱文件、提取关键信息、一致重命名并将其分类到逻辑文件夹中，自动为税务准备组织发票和收据。将数小时的手动记账转化为几分钟的自动化组织。

tcvdog Skill

Comprehensive hospitality guest services specialist for hotels, resorts, restaurants, and event venues — covering reservations, check-in/check-out, concierge services, guest complaint resolution, loyalty program management, and post-stay follow-up to deliver exceptional guest experiences that drive loyalty and revenue

ivanshamaev Skill

DE cost optimization — query cost analysis (Trino/Spark/ClickHouse/BigQuery), compute right-sizing, storage tier recommendations, spot/preemptible instances, partition pruning, Z-order/clustering, materialized view economics, data lifecycle policies, FinOps tagging, cost attribution, budget alerts

wooyoohl Skill

Use to collide a candidate claim with nearest prior work and extract the residual contribution that remains after accounting for existing papers.

houjingyi00417-hub Skill

Query the U.S. Treasury Fiscal Data API for federal financial data including national debt, government spending, revenue, interest rates, exchange rates, and savings bonds. Access 54 datasets and 182 data tables with no API key required. Use when working with U.S. federal fiscal data, national debt tracking (Debt to the Penny), Daily Treasury Statements, Monthly Treasury Statements, Treasury securities auctions, interest rates on Treasury securities, foreign exchange rates, savings bonds, or any U.S. government financial statistics.

kylin-feng Bundle

Use when planning monetization strategy, building creator business models, or scaling content operations. Covers revenue models, funnel design, platform economics, and AI-powered creator workflows.

rycen7822 Skill

Codex built-in skill for budgeted ripgrep-style repository search that avoids huge terminal output by narrowing files and bounded hit windows.

santosomar Bundle

Analyze MITRE ATT&CK T0828 Loss of Productivity and Revenue in the ics matrix. Use for TTP triage, detection engineering, hunting, defensive emulation planning, mitigations, incident response mapping, ATT&CK coverage, or questions mentioning T0828, Loss of Productivity and Revenue, or ics ATT&CK. Adversaries may cause loss of productivity and revenue through disruption and even damage to the availability and integrity of control system operations, devices, and related processes.

gomining-ai Bundle

GoMining investment guide — practical recommendations for different budget levels ($10, $100, $1K, $10K). Covers entry points, product combinations, ROI examples, VIP progression, optimization strategies, and risk considerations.