Results for “finance”

Irr reference tool. Use when working with irr in finance contexts.

Npv reference tool. Use when working with npv in finance contexts.

Obv reference tool. Use when working with obv in finance contexts.

Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.

Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.

Track stocks, ETFs, indices, crypto (where available), and FX pairs with caching + provider fallbacks.

波总个人财务中枢 v2.0 — 债务追踪 + 消费分析 + 还款日预测 + 暴力催收。当你收到"还了XX YY元""花呗清了""我的债务""截图""消费"等财务相关指令时使用。

Automate corporate finance operations on the Ramp platform: retrieve transactions, manage reimbursements, search expenses, view card details, and list users.

AI CFO briefings from QuickBooks exports, burn/runway, scenario modeling, and build-cost estimates. Use for CFO briefing, runway analysis, or development cost estimates.

Track weekly funding rounds across configurable verticals with primary-source verification, per-round analysis, and risk assessment.

Cache yfinance sector data permanently to avoid Yahoo Finance rate limits. Trigger when: (1) 401 errors during sector fetching, (2) sector updates take too long, (3) need selective sector refresh.

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'.

Provides expert guidance for systematic backtesting of trading strategies, covering methodology, stress testing, bias prevention, and result interpretation.

当意识到自身金钱观念存在限制，并希望采取建设性态度改善财务状况时

Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.

Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management (create, add, remove assets), crypto analysis (Top 20 by market cap), and periodic performance reports (daily/weekly/monthly/quarterly/yearly). 8 analysis dimensions for stocks, 3 for crypto. Use for stock analysis, portfolio tracking, earnings reactions, or crypto monitoring.

Financial dashboard — track income, expenses, crypto, bank balances, budgets. Your personal CFO.

Evaluate the financial impact of pricing changes using ARPU, conversion, churn risk, NRR, and payback analysis to make data-driven go/no-go decisions.

查询A股、港股、美股个股/指数/ETF的详细数据，包括：K线/分时、财务报表（三大报表多期查询，支持跨市场批量对比）、资金流向、技术指标、筹码分析、股东结构、分红除权、业绩预告、公司简况、ETF基金数据（详情/持仓/净值）；以及大盘指数、行业/板块行情、板块成份股、板块区间涨幅排行、指数成份股、热搜、新股日历、投资日历等市场数据。

Provides guidance on using the QMT quantitative trading terminal, including strategy development, backtesting, and live trading for Chinese securities markets.

Stock quotes, history, search, compare, crypto via Yahoo.

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

Reconcile a fund general-ledger account to its supporting subledger or source — investments, cash, income, expense, or capital — prove the bridge, and clear differences before the NAV is struck.

Advises on corporate law matters including entity formation, governance, finance, M&A, securities, venture capital, non-profits, and dissolution. Use when drafting governance documents, structuring transactions, selecting entity types, or navigating fiduciary duties and corporate formalities.

Provides strategic financial frameworks for startup CFOs and finance leaders, including financial modeling, unit economics analysis, fundraising strategy, cash management, and board financial packages.

Public finances briefing. Supports UK, US, and Australia. Produces a single compact briefing on borrowing, debt, receipts, spending, and fiscal rules. Optional debt sustainability analysis via the debtkit R package. User-selectable sub-components and multi-format export.

Perform static and symbolic analysis of Solidity smart contracts using Slither and Mythril to detect reentrancy, integer overflow, access control, and other vulnerability classes before deployment to Ethereum mainnet.

Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.

Use this skill when the user asks about truck purchase financing, leasing options, factoring, fuel surcharge math, lease-purchase agreements, the total-cost-of-ownership (TCO) comparison between buying + leasing, and how owner-operators finance their first truck. Cover Section 179 + Bonus Depreciation tax treatment.

Use when a carrier asks whether to buy or lease their next tractor (or trailer), comparing full-service lease (Ryder, Penske, NationaLease), capital lease, finance lease, walk-away open-end lease, or cash purchase. Covers tax treatment, residual risk, maintenance bundling, balance-sheet impact, and cash-flow modeling.