Results for “financial-data”

Extends Financial Services Cloud behavior through Apex: custom triggers coexisting with FSC's trigger framework, post-bulk-load rollup recalculation, and Compliant Data Sharing participant integrations.

Query documented public database APIs with explicit endpoints, filters, pagination, and provenance for reproducible retrieval of scientific, regulatory, or financial facts.

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。

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.

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

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

Extract structured fields from profit loss documents.

A股全栈数据工具包 — 覆盖行情(mootdx+腾讯+百度K线)、研报(东财+同花顺+iwencai)、信号(同花顺热点+北向+龙虎榜+解禁+行业)、资金面(融资融券+大宗交易+股东户数+分红+资金流分钟级+资金流120日)、新闻(东财个股+全球资讯)、基础数据(mootdx财务/F10+东财+新浪三表)、公告(巨潮)七层数据源，内嵌全部调用代码，自包含零依赖外部文件。优先用通达信(mootdx)/腾讯(不封IP)，东财接口已内置限流防封。适用于个股估值、研报检索、题材归因、龙虎榜跟踪、解禁预警、行业轮动、融资融券跟踪、筹码分析、产业链调研、批量筛选等场景。

Extract structured fields from balance sheet documents.

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.

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。

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'.

Use when the user wants to create or edit forms, collect or query entries, bulk-update form data, check invoices or payment history, or manage their Jinshuju (金数据) account and team members. Also activate for keywords: 金数据, 表单, 问卷, 报名表, form_token, 数据录入, 数据查询, 批量修改.

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

Interact with the Plaid finance platform to link bank accounts, fetch balances, and query transactions by date range using the plaid-cli tool.

Temporal Data

Time-Series Data

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.

Extract structured fields from cfdi nomina documents.

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.

A股智能分析与智能选股工具。维护动态股票池(最多30支),按高科技×中小市值×好业绩原则筛选,推送买卖信号。含独立技术面择时分(-10~+10)用于判断买卖时机。A股投资、股市分析、量化选股。

Use this skill when the user asks about cybersecurity for a trucking carrier — protecting ELD data, customer information, financial systems, EDI integrations, fleet telematics, ransomware risk, vendor / shipper data sharing, incident response, and FMCSA cyber-recommendations. Reference NIST + CISA cybersecurity frameworks.

Create interactive, publication-quality visualizations with 40+ chart types, including scatter, bar, line, 3D, maps, and financial charts, with support for hover, zoom, pan, subplots, and export to HTML or static images.

Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.

Creates interactive, publication-quality visualizations in Python with 40+ chart types, including scatter, bar, heatmap, 3D, and financial charts, plus subplots, styling, and export to HTML or static images.

Simulator.Company chart and dashboard specialist. Use when the user wants to create, configure, or query charts (line, bar, area), dashboards, or financial time-series visualisations on a graph layer. Trigger on any of these intents: — Creating: "create chart", "add chart", "create dashboard", "add dashboard", "build visualisation", "chart на графе", "график с данными", "дашборд", "show metrics on graph", "visualise account data", "plot actor balances". — Configuring: "change chart type", "switch to bar chart", "update chart range", "use last day", "show turnover", "change time range", "filter chart actors". — Querying: "get chart data", "show dashboard", "what charts are on this layer", "fetch chart metrics", "dashboard data".