Results for “personal-finance”

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。

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

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

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

Personal trainer operations: client check-ins, workout-program delivery, progress reminders, session reminders, lead follow-up, and workout tracking. Use when an owner is a coach/personal trainer or when managing fitness clients and training routines.

Outreach triggered by funding events with post-funding needs analysis and personalized drafts

当需要设定人生方向或进行重大行为改变时

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.

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'.

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

Design personal CRM systems for networking. TRIGGERS - Use when user needs help with personal-crm related tasks.

Configure wallet signing providers for OpenSea transactions, supporting Privy, Turnkey, Fireblocks, Bankr, and local private keys.

Fetch public financial data using Python requests from SEC EDGAR, Yahoo Finance, and other free sources. Use when tasks require online lookup of financial statements, stock data, or market figures.

当需要从零开始构建个人生活方向，摆脱无意义的外部路径时

当个人希望提升自身在职业或社会中的不可替代性，以应对环境变化和不确定性时

Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.

Produce a 30/60/90-day cash-flow forecast from AR and AP with base/low/high confidence bands and shortfall alerts.

Use the owner-profiling skill to run the initial profiling interview for $ARGUMENTS.

Inspect and manage creator fees on pump.fun — determine fee destinations (cashback, shared config, or direct creator), collect fees, distribute shared fees to shareholders, and query vault balances. Prefer runnable Node scripts in this skill folder; use @pump-fun/pump-sdk and @pump-fun/pump-swap-sdk for custom integrations.

当需要系统性地规划个人生活、职业发展或特定项目，以摆脱外部干扰、聚焦核心目标时