Results for “mutual-funds”

Adds USDC to the wallet via Coinbase Onramp, supporting Apple Pay, debit cards, bank transfers, and Coinbase account transfers.

Guides funding a wallet with USDC via Coinbase Onramp, including checking status, opening the funding UI, and verifying the balance.

Manage onchain treasury operations with Splits: multisig accounts, crosschain subaccounts, revenue processing, expense payments, and accounting.

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

Simulator.Company financial management specialist. Use when the user wants to manage financial and metric accounts on actors (balances, counters, plan vs fact), record transactions, transfer value between accounts, work with currencies and account-name categories, track non-financial metrics, read balances and turnover, tag accounts for grouping, or set up account triggers (balance / transaction-count / data-field alerts). Activate when the user mentions "record transaction", "transfer funds", "account balance", "financial tracking", "depreciation", "expense", "budget", "counter", "mileage tracking", "account tag", "account trigger", "balance alert", "запиши транзакцію", "переказ коштів", "баланс рахунку", "лічильник", "пробіг", "тег рахунку", "тригер на рахунок", "запиши транзакцию", "перевод средств", "баланс счёта", "счётчик", "пробег", "тег счёта", "триггер на счёт". Accounts attach to ACTORS — use `simulator-actors` to create/find the actor first; for sharing an account use `simulator-access`; for dashbo

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

Manage R&D program budgets with F&A splits, track burn rate and runway against milestones, and route capitalize-vs-expense decisions to a named finance owner.

Scans CoinGecko for top movers, losers, and trending coins, enriched with pump-risk flags for pre-trade screening.

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

Tie out a fund NAV package end to end — assets, liabilities, capital, and per-share/per-unit price — proving the accounting equation, the price, and the day-over-day movement before the NAV is released.

Interact with the Plaid finance platform via a CLI to link institutions, fetch account balances, and query transactions by date range.

Connect to the MAXIA AI-to-AI marketplace on Solana to discover, buy, and sell AI services, earn USDC, and access crypto intelligence, DeFi yields, sentiment analysis, and rug detection tools.

Launch and trade tokens on hood.markets (Robinhood Chain) via the agent API, including deploy, buy, sell, and fee claiming.