Results for “yahoo-finance”

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

Generates a single-page quarterly finance report with KPI cards, revenue and burn charts, a P&L summary table, highlights, and an outlook section.

Routes finance requests to the appropriate skill: financial-analyst for ratio analysis, DCF valuation, and budget variance, or saas-metrics-coach for ARR/MRR, churn, CAC/LTV, and NRR.

Interact with the Plaid finance platform via a CLI: link accounts from various institutions, query balances, and retrieve transactions by date range.

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.

Look up SaaS finance metrics, formulas, and benchmarks fast. Use when you need a quick metric definition, formula, or benchmark during analysis.

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

Access and manage YNAB budgets programmatically: list budgets, accounts, categories, and transactions, and create new transactions with optional filters.

Retrieves account balances from a self-hosted Sure personal finance board using its REST API.

Manage YNAB budgets, accounts, categories, and transactions via a command-line interface.

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

Provides evidence-first revenue, pricing, refunds, team-billing, and billing-model truth workflows for sales snapshots, pricing comparisons, duplicate-charge diagnosis, or code-backed billing reality.

Tracks revenue pipelines, monitors Stripe and analytics metrics, and automates financial reporting for SaaS businesses.

Retrieves account balances from a personal financial board via its API.

Backtests quantitative trading strategies across 9 engines and 25 data sources, analyzes trade journals, and runs multi-agent research teams.