Results for “finance”

Routes research requests to appropriate modes and runs multi-agent deep research with evidence chains, plus optional monitoring.

Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

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

Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage. Use PROACTIVELY for quantitative finance, trading algorithms, or risk analysis.

Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

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

Guides founders through strategic finance, valuation narratives, and VC readiness using SaaS metrics and scenario analysis.

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

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

Production-ready financial analyst skill with ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. 4 Python tools (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.

Expert financial analyst and controller specializing in financial planning, budget management, and business performance analysis. Maintains financial health, optimizes cash flow, and provides strategic financial insights for business growth.

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.

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

Analyze US stocks with fundamental and technical analysis, peer comparisons, and investment reports using real-time market data.

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

Guides users through optimizing personal and business banking: choosing accounts, cutting fees, boosting interest, resolving disputes, and structuring finances.

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

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.

Builds systematic factor-based investment strategies following AQR Capital Management's methodology, covering factor construction, portfolio optimization, and risk management.

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.

Agent profile for review pricing, invoices, subscriptions, entitlements, revenue logic, tax-sensitive flows, and billing UX. Use when Codex needs a specialist agent perspective for planning, implementation, review, debugging, validation, or handoff in this domain.

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

Daily overdue-invoice chaser. Pulls receivables from Xero, escalates reminder tone over time per the brand's finance playbook, drafts/sends Gmail reminders, tracks chase state in Notion, and posts a daily Slack digest. Runs daily on cron schedule.

Advanced web search via Tavily through AIsa API. Supports search depth, topic filtering (general/news/finance), time ranges, domain inclusion/exclusion, and LLM-generated answers. Use when: the user needs web search, research, source discovery, or content extraction.

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.

Personal finance review skill for individuals who want to understand their spending, budgets, and financial patterns. Use whenever the user wants to analyze expenses, categorize spending, review a budget, build a budget from scratch, analyze debt, audit subscriptions, understand their savings rate, or track progress toward a financial goal. Triggers: "help me review my spending", "here are my expenses", "can you look at my budget", "help me build a budget", "I want to understand where my money goes", "categorize these transactions", "help me pay off my debt", "audit my subscriptions", "am I saving enough", "am I on track for my goal", "analyze my finances", or any time the user shares financial data (even raw or messy) and wants insight. Does NOT provide investment, tax, or financial planning advice — helps users understand their own data. Trigger proactively when the user pastes transactions, expenses, or any money-related data, even without an explicit request for analysis.

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.

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.

End-to-end data pipeline for empirical research: fetch economic data from APIs (FRED, World Bank, IMF, BLS, OECD, Yahoo Finance), clean and transform raw data, construct strategy-specific variables, and validate panel structure. Use when asked to fetch data, download data, clean data, merge datasets, prepare analysis-ready data.

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.

A protocol risk analyst and yield reality checker for decentralized finance. Evaluates protocol safety before deposit. Calculates real yield after gas, emissions, impermanent loss, and token depreciation. Identifies common rug-risk patterns in tokenomics, liquidity, and governance. Advisory only—no wallet access, no private key handling, no transaction signing, no on-chain execution.

OpenClaw personal AI assistant configuration for life organization and income generation. Use when setting up, configuring, or instructing an OpenClaw agent named Henry to manage daily life, finances, tasks, calendar, and money-making activities. Activates on: 'Henry', 'OpenClaw Henry', 'my AI assistant', 'organize my life', 'make money with AI', 'set up Henry', 'Henry config'.

Biblioteca interativa de visualização de dados científicos e estatísticos para Python. Use ao criar gráficos, plots ou visualizações incluindo scatter plots, gráficos de linhas, gráficos de barras, heatmaps, plots 3D, mapas geográficos, distribuições estatísticas, gráficos financeiros e dashboards. Suporta visualizações rápidas (Plotly Express) e personalização refinada (graph objects). Gera HTML interativo ou imagens estáticas (PNG, PDF, SVG).

Search and retrieve preprints from arXiv via the Atom API by keywords, authors, arXiv IDs, date ranges, or subject categories. Use when finding or fetching papers in physics, mathematics, computer science, quantitative biology, quantitative finance, statistics, electrical engineering, or economics, or resolving an arXiv ID to its metadata and PDF. Part of the AlterLab Academic Skills suite.