Results for “fiscal-year”

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.

Captures tax-relevant facts year-round into local structured records, tracks missing documents, and prepares CPA-ready handoff summaries without providing tax advice.

Captures tax-relevant facts year-round, tracks documents and expenses, and prepares CPA-ready handoff summaries, all stored locally.

Local-first year-round tax memory system for individuals, freelancers, and small businesses. Use when users mention tax documents, receipts, expenses, tax notices, filing preparation, missing forms, accountant meetings, or year-end organization. Captures tax-relevant facts as they happen, tracks what may be missing, and prepares CPA-ready handoff summaries. NEVER provides tax advice, legal interpretations, filing positions, or final tax calculations.

Drafts SEC Form 10-K Annual Reports under the Securities Exchange Act of 1934. Structures all four Parts with Regulation S-K compliance and GAAP financial integration. Use when drafting 10-K filings, annual reports, or public company annual SEC disclosures.

Query the U.S. Treasury Fiscal Data REST API for federal financial data including national debt, daily and monthly treasury statements, securities auctions, interest rates, exchange rates, savings bonds, and government revenue and spending statistics. No API key required.

Build 3-scenario financial models (Base/Bull/Bear) for startups with templates by business model, unit economics, cohort analysis, and runway calculations.

Prüft E-Rechnungen auf Frist, Form, Zuständigkeit und Rechtsweg; liefert eine Fristen- und Risikoampel mit Sofortschritten.

Produces neutral, section-pinned U.S. legislative bill summaries translating statutory language into plain terms with identifying data, provisions, fiscal impacts, and controversy. Use when summarizing bills, analyzing proposed legislation, preparing bill briefs, digesting committee reports or fiscal notes, or writing legislative updates.

Audit economic analysis outputs (fiscal briefings, macro briefings, market research, longlists, and other quantitative economic documents) against methodology standards, academic literature, and common errors. Runs structured checks across core categories including counterfactual, additionality, discounting, double counting, distributional analysis, Aqua Book RIGOUR, and Flyvbjerg-style strategic misrepresentation detection. Returns a RAG scorecard with issues ranked by severity.

Assemble tax-season materials — quarterly estimates or year-end 1099s — plus an organized accountant packet.

Query the U.S. Treasury Fiscal Data API for federal financial data including national debt, government spending, revenue, interest rates, exchange rates, and savings bonds. Access 54 datasets and 182 data tables with no API key required.

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.

Build a rolling 30/60/90-day cash forecast from AR/AP aging and fixed outflows, flag floor breaches, and model liquidity levers.

Use this skill to file your IFTA quarterly fuel tax return. Covers filing windows, calculation, payment, and refund situations.

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making using financial statements and spreadsheet data.

Use when project-managing an ICCV campaign across the odd-year cycle, covering the autumn fork between CVPR and ICCV, the early-March registration and single submission deadline, May rebuttal week, late-June decisions, the October conference with international travel and visa lead times, and the ECCV/CVPR fallback ladder if the paper misses.

Extract structured fields from facture documents.

Build a personal budget from income and expenses using the 50/30/20 rule or a zero-based plan.

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.

Federal acquisition compliance auditor for the active Theseus workspace, backed by live FAR/DFARS text via the vendored `ecfr` MCP. USE WHEN the user asks to audit FAR/DFARS clause coverage, validate that cited clauses actually exist in eCFR (catch fabricated or typo'd numbers), check whether a cited clause has been amended since the solicitation issued, validate regulatory references (NIST SP, DAFI, MIL-STD), check that every "shall" requirement has a deliverable, find missing compliance artifacts, audit proposal_instruction ↔ evaluation_factor coverage (UCF Section L↔M or non-UCF equivalent — FAR 16 task orders, FOPRs, BPA calls, OTAs), or "are we compliant with the proposal instructions?". Cross-references the workspace's clause / regulatory_reference / requirement / deliverable / compliance_artifact entities against live eCFR and flags gaps with severity. Format-agnostic. DO NOT USE FOR drafting compliant prose (use proposal-generator) or extracting clauses (Theseus pipeline does that automatically).

Monthly P&L, cashflow forecast, runway calculation, and top movers. Investor-ready Gamma deck plus Slack summary, archived to Notion. Runs monthly on a 1st-of-month cron schedule.

Implements financial records retention requirements across EU directives (5-7 years), SOX Section 802 (7 years), MiFID II (5-7 years), tax records, payment data, and AML obligations under AMLD. Maps financial data categories to statutory retention periods with cross-jurisdictional reconciliation. Activate for financial retention, SOX records, MiFID retention, AML retention, tax record keeping queries.

Structured policy briefing note (1-2 pages). Issue, background, analysis, options, recommendation. UK GES, Australian Treasury, consulting formats. Auto-populates from econstack data skills.

Provides a bundle of standard operating procedures for legal and finance departments, covering accounting, bookkeeping, and financial management for SaaS businesses.

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

Macroeconomic monitor. Supports UK, US, Euro area, and Australia. Pulls GDP, inflation, employment, wages, rates, trade, housing, and fiscal data. Each country follows its central bank's reporting structure. Produces a single clean briefing with a traffic-light assessment and user-selectable sub-components.

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

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。

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

Apply functional programming patterns with fp-ts in React, covering state management, form validation, and data fetching for React 18/19 and Next.js 14/15.

Applies the Sarbanes-Oxley Act to assess financial-reporting integrity and IT general controls, mapping executive certification and internal-control areas to auditable evidence for public companies.

根据研究者提供的**研究计划书（Research Proposal）**执行基于**外国（美国/欧盟/英国/日本/跨国）制度环境**的公司金融类实证研究全流程。**启动后第一件事：根据计划书的主题、识别策略、贡献边际与样本范围，从外国 CF 顶刊池（AER/QJE/JPE/JF/JFE/RFS/JFQA/JAR/JAE/MS/JCF/JBF 等 25+ 期刊）中推荐 5 本最匹配的目标期刊（[J1]–[J5]），等待研究者明确选定一本；该期刊决定 main.tex 的 bibliographystyle、Section 骨架、Introduction 风格与表注规范**。然后用 Python 完成数据清洗、描述性统计、基准回归、内生性检验（IV/2SLS、DML）、平行趋势、异质性、机制、稳健性检验与图表绘制。LaTeX 表格和图像严格遵循 template/ 示例格式，研究逻辑与排版严格遵循 rule/ 下的《通用实证研究逻辑与规范总结》与《回归表写作规范总结》。数据集与政策集从 asset/ 中按计划书中的关键词检索（WRDS / NBER/Fed releases / FRED / 全球宏观库）。**当计划书预期的实证结果无法实现时（系数不显著、平行趋势不通过、IV 弱工具、机制不成立等），skill 自动切换备选方案直至完成研究项目**。最终交付物：Python 代码 + LaTeX 表格 + 图像（.pdf/.png）。触发条件：研究者提交研究计划书（含 X→Y 假设、识别策略、样本、政策冲击等）。

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making.

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