Results for “fund-flow-tracing”

Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.

Track stocks, ETFs, indices, crypto (where available), and FX pairs with caching + provider fallbacks.

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

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

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

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

Project Tracking — Structured Active Project Files

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.

Authenticate, browse pipelines, samples, and projects, upload data, launch pipeline executions, and check run status on any Flow.bio instance via CLI.

Guides systematic mapping of international personal data flows across an organisation. Covers system-by-system inventory methodology, third-party identification, transfer mechanism assignment, gap analysis, and data flow visualisation. Keywords: data flow mapping, international transfers, data inventory, transfer register, cross-border data flows.

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

Follow a request end-to-end through the stack from route to database

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.

Use to map where support conversation data actually goes — systems, vendors, countries, AI providers — and compare it against what the privacy notice and records say. Trigger for "where does our support data go", "map our data flows", "which vendors process our conversations", cross-border transfer review, ROPA accuracy for support, or a new tool that was connected without a review.

从本地成本追踪数据库追踪并报告 Claude Code 的 Token 用量、花费与预算

Analyze Claude Code token usage, spending, and budgets from a local SQLite cost-tracking database, with breakdowns by project, tool, session, or date.

Parse NetFlow v9 and IPFIX records to detect volumetric anomalies, port scanning, data exfiltration, and C2 beaconing patterns using the Python netflow library.

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.

FLOW framework integration for bloggers. Evidence-led content workflow using the Find, Optimize, Win loop with stage-specific AI prompts from the FLOW knowledge base (30 blog-applicable prompts, CC BY 4.0). Use when user says "FLOW", "FLOW framework", "blog flow", "evidence-led blogging", "find optimize win", or wants stage-specific blog prompts.

Analyze Claude Code token usage, spending, and budgets from the local ECC cost-tracker metrics log. Provides summaries, breakdowns by model, session, or date, and CSV export.

Orchestrate cross-chain swaps, bridges, and DeFi yield deposits via the Sequence Trails API, with on-chain execution through Bankr.

Progress Tracking

Use when running QA Lab channel message flow evidence.

Tracks crypto and AI narratives with mindshare scores, velocity arrows, phase labels, named drivers, and position calls. Detects phase transitions and reflexivity signals.

Build the funnel metrics that actually get trusted. Stage-by-stage conversion, velocity, win rate, and the single biggest leak, with every definition pinned so nobody relitigates the numbers in the meeting. Built for B2B RevOps teams, customizable to your CRM and your stage model. Trigger on "build my funnel metrics", "what's my conversion by stage", "where's the leak", "what's our win rate", "how fast do deals move", or any funnel diagnostic.

Configure, deploy, and manage Senpi Trading Runtime (OpenClaw plugin @senpi-ai/runtime) for automated on-chain position tracking with DSL trailing stop-loss protection. Use when a user needs to create or modify runtime YAML files, configure DSL (Dynamic Stop-Loss) exit engine parameters (phases, tiers, time-based cuts), set up the position_tracker scanner to monitor a wallet's positions on Hyperliquid, install/list/delete runtimes via CLI, or inspect DSL-tracked positions. The runtime does NOT create strategy wallets; create/get the strategy wallet via Senpi MCP first, then link that existing wallet in runtime YAML. Triggers on mentions of senpi, Senpi runtime, DSL exit, stop-loss tiers, position tracker, trailing stop, openclaw senpi, dsl_preset, or strategy YAML configuration."

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'.

Discover and use DFlow documentation, Agent CLI, Trading API, Metadata API, Proof KYC, prediction markets, and the hosted DFlow docs MCP. Use before implementing DFlow features or when field-level endpoint details are needed.

Show agent flow trace timeline and summary

Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.

Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis.

Discovers VC, accelerator, angel, and CVC investors via web search, evaluates thesis fit across four dimensions, and maps approach pathways for outreach.

Find adjacent vendors and subs (not top market primes) who fill a capability gap against a displacement target using USASpending flows and SAM entity signals. Use when user defines a teaming gap and wants vault-ready partner shortlist with citations.

Audit Trail

User Request