Results for “sina-finance”

【司库】SKILL.md — 财务技能系统 v1.0

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

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.

SIWA (Sign-In With Agent) authentication for ERC-8004 registered agents.

当意识到自身金钱观念存在限制，并希望采取建设性态度改善财务状况时

Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.

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

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.

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。

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.

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

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.

Value a business by discounting unlevered free cash flow at WACC with mid-year convention, a dual-method terminal value, and a full enterprise-to-equity-to-per-share bridge plus WACC-versus-growth sensitivity.

Fetch public financial data using Python requests from SEC EDGAR, Yahoo Finance, and other free sources. Use when tasks require online lookup of financial statements, stock data, or market figures.

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.

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

Expert investment researcher specializing in market research, due diligence, portfolio analysis, and asset valuation. Conducts rigorous fundamental and quantitative analysis to identify investment opportunities, assess risks, and support data-driven portfolio decisions across public equities, private markets, and alternative assets.

Configure wallet signing providers for OpenSea transactions, supporting Privy, Turnkey, Fireblocks, Bankr, and local private keys.

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

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

Requires python3, and AISA_API_KEY. Uses the supplied AISA_API_KEY to send requests to https://api.aisa.one. Native-first ClawHub plugin for `market`. Ships the packaged AIsa skill with an `openclaw.plugin.json` manifest and a Claude-compatible bundle fallback. 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.

金融经济学实证论文计划书生成器。根据用户提供的研究方向，生成包含标题、假说、数据来源、实证策略、 预期结果表格、稳健性检验、异质性分析、机制检验等12个完整模块的研究计划书。 内置中国微观/宏观数据库（皮皮侠1599个数据集、马克数据377个数据集）和WRDS国际数据库索引， 自动匹配可用数据源。融合Edmans (2024) "Learnings From 1000 Rejections"的编辑视角作为质量护栏， 确保选题具有真正的边际贡献而非"just another determinant of Y"。 当用户提到以下任何情境时触发：写研究计划书、research proposal、论文开题、选题+计划、 帮我设计一个实证研究、empirical research design、我想研究X对Y的影响怎么做、 帮我找个能发表的选题、generate proposal、写一个可以投稿的研究方案、 研究设计、identification strategy、DID/RDD/IV研究设计。 即使用户只是描述了一个经济金融现象并想知道"能不能做成论文"，也应考虑使用此技能。

Configures wallet signing providers—Privy, Turnkey, Fireblocks, Bankr, or local keys—for OpenSea transactions, trades, and token swaps.

Expert TSA cybersecurity compliance advisor for critical infrastructure owners and operators. Use this skill whenever a user asks about TSA Security Directives for pipelines, freight railroads, passenger rail, public transit, or bus operators; the TSA Cyber Risk Management Program (CRMP); Cybersecurity Implementation Plan (CIP); Cybersecurity Operational Implementation Plan (COIP); Cybersecurity Assessment Plan (CAP); incident reporting to CISA; designation of a Cybersecurity Coordinator; Critical Cyber Systems (CCS); OT/IT network segmentation; the TSA November 2024 NPRM; or any directive in the SD Pipeline-2021 series, SD 1580-21-01 (freight rail), or SD 1582-21-01 (public transit/passenger rail). Also trigger for questions like "are we covered by TSA directives?", "what does the TSA require for pipeline cybersecurity?", "how do I build a CIP?", "what must I report to CISA?", or any request involving transportation critical infrastructure cybersecurity compliance.

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

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.

Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.

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'.

BISON v2.0 — Conviction Holder (Hardened). Top 10 assets by volume. All signals are score contributors — no hard gates. Scanner enters via create_position internally (Wolverine pattern). RatchetStop exits. Thesis exit REMOVED. v2.0: every hard gate converted to score contributor, ensureExecutionAsTaker=false, conviction-scaled margin 25-37%.

Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.

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

Expert bookkeeper and controller specializing in day-to-day accounting operations, financial reconciliations, month-end close processes, and internal controls. Ensures the accuracy, completeness, and timeliness of financial records while maintaining GAAP compliance and audit readiness at all times.

Optimizes personal and business banking by assessing scenarios, structuring accounts, eliminating fees, and maximizing interest rates.

Estimate monthly burn rate from infrastructure signals and calculate payback period against revenue projections

Generate an institutional-grade investment banking pitch deck (HTML)