Results for “yahoo-finance”

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.

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.

Stock quotes, history, search, compare, crypto via Yahoo.

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

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。

Stock quotes, history, search, compare, crypto via Yahoo.

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.

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

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

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.

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

CRITICAL: Alpaca API is MANDATORY for all OHLCV data. yfinance is NOT a valid fallback - EVER. Trigger when: (1) any code attempts yfinance for price/volume data, (2) crypto volume filter fails, (3) zero-volume bars detected, (4) API key configuration issues, (5) fallback behavior proposed.

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.

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

经济金融顶刊文献速递与选题建议生成器。通过RSS和网页抓取获取经济学、金融学、会计学顶级期刊的最新论文， 筛选公司金融相关文献，生成中文综述摘要和研究选题建议。 当用户提到"期刊速递"、"文献周报"、"论文速递"、"最新文献"、"journal digest"、"paper digest"、 "选题建议"、"研究选题"、"顶刊追踪"、"文献追踪"、"周报"时触发此技能。 即使用户只是说"帮我看看最近有什么新论文"或"最近顶刊发了什么"，也应该触发。

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.

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.

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'.

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.

Earn yield on any Ethereum wallet on Base, Arbitrum, and Plasma. Use when a user wants passive DeFi yield on their funds. Deploys a non-custodial deterministic subaccount (Safe) linked to their EOA, enables automated yield optimization, and lets them deposit/withdraw anytime.

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.

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.

Irr reference tool. Use when working with irr in finance contexts.

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.

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

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.

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

Initiate a Stripe payout to the connected bank account