jadegate
- 1.3k skills
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- 7 hours ago last updated
- ▌ Price History · jadegateGet historical price data (OHLCV) for a stock. Use when user asks about price history, historical data, past performance, price over time, or needs data for chart analysis.
- ▌ Savings Goals · jadegatePlan and track savings for specific financial goals including retirement, education, and home purchase. Use when the user asks about required savings rates, 529 plans, retirement accumulation targets, down payment planning, or goal prioritization. Also trigger when users mention 'how much do I need to save each month', 'am I on track for retirement', 'college savings', 'safe withdrawal rate', '4% rule', 'FIRE savings rate', 'catch-up contributions', 'employer match', or ask how to balance competing savings goals.
- ▌ Fsi Strip Profile · jadegateCreates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.
- ▌ Trade Journal · jadegateStructured trade logging, performance review, behavioral pattern detection, and strategy attribution for systematic improvement
- ▌ V0 Automation · jadegateAutomate V0 tasks via Rube MCP (Composio). Always search tools first for current schemas.
- ▌ Yfinance Data · jadegateFetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market data. Triggers include: any mention of stock price, ticker symbol (AAPL, MSFT, TSLA, etc.), "get me the financials", "show earnings", "what's the price of", "download stock data", "options chain", "dividend history", "balance sheet", "income statement", "cash flow", "analyst targets", "institutional holders", "compare stocks", "screen for stocks", or any request involving Yahoo Finance data. Always use this skill even if the user only provides a ticker — infer intent from context.
- ▌ Alphaear Stock · jadegateSearch A-Share/HK/US finance stock tickers and retrieve finance stock price history. Use when user asks about finance stock codes, recent price changes, or specific company finance stock info.
- ▌ Cal Automation · jadegateAutomate Cal tasks via Rube MCP (Composio). Always search tools first for current schemas.
- ▌ Clean Data Xls · jadegateClean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data", "fix formatting", "dedupe", "standardize this column", "this data is messy".
- ▌ Comps Analysis · jadegateBuild institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
- ▌ Crypto Com App · jadegateExecute crypto trades (buy, sell, swap, exchange) and query account balances, market prices, and transaction history via the Crypto.com APP API. View weekly trading limits and portfolio positions. Use when the user wants to trade, purchase, sell, or swap cryptocurrency, check token prices or portfolio balances, view recent trades, discover coins, or activate the kill switch. Supports BTC, ETH, CRO, and 200+ tokens across fiat and crypto wallets.
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- ▌ Digital Assets · jadegateAnalyze digital assets including cryptocurrency fundamentals, blockchain mechanics, DeFi protocols, and on-chain metrics. Use when the user asks about crypto investing, Bitcoin, Ethereum, staking yields, DeFi lending, impermanent loss, or on-chain valuation metrics. Also trigger when users mention 'blockchain', 'proof of stake', 'proof of work', 'smart contracts', 'NFTs', 'stablecoins', 'NVT ratio', 'TVL', 'crypto portfolio allocation', 'halving', or ask about risks and returns of cryptocurrency.
- ▌ Discord Reader · jadegateRead Discord for financial research using opencli (read-only). Use this skill whenever the user wants to read Discord channels, search for messages in trading servers, view guild/channel info, monitor crypto or market discussion groups, or gather financial sentiment from Discord. Triggers include: "check my Discord", "search Discord for", "read Discord messages", "what's happening in the trading Discord", "show Discord channels", "list my servers", "Discord sentiment on BTC", "what are people saying in Discord about AAPL", "monitor crypto Discord", any mention of Discord in context of reading financial news, market research, or trading community discussions. This skill is READ-ONLY — it does NOT support sending messages, reacting, or any write operations.
- ▌ Emergency Fund · jadegateSize and structure an emergency fund based on individual circumstances, income stability, and expense profile. Use when the user asks about emergency fund sizing, how many months of expenses to save, where to keep emergency savings, or tiered fund structures. Also trigger when users mention 'rainy day fund', 'how much cash should I keep', 'high-yield savings account', 'money market fund', 'freelancer cash reserve', 'variable income buffer', or ask what counts as an emergency expense.
- ▌ Exa Automation · jadegateAutomate Exa tasks via Rube MCP (Composio). Always search tools first for current schemas.
- ▌ Exposure Coach · jadegateGenerate a one-page Market Posture summary with net exposure ceiling, growth-vs-value bias, participation breadth, and new-entry-allowed vs cash-priority recommendation by integrating signals from breadth, regime, and flow analysis skills.
- ▌ Fee Disclosure · jadegateGuide fee disclosure compliance across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks about Form ADV Item 5 fee schedules, prospectus fee table format, Reg BI cost disclosure obligations, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program costs, or ERISA 408(b)(2) service provider fee disclosure. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', 'indirect compensation', or ask whether fee disclosures are complete and compliant.
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- ▌ Funding Digest · jadegateGenerate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links.
- ▌ Fx Carry Trade · jadegateEvaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends. Use when analyzing carry trades, comparing FX forward curves, assessing carry-to-vol ratios, or evaluating currency pair opportunities.
- ▌ Git Clone Repo · jadegate bundleClone a git repository with branch selection and shallow clone support
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- ▌ Jadegate Trust · jadegateManage TOFU (Trust On First Use) certificates and Ed25519 cryptographic signatures for MCP server identity verification.
- ▌ Kit Automation · jadegateAutomate Kit tasks via Rube MCP (Composio). Always search tools first for current schemas.
- ▌ L2s Automation · jadegateAutomate L2s tasks via Rube MCP (Composio). Always search tools first for current schemas.
- ▌ Mean Reversion · jadegateMean-reversion strategy tools including Hurst exponent, half-life estimation, z-score signals, ADF testing, and Ornstein-Uhlenbeck modeling
- ▌ Mem Automation · jadegateAutomate Mem tasks via Rube MCP (Composio). Always search tools first for current schemas.
- ▌ Moz Automation · jadegateAutomate Moz tasks via Rube MCP (Composio). Always search tools first for current schemas.
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- ▌ News Sentiment · jadegateGet recent news and sentiment for a stock. Use when user asks about news, headlines, sentiment, what's happening with a stock, or recent developments.
- ▌ NPM Automation · jadegateAutomate NPM tasks via Rube MCP (Composio). Always search tools first for current schemas.
- ▌ Options Payoff · jadegateGenerate an interactive options payoff curve chart with dynamic parameter controls. Use this skill whenever the user shares an options position screenshot, describes an options strategy, or asks to visualize how an options trade makes or loses money. Triggers include: any mention of butterfly, spread (vertical/calendar/diagonal/ratio), straddle, strangle, condor, covered call, protective put, iron condor, or any multi-leg options structure. Also triggers when a user pastes strike prices, premiums, expiry dates, or says things like "show me the payoff", "draw the P&L curve", "what does this trade look like", or uploads a screenshot from a broker (IBKR, TastyTrade, Robinhood, etc). Always use this skill even if the user only provides partial info — extract what you can and use defaults for the rest.
- ▌ Position Sizer · jadegateCalculate risk-based position sizes for long stock trades. Use when user asks about position sizing, how many shares to buy, risk per trade, Kelly criterion, ATR-based sizing, or portfolio risk allocation. Supports stop-loss distance calculation, volatility scaling, and sector concentration checks.
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- ▌ Reconciliation · jadegateDesign and operate reconciliation processes that ensure data accuracy across portfolio management custodian and clearing systems. Use when building or evaluating a daily position cash or transaction reconciliation process, investigating discrepancies between internal systems and custodian records, diagnosing recurring break patterns especially from corporate actions or pricing differences, setting tolerance thresholds for position cash or market value matching, implementing three-way reconciliation across advisor system custodian and clearing firm, designing break investigation workflows with aging and escalation, normalizing data across multi-custodian feeds from Schwab Fidelity or Pershing, reconciling cost basis tax lots or accrued income across systems, evaluating reconciliation platforms like Arcesium Duco or Advent Geneva, or preparing for regulatory examinations on books and records accuracy.
- ▌ Reference Data · jadegateDesign and manage reference data systems — security master, client master, account master, identifier mapping, pricing data, and governance. Use when building or evaluating a security master database, mapping identifiers across systems (CUSIP to ISIN, SEDOL to FIGI), designing client master models for onboarding or KYC, defining account master attributes across custodians, implementing pricing validation with vendor hierarchy, establishing reference data governance and stewardship, handling identifier changes from corporate actions, or troubleshooting data quality issues traced to stale prices or missing identifiers. Trigger on: security master, CUSIP, ISIN, SEDOL, FIGI, client master, account master, pricing data, reference data, golden source, MDM, master data, identifier mapping, data governance, pricing validation.
- ▌ Skill Designer · jadegateDesign new Claude skills from structured idea specifications. Use when the skill auto-generation pipeline needs to produce a Claude CLI prompt that creates a complete skill directory (SKILL.md, references, scripts, tests) following repository conventions.
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- ▌ Stp Automation · jadegateDesign and implement straight-through processing and operational automation for securities operations. Use when measuring STP rates and identifying manual touchpoints in an existing process, replacing review-all workflows with exception-based processing, selecting automation patterns for account opening trade processing settlement reconciliation or billing, designing integration between portfolio management custodian CRM and order management systems, building exception queuing categorization and auto-resolution workflows, evaluating RPA vs API-based vs hybrid automation for legacy systems, establishing operational controls and audit trails for automated environments, conducting process mining or root cause analysis on exception volumes, or setting STP rate targets and continuous improvement programs.
- ▌ Tax Efficiency · jadegateMaximize after-tax returns through strategic asset location, tax-loss harvesting, gain/loss management, and withdrawal sequencing. Use when the user asks about asset location, tax-loss harvesting, Roth conversions, tax-efficient withdrawals, tax lot selection, or charitable giving with appreciated securities. Also trigger when users mention 'which account should I hold bonds in', 'wash-sale rule', 'tax drag', 'Roth vs Traditional', 'RMD planning', 'bracket stuffing', 'HIFO vs FIFO', or ask how to minimize taxes on investments.
- ▌ Text Sentiment · jadegate bundleAnalyze sentiment of text using LLM classification (positive/negative/neutral)
- ▌ Theme Detector · jadegateDetect and analyze trending market themes across sectors. Use when user asks about current market themes, trending sectors, sector rotation, thematic investing, what themes are hot or cold, or wants to identify bullish and bearish market narratives with lifecycle analysis.
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- ▌ Trading Signal · jadegateSubscribe and retrieve on-chain Smart Money signals. Monitor trading activities of smart money addresses, including buy/sell signals, trigger price, current price, max gain, and exit rate. Use this skill when users are looking for investment opportunities — smart money signals can serve as valuable references for potential trades.