Finance

Amazon FBA and FBM shipping cost calculator and fulfillment optimization. Dimensional weight analysis, storage fee calculation, removal cost estimation, and fulfillment method comparison. Use when the user asks about Am…

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify wha…

Expert in quantitative finance, algorithmic trading, and financial data analysis using Python (Pandas/NumPy), statistical modeling, and machine learning.

Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Trigg…

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committe…

Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing port…

Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance repo…

Binance Simple-earn request using the Binance API. Authentication requires API key and secret key.

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing…

Use when users need China or Hong Kong securities, funds, fund managers, company financials, valuation, global macro or industry time series, broker research, announcements, financial news, or enterprise-risk data. Trig…

Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or…

Use when the user asks to "allocate my influencer budget", "optimize spend across tiers", or "compare budget scenarios"; produces a tier/platform/content allocation table, ROI and CPM/CPE projections, scenario compariso…

Manage and monitor a personal stock watchlist with support for adding, removing, listing stocks, and summarizing their recent performance using data from 10jqka.com.cn. Use when the user wants to track specific stocks,…

Configure spending limits, token quotas, and rate-limit policies per API key or globally. Inspect current consumption and enforce cost controls across providers.

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance…

Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analy…

Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting

Catalyst pricing — free tier limits, pay-as-you-go rates, GB-seconds calculation, and cost estimation for functions, storage, and other services. Trigger on 'pricing', 'cost', 'free tier', 'how much does Catalyst cost',…

Provides trading strategies for cryptocurrencies based on Binance market data, calculated technical analysis indicators, and aggregated market sentiment from crypto RSS news feeds. Use when users ask for trading advice,…

Kalshi prediction markets — events, series, markets, trades, and candlestick data. Public API, no auth required for reads. US-regulated exchange (CFTC). Covers football (EPL, UCL, La Liga), basketball, baseball, tennis,…

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when rev…

Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when p…

Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocat…

Conduct enterprise-grade financial research with multi-source synthesis, regulatory compliance tracking, and verified market analysis. Use when user needs comprehensive financial analysis requiring 10+ sources, verified…

Expert-level algorithmic trading, market systems, quantitative analysis, and trading platforms. Use when the user mentions algorithmic trading, quant, markets, finance, or high-frequency trading, or when the task involv…