Skill catalog

Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list a…

Chinese financial data access using AkShare library. Fetch real-time and historical data for A-shares, Hong Kong stocks, US stocks, futures, funds, and macroeconomic indicators. Use when user requests Chinese market dat…

Runs the payroll-confidence chain end to end — forecasts cash across the payroll window with cash-flow-snapshot, ranks and drafts overdue-invoice reminders with invoice-chase to close any gap, then assembles timesheets,…

Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the…

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment com…

Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing bond…

Evaluate 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…

Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) vi…

Use this skill when users need help with business finances, tax planning, bookkeeping, profit/loss analysis, cash flow management, or multi-business financial tracking. Activates for "am I profitable," tax questions, ac…

Creates 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.

Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing rece…

Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads, de…

Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger…

OKX OnChainOS: on-chain trading, analytics, security, DeFi across 20+ chains. Use when running OKX-routed on-chain ops (e.g. swap on Ethereum, scan token risk, track smart money, check wallet portfolio). Wallet: default…

Autonomously screen NYSE, Nasdaq, and NYSE American operating-company stocks for undervalued-growth/GARP opportunities using forward same-basis valuation, driver-derived EPS/FCF forecasts, primary-source financial verif…

Fetch normalized stock sentiment across Reddit, X.com, financial news, and Polymarket from the Adanos Finance API: buzz score, bullish percentage, mention or trade counts, and trend. Use this skill whenever the user ask…

Fetch hot finance news, unified trends, and prediction financial market data. Use when the user needs real-time financial news, trend reports from multiple finance sources (Weibo, Zhihu, WallstreetCN, etc.), or Polymark…

Analyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost changes, and shows pricing-scenario data (e.g. "a 5% increase historically cor…

Execute crypto trades (buy, sell, swap, exchange), manage cash deposits and withdrawals, and query account balances, market prices, and transaction history via the Crypto.com APP API. View weekly trading limits, portfol…

Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument.

全功能智能股票监控预警系统。支持成本百分比、均线金叉死叉、RSI超买超卖、成交量异动、跳空缺口、动态止盈等7大预警规则。符合中国投资者习惯（红涨绿跌）。

NeoData Financial Search — 自然语言通用金融数据搜索服务。用自然语言查询股票、基金、指数、板块、 宏观经济、外汇、大宗商品等全品类金融数据，涵盖行情报价、财务报表（财报）、资金流向、研报评级、 事件公告等，支持结构化API数据和财经文章两种召回模式，即问即答。 Use when the user asks about financial data, stock quotes, financial statem…

Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when…

Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon.

Decide whether to act on a caller's (喊单人) calls. Scores one call-out wallet on two axes — SELECTION (do the coins he calls actually run) and POST-CALL CONDUCT (does he sell into the attention his own call created) — the…

Polymarket sports prediction markets — read-only live odds, prices, order books, events, series, and market search. No auth required. Covers NFL, NBA, MLB, football (EPL, UCL, La Liga), tennis, cricket, MMA, esports. Su…

Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management r…

Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely cause. Use for daily or month-end recon runs across asset…

Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classi…

Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.

Create agents for financial analysis, investment research, and portfolio management. Covers financial data processing, risk analysis, and recommendation generation. Use when building investment analysis tools, robo-advi…

Search 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.

Amazon FBA Calculator - Complete fee breakdown and profit analysis

Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.

Read LinkedIn for financial research through opencli: the user's feed, and job search with location, seniority, job type, remote, company, and date filters. Use this skill whenever the user wants to check their LinkedIn…

This skill should be used when the user asks to "provide liquidity", "create LP position", "add liquidity to pool", "become a liquidity provider", "create v3 position", "create v4 position", "concentrated liquidity", "s…

Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP statements are distributed.

Binance Derivatives-trading-coin-futures request using the Binance API. Authentication requires API key and secret key. Supports testnet and mainnet.

Comprehensive Amazon profit analysis and revenue optimization. Revenue waterfall analysis, hidden fee identification, ACoS impact assessment, return cost calculation, and profitability optimization strategies. Use when…

Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position r…

Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or…

Binance Derivatives-trading-options request using the Binance API. Authentication requires API key and secret key. Supports testnet and mainnet.

Create a comprehensive e-commerce business plan. Market analysis, financial projections, marketing strategy, operations planning, and milestone roadmap for new or growing e-commerce businesses.

Query Funda AI financial data via two surfaces: the MCP server at https://funda.ai/api/mcp for analyst-grade research synthesis (DCF, comps, earnings previews/recaps, sector deep-dives, SEC filings, transcripts, supply-…

Universal tariff calculator for Amazon sellers. Calculate import duties, landed costs, and VAT/GST for any trade route. Supports CN→US, CN→EU, US→EU, EU→US, US→CN and custom origin/destination pairs. Includes Section 30…

Read the user's local TradingView desktop app through opencli: quotes, options chains with greeks and per-strike IV, options expiries, screener results across stocks, crypto, forex, futures, and bonds, gainers and loser…

Binance Derivatives-trading-portfolio-margin request using the Binance API. Authentication requires API key and secret key. Supports testnet and mainnet.

Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strat…

Generate comprehensive trading plans with risk management, position sizing, entry/exit strategies, and performance tracking to trade with discipline and consistency.