Skill catalog

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.

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.

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…