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Financial Planning

Plan and manage the finances of a solopreneur business. Use when creating budgets, forecasting revenue and expenses, building a P&L, planning for cash flow, setting financial targets, or preparing for financial decision-making. Covers budgeting frameworks, cash flow management, profit margins, expense tracking categories, and financial dashboards. Trigger on "financial plan", "budget my business", "cash flow planning", "P&L", "profit and loss", "financial projections", "how much do I need", "bus

Financial Design Systems

Patterns for building dark-themed financial charts and data visualizations. Covers chart theming, color scales for gains/losses, and real-time data display. Use when building trading dashboards or financial analytics. Triggers on chart theme, data visualization, financial chart, dark theme, gains losses, trading UI.

Animated Financial Display Design System

Patterns for animating financial numbers with spring physics, formatting, and visual feedback. Covers animated counters, price tickers, percentage changes, and value flash effects. Use when building financial dashboards or trading UIs. Triggers on animated number, price animation, financial display, number formatting, spring animation, value ticker.

Financial Analyzer

AI-powered financial analysis assistant for financial statement analysis, ratio analysis, cash flow analysis, investment evaluation, and financial health ass...

Financial Expert

Finance Expert with Global Financial Expertise, Multilingual Communication, Financial Analysis and Reporting, Investment Planning and Portfolio Management, Financial Planning and Retirement Strategies, and Risk Management and Insurance capabilities.

Financial Calculator Pro

Advanced financial calculator with future value tables, present value, discount calculations, markup pricing, and compound interest. Use when calculating investment growth, pricing strategies, loan values, discounts, or comparing financial scenarios across different rates and time periods. Includes both CLI and interactive web UI.

CFO / Chief Financial Officer

Be the CFO with financial planning, cash management, fundraising, capital allocation, and strategic financial leadership.

Bookkeeping Basics

Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, reconciliation, and financial statements. Not professional accounting advice — consult a CPA for complex situations. Trigger on "bookkeeping", "accounting", "track expenses", "financial records", "QuickB

Beijing Tech Finance

Comprehensive financial management system for Beijing-based technology companies, covering financial director workflows, budget management, accounting systems, tax optimization, expense reimbursement, customs declaration, annual reporting, and integration with business contracts, R&D budgets, project management, HR, and administrative services. Use when managing any aspect of tech company finances in Beijing including budget planning, expense processing, tax compliance, financial reporting, or c

Startup Financial Modeling

This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estima...

Financial Analysis

Provides financial analysis of listed companies, including valuation ratios, profitability metrics, financial health indicators, and DCF-based valuation models.

Cfo Advisor

Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packa...

Cfp

Certified Financial Planner (CFP) style financial planning assistant. Help users with comprehensive financial planning including budgeting, insurance needs a...

financial-report-analyzer

智能解析PDF格式财务报告，自动提取关键财务指标，生成可视化分析图表和投资参考报告。适用于分析中国A股、港股、美股上市公司的财务报表。Use when user needs to analyze financial reports, extract financial data from PDFs, compar...

Stripe Financial Connections

Stripe Financial Connections integration. Manage data, records, and automate workflows. Use when the user wants to interact with Stripe Financial Connections...

Even Financial

Even Financial integration. Manage data, records, and automate workflows. Use when the user wants to interact with Even Financial data.

analyzing-financial-statements

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

Cfo Advisor

Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packa...

Financial Advisor Video

AI video creation for financial advisors, wealth management practices, independent financial planners, and registered investment advisors — generate retireme...

officecli-financial-model

Use this skill when the user wants to build a financial model, 3-statement model, DCF valuation, cap table, scenario analysis, or financial projections in Ex...

Wave Financial

Wave Financial integration. Manage data, records, and automate workflows. Use when the user wants to interact with Wave Financial data.

financial-market-data

Provides unified access to multi-source financial market data including stocks, futures, ETFs, realtime quotes, sectors, financials, and macroeconomic indica...

Us Stock Analysis

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

Us Stock Analysis

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

Access Finnhub API for real-time stock quotes, company news, market data, financial statements, and trading signals

Access Finnhub API for real-time stock quotes, company news, market data, financial statements, and trading signals. Use when you need current stock prices, company news, earnings data, or market analysis.

Financial Analyst

Financial analysis and research workflows for market research, equity research, comparable companies, precedent transactions, and DCF valuation. Use when ask...

Query real-time and historical financial data across equities and crypto prices

Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting.

Financial Due Diligence Analyzer

Performs detailed financial due diligence on deals by analyzing earnings quality, working capital, revenue, liabilities, cash flow, red flags, and valuation...

Manage PocketSmith transactions, categories, budgets and financial data

Manage PocketSmith transactions, categories, and financial data via the API

aisa financial data api

Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting.

Financial Overview

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us...

fintech-engineer

Expert fintech engineer specializing in financial systems, regulatory compliance, and secure transaction processing. Masters banking integrations, payment systems, and building scalable financial technology that meets stringent regulatory requirement

Financial Analysis Agent

Financial analysis skill for AI agents. Covers variance analysis, cash flow forecasting, month-end close automation, CFO commentary generation, 13-week cash...

DELLIGHT CFO Financial Operations

Automation skill for DELLIGHT CFO Financial Operations.

Financial Times Deep Reader

Automates login to FT.com to extract and provide detailed bilingual English-Chinese summaries of top Financial Times articles with academic rigor.

Aoineco Ledger — AI Agent Financial Tracking Engine

Track detailed AI agent expenses, revenues, budgets, and ROI with per-agent attribution and alerts for efficient micro-budget financial management.

Financial Research

Use this skill any time the user wants financial analysis, earnings research, or investment-related reports. This includes: earnings call summaries, quarterl...

Norman: Financial Overview

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us...

AgentBooks

Financial management for AI agents. Track LLM inference costs, record confirmed income, manage multi-provider crypto wallets, and compute a Financial Health...

financial-analyst

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzi...

Financial Tracker

AI-powered financial tracking for solopreneurs — log income and expenses, monitor revenue toward monthly goals, generate P&L snapshots, flag cash flow risks,...

Startup Financial Model

Build investor-ready 3-statement financial models for startups: P&L, Balance Sheet, Cash Flow Statement. Revenue forecasting with growth assumptions, burn ra...

PL Report Generator

Generate automated financial and business reports with PDF output, chart creation, and distribution. Use when: (1) producing recurring financial reports (P&L...

Financial Close Checklist

Automate and track month-end and quarter-end financial close processes for accounting firms and finance teams. Generates customizable close checklists, assig...

entropyFA Financial Planning

Verified financial planning data and blazing-fast, deterministic calculators for Monte Carlo projection, goal solving, Roth conversions, RMDs, income tax, es...

Financial Ratio Analysis

Compute and report 25+ financial ratios (profitability, liquidity, leverage, efficiency, growth) from QBO data. Produces a 9-tab Excel workbook with traffic-...

NexusWeb3 Financial Infrastructure

Complete financial infrastructure for AI agents on Base mainnet — wallet, identity, payments, yield, insurance, reputation, marketplace, bridge, governance,...

Open Stocki

Financial Q&A via Stocki analyst agent. PRIORITY: For any financial or investment research question (stock markets, asset prices, economic news, sector outlo...