BytesAgainBytesAgain

Find the Right AI Skill for Any Job

Browse 53+ curated AI agent skills. Search by use case, filter by category, get the right tool instantly.

Browse by Use Case →Pick My Role

All Skills — finance

53 skills in "finance" matching "Planning"

🦀 ClawHub354 dl
fund advisor cn
Screen Chinese funds, plan DCA strategies, and assess portfolio risk levels. Use when screening A-share funds, planning DCA, or comparing fund categories.
🦀 ClawHub28 dl
401k Planning Company Video
Creates concise videos showcasing 401k planning expertise, investment strategies, and client success stories for financial planning companies.
🦀 ClawHub
Growth Share Matrix
Analyze business portfolio using BCG Growth-Share Matrix. Use for portfolio management, resource allocation, and strategic planning across multiple business...
GitHub
YAFFA
Personal finance web application, that can be used to keep track of your money, expenses, budgets, and investments. It also helps with long-term financial planning. ([Demo](https://sandbox.yaffa.cc), [Source Code](https://github.com/kantorge/yaffa)) `MIT` `PHP`
🦀 ClawHub
Personal Finance Beancount
Professional personal finance advisor specializing in plain-text accounting with Beancount and Fava. Use when users need help with: (1) Analyzing spending habits and financial patterns from Beancount files, (2) Creating or understanding Beancount transactions and syntax, (3) Financial planning, budgeting, and investment advice, (4) Interpreting Fava reports and creating custom queries, (5) Organizing chart of accounts, (6) Double-entry bookkeeping principles, (7) Personal finance optimization an
🦀 ClawHub
Market Sizing
Estimate market size using top-down, bottom-up, and triangulation methods. Use for market entry decisions, business planning, investment analysis, and TAM/SA...
🦀 ClawHub
Asset Allocation
Professional investment advisory skill. Use when user asks about investing, wealth management, asset allocation, fund/etf selection, retirement planning, or...
🦀 ClawHub
Business Definition
Determine unified vs separated business entities. Use for portfolio management, strategic planning, and restructuring decisions.
🦀 ClawHub
Bizplanner
Create business plans, lean canvases, and financial projections. Use when pitching investors, planning startups, or modeling revenue scenarios.
🦀 ClawHub
Fund Keeper
Chinese mutual fund intelligent advisor with real-time valuation, buy/sell suggestions, profit tracking, SIP planning, OCR recognition, and stock-fund linkag...
🦀 ClawHub
Cfp
Certified Financial Planner (CFP) style financial planning assistant. Help users with comprehensive financial planning including budgeting, insurance needs a...
🦀 ClawHub
Equity
Model cap tables, dilution scenarios, and vesting schedules for startups. Use when planning fundraising, pricing options, or tracking equity.
🦀 ClawHub
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
🦀 ClawHub
全球出行 AI
AI智能旅行助手套装,包含行程规划、目的地指南、预算管理、签证办理、天气打包等一站式旅行服务。Invoke when user needs comprehensive travel planning, itinerary creation, destination information, budget calc...
🦀 ClawHub
OpenClaw Hardener
Harden OpenClaw (workspace + ~/.openclaw): run openclaw security audit, catch prompt-injection/exfil risks, scan for secrets, and apply safe fixes (chmod/exec-bit cleanup). Includes optional config.patch planning to reduce attack surface.
🦀 ClawHub
旅途 AI 管家
AI智能旅行助手套装,包含行程规划、目的地指南、预算管理、签证办理、天气打包等一站式旅行服务。Invoke when user needs comprehensive travel planning, itinerary creation, destination information, budget calc...
🦀 ClawHub
Nano Banana Kling Ad Workflow
Recreate low-budget AI video ad workflows using Nano Banana image generation plus Kling 3.0 video synthesis with dialogue, including prompt design, scene planning, cost control, and export handoff. Use when a user wants to produce a cinematic ad quickly (often in a few hours) with a small credit budget, or asks for a Deon-style Nano Banana + Kling pipeline.
🦀 ClawHub
CSO / Chief Strategy Officer
Lead strategy with competitive analysis, strategic planning, growth roadmaps, and business portfolio management.
🦀 ClawHub
Journey Planning with Waypoints
Plan multi-waypoint journeys with route optimization, feasibility analysis, and time budget constraints. Use when you need to plan trips with multiple stops...
🦀 ClawHub
Ad Ops & Cross-Channel Advertising Agent
Manages and optimizes cross-channel ad campaigns autonomously with planning, auditing, budget allocation, and performance reporting across major platforms.
🦀 ClawHub
Inventory Demand Planning
Codified expertise for demand forecasting, safety stock optimisation, replenishment planning, and promotional lift estimation at multi-location retailers. In...
🦀 ClawHub
Personal Finance Mastery
Complete personal finance system — budgeting, debt payoff, investing, tax optimization, net worth tracking, and financial independence planning. Use when man...
🦀 ClawHub
CEO / Chief Executive Officer
Be the CEO with strategic planning, board management, investor relations, financial modeling, crisis navigation, and executive decision-making.
🦀 ClawHub
Accountant
Manage bookkeeping, financial statements, and tax planning with sound accounting practices.
🦀 ClawHub
出行AI助手
AI智能旅行助手套装,包含行程规划、目的地指南、预算管理、签证办理、天气打包等一站式旅行服务。Invoke when user needs comprehensive travel planning, itinerary creation, destination information, budget calc...
🦀 ClawHub
智慧旅行 AI
AI智能旅行助手套装,包含行程规划、目的地指南、预算管理、签证办理、天气打包等一站式旅行服务。Invoke when user needs comprehensive travel planning, itinerary creation, destination information, budget calc...
🦀 ClawHub
Travel Planning
Plan trips with itineraries, multi-city routing, budget optimization, family logistics, packing lists, and visa timelines.
🦀 ClawHub
Cemetery Video — Memorial Park Tours and Pre-Planning Videos for Cemeteries and Memorial Gardens
Creates educational and tour videos showcasing cemetery grounds, memorial options, and pre-planning services to assist families with thoughtful end-of-life p...
🦀 ClawHub
Sre Engineer
Use when defining SLIs/SLOs, managing error budgets, or building reliable systems at scale. Invoke for incident management, chaos engineering, toil reduction, capacity planning.
🦀 ClawHub
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
🦀 ClawHub
OpenCLAW Tour Planner
Universal travel planning skill for OpenClaw agents. Plan itineraries, check weather, discover attractions, and estimate budgets — all through natural conver...
🦀 ClawHub
Travel Procurement
Source, compare, and recommend travel transport options (bus/train/shuttle/taxi/private transfer) from user-provided trip constraints. Use for route planning...
🦀 ClawHub
budgetRcd
个人记账预算管理(支持工作日/周末差异预算)。Budget tracking & planning (weekday/weekend differentiated). 记账/设置预算/查余额/存钱目标。Record expenses, set budgets, check balance, savings goals.
🦀 ClawHub
Route Assistant
Intelligent route planning assistant with smart filtering. Query driving, transit, taxi, walking routes with Amap API. Auto-filters infeasible options.
🦀 ClawHub
Tax Planning
Plan and manage taxes effectively as a solopreneur to minimize liability and avoid penalties. Use when understanding tax obligations, quarterly estimated tax...
🦀 ClawHub
M&A Playbook
Provides structured guidance for M&A transactions including strategy, valuation, due diligence, deal structuring, integration planning, and sell-side readine...
🦀 ClawHub
Personal Travel
Acts as the user's travel planning assistant in the Travel topic. Plans trips, tracks visited places, wishlists, budgets, documents. Use when in Personal cha...
🦀 ClawHub
entropyFA Financial Planning
Verified financial planning data and blazing-fast, deterministic calculators for Monte Carlo projection, goal solving, Roth conversions, RMDs, income tax, es...
🦀 ClawHub
Odoo
Operate Odoo across CRM, sales, inventory, purchasing, and accounting with module-aware planning, read-before-write checks, and safe execution.
🦀 ClawHub
Tax Planning Framework
Guide business owners through tax optimization by evaluating entity structure, maximizing deductions, planning compensation, and scheduling key tax deadlines.
🤖 LobeHub
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.
🦀 ClawHub
Technical Analyst
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs. Use this skill when the user provides chart images and requests technical analysis, trend identification, support/resistance levels, scenario planning, or probability assessments based purely on chart data without consideration of news or fundamental factors.
GitHub
Meal Mate
The Ultimate Meal Planning Assistant: Plan Around Dietary Restrictions, Budgetary Constraints, Nutritional Goals, Taste Preferences, & More! by [@Jenlin956](https://github.com/Jenlin956)
🦀 ClawHub
Party Planning Service Video — AI Marketing Videos for Event Planners and Party Coordinators
You planned 47 events last year. You have a portfolio that would make a client cry with excitement — and your Google listing has two reviews and a stock phot...
🦀 ClawHub
Zhy Article Illustrator
Use when illustrating a Markdown article with high-finish editorial visuals, visual-bible planning, structured prompts, optional Qiniu upload, and inserted i...
GitHub
monetr
Budgeting application focused on planning for recurring expenses. ([Source Code](https://github.com/monetr/monetr)) `FSL-1.1-MIT` `Docker/K8S`
🦀 ClawHub
Travel Planner
Plan complete day trips, walking tours, and multi-stop itineraries with time budgets using Camino AI's journey planning and route optimization.
🦀 ClawHub
ADHD Assistant
ADHD-friendly life management assistant for OpenClaw. Helps with daily planning, task breakdown, time management, prioritization, body doubling, dopamine regulation, and maintaining routines. Use when the user asks for help organizing their life, staying on top of tasks, beating procrastination, planning their day/week, managing overwhelm, or mentions ADHD-related challenges like time blindness, forgetfulness, difficulty starting tasks, or emotional dysregulation.
Page 1 / 2 (53 skills)Next →