377 skills · sorted by relevance
Extract unidentified external addresses from TRES Finance and export a deduplicated Excel workbook. An import-ready contacts sheet lets users add names and tags, while a reference sheet shows inferred networks, transaction counts, and USD volumes to help prioritize labeling.
Record a blockchain transaction in the TRES Finance ledger from a supported explorer URL or transaction hash. The skill identifies registered wallets, separates asset movements and network fees, and presents the proposed entry for approval.
Create a shareable TRES Finance Transactions link filtered by dates, wallets, assets, amounts, and other requested conditions. The skill checks filter values and URL formatting so customers or colleagues can reopen the specified view.
Prepare and apply swap valuation adjustments in TRES Finance using ASC 845, an accounting standard for nonmonetary exchanges. Review changes that align incoming and outgoing values, approve updates, and verify the clearing account balance afterward.
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.
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Use when building with the yahoo-finance2 TypeScript/Deno/npm library, using its Yahoo Finance data modules, CLI, or MCP server, or contributing to the yahoo-finance2 repository including modules, validation schemas, cached fixtures, and npm/JSR build output.
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Build, analyze, repair, and audit finance three-statement models and operating forecasts. Use when the user invokes $kelly-finance, asks for 财务三表, 三表模型, income statement, balance sheet, cash flow statement, forecast model, budget model, financial projections, FP&A model, SaaS/unit economics forecast, fundraising model, board finance pack, investor model, model checks, balance-sheet balancing, cash runway, working capital, capex/depreciation schedules, debt schedules, scenario/sensitivity cases, or Excel/Sheets-ready finance outputs.
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Screen Chinese A-shares, Hong Kong stocks, and US stocks using valuation ratios, profitability, and financial statement data. Set criteria to identify value or growth candidates, with market-specific guidance on using the results in historical strategy tests.
Retrieve minute-level price data for stocks and cryptocurrencies, calculate average prices and volume patterns, and test intraday trading strategies. Configure the candle interval and trading costs to examine results using historical market data.
Retrieve stock prices, futures quotes, exchange rates, and economic indicators with the free Python library AKShare. The skill explains market-specific functions, symbol formats, and data preparation for analysis and testing strategies against historical data.
Research securities and listed companies across Chinese A-share, Hong Kong, US, and global markets. Retrieve price history, financial statements, filings, and news using scripts and browser checks, keeping source URLs, market identifiers, and reporting periods.
View and update TRES Finance settings for an organization, blockchain or exchange, or individual wallet. Compare current and proposed values before approval, covering cost basis calculations, sync dates, and whether platform data collection is enabled.
Generate Python code to retrieve economic indicators and financial prices from sources including FRED, World Bank, BLS, OECD, IMF, and Yahoo Finance. Scripts include data cleaning, indicator documentation, and error handling for reusable datasets and updates.
Generic read-only fallback for sources opencli supports but no dedicated skill covers: finance sites (Yahoo Finance, Bloomberg, Reuters, Barchart, Eastmoney, Xueqiu, Sinafinance), communities (Reddit, HackerNews, Weibo, Zhihu, Xiaohongshu, Bilibili), newsletters and blogs (Substack, Medium), research (arXiv, Google Scholar), podcasts and video (Apple Podcasts, Xiaoyuzhou, Spotify, YouTube), Weixin, Amazon, and more. Use it when the user asks to read or fetch from such a site — for example r/wallstreetbets, the HackerNews front page, Eastmoney hot stocks, the Xueqiu feed, Bloomberg markets headlines, or an arXiv search — or says "use opencli to read". Prefer twitter-reader, linkedin-reader, discord-reader, telegram-reader, or yc-reader when the source matches. Read-only: never runs write commands.
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Fetch financial and market data with the yfinance Python library (Yahoo Finance). Use this skill whenever the user wants stock data: current quotes and price history, financial statements (income statement, balance sheet, cash flow), options chains, dividends and splits, earnings and analyst estimates, price targets and ratings, institutional and insider holdings, news, multi-ticker comparisons, stock screens, or sector and industry data. Use it even when the user gives only a ticker symbol (AAPL, MSFT, TSLA) and the intent has to be inferred. For earnings previews or recaps, estimate revisions, valuation, correlation, liquidity, or ETF premium analysis, prefer the dedicated skill.
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Create visualize finance logic diagrams (e.g., Draw.io XML) to explain complex finance transmission chains or finance logic flows.
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Track finance investment signal evolution and update logic based on new finance market information. Use when monitoring finance signals and determining if they are strengthened, weakened, or falsified.
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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 Polymarket finance market prediction data.
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Perform finance web searches and local context searches. Use when the user needs general finance info from the web (Jina/DDG/Baidu) or needs to retrieve finance information from a local document store (RAG).
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Flagship orchestrator that launches 5 parallel agents (cashflow, debt, investments, retirement, protection) to produce a comprehensive financial health analysis with a composite Financial Health Score (0-100), letter grade (A+ through F), and a prioritized 90-day action plan. Use when the user says "/finance analyze", "full financial analysis", "financial health check", "analyze my finances", or any request for a complete financial picture.
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Professional PDF financial plan generator. Scans current working directory for FINANCE-*.md files, extracts scores and financial data, then runs the bundled Python ReportLab script to produce a polished, client-ready PDF with cover page, Financial Health Score gauge, score breakdown, cash flow, debt, retirement, portfolio, and prioritized action plan. Output: FINANCE-PLAN.pdf.
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Your Personal Finance Manager for Canadians — an AI financial planning partner that conducts thorough financial interviews, builds complete plans, generates interactive dashboards, and provides ongoing coaching. Use this skill whenever someone asks about budgeting, saving, investing, debt strategy, retirement planning, tax optimization, government benefits, insurance, RRSPs, TFSAs, RESPs, CPP, OAS, or any aspect of personal finance in a Canadian context. Also triggers for "should I buy this?", "can I afford this?", financial check-ins, plan updates, life change impacts on finances, or any request to build or review a financial plan. Even if the user just says "help me with my money" or "I need a budget", this skill should activate. Canada-focused.
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Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or going freelance.
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Builds project finance models with construction period draws, operational cash flows, DSCR covenants, and sculpted debt repayment. Use when modeling project finance, calculating debt service coverage, or structuring project lending.
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