Results for “finance”

Orientação completa sobre conformidade com regulamentações do Banco Central do Brasil: Resolução CMN nº 4.893/2021 (Política de Segurança Cibernética), Resolução BCB nº 85/2021 (GRSIC), Open Finance Brasil (Resoluções BCB nº 32/2020 e atualizações), e demais normas prudenciais do BACEN. Cobre elaboração e revisão de Política de Segurança Cibernética, Plano de Ação e Resposta a Incidentes (PARI), Gestão de Riscos de Serviços de Informação e Comunicação (GRSIC), consentimento e compartilhamento de dados no Open Finance, requisitos de API, gestão de terceiros (outsourcing) e sanções do BACEN. Triggers: Bacen, Banco Central, CMN 4.893, Resolução 4.893, segurança cibernética bancária, PARI, GRSIC, Open Finance, Open Banking, compartilhamento de dados financeiros, consentimento Open Finance, API financeira, outsourcing bancário, risco cibernético, incidente cibernético banco, LGPD financeira, fintech compliance, instituição financeira, DICT, Pix segurança.

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Retrieve price and trading volume data for US, Hong Kong, and Canadian stocks, ETFs, and indices through Yahoo Finance. Also gather company profiles, financial statements, dividends, and ownership data for market research and historical strategy testing.

• Collect historical prices across several stock markets
• Review company financial statements and ownership
• Check dividend and stock split histories

Use the corp-finance-mcp server tools for specialty finance, regulatory, and compliance calculations. Invoke when performing private credit (unitranche, direct lending, syndication), insurance (loss reserving, premium pricing, Solvency II SCR), FP&A (variance analysis, break-even, working capital, rolling forecast), wealth management (retirement planning, tax-loss harvesting, estate planning), restructuring (recovery analysis, distressed debt), real assets (property valuation, project finance), venture capital (dilution, convertible instruments, fund returns), ESG (scoring, climate/carbon, green bonds, SLL), regulatory capital (Basel III, LCR/NSFR, ALM), compliance (MiFID II best execution, GIPS reporting), credit derivatives (CDS pricing, CVA/DVA), convertible bonds (binomial tree pricing, scenario analysis), lease accounting (ASC 842/IFRS 16, sale-leaseback), pension & LDI (funding analysis, liability-driven investing), sovereign risk (bond analysis, country risk), real options (binomial valuation, decision trees), equity research (SOTP, target price), commodity trading (spread analysis, storage economics), treasury management (cash management, hedge effectiveness), infrastructure finance (PPP models, concession valuation), crypto (token valuation, DeFi analysis), municipal bonds (pricing, credit analysis), structured products (notes, exotic), trade finance (LC, supply chain), fund structuring (US onshore, UK/EU, Cayman/BVI offshore, Luxembourg/Ireland), transfer pricing (BEPS/Pillar Two, intercompany pricing), tax treaty (treaty network optimization, holding structures), FATCA/CRS (reporting, entity classification), economic substance (multi-jurisdiction testing), regulatory reporting (AIFMD Annex IV, SEC Form PF, CFTC CPO-PQR), AML compliance (KYC risk scoring, sanctions screening), fund of funds (J-curve, commitment pacing, manager selection, secondaries pricing), bank analytics (NIM analysis, CAMELS rating, CECL provisioning, deposit beta, loan book), carbon markets (credit pricing, ETS compliance, CBAM, offset valuation, shadow carbon price), private wealth (concentrated stock, philanthropic vehicles, wealth transfer, direct indexing, family governance). All computation uses 128-bit decimal precision.

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关于巴西中央银行法规合规的完整指引：《国民货币委员会第 4,893/2021 号决议》（网络安全政策）、《巴西中央银行第 85/2021 号决议》（GRSIC）、巴西开放金融（BCB 第 32/2020 号决议及更新）以及 BACEN 的其他审慎规则。涵盖网络安全政策的起草和审查、事件行动与响应计划（PARI）、信息和通信服务风险管理（GRSIC）、开放金融中的同意与数据共享、API 要求、第三方管理（外包）和 BACEN 制裁。触发词：Bacen、Banco Central、CMN 4.893、Resolução 4.893、segurança cibernética bancária、PARI、GRSIC、Open Finance、Open Banking、compartilhamento de dados financeiros、consentimento Open Finance、API financeira、outsourcing bancário、risco cibernético、incidente cibernético banco、LGPD financeira、fintech compliance、instituição financeira、DICT、Pix segurança。

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Look up stock and cryptocurrency prices, find ticker symbols by company name, and compare several stocks. Uses Yahoo Finance data to return daily price history, trading volume, and performance statistics in a structured JSON format.

• Check stock and cryptocurrency prices
• Find ticker symbols by company name
• Review historical prices and returns

Build an HTML finance deck explaining per-unit profitability and BYOK costs, where users supply their own API keys. Present assumptions and how results change under different conditions, using a consistent cream and rust-red visual style for CFOs and investors.

• Explaining per-unit profitability to a CFO
• Presenting a BYOK cost model to investors
• Showing how changing assumptions affects costs

Route enterprise research questions to specialized skills for clinical studies, R&D finance, market research, or user research. Receive a concise digest of findings, next actions, output files, and assumptions that need human review.

• Plan a clinical study and sample size
• Review R&D budgets and spending classifications
• Estimate market size and design surveys

Plan R&D budgets with direct and indirect costs, track spending and how long funds will last, and check whether milestones remain affordable. Prepare accounting review routes for development costs, with explicit assumptions and a named finance owner.

• Build an R&D budget with an explicit indirect-cost split
• Check whether remaining funds cover the next milestone
• Prepare development costs for accounting review

Direct finance questions to the appropriate specialist skill: financial statement analysis or SaaS operating metrics. It helps choose the right workflow for valuation, budgets, recurring revenue, churn, and customer acquisition costs.

• Choosing the right skill for a financial analysis request
• Routing budget and valuation questions
• Routing recurring revenue and churn questions

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.

• Find value stocks using valuation and profitability criteria
• Filter Chinese A-shares using published financial statements
• Build a US or Hong Kong stock universe for strategy testing

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.

• Retrieve historical prices for Chinese, US, and Hong Kong stocks
• Collect Chinese GDP and consumer price data
• Check futures quotes and foreign exchange rates

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.

• Analyzing cryptocurrency price movements with minute candles
• Calculating volume-weighted and time-weighted average prices
• Comparing trading volume by hour

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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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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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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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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