99 skills · sorted by relevance
Assess whether a company's distributions can support an income-focused investment. Examine dividend history, cash coverage, debt, valuation, and dividend-cut scenarios, then explain its possible portfolio role and calculate income where the supplied information supports it.
options income, covered call strategy, cash secured puts, credit spreads, iron condor, wheel strategy, premium selling, yield enhancement, defined risk income, monthly income options
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Prepare income statements with prior-period and budget comparisons, highlight significant differences, and explain their drivers. Reference formats for balance sheets and cash flow statements also support financial reporting and period-end adjustments.
Examine how a job or business generates income through ownership, responsibility, and leverage—ways to expand output beyond personal working hours. Use the framework to consider equity, products, or content while setting limits on downside risk.
File Indian income tax returns for FY 2025-26 (AY 2026-27), or plan FY 2026-27 (Tax Year 2026-27), including current-year advance-tax estimates. Use when the user wants to file their ITR, compute or verify Indian income tax, compare the old vs new tax regime, read a Form 16, AIS, TIS or Form 26AS, reconcile TDS, handle capital gains from Zerodha/Groww/Upstox statements, check their tax refund, or asks about ITR-1/ITR-2/ITR-3/ITR-4, sections 80C/80D/87A/111A/112A, crypto tax, advance tax, or the income-tax e-filing portal - even if they just say "help me with my taxes" in an Indian context.
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Calculate realistic affiliate earnings projections before committing to a program. Use this skill when the user asks about affiliate earnings, projecting income, calculating commissions, estimating how much they can make, comparing program payouts, or says "how much can I make promoting X", "calculate my affiliate income", "is this commission worth it", "how long to first $1000", "compare earnings between programs", "traffic to income calculator", "what conversion rate should I expect", "earnings estimate for affiliate program", "how many sales do I need".
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This skill should be used when the user needs to calculate their income tax (所得税), compute deductions, or import withholding slips. Trigger phrases include: "所得税を計算", "確定申告書を作成", "控除を計算", "源泉徴収票を取り込む", "所得税額", "納付額を計算", "還付額を計算", "第一表", "第二表", "申告書B", "所得控除", "税額控除".
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Estimates rental income from comparable rentals, builds a full expense model, calculates cash flow and key investment metrics across conservative, moderate, and optimistic scenarios
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Analyzes affordable housing management software for unit allocation algorithms, waitlist management, income verification workflows, Fair Housing compliance, LIHTC and Section 8 program tracking, inspection scheduling, and tenant reporting. USE THIS SKILL WHEN: - You are reviewing housing management software or tenant management systems - Someone asks about Section 8, LIHTC, or public housing program compliance - You need to audit unit allocation algorithms for fairness or bias - A project involves waitlist management, income verification, or rent calculations - You are evaluating HUD compliance (50058, EIV, PIC submissions) - Someone mentions Fair Housing, reasonable accommodation, or protected class handling - You need to review HQS/NSPIRE inspection tracking or abatement workflows - A codebase handles tenant eligibility, subsidy calculations, or housing vouchers TRIGGER PHRASES: "affordable housing", "Section 8", "LIHTC", "public housing", "waitlist management", "income verification", "Fair Housing", "HUD compliance", "rent calculation", "housing voucher", "tenant management", "HQS inspection", "unit allocation", "housing authority"
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Translate visa document images into English using OCR, which reads text from images. Create a bilingual PDF with the original image and a formatted translation on separate pages, preserving names, numbers, dates, and amounts.
Review a bond portfolio by combining prices, yields, sensitivity to interest rates, holdings breakdowns, and projected payments. Produce portfolio summaries and scenario tables that show how rate changes could affect gains and losses.
Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.
Evaluate dividend stocks by checking earnings, cash flow, debt, and dividend history. Assess whether payouts can last, identify high yields driven by falling prices, and consider total returns alongside dividend income.
Prepare for China's annual individual income tax reconciliation (个税年度汇算): check income, deductions and special additional deductions, compare the two treatments of a year-end bonus, and estimate the refund or amount to pay before filing in the 个人所得税 app. Use when asked 个税汇算怎么弄, 年终奖单独计税还是合并, 我能退多少税, 专项附加扣除, or how does China's annual tax reconciliation work. Produces a filing checklist, the deductions the person may be missing, a bonus comparison, the estimate with workings, and deadlines. Not tax advice.
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Build a realistic personal monthly budget from someone's income and expenses. Use when asked to make a budget, plan monthly spending, allocate income, or get finances under control. Produces a categorized budget (a 50/30/20-style allocation tuned to their reality), a surplus/shortfall number, and concrete next moves. Educational, not regulated financial advice.
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Check whether a raise, more hours, or a new job could cost you more in lost benefits than you gain — the 'benefits cliff' — before you accept it. Use when asked will a raise hurt my benefits, benefits cliff, if I make more will I lose my food stamps or medicaid, or should I take more hours. Produces a plain map of which benefits phase out at what income (and which cut off suddenly vs. taper), a rough read on whether a specific income change helps or hurts net, the ones with hard cliffs to watch (childcare, Medicaid, housing), the moves that soften a cliff, and where to get a real benefits screening. Not financial/benefits advice; points to a benefits counselor.
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When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow, big-purchase decisions, savings/investment what-ifs for a household. Ships with a house scenario template; other scenarios (refi, car, education, retirement, side income) slot in as templates. Outputs markdown scenario comparison tables. Saves scenarios to ~/Documents/personal-cfo/ with an index in ~/.config/makerskills/personal-cfo/archive/. Composes with decide, deep-research (rental comps, rates), business-brainstorm, second-brain. Triggers on "/personal-cfo," "model this scenario," "house math," "rental forecast," "monthly cash flow," "what if I rent out the ADU," "compare these housing scenarios," "should we buy this house," "house-hack math," "renovation budget."
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Build a profit & loss statement (compte de résultat / income statement) from a Well workspace. Use when the user asks for a P&L, income statement, compte de résultat, revenue vs expenses, or net result over a period.
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Residual Income valuation, EVA Economic Value Added, excess return valuation, book value plus economic profit, financial institution valuation, bank valuation, insurance company valuation
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Automate online content creation and monetization with AI — blog posts, videos, social media, affiliate marketing, and digital products. Use when: building passive income streams with AI, automating content marketing, scaling content production.
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US Insurance Specialist for life, disability, long-term care, and annuity planning. Conducts needs analysis, compares policy types (term, whole life, universal, variable), explains underwriting classes, recommends benefit amounts and riders, analyzes disability income protection (own occupation vs any occupation), evaluates long-term care costs and hybrid policies, and structures annuities (immediate, deferred, fixed, variable) for retirement income. Use for insurance needs calculations, policy comparisons, or state insurance regulation compliance.
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Guide taxpayers through filing Geneva (Switzerland) tax returns with GeTax. Covers salary, professional expenses (forfaitaire vs effectifs), pillar 3a/3b, health insurance, medical expenses, securities (DA-1/RSI), foreign property, bank accounts, debts, crypto, and dual-income couples. Use when filing via GeTax, optimizing ICC/IFD deductions, declaring foreign property or income, handling DA-1 reclaims, or navigating Geneva cantonal tax rules.
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Use when a task needs the judgment of a Credit Counselor — calculating debt-to-income ratio and disposable income to test debt management plan (DMP) feasibility, comparing DMP versus debt settlement versus bankruptcy for a specific client's financial situation, negotiating and applying creditor interest-rate concessions, selecting a debt payoff order matched to a client's follow-through pattern, or providing federally required pre-bankruptcy credit counseling.
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Audit a housing affordability system -- evaluate rent burden calculation accuracy (30% and 50% thresholds), area median income modeling with HUD Income Limits and family size adjustments, Fair Market Rent and SAFMR tracking, payment standard administration, utility allowance schedules.
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