비즈니스 스킬

Analyze TRES Finance XLSX reports and summarize the findings. Identify report types from sheets and columns, check balances, transactions, cost basis, or ERP synchronization, and highlight discrepancies, key metrics, and items requiring follow-up.

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• Investigating failed reconciliation checks and large gaps
• Reviewing portfolio value and major holdings
• Summarizing transactions and realized gains or losses

Review transaction grouping rules in TRES Finance to see how many transaction entries they would affect. Identify zero matches and overlapping rules, and compare existing rules’ new matches with the rollups they have already produced.

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• Preview a rule’s matching entries before creation
• Review pending rollup requests
• Check overlaps with active rules

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Building an address book from transaction history
• Preparing a TRES contacts import sheet
• Prioritizing unidentified addresses by transaction volume

Browse, inspect, create, and update releases or milestones in TestDino. Find releases through lists and filters, retrieve full details using IDs such as MS-12, and change release dates or status.

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• Browse and filter project releases
• Inspect release MS-12
• Create a sprint or iteration release

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.

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• Review the current cost basis method
• Enable or disable collection for a blockchain or exchange
• Change a wallet’s sync start date

Generate TRES Finance reports as CSV or XLSX files, including transaction ledgers, balances, and cost basis reports. Verify that the export was actually created, monitor its completion, and return a download link.

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• Exporting a transaction ledger for a specified period
• Downloading current or historical balance reports
• Generating cost basis and reconciliation reports

Find the TRES Finance report that fits a task such as month-end close, audit preparation, or balance checks. Recommendations explain relevant Excel tabs and columns, useful filters, and the report identifier needed for API exports.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Choose reports for month-end close or an audit
• Find a report showing balances on a past date
• Select transaction and realized gains reports for tax preparation

Inspect and resolve differences between ledger and on-chain balances in TRES Finance. View gaps by date and asset in an HTML dashboard with fiat values, then use copied prompts to create one-time adjustments or recurring gap-fill rules.

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• Review reconciliation gaps for a specific date
• Filter balance differences to ETH or USDC
• Create a one-time adjustment for a selected gap

Guide a new entity, customer, or account through setup in TRES Finance. The skill coordinates wallet uploads, data collection, balance checks, reconciliation, cost basis calculation, contact imports, and transaction aggregation, with options to pause or skip steps.

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• Set up a new company or customer in TRES Finance
• Check balances and resolve gaps after uploading wallets
• Pause setup while identifying external wallet addresses

Build or correct CSV headers for bulk transaction uploads in TRES Finance. Check exact column names and order, including the optional Fiat Value column, to address errors caused by missing or incorrectly named headers.

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• Fix headers after a missing-column error
• Create a transaction upload CSV template
• Replace snake_case headers with display names

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.

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• Share a filtered transaction view with a customer
• Review transactions for selected wallets
• Find failed transactions within a date range

Design and review rules that map crypto transactions to accounting accounts in Tres Finance. Check cost basis settings, identify missing accounts, organize rules by purpose, and validate transaction coverage with reports before and after applying approved changes.

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• Design accounting rules for crypto transactions
• Review asset and wallet account mappings
• Find missing accounts and unmapped transactions

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.

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• Investigate a swap clearing balance at month-end
• Preview valuation adjustments for selected swaps
• Limit repricing to specific activity tags

Import blockchain addresses, names, and tags from CSV or XLSX into the TRES Finance address book. Review a preview after blank entries and duplicate addresses are handled, then receive a summary of successful imports and failures.

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• Import a completed contacts spreadsheet
• Label multiple blockchain addresses at once
• Register contact names and tags from CSV

Investigate product demand through Reddit, social posts, transcripts, and comments. Get sourced customer pain points, buying signals, existing alternatives, and objections, plus messaging angles and product tests grounded in the language people actually use.

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• Investigating demand for a new product idea
• Finding recurring problems in a niche
• Collecting buyer language and purchase objections

Examine strategy, design, and difficult decisions through AI personas modeled on thinkers and engineers. The skill selects a panel, checks how members frame the problem, gathers independent analyses, and assigns a separate chair to synthesize a verdict.

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• Compare software architecture options
• Examine market entry and pricing strategies
• Review assumptions and blind spots in a decision

Organize information about people, companies, and concepts into profiles with current summaries and dated histories. Extract details from meeting notes, connect related profiles, and retrieve past conversations to prepare for upcoming meetings.

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• Maintaining profiles of contacts and companies
• Adding details from meeting notes to contact histories
• Reviewing past conversations before a meeting

Turn a business scenario into a compliance checklist covering GDPR and Chinese privacy, data, and advertising regulations. Organize legal references, risk levels, current status, and recommended actions into a prioritized remediation plan.

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• Preparing a compliance checklist before launching a feature
• Reviewing user profiling and personalized recommendations
• Organizing cross-border data transfer checks

Review terms of service and privacy policies from a consumer's perspective. Identify risks involving subscriptions, data use, liability, and content rights, then produce a structured report with supporting passages, severity assessments, and practical actions.

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• Checking subscription renewal and cancellation terms
• Reviewing data collection and sharing permissions
• Examining platform rights over posted content

Examine a plan or design through focused questions, each with a recommended answer. Work through connected decisions to reach shared understanding, using codebase exploration to resolve questions that the code can answer.

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• Stress-testing a plan before moving forward
• Clarifying unresolved design decisions
• Working through dependencies between decisions

Tailors resumes to a target job description by checking keyword coverage, rewriting experience around context, actions, and measurable results, and reviewing compatibility with applicant tracking systems, software used to process applications. Outputs recommendations and revised resume text.

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• Tailoring a resume to a specific job opening
• Checking missing keywords against a job description
• Rewriting experience with measurable results

Estimate software development effort by breaking requirements into tasks and choosing three-point estimates, relative T-shirt sizes, or function points that measure functional scope. Produce workload reports with uncertainty ranges and relevant risk adjustments.

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• Rough effort estimates during early project planning
• Task estimation for sprint planning
• Effort breakdowns for client quotes

Manage GitHub issues, synchronize project boards, and plan sprints, short development cycles. Coordinate multiple AI agents to break work into tasks, assign responsibilities, update progress, and produce reports on completion and blockers.

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• Sorting and prioritizing incoming GitHub issues
• Splitting large issues among AI agents
• Synchronizing task progress with project boards

Collect product feedback, usage data, runtime errors, and issue reports from configured sources. Classify and group findings with supporting evidence, then apply separate project rules for implementing fixes, requesting clarification, or closing reports.

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• Triage feedback from multiple sources
• Group related error reports
• Check collection coverage and unavailable sources