776건 · 관련도순
Analyze financial data, calculate financial ratios, and generate analysis reports. Use when the user asks about revenue, costs, profits, margins, ROI, financial metrics, or needs financial analysis of a company or project.
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Clean and normalize A-share financial data for modeling. Adapts the original clean-data-xls skill for Chinese financial statements, CAS conventions, and A-share data formats. Triggers on "A股数据清洗", "财务数据清洗", "clean financial data China", "数据清洗", or "normalize financial statements".
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Implements financial records retention requirements across EU directives (5-7 years), SOX Section 802 (7 years), MiFID II (5-7 years), tax records, payment data, and AML obligations under AMLD. Maps financial data categories to statutory retention periods with cross-jurisdictional reconciliation. Activate for financial retention, SOX records, MiFID retention, AML retention, tax record keeping queries.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
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.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
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.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
"Interpret the three core financial statements (income statement, balance sheet, cash flow statement) to assess business health and performance. Use this skill when the user needs to read financial statements, understand profitability vs cash flow, evaluate a company's financial position, or prepare for investor/board meetings — even if they say 'explain these financials', 'are we making money', 'read this annual report', or 'what do these numbers mean'.".
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Professional financial analysis skill for investment decisions, budgeting, financial statement analysis, and business plan evaluation. Use this skill when you need to analyze financial ratios (profitability, safety, efficiency), calculate DCF/NPV/IRR valuations, perform budget variance analysis, or conduct sensitivity/scenario analysis. Triggers include "analyze financial statements", "calculate DCF", "investment evaluation", "budget variance", "財務分析", "投資評価", "予算差異分析".
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Kelly Financial Services Intel: App-in-Skill daily industry intelligence cockpit for financial services, investment advisory, and family offices (Busabase App-in-Skill). Use when the user asks about financial services, investment advisory, market explainers, client memos, family office,投顾,金融服务, or family-office scenes. Prepares news/source signals, buyer-intent interpretation, approved sales actions, and channel drafts for review before any external handoff.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Python으로 재무 모델 Excel 파일을 만들고 입력값·수식·참조를 색으로 구분합니다. 출처 주석과 일관성 검사를 더해 다른 사람이 검증하기 쉽게 정리합니다.
Build financial models for valuation and investment analysis using discounted future cash flows, assumption testing, and probability simulations. Outputs include Excel models, comparison tables, charts, and valuation ranges to examine possible outcomes and risks.
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Retrieve financial data for market and company analysis, including stocks, forex, crypto, financial statements, and economic indicators. Access over 20 years of historical data and more than 50 technical indicators, which summarize price and trading patterns.
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Draft a Confidential Information Memorandum, a detailed company document for prospective buyers in an M&A sale. Organize business, market, customer, and financial information into a Word document with charts and a separate Excel financial appendix.
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Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.
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Update financial models after earnings, new company guidance, or changes in assumptions. Revise forecasts, recalculate valuation and price targets, and summarize significant changes with their reasons and implications for the investment view.
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Build a prioritized list of potential buyers for a company sale. Assess corporate acquirers and investment funds by business fit, financial capacity, and acquisition activity, then organize leading candidates and contact plans in Excel.
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Create stock research notes combining analyst forecasts, reported financials, price history, and economic conditions. Compare market expectations with business performance, present valuation measures, and summarize an investment case with positive scenarios, risks, and potential catalysts.
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Build dashboards that combine economic indicators, bond yields, market inflation expectations, and swap rates. Summarize the economic cycle, policy outlook, and financial conditions, including real interest rates, which account for expected inflation.
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Structure executive decisions, compare business scenarios, and prepare board or investor communications. Provides strategy and financial analysis scripts, decision checklists, and templates for organizing company priorities, leadership routines, and organizational culture initiatives.
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Collect company financial figures from two independent sources, compare discrepancies, and document possible causes. The workflow covers market-specific sources, currency and accounting differences, and historical share prices adjusted for stock splits and dividends.
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Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional holdings (13F), company financials, annual/quarterly reports (10-K, 10-Q), proxy statements (DEF 14A), 8-K current events, company screening by ticker/CIK/industry, multi-period financial analysis, or any SEC regulatory filings.
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Query the OFR (Office of Financial Research) Hedge Fund Monitor API for hedge fund data including SEC Form PF aggregated statistics, CFTC Traders in Financial Futures, FICC Sponsored Repo volumes, and FRB SCOOS dealer financing terms. Access time series data on hedge fund size, leverage, counterparties, liquidity, complexity, and risk management. No API key or registration required. Use when working with hedge fund data, systemic risk monitoring, financial stability research, hedge fund leverage or leverage ratios, counterparty concentration, Form PF statistics, repo market data, or OFR financial research data.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or requests 3-5 year financial planning for a startup.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Owns the financial position: planning, budgeting, forecasting, unit economics, cash, and the numbers the business is run and reported on. Use this to build or challenge a budget, model a decision's financial consequence, assess unit economics or runway, evaluate an investment or spend request, set financial controls, or when a plan's numbers do not reconcile. Also use to decide whether the business can afford something.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.