'financial' 검색 결과

Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or retirement account configuration. NOT for household group setup and rollup scheduling — use admin/household-model-configuration. NOT for the FinServ object graph and SOQL — use data/fsc-data-model.

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Use when designing, querying, or troubleshooting the Financial Services Cloud data model — including managed-package (FinServ__ namespace) and Core FSC (standard objects, no namespace) object structures, household relationship modeling, financial account ownership, and the FSC rollup framework. Trigger keywords: FSC data model, FinancialAccount, FinancialHolding, FinancialAccountRole, FinancialAccountParty, FinServ namespace, household rollup, AssetsAndLiabilities, FinancialGoal, LifeEvent, AccountContactRelation FSC. NOT for setting up financial accounts and roles in Setup — use admin/financial-account-setup. NOT for household membership and rollup scheduling — use admin/household-model-configuration.

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Use this skill when configuring FSC financial planning objects, designing periodic review cycles, modeling risk assessment workflows, or tracking goal progress in Financial Services Cloud. Trigger keywords: FinancialGoal, FinancialPlan, goal tracking, risk tolerance, review cycle, financial planning workflow, Discovery Framework, Revenue Insights. NOT for wealth management process discovery — use admin/wealth-management-requirements. NOT for Action Plan template mechanics — use admin/fsc-action-plans.

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Review portfolio company financial reports in Excel, PDF, or CSV, compare key measures with budgets and prior periods, and summarize performance trends, warning signs, and compliance with financial conditions in loan agreements.

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• Reviewing monthly performance against budget
• Preparing financial summaries for board meetings
• Checking financial conditions in loan agreements

Analyze financial statements, compare budgets with actual results, and forecast revenue and cash flow. Estimate company value using DCF, which discounts future cash flows, and produce reports with scenario comparisons and sensitivity tables for business decisions.

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• Assess financial health using key ratios
• Estimate company value and compare valuation assumptions
• Explain budget differences by department

Build three- to five-year financial projections for early-stage startups, linking revenue, expenses, hiring, and cash balances. Compare conservative, base, and optimistic scenarios, estimate how long cash will last, and model fundraising amounts and ownership dilution.

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• Build three- to five-year financial projections
• Estimate monthly cash use and remaining operating time
• Compare conservative, base, and optimistic scenarios

Turn company documents, public filings, and other sources into structured Excel workbooks for investment review. Organize financial statements and operating metrics, document sources and adjustments, and check that calculations and statements reconcile.

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• Preparing financial data for M&A due diligence
• Building materials for investment committee review
• Standardizing reporting across portfolio companies

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.

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• Complete a partially filled financial model
• Link forecasts across three financial statements
• Check balance sheet and cash flow consistency

Support startup financial decisions with cash runway scenarios, customer profitability analysis, fundraising models, and board materials. Compare spending plans, acquisition costs, and ownership dilution to prepare budgets and assess financing needs.

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• Estimating cash runway under different scenarios
• Analyzing customer value and acquisition costs
• Planning fundraising and ownership dilution

Create financial plans for Chinese wealth management clients covering retirement, education, estate, and cash-flow planning. Adapted from the original financial-plan skill for Chinese tax rules, social security, and local financial products. Triggers on "A股财务规划", "理财规划", "financial plan China", "retirement plan China", "财务规划客户", "退休规划", "教育金规划", or "comprehensive financial plan".

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Use this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP requirements.

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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.

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• Preparing monthly or quarterly income statements
• Investigating significant differences from budget
• Summarizing financial results for leadership

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.

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

Prepare public-company financial data for analysis models by standardizing periods, units, currencies, and account labels. Produce structured tables with source references, validation results, and clear flags for missing data, conflicts, or disclosure changes.

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• Prepare financial statements for an analysis model
• Compare figures across changes in segment disclosures
• Separate management guidance from consensus estimates

Expert-level personal financial planning and wealth building. Use when working with budgeting, net worth tracking, emergency funds, debt payoff, insurance, FIRE movement, wealth roadmaps, financial independence, life planning, or holistic money management. Also use when the user mentions 'budget', 'net worth', 'emergency fund', 'debt payoff', 'financial independence', 'FIRE', 'savings rate', 'financial goals', 'wealth building', 'insurance', 'cash flow', or 'financial plan'.

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Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.

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"Analyze financial health using ratio categories: profitability, liquidity, leverage, efficiency, and valuation. Use this skill when the user needs to assess a company's financial performance, compare companies, evaluate creditworthiness, or prepare financial due diligence — even if they say 'is this company financially healthy', 'analyze these financial statements', or 'compare these two companies'.".

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Analyze and interpret financial statements to surface performance signals, quality concerns, and red flags. Use when an accountant says "review these financials", "analyze the income statement", "look at the balance sheet", "what does the cash flow statement tell us", "check the financial health", "ratio analysis", "are the earnings real", "working capital review", "does this company have liquidity issues", or needs to interpret any of the three core financial statements - even if they don't explicitly say "financial statement review". Also trigger when someone shares P&L, balance sheet, or cash flow data and asks what it means.

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Build a single-screen financial report as a self-contained HTML file. Present revenue, recurring revenue changes, margins, cash runway, charts, profit and loss comparisons, key accounts, and an outlook for monthly, quarterly, or yearly reporting.

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• Preparing a monthly or quarterly financial report
• Reviewing SaaS recurring revenue and cash runway
• Comparing profit and loss with the previous period

Calculate financial ratios from company statements to assess profitability, ability to cover obligations, efficiency, and valuation. Results include explanations, comparisons across periods, available industry benchmarks, and a formatted Excel report.

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• Comparing profitability across reporting periods
• Assessing ability to cover short-term obligations
• Calculating valuation ratios for investment analysis

Prepare an initial equity research report through five separate tasks covering company research, financial forecasts, valuation, charts, and report assembly. Outputs include research notes, an Excel financial model, chart files, and a detailed Word report.

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• Researching a company’s business, competitors, and risks
• Building financial forecasts with three scenarios
• Estimating a price target using multiple valuation methods

Build formula-driven Excel financial models for linked financial statements, business valuation, and fundraising forecasts. Separate assumptions, calculations, and results, compare scenarios, and check that statement balances and saved calculation results are consistent.

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• Build linked income, balance sheet, and cash flow forecasts
• Estimate business value with discounted cash flows
• Compare results under different assumptions

Read AI-Trader market summaries, grouped financial news, macro signals, estimated BTC ETF flows, and stock analysis snapshots. Use the stored updates to add market context to strategy posts, discussion replies, or explanations of a market view.

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• Check market context before posting a strategy
• Read financial news by category
• Review stock analysis and recent snapshots

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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