「finance」の検索結果

Wing-4 valuation cognition for a CFO / finance-partner. Use when a deal, internal investment, or board ask names DCF, intrinsic value, WACC, terminal value, or 'what's it worth on a 5-year hold'.

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Use when constructing the finance-side forecast — top-down vs bottom-up shape, confidence bands, retro-loop. Triggers on 'build the forecast model', 'reconcile top-down with bottom-up'.

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Orientação de liderança executiva para tomada de decisões estratégicas, desenvolvimento organizacional e gerenciamento de stakeholders. Inclui analisador de estratégia, modelagem de cenários financeiros, frameworks de governança corporativa e playbooks de relações com investidores. Use ao planejar estratégia, preparar apresentações para conselho, gerenciar investidores, desenvolver cultura organizacional, tomar decisões executivas, ou quando o usuário menciona CEO, planejamento estratégico, reuniões do conselho, atualizações de investidores, liderança organizacional ou estratégia executiva.

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中文记账与账目整理助手。当用户要"记账""整理流水""做收支表""对账""分类消费""做预算""看看钱花哪了"时使用。只做数据整理与呈现，不提供税务筹划或投资建议。

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Evidence-grounded AI research workflow for turning supplied economics, finance, management, and social-science papers or structured records into versioned PaperReading artifacts. Use when Codex must ingest text, Markdown, or a text-based PDF; separate source-grounded claims from researcher analysis; bind findings to evidence IDs and locators; review extraction candidates; migrate v0.2 PaperRecord JSON; validate or verify a v0.3 PaperPackage; generate research extensions; export reviewable JSON or Markdown; or safely update a compatible 13-field literature workbook.

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End-to-end data pipeline for empirical research: fetch economic data from APIs (FRED, World Bank, IMF, BLS, OECD, Yahoo Finance), clean and transform raw data, construct strategy-specific variables, and validate panel structure. Use when asked to fetch data, download data, clean data, merge datasets, prepare analysis-ready data.

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Points to the standalone module steuer-assistent: a local, offline-first receipt worksheet for German employee income-related expenses (Werbungskosten) -- record, sum to the cent, private ZIP export. Use this skill when Werbungskosten receipts should be prepared in a structured way -- with a clear boundary: not tax advice, no deductibility check, no creation or submission of a tax return (that happens via ELSTER or approved software).

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Strukturiert bereitgestellte Finanz- und Versicherungsunterlagen als neutrale Übersicht und Checkliste.

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Builds a DRAFT month-end, quarter-end or year-end close checklist and status table for a finance team from the close calendar, the open items list and last month's close issues that the user attaches, pastes or the agent can reach, marks every task on time, due, late, at risk or blocked, and flags dependency chains and repeat issues. Use when the user asks to "build the close checklist", "where are we on the month-end close", "what is late or blocked in the close", "refresh the close tracker as of today" or "prepare the close status note". Do not use for a project tracker or weekly project status, use project-status-tracker instead; for corrective actions from audits or NCRs, use corrective-action-tracker. Drafts for human review; never approves, authorises or signs off.

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Reviews a proposal, business case, deck or plan in character as a Chief Financial Officer archetype and returns a DRAFT review in the chat with a verdict, findings that cite the exact passage, finance risks, what would change the verdict and five interrogation questions. Use when the user asks to "run a CFO review", "pressure-test the numbers in this business case", "what would a CFO say about this", "challenge the payback and run costs" or "prepare this for the investment committee". Do not use for delivery or capacity questions, use coo-reviewer instead; for architecture or vendor questions, use cto-reviewer; for positioning or demand, use cmo-reviewer. Drafts for human review; never approves, authorises or signs off.

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Reviews a proposal, business case, deck, pricing plan, go-to-market plan or forecast in character as a Chief Revenue Officer archetype and returns a DRAFT review in the chat with a verdict, findings cited to exact passages, revenue risks, what would change the verdict and five interrogation questions. Use when the user asks to "run a CRO review", "pressure-test the revenue plan", "what would sales leadership say about this" or "challenge this forecast". Do not use for partnership, deal-structure or market-positioning reviews, use cbo-reviewer instead; for the finance seat use cfo-reviewer. Drafts for human review; never approves, authorises or signs off.

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Reviews a proposal, business case, deck or plan in character as an Investor archetype and returns a DRAFT review in the chat with a verdict whose conditions read as terms, findings that cite the exact passage, capital-allocation risks, what would change the verdict and five interrogation questions. Use when the user asks to "run an investor review", "what would an investor say about this", "pressure-test the capital case" or "prepare me for the investment committee". Do not use for internal budget, cost or finance-function review, use cfo-reviewer instead; for revenue forecast and pipeline, use cro-reviewer. Drafts for human review; never approves, authorises or signs off.

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Small-business bookkeeping skills for converting financial evidence into accountant-reviewable outputs, including setup/context, receipt processing, expense categorization, bank reconciliation, tax preparation, monthly close, jurisdiction-aware tax references, plus specialized skills for home office, vehicle, meals, depreciation, 1099 contractors, and estimated taxes. Trigger on "help me with my bookkeeping", "set up my bookkeeping", "bookkeeping context", "chart of accounts", "process my receipts", "categorize expenses", "reconcile my bank statement", "get my books ready for taxes", "close the month", "organize my finances".

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Implement DeFi protocols with production-ready templates for staking, AMMs, governance, and lending systems. Use when building decentralized finance applications or smart contract protocols.

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Topics on Secure Hardware, Fall 2018 Decentralized Technologies Decentralized Finance MOOC, Fall 202

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Search and retrieve preprints from arXiv via the Atom API. Use this skill when searching for papers in physics, mathematics, computer science, quantitative biology, quantitative finance, statistics, electrical engineering, or economics by keywords, authors, arXiv IDs, date ranges, or categories.

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DeFi Specialist IA — Expert en finance décentralisée (Uniswap, Aave, Compound, liquidity pools, yield farming, impermanent loss)

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Busabase-backed App-in-Skill money ledger for aggregating Mercury, Stripe, Airwallex, and Creem accounts into a read-only dashboard. Use when the user invokes $kelly-money or /kelly-money, wants a total cashflow ledger, account columns, Accounts sidebar, Account Detail views, finance onboarding, connector setup, transaction import/sync, reconciliation, balances, payouts, payments, fees, refunds, transfers, or a review of money movement across these providers.

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Comprehensive investigation of complex multi-domain narratives (technology, theology, policy, finance). Systematically decouples factual claims from speculation through iterative verification, multi-source comparison, and contradiction resolution. Use for investigations requiring institutional knowledge, historical context, and handling of conflicting incentives.

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Classify financial PDFs by extracting company identity, document type, and date metadata. Validates ticker via Yahoo Finance with multi-step fallback. Uses a Python orchestration script for validation, file modification, and writing markdown.

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Use this skill when the user asks about truck purchase financing, leasing options, factoring, fuel surcharge math, lease-purchase agreements, the total-cost-of-ownership (TCO) comparison between buying + leasing, and how owner-operators finance their first truck. Cover Section 179 + Bonus Depreciation tax treatment.

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Use when a carrier asks whether to buy or lease their next tractor (or trailer), comparing full-service lease (Ryder, Penske, NationaLease), capital lease, finance lease, walk-away open-end lease, or cash purchase. Covers tax treatment, residual risk, maintenance bundling, balance-sheet impact, and cash-flow modeling.

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Use this skill when the user asks about buying or selling a trucking company — valuation drivers (revenue, fleet age, CSA scores, customer concentration), asset purchase vs stock purchase, FMCSA authority transfer, due diligence checklist, common deal structures (cash, earnout, seller-financed), and what changes operationally after acquisition. Reference 49 CFR 365.401 (authority transfer).

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Comprehensive ad account analysis across all major platforms (Google, Meta Comprehensive paid advertising audit and optimization for any business type. Performs full multi-platform audits (Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads, Microsoft Ads), single-platform deep analysis, conversion tracking health checks, creative quality assessment, budget allocation optimization, bidding strategy evaluation, and compliance verification. Industry detection for SaaS, e-commerce, local service, B2B enterprise, info products, mobile app, real estate, healthcare, finance, and agency. Triggers on: "ads", "PPC", "paid advertising", "Google Ads", "Meta Ads", "Facebook Ads", "LinkedIn Ads", "TikTok Ads", "Microsoft Ads", "Bing Ads", "ad audit", "campaign audit", "ROAS", "conversion tracking", "creative fatigue", "bid strategy".

日本語の概要は準備中です。原文の説明を表示しています。