432 件 ・ 関連度順
概要と使いどころ
CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing.
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。
CRE Industrial analysis suite - 8 specialist skills for U.S. industrial acquisitions, covering market study, lease roster analysis, lease abstraction, tenant credit, physical inspection, underwriting, financing fit, and investment committee memo writing.
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。
Analytics tracking, interpretation, funnel analysis, product metrics, and ROI measurement. Use when setting up GA4/GTM tracking, interpreting analytics data, analyzing conversion funnels, calculating ROI, or measuring product engagement. Triggers on "analytics," "GA4," "Google Analytics," "conversion tracking," "event tracking," "UTM parameters," "tag manager," "GTM," "tracking plan," "funnel analysis," "conversion rates," "user flow," "cohort analysis," "retention," "product metrics," "North Star metric," "ROI," "break-even," "payback period," "investment analysis," "validate my funnel," "why isn't my funnel converting," or "executive financial report." For A/B test setup, see ab-test-setup.
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。
用户在分析股票或投资机会时，需要用"买企业"而非"买股票"的视角来评估。 语言信号："这只股票技术面怎么样"/"股价会涨吗"/"应该买什么股票" 不适用于：纯粹的企业经营管理问题（不涉及估值时）。
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。
Review any client-facing message or material (emails, letters, newsletters, social posts, website copy, presentations, performance reports, proposals) for compliance with SEC rules that govern investment advisers — the Marketing Rule (206(4)-1), fiduciary duty / antifraud provisions (206), Books and Records (204-2), and Reg BI where broker-dealer activity applies. Produces a pass/flag/fail markup, required disclosures, a books-and-records scratch-pad entry, and an archiving handoff reminder. Triggers on "compliance check", "/compliance", "is this compliant", "review this before I send it", "can I say this to a client", "check this email/post/deck". Use it whenever an advisor asks to check, review, or look over anything before it goes to a client or prospect — "check this before I send it", "look this over before it goes out" — even a routine note, because deciding that a message needs no changes is part of the review, not a reason to skip it.
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。
Run financial calculations and scenario comparisons — tax estimates, loan comparisons, retirement projections, rent vs. buy, investment scenarios, and more. Pure math, no accounts or logins needed.
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。
Investment portfolio analyzer. Audits current allocation vs target, asset class diversification (stocks, bonds, real estate, alternatives), expense ratios, tax efficiency, rebalancing needs, factor tilts (value, momentum, quality), three-fund portfolio fit, target-date fund analysis, and Boglehead-style optimization. Produces FINANCE-PORTFOLIO.md with a portfolio score, specific rebalancing trades, and fund swap recommendations.
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。
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.
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。
Investment screener with pre-built strategies (Dividend Growth, 3-Fund Index, Bond Allocation, REITs, International Diversification, ESG) and custom criteria support. Returns curated ticker lists, allocation models, expected returns, expense ratios, and a recommended portfolio with rebalancing notes. Output saved as FINANCE-SCREEN.md.
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。
Financial goal planner. Takes any goal (house down payment, college fund, wedding, sabbatical, business launch, car, vacation) and builds the required savings amount, monthly contribution, timeline, investment vehicle recommendation, milestone checkpoints, and adjustment scenarios. Supports multiple simultaneous goals with prioritization logic. Produces FINANCE-GOALS.md.
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。
A C-level strategy advisory board, run as a team of named specialist agents, that takes an executive from a raw strategic question to a defended, board-ready recommendation. Use this skill whenever the user faces a significant business decision or wants strategic analysis — market entry, build-vs-buy, M&A, digital transformation, annual planning, portfolio prioritization, pricing, a big investment, a competitive threat, a turnaround. Trigger on requests like "should we invest in / build / buy / enter…", "develop a strategy for…", "evaluate this opportunity", "make the business case", "stress-test this plan", "run a pre-mortem", or "prepare a board presentation" — in any language, even when the user doesn't say the word "strategy". Also trigger when the user names a board member (Drucker, Porter, Christensen, Graham, Grove, Wack, Taleb, Minto) or asks to convene the board / open a boardroom session.
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。
Audit the reasoning of a document or argument (memo, proposal, investment analysis, board paper, article, the user's own draft): claims, evidence, unstated assumptions, logical gaps, fallacies, and what would falsify it, each anchored to quoted text. Use whenever the user wants reasoning examined, in any language ("audit this argument", "is this analysis sound", "poke holes in this proposal", "review the logic of my draft"; Vietnamese "phản biện giúp tôi", "soi lập luận này", "tài liệu này có lỗ hổng gì", "góp ý bản nháp của tôi"), even when they never say "critical thinking". Also use when the user drops a document and asks whether to trust or act on it, or asks to see their reasoning profile. Not for company-level strategic bets (strategy-board) or learning a topic through dialogue (socratic-questor).
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。
保险资金运用分析工具。分析保险资金配置结构、投资收益、资产配置变化。使用金融监管总局数据、保险公司财报。适用于保险投资研究、资产配置分析。
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。
Valuation criteria for developed market value general insurance stocks. P/B 0.7-1.5x, Combined Ratio <100%, investment yield benchmarks, and dividend sustainability assessment.
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。
EU Insurance Adviser specializing in IDD compliance for life, health, property, and insurance-based investment products (IBIPs). Advises on insurance needs analysis across member states, explains policy types (term life, whole life, unit-linked, endowment), navigates professional requirements (knowledge, competence, good repute), implements product oversight and governance, manages conflicts of interest and inducements, coordinates cross-border insurance contracts, and ensures National Competent Authority registration. Use for insurance distribution, IBIP suitability assessments, or IDD compliance implementation.
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。
Drafts due diligence checklists for U.S. corporate transactions (M&A, asset purchases, investments, JVs, restructurings). Covers corporate structure, financials, tax, contracts, IP, litigation, employment, benefits, insurance, and environmental compliance. Surfaces change-of-control triggers, consent requirements, and red flags. Use when preparing for deal closing, board presentations, or investor disclosure.
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。
Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or going freelance.
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。
CERTIFIED FINANCIAL PLANNER professional providing comprehensive financial planning across all CFP Board practice domains. Integrates retirement, investment, tax, estate, insurance, and education planning following CFP Board Code of Ethics and Standards of Conduct. Use for holistic financial plans, cash flow analysis, net worth statements, insurance needs, estate planning coordination, education funding (529 plans), tax strategies, retirement projections, or CFP Board Practice Standards compliance.
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。
Personal finance skill suite for a mid-20s dual-income couple in Ho Chi Minh City. Covers budgeting, emergency fund building, investments, insurance, tax optimization, goal planning, and couple dynamics — all calibrated to Vietnam's financial ecosystem. Use when the user asks about budgeting, saving, investing, insurance, taxes, or financial goal planning — trigger phrases include "review our budget", "how should we invest", "do we have enough insurance", and "plan for a home purchase". Use even if the user only mentions one financial topic without asking for a full review.
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。
Quantify cyber risk using FAIR methodology with Monte Carlo simulation, assess control effectiveness against NIST CSF/CIS/ISO 27001 frameworks, evaluate risk appetite alignment, and analyze cyber insurance coverage adequacy. Covers threat landscape mapping, asset valuation, loss event frequency and magnitude estimation, annualized loss expectancy calculation, control gap analysis with ROI ranking, residual risk assessment, and insurance policy gap modeling at 90th/95th/99th percentile loss scenarios. Use when building risk registers, preparing board-level risk dashboards, evaluating security investment priorities, assessing cyber insurance coverage, or auditing any organization's risk quantification maturity per NIST RMF, ISO 27005, or FAIR standards.
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。
EU Compliance Officer for MiFID II investment firms and IDD insurance distributors. Implements compliance frameworks, ensures National Competent Authority reporting, conducts product governance oversight, manages suitability and appropriateness testing, reviews marketing and inducements, coordinates cross-border passporting compliance, implements GDPR data protection, conducts AML (5AMLD/6AMLD) monitoring, and prepares for NCA inspections. Use for compliance manual development, MiFID II/IDD implementation, or ESMA guideline interpretation.
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。
Corporate finance fundamentals for evaluating business decisions under cost, time, and risk constraints. Covers time value of money, net present value, internal rate of return, payback period, break-even analysis, cost-benefit analysis, debt vs equity, working capital, and the basic financial statements. Use when evaluating an investment, sizing a funding round, structuring a capital stack, or reading a balance sheet.
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。
Institution ratings, consensus price targets, EPS/revenue forecasts, finance calendar, shareholder data, fund holders, insider trades (SEC Form 4), short interest, industry rankings, peer group analysis via Longbridge. Frameworks: investment proposals, coverage initiation, stock research, competitive analysis, financial planning, and DeFi/on-chain analysis. Triggers: "机构评级", "目标价", "一致预期", "EPS预测", "内部人交易", "空头", "行业排名", "投资提案", "首次覆盖", "竞争格局", "财务规划", "DeFi收益", "链上数据", "機構評級", "目標價", "一致預期", "內部人交易", "空頭", "投資提案", "首次覆蓋", "競爭格局", "鏈上數據", "analyst rating", "price target", "consensus", "insider trades", "short interest", "coverage initiation", "DeFi yield", "on-chain", "earnings calendar", "finance calendar", "财报日历", "下周谁财报", "下周财报", "下周有哪些财报", "哪些财报", "谁财报", "FOMC", "非农", "股东", "谁持有", "股東", "基金持仓", "基金持倉", "機構評級", "目標價", "財務規劃"
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。
Account assets, equity and fund positions, P&L, cash flow records, account statements, margin ratios, buy-power estimates, order management, and DCA recurring investments via Longbridge (most require Trade permission). Frameworks: portfolio diagnosis, rebalancing, asset allocation, risk analysis (VaR/CVaR), performance attribution, and tax-loss harvesting. Triggers: "持仓", "账户", "盈亏", "资产", "对账单", "下单", "买入", "卖出", "撤单", "定投", "组合诊断", "再平衡", "资产配置", "风险分析", "绩效归因", "税损收割", "持倉", "賬戶", "盈虧", "對賬單", "下單", "買入", "賣出", "組合診斷", "再平衡", "稅損收割", "positions", "portfolio", "P&L", "order", "buy", "sell", "DCA", "statement", "risk analysis", "rebalancing", "tax harvesting", "我的风险", "持仓风险", "风险敞口", "資產", "資產配置", "風險分析", "績效歸因", "撤單"
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。