「financial」の検索結果

This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mid-cap and above companies (over $2B market cap) that have significant market impact, organizing the data by date and timing in a clean markdown table format. Supports multiple environments (CLI, Desktop, Web) with flexible API key management.

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Analyzes documents and processes against FINRA, SEC, Federal Reserve, and CFPB regulatory frameworks. Identifies compliance gaps, classifies findings by severity, and recommends remediation. Use when performing compliance audits, regulatory reviews, gap analyses, or verifying policy adherence to financial regulations.

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Read financials, map competitive landscapes, and argue design decisions in the language of value. Use when defending design to commercial stakeholders. For the live negotiation itself, use `design-negotiation` (designer-toolkit).

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Selects, investigates, and compares AWS object, file, and block storage services, and answers cost, performance, configuration, security, and troubleshooting questions about storage services. Applies when a user asks where to store or archive data based on their usage patterns; which storage service to choose or how two compare; how to migrate data from on-premises or between AWS services; how to protect, replicate, or recover data; how to optimize storage costs; where to deploy shared NFS, SMB, or POSIX file systems; where to store vector embeddings or tabular data; what storage backs enterprise file shares, self-managed databases on EC2, VMware, or stateful containers; or asks what an AWS storage service can do or how it works. Relevant for storage needs for workloads such as AI/ML, analytics, EDA, HPC, media, genomics, or financial trading. Not applicable for SQL query engines (Athena, Spark, Redshift, EMR), ETL (Glue), streaming (Kafka, MSK, Kinesis), or managed database services (RDS, Aurora, DynamoDB).

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Work on Grida account and billing client adapters, credit display, Console handoffs and native execution receipts. Excludes financial policy and provider operations.

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Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm, .xltx) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also applies to .csv/.tsv when the user wants spreadsheet output. Do NOT use for Word documents, HTML reports, standalone Python scripts, database pipelines, or Google Sheets API work.

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Runs the period-end close and produces reporting — close calendar, reconciliations, accruals, variance analysis, and reporting that gets read. Use this to shorten or stabilize a monthly close, design a close checklist, investigate a variance, structure management reporting, or work out why the numbers keep changing after close.

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Decides how the business is financed and what that financing then requires of it — debt versus equity, weighted average cost of capital as a hurdle rate, how much leverage cash flow can carry, and the financial, affirmative and negative covenants, definitions, test dates and cure rights that come attached. Use this to evaluate a financing option, set an investment hurdle, check whether a planned decision will trip a covenant, or work out what a lender can do when one breaks.

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Designs and tests controls over financial reporting — segregation of duties, approval limits, evidence, and preparing for audit. Use this to design controls for a process, prepare for an external audit, respond to an audit finding, set approval thresholds, or assess where a small team's segregation of duties is genuinely broken.

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创建并更新路演 PPT（Pitch Decks）、一页纸简介（One-pagers）、投资备忘录（Investor Memos）、加速器申请（Accelerator Applications）、财务模型（Financial Models）以及融资材料。当用户需要面向投资者的文档、预测、资金用途表（Use-of-funds tables）、里程碑计划，或需要在多个融资资产之间保持内部一致性时，请使用此功能。

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Guides Stripe integration decisions across development and test environment planning (separate sandboxes vs the shared test mode sandbox), API selection (Checkout Sessions vs PaymentIntents), Connect platform setup (Accounts v2, controller properties), billing/subscriptions, tax and registrations (Stripe Tax, automatic_tax, product tax codes), Treasury financial accounts, integration options (Checkout, Payment Element), migrating from deprecated Stripe APIs, and security best practices (API key management, API key permissions, webhooks, OAuth). Use when planning, building, modifying, testing, or reviewing any Stripe integration, including choosing a development environment, accepting payments, building marketplaces, integrating Stripe, processing payments, setting up subscriptions, collecting sales tax, VAT, or GST, creating connected accounts, or implementing secure key handling.

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Use this skill when writing analytical SQL over time-series data with the TimescaleDB Toolkit (timescaledb_toolkit extension) hyperfunctions: approximate percentiles, statistical summaries, time-weighted averages, counter/gauge rates, uptime/heartbeat tracking, state durations, OHLC candlesticks, approximate distinct counts, top-N, and downsampling. **Trigger when user asks to:** - Compute percentiles/medians/p95/p99 over large or rolled-up time-series data - Compute rates or deltas from monotonic counters (Prometheus-style) or gauges - Compute time-weighted averages or integrals over irregularly sampled data - Track uptime/downtime from heartbeats, or time spent in each state - Build OHLC/candlestick or VWAP data for financial ticks - Store re-aggregatable summaries in continuous aggregates (two-step aggregation, rollup) - Approximate COUNT DISTINCT, find top-N / most frequent values, or downsample for charts **Keywords:** timescaledb_toolkit, hyperfunctions, percentile_agg, uddsketch, tdigest, approx_percentile, stats_agg, time_weight, counter_agg, gauge_agg, heartbeat_agg, state_agg, candlestick_agg, hyperloglog, approx_count_distinct, min_n, max_n, mcv_agg, lttb, asap_smooth, rollup, two-step aggregation

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Clause-by-clause contract risk analysis with severity scoring, financial exposure estimates, and prioritized remediation guidance

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Generate comprehensive investor-ready business case document with market, solution, financials, and strategy

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Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage. Use PROACTIVELY for quantitative finance, trading algorithms, or risk analysis.

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Design Thinking method coaching knowledge across all nine methods including per-method techniques, deep expertise, and industry context (energy, financial services, healthcare, manufacturing, nonprofit and social impact, pharmaceuticals and life sciences, professional services, public sector, retail and CPG)

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Routes finance: Bigdata/RavenPack, US fundamentals/yfinance, A-share news/policy, sector Top N/公告, Gangtise/岗底斯 setup. Reads one bundled specialist. Pharma reporting and general argument review keep their own direct entries.

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Make compound growth actually click — see how small, consistent amounts become large over time, and why starting now beats starting bigger later. Use when asked explain compound interest, how does compounding work, is it worth investing small amounts, or why should I start now. Produces an intuitive explanation of compounding with concrete illustrative examples for your situation, the outsized effect of time (why an early start beats a later larger one), how fees and inflation eat into it, and the honest caveats — turning an abstract concept into the motivation to start now. Educational, not financial advice.

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Write a credit memo for a lending decision: borrower story, facility structure, repayment sources, financial-ratio spread with covenant headroom, risk factors with mitigants, risk-rating rationale, and a recommendation. Use when asked to write a credit memo, credit application, credit paper, loan write-up, or prepare a deal for credit committee. Produces a complete credit memo ready for committee review.

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Build a credit history from zero in a new country — understand that credit doesn't transfer across borders, get the first products that report, avoid the newcomer traps, and reach a usable score in months not years. Use when someone says 'I have no credit history in [country]', 'build credit as a newcomer/immigrant', 'why was I rejected with a great score back home', or 'how do I get a credit card/loan as a new arrival'. Produces a credit-building plan, the starter products that report, a timeline, and the traps to avoid. Educational, not financial advice; routes to official credit sources.

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Use when asked to compare two annual reports, put two companies from the same sector side by side, or check whether two companies' adjusted numbers mean the same thing. Takes two uploaded annual reports from one sector and compares them on five ratios computed with identical definitions from audited figures, flagging every place the companies define a metric differently. Produces a page-referenced comparison table, a definitions-differ section (adjusted vs statutory, inside vs outside the audited statements), and three questions to ask before believing either company's highlights. Educational, not financial advice.

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Explain China's social insurance and housing fund (五险一金) for a specific person and city: what each part covers, what they and their employer pay, how the contribution base works, and what happens when they change job, city or leave work. Use when asked 五险一金是什么, 社保怎么交, 公积金怎么提取, 换工作社保断了怎么办, 社保基数, or explain Chinese social insurance. Produces a plain explanation for their situation, a contribution calculation using their city's current rates, and a checklist for job changes, moving city, unemployment or freelancing. Not financial advice.

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Assess physical and transition climate risk for a site, product, or portfolio with scenario-based structure. Use when asked to run a climate risk assessment, evaluate physical or transition risk, prepare TCFD/ESRS-style climate risk analysis, or assess how climate scenarios affect an asset or business. Produces a hazard-exposure-vulnerability matrix across 2030/2040/2050 horizons and labelled scenarios, with financial-impact ranges, confidence levels, and adaptation options.

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Build a short-term (13-week) cash flow forecast to see if you can cover what's due. Use when asked to build a cash flow forecast, a 13-week cash flow, a cash projection, or to plan around a cash crunch. Produces a week-by-week forecast structure — opening cash, expected inflows, scheduled outflows, net movement, and closing/low-point — with the formulas and a worked example, plus the levers if cash goes tight. Not financial advice.

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。