「financial」の検索結果

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.

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。

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.

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。

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.

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。

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.

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。

Collects real financial data for any US publicly traded company from free public sources (yfinance) and outputs structured JSON for downstream skills (DCF modeling, comps analysis, earnings review): market data, historical financials, WACC inputs, analyst estimates — never fabricated fallback values. Use to collect or pull financial/market data, or gather DCF inputs, for a ticker.

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。

Forensic financial analysis for A-share companies. Identifies discrepancies, potential irregularities, and earnings quality issues in Chinese financial statements. Adapted from the original break-trace skill for CAS accounting and Chinese market red flags. Triggers on "A股财务核查", "财务异常", "forensic analysis China", "财务舞弊", "earnings quality China", or "investigate [company] financials".

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。

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

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。

Applies the pragmatic, financially-grounded reasoning of Marian Ilitch (co-founder of Little Caesars Pizza). Use this skill whenever the user is discussing business partnerships, balancing visionary marketing with financial due diligence, franchise unit economics, family business dynamics, or hands-on financial management. Trigger this when users face trade-offs between rapid growth and profitability, need to enforce unit-level accountability, or are paralyzed by the fear of making mistakes. Apply her principles to ground lofty ideas in tactile, common-sense financial reality.

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。

Welcome and set up a new Claude for Financial Advisors user. Gets to know the advisor's RIA, learns their day-to-day pain points and tech stack, walks them through connecting their tools, explains the plugin and how skills work, runs a live pre-meeting demo, shows them how to customize skills, and closes with a personalized recommendation for which skill to try next. Use when the advisor is getting started or says any of: "onboarding," "/onboarding," "get started," "help me get started," "set up claude for financial advisors," "claude for financial advisors setup," "what can this plugin do," "I'm new to this," "show me around," or is in their first session with the plugin.

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。

Cyber Risk Quantification engineer for CyberRadar. Implements FAIR (Factor Analysis of Information Risk) methodology, Monte Carlo simulation for loss distribution modeling, financial impact quantification in multi-currency (SAR, USD, EUR, GBP), loss exceedance curves, risk treatment ROI calculation, insurance premium optimization, and board-ready financial risk reporting. Transforms qualitative risk assessments into monetary terms for executive decision-making. Triggers on: CRQ, FAIR, Monte Carlo, financial impact, loss modeling, risk quantification, cyber insurance, risk treatment ROI, financial risk.

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。

"Build three-statement financial models (Income Statement, Balance Sheet, Cash Flow) with revenue forecasting, assumption management, and scenario analysis. Use this skill when the user needs to project financials, build a fundraising model, create financial projections for a business plan, or evaluate M&A targets — even if they say 'build a financial model', 'project our revenue', 'how much money will we make next year', or 'model this acquisition'.".

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。

Build structured 3-scenario financial models (Base / Bull / Bear) for business planning or investment decisions. Sensitize revenue and cost drivers across scenarios, produce P&L summaries, cash flow bridges, and executive narratives. Aligns with FP&A 2.0 and CIMA Management Accounting standards. Use when leadership needs to understand the financial impact range of a decision. Do not use for statutory financial reporting or audit-ready financials.

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。

Execute a single deterministic Python script to compute all derived financial metrics (EBITA, Invested Capital, Tax Rates, Summary Table) from extracted financial data.

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。

投資家向けの説明資料や財務モデル、資金使途表、応募書類を作成・更新し、事業実績や収益の前提、調達額、チーム情報の食い違いを複数の資料で確認するスキル。

• 投資家向け説明資料を作成・改訂したいとき
• 投資家向け概要資料やメモを作りたいとき
• 収益予測と資金使途表を作りたいとき

損益計算書・貸借対照表・キャッシュフロー計算書を数式で連動させるExcelモデルを作ります。実績と予測の入力、前提を変えた比較、財務三表の整合性確認を段階的に進めます。

• 財務テンプレートへの実績入力
• 財務三表が連動する予測の作成
• 基本・上振れ・下振れシナリオの比較

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

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。

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

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。

Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".

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。

Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fundraising projections — in Excel. Trigger on: 'financial model', '3-statement model', 'P&L + BS + CF', 'DCF', 'WACC', 'NPV', 'terminal value', 'LBO', 'debt schedule', 'cash sweep', 'MOIC', 'IRR / XIRR', 'sensitivity table', 'scenario analysis', 'ARR model', 'unit economics', 'CAC / LTV', 'cap table forecast'. Output is a single formula-driven .xlsx. This skill is a scene layer on top of officecli-xlsx — it inherits every xlsx v2 rule (4-color code, visual floor, number formats, cache-drift, Known Issues, Delivery Gate minimum cycle). DO NOT invoke for a simple budget tracker, CSV dump, or operational KPI sheet — route those to officecli-xlsx base.

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。

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.

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。

Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance request doesn't obviously match one skill and you need to pick the right one (e.g., 'analyze these financials', 'how healthy are my SaaS metrics').

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。

Read AI-Trader financial event snapshots and market-intel endpoints. Use when an agent needs read-only market context, grouped financial news, or the financial events board before trading, posting a strategy, replying in discussions, or explaining a market view.

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。

Use when normalizing public-company financials from source materials. Do not use for private data rooms or non-financial cleanup.

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。