「income」の検索結果

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

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Dividend stock analysis for income, dividend-growth, and shareholder-return strategies, including yield quality, payout sustainability, ex-dividend mechanics, and yield-trap checks.

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Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."

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Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.

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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.

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Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional holdings (13F), company financials, annual/quarterly reports (10-K, 10-Q), proxy statements (DEF 14A), 8-K current events, company screening by ticker/CIK/industry, multi-period financial analysis, or any SEC regulatory filings.

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Access real-time and historical stock market data, forex rates, cryptocurrency prices, commodities, economic indicators, and 50+ technical indicators via the Alpha Vantage API. Use when fetching stock prices (OHLCV), company fundamentals (income statement, balance sheet, cash flow), earnings, options data, market news/sentiment, insider transactions, GDP, CPI, treasury yields, gold/silver/oil prices, Bitcoin/crypto prices, forex exchange rates, or calculating technical indicators (SMA, EMA, MACD, RSI, Bollinger Bands). Requires a free API key from alphavantage.co.

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Use when the user asks about a US-listed company or the US market and wants sourced numbers, such as SEC filings and what a 10-K or 10-Q says, income statements and balance sheets, earnings call transcripts, insider or congressional trades, 13F institutional holders, short interest, stock prices, option chains, stock screens or macroeconomic indicators. Calls the Equibles MCP server.

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Fetch financial and market data with the yfinance Python library (Yahoo Finance). Use this skill whenever the user wants stock data: current quotes and price history, financial statements (income statement, balance sheet, cash flow), options chains, dividends and splits, earnings and analyst estimates, price targets and ratings, institutional and insider holdings, news, multi-ticker comparisons, stock screens, or sector and industry data. Use it even when the user gives only a ticker symbol (AAPL, MSFT, TSLA) and the intent has to be inferred. For earnings previews or recaps, estimate revisions, valuation, correlation, liquidity, or ETF premium analysis, prefer the dedicated skill.

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Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). Supports two-stage screening using FINVIZ Elite API for efficient pre-filtering followed by FMP API for detailed analysis. Use when user requests dividend stock screening, income portfolio ideas, or quality value stocks with strong fundamentals.

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Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.

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Structures the tax questions a growing business faces — corporate income, sales and use, payroll, nexus, and the obligations created by hiring or selling somewhere new. Use this to work out what a new state or country obligates you to, prepare for a tax filing or audit, understand sales tax on your product, or check what a remote hire or new market triggers.

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Use when evaluating bond, credit, duration, yield-curve, and fixed-income relative-value setups in a Jeffrey Gundlach style.

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Build a realistic plan to change careers — mapping your transferable skills, the real gaps, and a bridge that doesn't require torching your income overnight. Use when asked to help me change careers, career pivot plan, how do I switch to [field], or I want a new career but don't know how. Produces a transferable-skills map, an honest gap analysis to the target role, a staged bridge (skill-building, positioning, side-door entry), a financial-runway reality check, and a narrative that reframes your background as an asset — not a starting-from-zero story.

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Audit a week the way Arnold Bennett's 'How to Live on 24 Hours a Day' (1908) prescribes — time as the one income that cannot be increased, the day-within-the-day, and starting with 90 minutes, not a life overhaul. Use when someone says 'I have no time', 'work eats everything', 'I want to learn X but can't fit it', or asks for a time audit or evening routine. Produces a time ledger, one reclaimed 'inner day' block, and Bennett's own warnings about overreach.

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General ledger reconciliation for A-share fund administration. Tracks fund accounting reconciliations including securities, cash, income, and expense accruals. Adapted from the original gl-recon skill for fund accounting standards. Triggers on "基金总账核对", "基金科目核对", "GL reconciliation fund", "fund accounting recon", or "reconcile [fund] books".

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Scan the ClawHunter agent bounty marketplace for opportunities that genuinely match this agent's real capabilities (code, security research, writing) and surface only real matches — never a raw unfiltered dump. When a match is real audit-shaped work with a linked GitHub repo, the notification carries a one-tap button to dispatch vuln-scanner at it directly.

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Manage and compare multiple affiliate programs as a portfolio. Triggers on: "manage my affiliate programs", "compare my programs", "portfolio overview", "which program should I focus on", "diversify my affiliate income", "program switching", "affiliate portfolio", "program comparison", "revenue allocation", "which programs to drop", "add new programs", "affiliate program strategy".

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Use when a PERSONAL brand needs to make money — three funnel versions for founder, coach, and creator, an offer ladder from free to low to mid to high ticket, pricing psychology, inbound versus outbound outreach, and brand deal and sponsorship negotiation, with tax and legal variants for US LLC, EU per country, SEA Pte Ltd, and LATAM MEI. Trigger on 'monetize my personal brand', 'offer ladder', 'launch my course', 'coaching packages', 'sponsorship rates', 'I have an audience and no income'. Not for — a company product offer, see `31-offer-design-global` and `17-pricing-strategy-global`; the strategy that comes first, see `23-personal-brand-strategy-global`; running the community, see `28-community-building-global`.

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[STUB] Bond pricing, yield curves, duration and convexity analysis, and DeFi lending rate modeling

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The consumer panel. Spins up a swarm of buyer sub-agents (default 100, --quick for 20) trained on the user's target customer, each with a different income, age, buying behaviour and objection, shows every one the same pitch, and runs the business through 100 buyer scenarios to see who buys, who doesn't, and why. Tallies the answers into buy rates by segment, the reasons people pass in their own words, what would flip a no, and price answers for founder-pricing. Use when the user says "would people buy this", "test it on customers", "run the consumer panel", "simulate buyers", "who is my customer", or "validate demand".

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Get fundamental financial data including financials, earnings, and key metrics. Use when user asks about financials, earnings, revenue, profit, balance sheet, income statement, or company fundamentals.

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Research population, income, age, housing, and employment around a site. Use for census, demographic, or local-market questions tied to a location.

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Forecast construction project cash flow. Project income and expenses, identify funding gaps, and optimize payment timing for improved financial management.

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。