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概要と使いどころ
Generate and parse Excel spreadsheets with ExcelJS — create workbooks with multiple sheets, styled cells, formulas, charts, images, and conditional formatting. Use when tasks involve exporting application data to .xlsx, building financial reports, parsing uploaded spreadsheets, or creating data import/export pipelines.
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。
Automates invoice generation, billing workflows, payment tracking, and revenue recognition for SaaS and service businesses. Use when building billing pipelines, generating invoice PDFs, usage-based invoicing, subscription management, payment reminders, or financial reporting. Trigger words: invoice, billing, payment, subscription, usage billing, revenue recognition, accounts receivable, dunning, proration, Stripe billing, generate invoice, create bill.
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。
Understand essential business finance — profit margins, unit economics, cash flow, LTV/CAC, and the 4 methods to increase revenue. Use when: analyzing business profitability, making pricing decisions, evaluating SaaS unit economics, financial planning.
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。
Design and implement Monte Carlo methods for uncertainty quantification, risk analysis, and probabilistic simulations across scientific and financial domains. Use when "monte carlo, random sampling, uncertainty quantification, risk analysis, stochastic simulation, MCMC, variance reduction, probabilistic, " mentioned.
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 integrating Plaid, Stripe, payment processors, or financial APIs - covers account linking, payment processing, KYC/AML compliance, and webhook handlingUse when ", " mentioned.
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。
加密链上交易 (加密 / 链上交易 (Crypto & On-chain Trading) — 以加密资产为标的、强调链上活动的主动交易认知操作系统：从「看叙事/选赛道 → 找标的 → 链上尽调与风控 → 选场所(DEX/CEX/链上合约) → 建仓与仓位管理 → 监控链上流向与情绪 → 退出与复盘」的完整决策链。覆盖 (a) 第一性张力 — **链上 on-chain (DEX 现货/AMM、钱包追踪 wallet tracking、资金流向 flow、MEV、memecoin、链上衍生品 Hyperliquid/GMX、自托管 self-custody, 'not your keys not your coins') ⇄ 链下 CEX (中心化交易所现货/合约 Binance/OKX/Bybit、订单簿、托管、出入金法币)**; **合约/杠杆/衍生品 (perps 永续、资金费率 funding、清算 liquidation、爆仓、做多做空、高频/择时) ⇄ 现货/价值/长持 (spot、HODL、定投 DCA、基本面/估值、'time in market > timing the market')**; **价值/基本面派 (协议收入、TVL、代币经济学 tokenomics、真实使用、估值模型) ⇄ meme/叙事/情绪派 (memecoin、narrative rotation 叙事轮动、attention is the asset、纯博弈/PvP、Ponzinomics)**; **链上数据/量化/客观 (on-chain analytics, Nansen/Arkham/Dune、聪明钱 smart money、链上指标、系统化/机械化) ⇄ 直觉/盘感/叙事阅读 (narrative、KOL alpha、社群情绪、tape reading)**; **自托管/去中心化/抗审查 (DeFi、自托管钱包、抗审查、'be your own bank') ⇄ 便利/合规/中心化 (CEX、合规出入金、KYC、托管、ETF)**; **主动交易/择时/高换手 (trading、波段、合约、撸毛/空投 airdrop farming、套利 arbitrage) ⇄ 被动配置/低换手 (配置 BTC/ETH、ETF、长期叙事 beta)**; (b) 核心工作流 / pipeline (最标准、最易蒸高质量 + CLI 化) — 通用链: 叙事/赛道判断 (宏观周期/减半/流动性/板块轮动) → 标的发现 (链上扫链/聪明钱跟单/新币/叙事映射) → 尽调 due diligence (代币经济学/解锁 unlock/团队/合约审计/honeypot 检测/流动性与持仓分布) → 风控前置 (仓位 sizing/最大回撤/止损/相关性) → 场所与执行 (CEX vs DEX、滑点/MEV/gas、限价 vs 市价、TWAP) → 持仓监控 (链上流向/巨鲸/资金费率/解锁日历/情绪指标) → 退出与复盘 (止盈分批/再平衡/记录交易日志); 子流派 SOP: 链上 degen 打新与 memecoin 流程、合约交易者的资金费率与清算地图、空投/撸毛 farming、套利与 MEV、被动配置与定投; (c) 工具栈 — 链上分析 (Nansen 聪明钱/Arkham 实体标注/Dune 自建仪表盘/Dexscreener & DEX Screener 新币/GMGN & Photon & BullX memecoin 终端/Etherscan & Solscan 区块浏览器/DeBank 钱包总览/Token Terminal 协议基本面/DefiLlama TVL/Glassnode & CryptoQuant 链上指标)、交易场所 (CEX: Binance/OKX/Bybit/Coinbase; 链上现货 DEX: Uniswap/Jupiter/Raydium/Aerodrome; 链上衍生品: Hyperliquid/GMX/dYdX)、钱包与安全 (MetaMask/Rabby/Phantom 热钱包、Ledger/Trezor 硬件冷钱包、Revoke.cash 授权管理、honeypot/合约扫描)、行情与图表 (TradingView、CoinGecko/CoinMarketCap)、信息与聚合 (Twitter/X、Telegram、DeFiLlama、RootData/ICO 日历、解锁日历 Token Unlocks)、自动化 (交易机器人、链上 bot/sniper、Telegram trading bot); (d) 知识正典 — 注意加密交易 canon 偏少且新: 通用交易/风控经典 (Edwin Lefèvre 'Reminiscences of a Stock Operator'、Van Tharp 'Trade Your Way to Financial Freedom' 仓位管理、Mark Douglas 'Trading in the Zone' 交易心理、Michael Mauboussin、Nassim Taleb 'Fooled by Randomness/Antifragile')、加密原生 (Bitcoin whitepaper 中本聪、'The Bitcoin Standard' Saifedean、Vitalik 博客与 Ethereum whitepaper、'DeFi and the Future of Finance'、Lyn Alden 宏观、a16z crypto 文章、Messari/Delphi/Bankless 研报)、链上分析方法 (Glassnode/CryptoQuant 教程、Nansen/Arkham/Dune 文档、Dune Analytics SQL)、交易方法论散见于 podcast/Substack/Twitter thread 而非书; (e) figures/流派 — 价值/基本面派 (Vitalik Buterin 以太坊、Hasu/Su Zhu(争议)、Arthur Hayes BitMEX 创始人/宏观+衍生品、Raoul Pal、Lyn Alden 宏观、Cobie/Jordan Fish UpOnly podcast、DeFi 研究 Bankless Ryan Adams/David Hoffman); 链上分析派 (Nansen Alex Svanevik、Arkham、Adam Cochran、Ansem(blknoiz06) 链上交易、Murad memecoin supercycle、链上侦探 ZachXBT 反诈); 合约/衍生品派 (Arthur Hayes、GCR(GiganticRebirth) 传奇合约、Pentoshi、CryptoCred 技术分析、Tyler Durden); meme/叙事派 (Ansem、Murad、Cobie、各 Solana memecoin KOL); 宏观/周期派 (Raoul Pal、Lyn Alden、PlanB stock-to-flow(争议)、Benjamin Cowen 数据/周期); 量化/系统化 (各匿名量化、Hyperliquid 生态); 中文圈 (链上分析/合约 KOL、币圈大 V、播客如 '无人之境'/'Web3 佛学院'、研究机构如 Foresight/PANews/律动 BlockBeats); 反诈/安全 (ZachXBT、SlowMist 慢雾、go+ 安全); (f) 行业话术/黑话 — 现货 spot / 合约 perps 永续 / 杠杆 leverage / 多空 long-short / 爆仓 liquidation 清算 / 资金费率 funding rate / 开多开空 / 止损 SL 止盈 TP / 仓位 position sizing / 满仓梭哈 ape in / 梭 / FOMO / FUD / 钻石手 diamond hands / 纸手 paper hands / 韭菜 / 镰刀 / 庄 / 出货 / 拉盘砸盘 / 插针 wick / 针 / 上车下车 / 埋伏 / 潜伏 / 链上 on-chain / 钱包 wallet / 地址 / 聪明钱 smart money / 巨鲸 whale / 跟单 copy-trade / 老鼠仓 / 貔貅盘 honeypot / 貔貅 / rug 跑路 rug-pull / 归零 / 土狗 (memecoin/小币) / 金狗 (暴涨百倍) / meme 币 / 叙事 narrative / 赛道 / 板块轮动 / 撸毛 撸空投 airdrop / 女巫 sybil / 交互 / 解锁 unlock / 砸盘解锁 / 代币经济学 tomomics / TVL / APY APR / 无常损失 IL / 滑点 slippage / MEV / 三明治 sandwich / gas / 抢跑 frontrun / 貔貅检测 / 授权 approve / 撤销授权 revoke / 私钥 助记词 seed phrase / 冷钱包 热钱包 / 自托管 / 减半 halving / 牛熊 / 山寨季 altseason / 比特币市占率 BTC.D / 山寨 alt / 主流币 / DeFi 暑期 / GM / WAGMI / NGMI / 归零归零 / PvP / Ponzi 庞氏; (g) 争议/批
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 practitioner's toolkit for thinking and communicating as a designer in a business context — reading financials, mapping competitive landscapes, and defending design decisions in the language of value.
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 reasoning of Mary Wollstonecraft (18th-century English philosopher and author of A Vindication of the Rights of Woman) to evaluate situations involving power dynamics, education, independence, gender roles, and systemic inequality. Use this skill whenever Claude encounters career trade-offs involving financial dependence, analyzing structural oppression, questioning societal norms, or balancing reason against emotion. It helps dismantle arbitrary hierarchies, prioritize rational capability over superficial elegance, and frame personal struggles as political realities.
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。
Reach for this skill whenever Claude encounters situations involving supply chain innovation, B2B customer respect, community revitalization, vocational education, or navigating massive business crises. Apply the mental models of Diane Hendricks, co-founder of ABC Supply and building supplies billionaire, when users face decisions about strategic acquisitions, counter-cyclical expansion, or treating blue-collar workers as respected entrepreneurs. Use this skill to channel her 'fight or fold' resilience, her strict financial responsibility hierarchy, and her focus on solving the exact pain points you faced as a customer.
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 Document Ingestion suite — 4 specialist skills for classifying and extracting structured data from deal documents including rent rolls, T-12 financials, and offering memoranda.
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。
Create pitch decks, one-pagers, memos, financial models, and fundraising materials. Use when the user needs investor-facing docs.
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。
用户考虑使用杠杆（保证金/贷款/融资）来放大投资回报，或评估财务安全性时。 语言信号:"要不要加杠杆"/"用保证金买""贷款投资划算吗"/"融资利率很低应该借钱投吗" 不适用于:不涉及杠杆/融资的纯经营决策。
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。
用户需要看穿会计数字，理解一个企业或投资组合的真实经济收益。特别适用于评估盈利质量、资本支出真实性、EBITDA误导。 语言信号:"这家公司利润很高"/"EBITDA是多少"/"折旧算不算成本"/"自由现金流和利润为什么不一样" 不适用于:不需要财务分析的纯定性决策。
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。
The methods a financial-ML result has to survive before it is evidence — purged cross-validation with an embargo, triple-barrier labelling, sample uniqueness under overlapping labels, fractional differentiation, meta-labelling, and multiple-testing correction. Written because the invariants were required of quant-researcher and nothing in the project explained how to satisfy them: a rule without a method produces either an invention or a block. Applied whenever a backtest, a feature or a label is being designed or judged.
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。
Prepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs. commitment, called and unfunded amounts, contributions/distributions/subscriptions/redemptions, lockups, and the platform's own IRR/TVPI/DPI/RVPI) and sits it beside the liquid book and IPS target from the connected portfolio system (Orion Connect, Addepar, or Envestnet), then flags cash needed for capital calls, alts % vs. target, concentration, unfunded concentration, and stale as-of data. Cites the source platform on every figure and keeps disclosures on the page. Does not recommend funds, forecast NAVs/IRRs, or simulate allocation changes. Triggers on "alts brief", "/alts-brief", "prep the [client]'s alts review", "what's going on with [client]'s PE/private investments", "how's [client] doing on their alts", or any request to review a household's alternative investment positions before a meeting.
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 a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance rationale memo for the compliance file. Triggers on "portfolio review", "/portfolio-rebalance-review", "drift analysis", "rebalance [client]", "how is [client]'s portfolio positioned", "rebalance rationale", or "map [client] to a model".
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。
Start a new prospect's intake, with or without their files in hand — a request naming a new prospect and attaching no documents is a normal starting point, because Step 1 searches the connected tools or asks the advisor to upload. Cleans and normalizes their account files (statements, exports, screenshots) into a consolidated view, then hands back a plain-English prospect summary, a detailed analyst handoff the full proposal gets built from, and a friendly "what to expect" memo, offered as a Gmail draft on approval. Does not produce the proposal, recommend an allocation, or quote fees. Triggers on "prospect intake", "/prospect-intake", "new prospect intake", "clean up [prospect]'s statements", "process [prospect]'s files", "what to expect note for [prospect]" — and on how an advisor raises a new prospect before any file exists: "I met with a potential client/customer", "[name] is interested in becoming a client", "I have a new prospect", "how should I proceed with [name]".
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。
Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and beneficiaried at the custodian and portfolio platforms (Schwab, Orion/Addepar, iCapital) — surfacing unfunded trusts, titling mismatches, and beneficiary gaps as a prioritized flags list. The only write is creating advisor-approved follow-up tasks in the CRM (optional, approved first). Never drafts trust language, gives legal advice, retitles an account, or changes a beneficiary. Triggers on "estate brief", "estate meeting brief", "estate and tax brief", "estate plan review for [client]", "check [client]'s trust funding", "are [client]'s beneficiaries up to date", or "does [client]'s estate plan match their accounts".
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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。
Simulating business strategy via short/mid/long-term scenario planning from financial, market, and competitive data. Applies SWOT/PESTLE/Porter, KPI forecasting, roadmaps. Does not write code.
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。
Answer finance and market-data questions with the You.com `you-finance` MCP tool: stock prices, tickers, earnings, company financials, and market trends, with payment-aware fallbacks for keyless hosts.
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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.
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Side-by-side comparison of two financial scenarios (buy vs rent, new job vs stay, payoff house vs invest, Roth vs Traditional, lease vs buy car, etc). Projects each scenario over 10 years, compares total cost, opportunity cost, risk profile, and produces a structured recommendation. Output saved as FINANCE-COMPARE.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。