「finance」の検索結果

Spending analysis and custom budget builder. Analyzes spending patterns using 50/30/20 rule, zero-based budgeting, or envelope method. Categorizes expenses, identifies waste, suggests cuts, and produces a 12-month budget. Use when the user says "/finance budget", "build me a budget", "analyze my spending", "where is my money going", or asks about expense optimization.

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。

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。

FIRE (Financial Independence Retire Early) calculator covering Lean FIRE, Fat FIRE, Coast FIRE, and Barista FIRE. Calculates FI number, years to FIRE based on savings rate, geographic arbitrage opportunities, sequence of returns risk, and withdrawal strategies (4% rule, dynamic withdrawal, guard rails). Use when the user says "/finance fire", "financial independence", "retire early", "FI number", "Coast FIRE", or any early retirement question.

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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.

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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。

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。

Debt payoff strategy generator. Compares avalanche (highest interest first) vs snowball (smallest balance first) methods, calculates payoff timelines and total interest saved, and recommends optimal payment allocation across multiple debts. Includes credit card consolidation and refinancing analysis. Use when the user says "/finance debt", "pay off my debt", "snowball or avalanche", "consolidation", or asks for any debt strategy.

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。

Transforms Claude into a CFA-level financial analyst for specialty finance, regulatory compliance, and industry-specific analysis. Use when performing private credit pricing, insurance reserving, FP&A variance analysis, wealth planning, restructuring recovery analysis, real estate valuation, venture capital analysis, ESG assessment, regulatory capital analysis (Basel III), compliance reporting (MiFID II, GIPS), credit derivatives (CDS, CVA), convertible bond analysis, lease accounting (ASC 842/IFRS 16), pension funding/LDI, sovereign risk assessment, real option valuation, equity research (SOTP, target price), commodity spread trading, treasury operations, PPP infrastructure modelling, onshore fund structuring, offshore fund structuring, transfer pricing analysis (BEPS, Pillar Two), tax treaty optimisation, FATCA/CRS compliance, economic substance analysis, regulatory reporting (AIFMD, Form PF), AML/KYC compliance, crypto/DeFi analysis, municipal bond analysis, structured products, trade finance, fund of funds (J-curve, commitment pacing, manager selection, secondaries), bank analytics (NIM, CAMELS, CECL, deposit beta, loan book), carbon markets (credit pricing, ETS, CBAM, offsets, shadow carbon price), or private wealth (concentrated stock, philanthropic vehicles, wealth transfer, direct indexing, family governance) analysis is required. Pairs with corp-finance-mcp tools for computation.

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Evaluates embedded finance opportunities with distribution economics and regulatory framework analysis. Use when analyzing embedded finance, evaluating BaaS models, or assessing embedded lending/insurance.

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Evaluates trade finance structures with letters of credit, supply chain financing, and receivables factoring for cross-border commerce. Use when analyzing trade finance, evaluating LC structures, or assessing supply chain financing.

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。

Analyze budget-versus-actual or forecast-versus-actual performance and turn finance data into a management-ready narrative using variance logic, drivers, cash impact, and forward actions. Use when finance, FP&A, or business leaders need commentary, management accounts, or performance explanation. Do not use for bookkeeping entries, tax filing preparation, or legal accounting sign-off.

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。

Professional finance research toolkit — backtesting (11 engines + benchmark comparison panel), factor analysis, Alpha Zoo (475 pre-built alphas across qlib158/alpha101/gtja191/academic/fundamental), options pricing, 90 finance skills, 30 multi-agent swarm teams, Trade Journal analyzer, and Shadow Account (extract → backtest → render) across 29 market-data sources (tushare, yfinance, okx, binance, akshare, baostock, tencent, mootdx, ccxt, futu, mt5, tickerall, local, eastmoney, sina, stooq, yahoo, pykrx, india_broker, qveris, longbridge, nobitex, wallex, plus optional-key finnhub/alphavantage/tiingo/fmp/gildata).

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 financial planner for Thailand-based users. Use this skill when the user asks for help with budgeting, tax planning involving Thai-specific products (SSF, RMF, Thai ESG, Thai ESGX, Easy E-Receipt), debt strategy at Thai bank rates, retirement planning involving ประกันสังคม (มาตรา 33/39/40), กบข., PVD (provident fund), or any personal-money question framed in baht and Thai life events. Strong activation phrases include "ช่วยวางแผนการเงิน", "วางแผนภาษี", "ปลดหนี้บัตรเครดิต", "ลดหย่อน RMF", "Help me with my Thai finances", "How much should I save in Thailand", "ม.33 vs ม.39", "เกษียณต้องเก็บเงินเท่าไหร่". Do NOT use for non-Thai financial contexts (US 401(k), Canadian RRSP, UK ISA, etc.) — different skills exist for those.

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。

Access Apple Card, Apple Cash, and Wallet financial data using FinanceKit. Use when querying transaction history, reading account balances, accessing Wallet orders, requesting financial data authorization, or building personal finance features that integrate with Apple's financial services.

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 advisor for GreenEnergyFL — tracks job finances, bills, vendor payments, cash flow, and overdue invoices. Use this skill whenever the user asks about money, payments, invoices, bills, job costs, what's owed, what's coming in, cash flow, overdue accounts, financial summaries, or anything related to GreenEnergyFL's finances. Trigger even if the user just says "check the bills", "what do we owe", "who hasn't paid", "how are we doing financially", or "show me the jobs".

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。

Behavioral finance applications: theories of overreaction and underreaction, behavioral explanations for momentum and reversal, investor sentiment cycles, cognitive-bias checklists, and debiasing quantitative strategies.

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。

Look up SaaS finance metrics, formulas, and benchmarks fast. Use when you need a quick metric definition, formula, or benchmark during 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。

用于搜索金融市场、证券、上市公司基本面、价格、K 线、披露文件、财经新闻、A 股数据、港股或全球 ticker，可使用 yfinance、mootdx、API 脚本或 browser-use。

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。

Analyze any TRES Finance report XLSX and produce an automatic findings summary. Trigger this skill whenever a user uploads a .xlsx file that came from TRES Finance and asks to "analyze", "summarize", "review", "check", "audit", "look at", "what does this show", "any issues", "anything interesting", or "walk me through" the report. Also trigger when the user uploads an Excel file and mentions TRES, reconciliation, balances, transactions, cost basis, roll forward, or ERP sync. The skill identifies the report type from the file structure, runs targeted analysis based on report-specific logic, and produces a clear findings summary highlighting anomalies, key metrics, and action items.

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。

Recommend the right TRES Finance report for any user question. Trigger this skill whenever a user asks which report to use, what report contains certain data, how to get specific information out of TRES, or compares two reports. Also trigger when the user describes a goal (e.g. "month-end close", "auditor needs proof", "tax filing", "reconciliation") without naming a specific report. Trigger phrases include "which report", "what report", "how do I export", "where can I find", "I need a report for", "what's the difference between", "best report for", "auditor asked for", or any question about getting data out of TRES Finance.

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 LinkedIn for financial research through opencli: the user's feed, and job search with location, seniority, job type, remote, company, and date filters. Use this skill whenever the user wants to check their LinkedIn feed, see what professionals or analysts are posting about a company, market, or earnings, gauge professional sentiment, or search finance and trading jobs on LinkedIn. Read-only: it cannot post, like, comment, connect, message, or apply.

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。

Analyze finance text sentiment using FinBERT or LLM. Use when the user needs to determine the sentiment (positive/negative/neutral) and score of financial text markets.

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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.

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。