本文へ移動
cccskills

「vesting」の検索結果

153 件 ・ 関連度順

概要と使いどころ

Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.

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。

OneWave-AI/claude-skills3402026年10月2日 更新

Use when asked to organize finances, create a budget, plan debt payoff, build savings goals, audit subscriptions, or do any personal money management task. Triggers on "budget", "finances", "savings", "debt", "subscriptions", "emergency fund", "investing", "cash flow", "money system", "financial plan".

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。

harperreed/dotfiles3352026年10月3日 更新

geonode

無料

Operate and extend GeoNode geospatial content-management deployments, resource APIs, uploads, metadata/catalogues, GeoServer security, harvesting, and administration with explicit service and safety gates.

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。

VectorSpaceLab/AREX-Skill3322026年9月3日 更新

Provide comprehensive techniques for attacking Microsoft Active Directory environments. Covers reconnaissance, credential harvesting, Kerberos attacks, lateral movement, privilege escalation, and domain dominance for red team operations and penetration testing.

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。

lingxling/awesome-skills-cn3062026年10月7日 更新

Run an honest market-fit and viability audit of any project or idea and produce a decision doc, not code. Use when someone asks "is this viable as a business", "audit the market fit", "make the case and compare to competitors", "should I apply to YC or bootstrap", or wants to validate a project, product, or market before investing more time. Gathers verifiable traction data first, researches the competitive field, gets an independent cold read, writes a doc with pre-committed pass/middle/kill criteria and a concrete week-1 assignment, then hardens it with an adversarial review loop.

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。

tamdogood/builder-essential-skills2222026年8月17日 更新

A 60 to 75 s hand-drawn ink film of the agent's day with its own user ("a day in my life as <name>'s agent"): one average session from the user's local Claude Code history, beginning to end. The story follows what they actually do (coding, tests, docs, shipping, videos, whatever the history shows), told with their real words (first message, check-ins, corrections, praise, memory titles). It is drawn in two-tone p5.brush strokes that boil at 8 fps and scored for strings composed note-for-note on the film's clock (the typed "claude" is the theme). Trigger on: "day in my life as my agent", "a film about me and my agent", "what is it like to be my agent", "animate your day with me", "make a video of our sessions". Covers harvesting the routine and receipts, the privacy gate, the chapter toolbox, the ink kit, the score, render and QC.

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。

heygen-com/hyperframes-community-skills1982026年9月29日 更新

企业财务与 CFO 视角 (企业财务与 CFO 视角 (Corporate Finance & the CFO Lens) — 面向创业公司与中小企业主/创始人/业务负责人的『看懂钱、管住钱、用好钱』的财务判断,不是考注会/中级职称的准则背诵,也不是投行卖方并购执行或 VC 投资人的看项目视角。覆盖: (a) 第一性张力 — 这行的核心世界观分歧: **利润是观点,现金是事实(权责发生制下的利润由收入确认时点、折旧摊销年限、存货计价、资本化与费用化的选择拼出来,是一组可辩论的判断;银行户头的钱是唯一不能辩论的事实——所以 CFO 看三张表的顺序是现金流量表→资产负债表→利润表,与外行相反) ⇄ 增长本身要烧钱(账面盈利的公司照样会因营运资金被增长吸干而倒闭:先付供应商、后收客户钱,规模越大缺口越大,这是『增长性破产』;所以现金转换周期比毛利率更早预警) ⇄ 记账合规派 vs 管理决策派(一套账是给税局与审计看的准则语言,另一套视图是给经营者看的贡献边际与单位经济;同一笔成本在两种语言里归属不同,把合规科目直接拿来做定价决策是中小企业最常见的错) ⇄ 全成本分摊 vs 贡献边际(把固定成本按产量分摊进单件成本,会在淡季得出『卖一件亏一件所以停产』的错误结论;边际思维只问增量收入是否覆盖增量成本,但长期只看边际会让公司永远收不回固定成本) ⇄ 预算是承诺 vs 预算是地图(传统年度预算把数字变成考核契约,导致部门年底突击花钱与藏预算;滚动预测与超越预算派主张预算只是当前最好的猜测,该月月刷新) ⇄ 融资是里程碑 vs 融资是负债(融资新闻稿把估值当成绩,但优先股、优先清算权、对赌与回购条款让创始人在低价退出时可能一分不拿;自筹派认为最便宜的钱是客户的预付款) ⇄ 估值方法之争(DCF 的数学严谨但对增长率与折现率假设极敏感,业内讥为『垃圾进垃圾出』;可比公司倍数简单但把市场情绪打包进来;早期公司两者都不成立,实际靠谈判与稀释目标倒推) ⇄ EBITDA 是不是有用(PE 与并购圈把它当经营现金流代理,巴菲特与芒格公开斥其忽略了折旧背后真实的资本开支;调整后 EBITDA 的『加回』项在业内被视为高危信号) ⇄ 财务是记分员 vs 财务是业务伙伴(传统财务事后出报表,财务 BP/FP&A 主张财务应在决策前进场做定价、投产、招人的经济性测算) ⇄ 中国中小企业的两套账现实 vs 合规红线(金税四期与社保入税之后,业内公认的做法是尽早并账,但这条张力必须如实呈现而不是装作不存在,也绝不给出规避税收的操作建议)); (b) 工具栈(记账层与决策层是两套东西) — 记账与 ERP(用友、金蝶、Odoo、QuickBooks、Xero、NetSuite、SAP Business One)、中国财税合规(电子税务局、金税四期发票与进销项比对、百望/航天信息电子发票、慧算账等代账 SaaS、个税与社保申报)、FP&A 与预算(Excel 与 Google Sheets 仍是绝对主力,之上是 Cube、Causal、Jirav、Mosaic、Runway、Abacum、Pigment、Anaplan、Planful)、现金流预测(Float、Fathom、13 周滚动现金流模板)、股权与 cap table(Carta、Pulley、AngelList、Excel 稀释模型,中国的股权代持与持股平台)、订阅计费与收入确认(Stripe Billing、Chargebee、Maxio)、费控报销(Ramp、Brex、Expensify、汇联易、分贝通)、BI 与看板(Power BI、Tableau、Metabase、帆软)、以及最被低估的纸笔工具(一页纸的驱动因素模型、贡献边际表、13 周现金日历)—— 选型的真正分岔是『公司在哪个阶段、由谁来维护这个模型』,不是厂商功能清单; (c) 心智模型层 — 三张表的勾稽关系(利润表的净利经现金流量表调整后落到资产负债表的未分配利润)、权责发生制与收付实现制的差、现金转换周期 CCC 与 DSO/DIO/DPO、营运资金与增长的耦合、贡献边际与盈亏平衡点、经营杠杆与固定成本结构、单位经济与 LTV/CAC 及回本周期、烧钱率与现金跑道 runway、自由现金流与业主收益 owner earnings、资本成本与机会成本、净现值与内部收益率、投入资本回报率 ROIC 与增长的价值条件(只有 ROIC 高于资本成本时增长才创造价值)、股权稀释与优先清算权的退出瀑布、递延收入是负债不是收入; (d) 工作流/SOP — 月度关账与管理报表包(关账日历、计提、对账、出具一页纸经营分析)、13 周滚动现金流预测的搭建与每周刷新、年度预算与滚动预测(自上而下目标与自下而上驱动因素模型的对撞)、定价与成本核算(标准成本、作业成本法、贡献边际定价与报价审批)、应收账款与账期管理(信用政策、账龄表、催收节奏、保理与供应链金融)、融资轮次建模(投前投后估值、期权池扩容对创始人的额外稀释、SAFE 与可转债转股、优先清算权下的退出分配)、投资决策与产能/招人测算(增量现金流、回收期、敏感性分析)、税务合规日历与汇算清缴、董事会与投资人财务包、尽调与数据室准备、以及财务模型的三表联动搭建; (e) 知识正典(en 一手极厚,中文一手集中在高校教授与准则原文) — 《Financial Intelligence》Berman & Knight(给非财务经理的入门标准)、《Financial Statements》Thomas Ittelson、Brealey·Myers·Allen《Principles of Corporate Finance》(公司金融教科书)、Damodaran 的估值三部曲与《Narrative and Numbers》及其 NYU 公开课与免费数据集、《Simple Numbers, Straight Talk, Big Profits!》Greg Crabtree(中小企业实操)、《Venture Deals》Feld & Mendelson(条款与稀释)、《Financial Shenanigans》Howard Schilit(识别财务粉饰)、《The Outsiders》Thorndike(资本配置)、《Accounting for Value》Penman、伯克希尔股东信中的业主收益与商誉摊销讨论、《The Essays of Warren Buffett》、《Profit First》Michalowicz(流行但有争议)、IFRS 15/16 与 ASC 606 收入与租赁准则原文、中国企业会计准则 CAS 与小企业会计准则、肖星《一本书读懂财报》与清华的财务分析公开课、张新民的财务报表分析体系; (f) 行业大佬/figures — Aswath Damodaran(NYU,估值教父,博客与公开课与数据集全免费开放,一手素材极厚)、Michael Mauboussin(ROIC 与资本配置的实证写作)、Howard Schilit(财务舞弊识别)、Karen Berman 与 Joe Knight(财务素养普及)、Greg Crabtree(中小企业现金与利润实操)、Brad Feld 与 Jason Mendelson(创业融资条款)、David Skok 与 Jason Lemkin 与 David Sacks(SaaS 单位经济与烧钱效率指标)、Warren Buffett 与 Charlie Munger(对 EBITDA 与股权激励费用化的著名批评)、CJ Gustafson 等现役 CFO 的时事通讯作者、以及中文圈的肖星与张新民等高校学者; (g) 争议/批判(必须保留不洗白) — 调整后 EBITDA 与非公认会计准则指标的滥用(把股权激励与一次性费用年年加回)、DCF 对假设的极端敏感与被用来事后合理化结论、独角兽估值与优先清算权造成的『纸面身价』幻觉、对赌与回购条款把股权融资变成隐性债务、Profit First 现金分桶法被专业会计批评为回避真实成本结构、作业成本法的实施失败率高、预算游戏与年底突击花钱、财务 BP 沦为报表美化、中国中小企业两套账的历史现实与金税四期后的合规收敛(如实呈现风险,不提供规避操作)、以及『融资额等于成功』的媒体叙事对创始人的误导; (h) 流派/思想谱系 — **准则与合规派(IASB/FASB/财政部,信可比性与审计留痕,语言是准则条文)** vs **管理会计/决策派(IMA 与贡献边际、作业成本法、有效产出会计,信决策相关性高于合规一致性)** vs **公司金融/估值派(Brealey-Myers-Allen 与 Damodaran,信现金流折现与资本成本)** vs **价值投资/资本配置派(巴菲特-芒格-Thorndike-Mauboussin,信业主收益与 ROIC,公开鄙视 EBITDA)** vs **创业与 SaaS 指标派(Skok-Lemkin-Sacks-Bessemer,信单位经济、回本周期与烧钱倍数)** vs **中小企业现金实操派(Crabtree、Profit First 一脉,信老板看得懂的少数几个数)**。不含: 投行卖方并购执行与尽调建模(已由 investment-banking-mna 覆盖)、VC 投资人的看项目与投后视角(已由 vc-investor 覆盖)、个人理财与二级市场投资(已由 personal-investing 覆盖)、注册会计师考证与准则条文背诵、以及任何税收规避操作建议。) Master O

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。

swaylq/master-skill1552026年9月6日 更新

Applies the reasoning, mental models, and capital allocation frameworks of Warren Buffett, CEO of Berkshire Hathaway and value investor. Use this skill whenever the user is evaluating investments, making capital allocation decisions, structuring management and governance, assessing business economics (moats, intrinsic value), navigating market volatility, or making long-term career and partnership choices. Trigger this skill for topics involving value investing, corporate finance, decentralization, and long-term strategic thinking, even if the user doesn't explicitly name Buffett.

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。

K-Dense-AI/mimeographs1302026年8月19日 更新

Applies the reasoning of Zhong Lin Wang (nanotechnology pioneer, Georgia Tech) to problems involving energy harvesting, IoT power scaling, sensor networks, and fundamental physics applications. Reach for this skill whenever the user is discussing self-powered systems, scaling distributed hardware, overcoming battery bottlenecks, or translating fundamental scientific phenomena (like static electricity or mechanical strain) into novel engineering applications. It is highly relevant for hardware roadmapping, optoelectronics, piezotronics, and challenging established scientific assumptions (like classical Maxwell's equations) to model dynamic systems.

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。

K-Dense-AI/mimeographs1302026年8月19日 更新

finance

無料

Personal finance planning — 5-pillar framework (cash flow, net worth, debt, emergency fund, investing), tax optimization, insurance review, retirement planning (FIRE, 4% rule, Mega Backdoor Roth), and document retention.

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。

EliasOulkadi/shokunin1142026年10月5日 更新

Tokenomics Designer: Token supply, utility, emissions, vesting, governance and incentive alignment.

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。

alvin-reyes/better-agentic-ide902026年10月13日 更新

Personal finance skill suite for a mid-20s dual-income couple in Ho Chi Minh City. Covers budgeting, emergency fund building, investments, insurance, tax optimization, goal planning, and couple dynamics — all calibrated to Vietnam's financial ecosystem. Use when the user asks about budgeting, saving, investing, insurance, taxes, or financial goal planning — trigger phrases include "review our budget", "how should we invest", "do we have enough insurance", and "plan for a home purchase". Use even if the user only mentions one financial topic without asking for a full review.

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。

FDU-INS/Insurance-Skills762026年7月12日 更新

buffett

無料

Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial reports/annual reports/shareholder letters, assessing business moats or competitive advantages, evaluating management quality and integrity, making buy/hold/sell decisions, understanding core value investing concepts (compounding/intrinsic value/margin of safety/circle of competence/Mr. Market), analyzing any industry (insurance/banking/consumer/media/energy/railroads/technology), handling capital allocation/buybacks/dividends questions, assessing market sentiment and macro risks, exploring when to sell, analyzing institutional imperative or management behavior. Even if the user does not mention "Buffett," proactively trigger whenever the topic involves investment analysis, business quality assessment, or investment decision-making.

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。

FDU-INS/Insurance-Skills762026年7月12日 更新

Financial statements, business segments, dividends, valuation multiples (PE/PB/PS), industry comparison, operating data, corporate actions, company and executive profiles, cross-stock comparison, and valuation ranking via Longbridge. Also: DCF models, value investing screens (low PE/PB, margin of safety), and behavioral finance analysis frameworks. Triggers: "财报", "三表", "利润表", "资产负债", "现金流", "估值", "PE", "PB", "分红", "公司信息", "高管", "行业估值", "并购", "DCF", "内在价值", "低估值", "安全边际", "行为金融", "小盘成长", "专精特新", "主营业务", "业务构成", "收入结构", "业务分析", "是做什么的", "是干嘛的", "公司画像", "行业排名", "行业龙头", "市场份额", "收入占比", "业务结构", "財報", "估值", "分紅", "內在價值", "安全邊際", "主營業務", "業務構成", "收入結構", "行業排名", "行業龍頭", "financial report", "income statement", "balance sheet", "valuation", "dividend", "company info", "industry valuation", "DCF", "value screen", "behavioral finance", "main business", "business composition", "revenue structure", "what does XX do", "industry ranking", "market share", "利潤表", "資產負債", "現金流", "行業估值", "併購", "行為金融", "小盤成長"

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。

longbridge/skills642026年10月12日 更新

Your Personal Finance Manager for Canadians — an AI financial planning partner that conducts thorough financial interviews, builds complete plans, generates interactive dashboards, and provides ongoing coaching. Use this skill whenever someone asks about budgeting, saving, investing, debt strategy, retirement planning, tax optimization, government benefits, insurance, RRSPs, TFSAs, RESPs, CPP, OAS, or any aspect of personal finance in a Canadian context. Also triggers for "should I buy this?", "can I afford this?", financial check-ins, plan updates, life change impacts on finances, or any request to build or review a financial plan. Even if the user just says "help me with my money" or "I need a budget", this skill should activate. Canada-focused.

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。

cjpatten/canadian-finance-planner-skill612026年7月15日 更新

当用户在讨论投资组合应该集中还是分散、仓位如何分配、持有几只股票合适时激活此skill。 典型触发信号:用户说"我买了10只股票分散风险"、"这只股票我准备只放5%仓位"、"要不要多买几只平衡一下"。 核心逻辑:分散是对无知的保护——如果需要分散说明对每只都不够了解;仓位大小应反映理解度而非风险分散需求。 不适用于:资金量大到单一标无法容纳、需要资产配置而非选股的理财场景、完全不懂投资的新手(这类人更适合指数基金)。 与能力圈skill区别:能力圈解决"懂不懂",本skill解决"懂了以后投多少"。

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。

kangarooking/duan-yongping-skill542026年4月17日 更新

Analyzes special dividend catalysts with balance sheet capacity, tax efficiency, and shareholder return comparison analysis. Use when modeling special dividends, evaluating capital return catalysts, or assessing dividend capacity.

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。

CaseMark/skills442026年9月9日 更新

Calculates stub equity value with subsidiary attribution, holding company discount, and sum-of-parts residual analysis. Use when analyzing stub values, evaluating holding company discounts, or identifying negative stub situations.

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。

CaseMark/skills442026年9月9日 更新

Calculates merger arb risk/reward with annualized spread, deal break probability, and downside scenario analysis. Use when analyzing merger arb, calculating spread returns, or evaluating deal completion probability.

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。

CaseMark/skills442026年9月9日 更新

Analyzes rights offering dynamics with theoretical ex-rights price, subscription premium, and nil-paid value calculation. Use when evaluating rights offerings, modeling TERP, or analyzing subscription arbitrage.

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。

CaseMark/skills442026年9月9日 更新

Assesses litigation outcome impact with settlement probability, damage range estimation, and stock price sensitivity analysis. Use when evaluating litigation catalysts, modeling legal outcomes, or analyzing litigation-driven opportunities.

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。

CaseMark/skills442026年9月9日 更新

Assesses spin-off equity with forced selling dynamics, orphaned security identification, and standalone valuation analysis. Use when evaluating spin-off investments, identifying forced-sell situations, or analyzing newly public entities.

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。

CaseMark/skills442026年9月9日 更新

Assesses post-emergence equity with clean balance sheet analysis, improved capital structure, and re-rating potential. Use when evaluating post-reorg equity, analyzing emergence opportunities, or assessing restructured company 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。

CaseMark/skills442026年9月9日 更新

Structures LPA terms with investment period, harvesting period, key person provisions, and investor governance rights. Use when preparing LPA terms, negotiating fund documents, or summarizing partnership provisions.

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。

CaseMark/skills442026年9月9日 更新