「financial」の検索結果

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

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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.

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Extract balance sheet, income statement, shares outstanding, organic growth, and GAAP reconciliation data from financial PDFs. Standardize via Tiger-Transformer and append structured output to the document markdown.

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。

Design AI financial advisory assistants. TRIGGERS - Use when user needs help with ai-financial-advisor related tasks.

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 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。

Be the CFO with financial planning, cash management, fundraising, capital allocation, and strategic financial leadership.

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。

Precision Financial Insights - Analyze stocks, companies, and market sentiment using authoritative data. Powered by Yahoo Finance and enhanced with intelligent news synthesis by we-crafted.com/agents/financial-market-analysis - Buy CRAFTED_API_KEY in our website to start using

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。

Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报".

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 provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

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Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".

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 comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.

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Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.

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Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions.

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Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

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Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model 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。

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

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Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.

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Use this skill to build a multi-element Excel dashboard — Dashboard sheet on open, multiple formula-driven KPI cards, multiple charts, sparklines, and conditional formatting — from CSV or tabular input. Trigger on: 'dashboard', 'KPI dashboard', 'analytics dashboard', 'executive dashboard', 'metrics dashboard', 'CSV to dashboard', 'data visualization'. Output is a single .xlsx. Scene-layer on officecli-xlsx: inherits every xlsx hard rule. DO NOT invoke for: a single budget tracker / one-sheet CSV-with-formatting (use xlsx), a 3-statement / DCF / LBO financial model (use financial-model), a weekly report with at most 1 chart and fewer than 10 rows (use xlsx).

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Use this skill any time a .xlsx file is involved -- as input, output, or both. This includes: creating spreadsheets, financial models, dashboards, or trackers; reading, parsing, or extracting data from any .xlsx file; editing, modifying, or updating existing workbooks; working with formulas, charts, pivot tables, or templates; importing CSV/TSV data into Excel format. Trigger whenever the user mentions 'spreadsheet', 'workbook', 'Excel', 'financial model', 'tracker', 'dashboard', or references a .xlsx/.csv filename.

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Use when building a quarterly bookings forecast, ARR projection, pipeline forecast, NRR projection, or commit/best-case/pipe-only board number — especially when the CRO needs to walk the board through funnel math + cohort ARR + per-stage conversion assumptions without the theatre of a single undefended number. Decomposes pipeline into commit, best-case, and pipe-only tiers; projects cohort-level NRR/GRR to surface leaky cohorts before they show up in the consolidated number; scores per-stage funnel confidence so soft-floor stages get treated differently from high-confidence ones. Every output explicitly names the conversion rate used, the data window, and the weighting choice. For Head of Commercial, RevOps, VP Sales, and CRO at quarterly forecast or board prep. NOT financial close (see finance/financial-analysis). NOT strategic CRO hiring/territory (see c-level-advisor/cro-advisor). NOT pricing (see sibling pricing-strategist).

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AI Berkshire skill: 财务数据获取与交叉验证规范. Source: skills/financial-data.md.

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Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching values, EANC for unequal-life options, validation gate, and a one-line headline verdict (socially worthwhile vs financially self-sustaining). Backed by the greenbook R package (HM Treasury Green Book primitives) when available, with graceful fallback. Supports HMT Green Book, EU Better Regulation, World Bank, ADB, and Victorian HVHR. Reads a longlist markdown file directly via --from.

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Query the U.S. Treasury Fiscal Data API for federal financial data including national debt, government spending, revenue, interest rates, exchange rates, and savings bonds. Access 54 datasets and 182 data tables with no API key required. Use when working with U.S. federal fiscal data, national debt tracking (Debt to the Penny), Daily Treasury Statements, Monthly Treasury Statements, Treasury securities auctions, interest rates on Treasury securities, foreign exchange rates, savings bonds, or any U.S. government financial statistics.

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。