「financial」の検索結果

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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Fetch hot finance news, unified trends, and prediction financial market data. Use when the user needs real-time financial news, trend reports from multiple finance sources (Weibo, Zhihu, WallstreetCN, etc.), or Polymarket finance market prediction data.

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Fetch the latest financial signals and transmission-chain analyses from DeepEar Lite. Use when the user needs immediate insights into financial market trends, stock performance factors, and reasoning from the DeepEar Lite dashboard.

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Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

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How to pull SEC EDGAR data with the edgartools Python package — company lookup, filings, XBRL financial statements, and filing sections like Item 1A risk factors. Use whenever a task involves SEC filings, 10-K/10-Q data, or company financials.

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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 ≤ 1 chart and < 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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Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios

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Expert startup business analyst specializing in market sizing, financial modeling, competitive analysis, and strategic planning for early-stage companies. Use PROACTIVELY when the user asks about market opportunity, TAM/SAM/SOM, financial projections, unit economics, competitive landscape, team planning, startup metrics, or business strategy for pre-seed through Series A startups.

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Pulls Bigdata.com (RavenPack) financial and news data via the official bigdata-client SDK and /v1/* REST endpoints — structured financials, prices, analyst estimates, entity-sentiment series, annotated chunk search, screener. Use when the Bigdata MCP's tearsheets/search feel thin and you need the machine-readable substrate: mentions of Bigdata.com, RavenPack, a bd_v2_ key, rp_entity_id, or chunk/query_unit cost.

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Create, parse, and control Excel files on macOS. Professional formatting with openpyxl, complex xlsm parsing with stdlib zipfile+xml for investment bank financial models, and Excel window control via AppleScript. Use when creating formatted Excel reports, parsing financial models that openpyxl cannot handle, or automating Excel on macOS.

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Use when asked to walk me through an annual report, teach me to read this 10-K, explain a company's accounts to a beginner, or tutor me on the financial statements in an uploaded report. Walks a beginner up a fixed six-rung ladder — statement map, balance sheet line by line, operating profit to free cash flow, five sector-appropriate ratios with healthy ranges, the sceptical read, then a reusable checklist and a five-question quiz. Produces a page-referenced tutorial in which every figure cites the page it came from and anything missing is marked 'not disclosed in this report'. Educational, not financial advice.

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 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 ≤ 1 chart and < 10 rows (use xlsx).

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 this skill when producing a polished, Commonly-branded deliverable (.docx brief / memo, .xlsx data matrix, .pptx deck) and you do not have specific brand guidance from the user. Trigger on: 'write me a brief', 'one-pager', 'memo', 'data sheet', 'status matrix', 'short deck', 'summary deck', 'closing slide', 'final deliverable'. Routes to `officecli merge` with one of three pre-built starter templates that already carry the Commonly palette, fonts, and structure — so you populate content with one merge call instead of 30 individual `officecli set` commands. DO NOT use for fundraising decks (use `officecli-pitch-deck`), academic papers (use `officecli-academic-paper`), or financial models (use `officecli-financial-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。

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.

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 eligible Wallet financial data using FinanceKit and FinanceKitUI. Use when querying transactions or balances, reading Apple Card, Apple Cash, Savings, or U.K. connected-account data, requesting financial-data authorization, using TransactionPicker, enabling iOS 26 background delivery, or saving and checking Wallet orders.

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DORA (EU 2022/2554) digital operational resilience compliance for financial entities, covering all 5 pillars. Use for DORA readiness assessments, ICT risk management, incident classification, and third-party ICT oversight.

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Use for due diligence, legal-financial risk review, investment or business transaction checklists, and preliminary screening where facts, documents, assumptions, legal uncertainty, debt/equity, assets/liabilities, contracts, tax, regulatory, compliance, technology/product, and financial-model issues must be separated clearly.

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Use when a calculator, financial model, investor memo, due diligence report, risk review, dashboard, or client-facing explanation needs clear distinctions between accounting and finance concepts such as cash flow vs profit, EBIT vs EBITDA, CapEx vs OpEx, debt vs equity, market value vs book value, ROI vs ROE, assets vs liabilities, and accounting vs finance.

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Track and report on A-share portfolio company performance for China-focused private equity funds. Monitors KPIs, financials, and strategic milestones. Adapted from the original portfolio-monitoring skill for Chinese portfolio companies. Triggers on "A股投后管理", "基金投后监控", "portfolio monitoring China", "monitor portfolio company", "投后报告", or "portfolio company review".

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Quality check investment banking pitch decks for A-share M&A and capital raising transactions. Adapts the original ib-check-deck skill for Chinese market standards, CAS financials, and domestic IB conventions. Triggers on "投行deck检查", "IB deck QC", "check pitch deck China", "deck quality check", "材料质量检查", or "review deck [company/transaction]".

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Comparable company analysis for A-share stocks. Uses AkShare MCP to build peer groups, pull financial data, compute valuation multiples (PE, PB, PS), and assess relative value within a Chinese industry sector.

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Build a list of potential strategic and financial acquirers for A-share sell-side M&A mandates. Adapted from the original buyer-list skill for Chinese market acquirer universe. Triggers on "A股买方名单", "潜在收购方", "buyer list China", "strategic buyers China", "who would buy this A-share company", or "build buyer universe".

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Create new China-specific financial skills following the established patterns and conventions. Use this meta-skill to scaffold new china-* skills that integrate with iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback), follow CAS accounting standards, and adapt workflows for the Chinese market. Triggers on "创建中国skill", "新建A股skill", "create china skill", "new china-skill", "制作skill", or when creating any new china-* skill.

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。