「financial」の検索結果

Chinese KYC (Know Your Customer) and AML (Anti-Money Laundering) rules for financial services. Adapts the original kyc-rules skill for Chinese regulatory requirements and domestic compliance. Triggers on "A股KYC规则", "中国反洗钱", "AML rules China", "KYC compliance China", "反洗钱规定", or "KYC requirements".

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。

Update A-share financial models with new quarterly data, management guidance, or macro changes. Reflects actuals, rolls estimates forward, flags material changes, and updates valuation. Adapted from the original model-update skill for Chinese market conventions and AkShare data. Triggers on "A股模型更新", "模型更新", "plug earnings into model", "update model for [company]", "刷新预测", or "更新财务模型".

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。

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.

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。

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".

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。

Business fundamentals for indie app developers — LLC/entity setup, taxes, Apple Small Business Program, revenue tracking, hiring contractors, and financial planning for sustainability. Use when user asks about business setup, tax implications, hiring, or financial planning for their app business.

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。

Researches SEC filings, earnings calls, analyst reports, and market data. Use when the album subject involves financial crimes, corporate stories, or market events.

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。

Time-series database implementation for metrics, IoT, financial data, and observability backends. Use when building dashboards, monitoring systems, IoT platforms, or financial applications. Covers TimescaleDB (PostgreSQL), InfluxDB, ClickHouse, QuestDB, continuous aggregates, downsampling (LTTB), and retention policies.

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 reviewing, designing, or modifying Java enterprise systems that may support financial entities, critical ICT services, third-party ICT provider integrations, or operational resilience obligations under DORA. This should trigger for requests such as Review a Java platform for DORA ICT risk controls; Design operational resilience evidence for a financial service; Add incident, continuity, backup, recovery, or third-party ICT controls; Assess resilience testing and monitoring before production release. Part of Plinth Toolkit

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。

Organize, categorize, track, and manage invoices systematically with automated extraction of invoice data, payment tracking, and financial organization. Use when processing invoice uploads, extracting invoice details (date, amount, vendor), categorizing expenses, tracking payment status, organizing receipts, generating financial reports, or building accounting and bookkeeping 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。

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

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。

Query and analyze SEC filings and financial statements using EdgarTools. Get company data, filings, XBRL financials, and perform multi-company 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。

This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", "試算表", "残高試算表", "損益計算書", "貸借対照表", "BS", "PL", "期末処理", "棚卸し", "未払計上", "前払処理".

Pulls financial statement numbers for US public companies straight from SEC EDGAR's free official XBRL APIs (companyfacts, companyconcept, frames, submissions) into a cited table. Every value carries its accession number, form, fiscal period, filed date, XBRL tag and a link to the filing, and the tool handles fiscal-year ends, quarterly vs YTD vs TTM, derived Q4, restatements and units. Use this whenever the user wants 10-K numbers or 10-Q numbers, says "pull financials for", asks for public company revenue, net income, EPS, cash, debt or capex, wants comps or a competitor side-by-side, a credit check, prospect research, or model inputs, or mentions SEC filings or EDGAR, even if they never say XBRL. Free and primary-source, no paid data terminal needed. Do not use it for private companies, stock prices or valuation multiples.

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。

Generates monthly/quarterly investor updates. Takes KPIs, milestones, challenges, financials. Writes professional investor-update.md with highlights, metrics dashboard, product updates, team news, financial summary, upcoming milestones, asks. Multiple tones from seed-stage casual to Series B formal. Use when founders need to communicate progress to investors.

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。

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.

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。

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

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。

Produce formatted .xlsx financial statement workbooks from XBRL statement data. Uses Bash + openpyxl (Python) following Anthropic FSI xlsx-author conventions for professional Excel output with calculation arc cross-validation.

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。

Peer benchmarking, multi-ticker financial comparison, growth value matrix, composite z-score ranking, industry peer comparison, competitive benchmarking, sector relative performance, peer group analysis, industry leader comparison, financial ratio benchmarking

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。

Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.

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。

Extract market, financial, earnings, industry, and company metrics with Firecrawl. Use when the user asks for market research, industry trends, public company data, financial comparisons, earnings research, or structured market reports.

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。

Build autonomous financial research agents that analyze stocks, SEC filings, earnings calls, and market data to produce investment reports. Use when: automating investment research, building AI-powered stock analysis, creating financial due diligence agents.

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。

Master the AI tools that transform financial operations. From bookkeeping to forecasting, manage money smarter and make data-driven financial decisions. Use when "finance, accounting, budgeting, forecasting, FP&A, bookkeeping, expense management, finance, accounting, budgeting, forecasting, fpa, expenses" 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。

Extract market, financial, earnings, industry, and company metrics with Firecrawl. Use when the user asks for market research, industry trends, public company data, financial comparisons, earnings research, or structured market reports.

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。

Turn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it heard, shows them all in one batch for approval, then writes what's approved and offers to file the record in Drive. Triggers on "log the meeting", "log my meeting with [client]", "meeting follow-up", "post meeting", "/post-meeting", or "follow up on my meeting with [client]".

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。