「financial」の検索結果

Prepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio data (Orion/Addepar/Envestnet-Tamarac), estate & tax status (Wealth.com), meeting notes (Zocks or CRM), recent correspondence (Gmail/Outlook), and the household's plan snapshot (MoneyGuide), then assembles a meeting-ready prep doc with agenda, talking points, and action items. Triggers on "pre meeting", "/pre-meeting", "prep for [client]", "quarterly review prep", "get me ready for my meeting with [client]", or "client meeting tomorrow".

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。

Run financial calculations and scenario comparisons — tax estimates, loan comparisons, retirement projections, rent vs. buy, investment scenarios, and more. Pure math, no accounts or logins needed.

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.

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。

60-Second Financial Snapshot — fast assessment of financial health based on six core inputs (income, expenses, savings, debt, age, retirement goal). No subagents. Produces a compact terminal scorecard with savings rate, DTI ratio, emergency fund coverage, retirement on-track status, and top 3 priority actions in under 40 lines.

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 answering questions about IFRS standards, IAS standards, IASB, financial reporting, revenue recognition, lease accounting, impairment, financial instruments, expected credit loss, ECL, consolidation, business combinations, fair value measurement, first-time adoption, deferred tax, provisions, insurance contracts, journal entries, disclosure requirements, IFRS compliance checks, audit support, GAAP differences, goodwill, or transitioning from local GAAP to IFRS.

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 assistant for the [YOUR LAST NAME] family. Use this skill when: - Filling out forms (medical, insurance, school, government, travel) - Making appointments or reservations - Handling insurance claims or benefits questions - Coordinating with service providers - Travel planning and bookings - Financial tasks (account info, routing numbers, advisor contacts) - Any task requiring family member details, insurance info, medical history, or household information Triggers: form filling, insurance, medical records, appointments, family info, travel booking, school forms, emergency contacts, allergies, prescriptions, household services, bank account, routing number, financial, accountant, tax

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.

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。

Financial services advisory skill for consulting engagements. Use when preparing research briefs on banking, insurance, capital markets, or wealth management, building performance benchmarking frameworks, regulatory impact assessments, or stakeholder materials for CFOs, CROs, and technology leaders.

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。

Template for packaging financial products with pricing, underwriting, and compliance details.

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 financial reports — monthly close package, variance analysis, and management reporting. Use when asked to "generate monthly financials", "close the books", or "write variance commentary".

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 or audit a financial model — 3-statement model (P&L, cash flow, balance sheet), scenario analysis, and sensitivity tables. Use when asked to "build a financial model", "model our growth scenarios", or "what happens to runway if we hire 5 people".

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 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。

Intelligent financial management skill for Claude Code that provides comprehensive PocketSmith API integration with AI-powered analysis, transaction categorization, rule management, tax intelligence, and scenario planning. Use when working with PocketSmith data for (1) Transaction categorization and rule management, (2) Financial analysis and reporting, (3) Australian tax compliance (ATO) and deduction tracking, (4) Scenario analysis and forecasting, (5) PocketSmith setup health checks, (6) Budget optimization and spending insights.

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。

Structures portfolio company monitoring with monthly financial packages, KPI dashboards, and management assessment frameworks. Use when monitoring portfolio companies, building reporting templates, or tracking financial performance.

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。

Structures investor day content with long-term strategy presentation, financial targets, and capital allocation framework communication. Use when preparing investor days, designing strategy presentations, or building financial target frameworks.

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。

Fintech engineering expertise — payment processing (Stripe, Plaid), PCI DSS compliance, financial data modeling (double-entry bookkeeping), fraud detection patterns, bank-grade security (encryption, tokenization), open banking APIs, cryptocurrency/blockchain integration, regulatory compliance (KYC/AML), and idempotent financial transaction design. Use for payment systems, banking apps, trading platforms, and fintech infrastructure.

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。

Use when the user asks about carding, BIN attacks, payment-card breach markets, fullz/CVV2 trade, autoshops (BidenCash, Brian's Club, Russianmarket, B1ack's Stash), or financial-fraud TTPs. Self-updating knowledge cell.

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。

Expert fintech engineer specializing in financial systems, regulatory compliance, and secure transaction processing. Masters banking integrations, payment systems, and building scalable financial technology that meets stringent regulatory 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。

Use this skill when the user needs to set up bookkeeping, track revenue and expenses, prepare for taxes, choose accounting software, understand SaaS revenue recognition, or manage the financial operations of their bootstrapped business. Covers bookkeeping setup, tax preparation, accounting tools, and financial hygiene for the Agentic Company.

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。

"Summarize and analyze earnings calls (法說會) including financial highlights, management commentary, guidance, and analyst Q&A key takeaways. Use this skill when the user needs to digest an earnings call transcript, extract key financial data and forward guidance, compare actual results vs consensus estimates, or prepare for an investor meeting — even if they say 'summarize this earnings call', 'what did management say about next quarter', 'did they beat estimates', or 'key takeaways from the 法說會'.".

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。

Client reporting, quality assurance, and financial operations management. Handles KPI frameworks, compliance audits, budget tracking, and launch checklists. Use when: managing client dashboards, ensuring brand compliance, conducting QA reviews, tracking marketing spend, ensuring GDPR/CAN-SPAM compliance, handling a request to delete someone's data across the marketing stack, deciding whether an AI voice or AI presenter has to be disclosed, proofreading deliverables. Also triggers on: client reporting, QA, quality assurance, brand compliance, marketing budget, financial tracking, legal compliance, GDPR, CAN-SPAM, proofreading, launch checklist, right to erasure, right to be forgotten, data deletion request, DSAR, someone asked us to delete their data, do we delete or suppress, suppression list, they unsubscribed and we emailed them again, we deleted them and they came back, restored a backup and re-emailed people, custom audience still has deleted contacts, California Delete Act, DROP, data broker deletion, enrichment records disappearing

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。