Startup Financial Modeling

This skill should be used when the user asks to start a complex task, research project, multi-step implementation, or any task expected to require more than...

Parse and store transactions from bank statements, enable querying and adding personal finance data in JSON format within a local workspace.

利用免费数据源进行多资产投资组合的风险平价分析、动态调仓和回测，提供文字报告与图表可视化。

Professional Financial Advisor (FA) skill for primary market financing - replaces traditional investment advisory services with AI-powered project assessment...

Plan and manage the finances of a solopreneur business. Use when creating budgets, forecasting revenue and expenses, building a P&L, planning for cash flow, setting financial targets, or preparing for financial decision-making. Covers budgeting frameworks, cash flow management, profit margins, expense tracking categories, and financial dashboards. Trigger on "financial plan", "budget my business", "cash flow planning", "P&L", "profit and loss", "financial projections", "how much do I need", "bus

Track financial statements (bank, credit card, insurance, CanadaLife, etc.) in memory tracking files. Use when: (1) user provides a new statement (PDF text,...