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Found 196 Skills
Moneyhub Enterprise integration. Manage data, records, and automate workflows. Use when the user wants to interact with Moneyhub Enterprise data.
Finage integration. Manage data, records, and automate workflows. Use when the user wants to interact with Finage data.
Perigon integration. Manage Organizations. Use when the user wants to interact with Perigon data.
Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP statements are distributed.
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.
Analyze management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts.
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.
Obtain securities and financial information such as JoinQuant A-share market quotes, historical K-lines, financial data, and indicator data; Use this when users mention JoinQuant, jqdata, jqdatasdk and need to obtain A-share data
Retrieve year-over-year growth in income statement items including Revenue, Gross Profit, Operating Income, Net Income, and EPS Diluted. Use when analyzing company financial growth trends, comparing fiscal year performance, or identifying profitability inflection points.
Generate a post-earnings analysis for any stock using Yahoo Finance data. Use when the user wants to review what happened after earnings, understand beat/miss results, see stock reaction, or get an earnings recap. Triggers: "AAPL earnings recap", "how did TSLA earnings go", "MSFT earnings results", "did NVDA beat earnings", "post-earnings analysis", "earnings surprise", "what happened with GOOGL earnings", "earnings reaction", "stock moved after earnings", "EPS beat or miss", "revenue beat or miss", "quarterly results for", "how were earnings", "AMZN reported last night", "earnings call recap", or any request about a company's recent earnings outcome. Use this skill when the user references a past earnings event, even if they just say "AAPL reported" or "how did they do".
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'.
Skill Index and Orchestration Center — Automatically routes to the correct skill combination and orchestrates execution order based on user intent. Triggered when users ask questions involving stock quotes, cryptocurrencies, technical indicators, financial news, research report generation, or any scenario that requires skill invocation. Also triggered when users ask "Where does the data come from?", "What can you do?", or "What features do you have?"