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Found 44 Skills
Finance: financial analysis, accounting, controlling, corporate development, M&A. Triggers: financial model, forecast, budget, accounting, journal entry, reconciliation, financial statements, audit, M&A, acquisition, due diligence, valuation.
When the user wants to plan production or distribution capacity, analyze capacity requirements, optimize resource utilization, or balance capacity with demand. Also use when the user mentions "capacity analysis," "resource planning," "bottleneck analysis," "capacity expansion," "load balancing," "throughput planning," "utilization optimization," or "capacity modeling." For production scheduling, see master-production-scheduling. For long-term network capacity, see network-design.
Estimate the intrinsic value of a public company using DCF, relative (peer multiple) and sum-of-parts (SOTP) methods, then triangulate to an implied share price with upside/downside versus the current market price. Use this skill whenever the user asks: "what is AAPL worth", "valuation of NVDA", "fair value of TSLA", "intrinsic value", "DCF for MSFT", "build a DCF", "discounted cash flow", "WACC", "terminal value", "implied share price", "upside to fair value", "is X overvalued/undervalued", "relative valuation", "peer comparison valuation", "EV/EBITDA target", "SOTP", "sum of the parts", "how much is [company] worth", "price target from fundamentals", "value this company", or any ticker in the context of computing intrinsic or relative valuation. Default to running ALL three methods (DCF + relative + SOTP-if-applicable) and presenting a blended implied price with a sensitivity table. Do not answer valuation questions from memory — always run the workflow.
Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument.
Headless spreadsheet engine for financial modeling, data analysis, and scenario comparison. Use when: building financial models with ratios and what-if scenarios, computing derived values from tabular data with formulas, producing .xlsx files with live formulas (not static values) for human review, any task where the agent would otherwise write imperative code to manipulate numbers that a spreadsheet does naturally. Triggers: financial model, scenario analysis, ratio computation, balance sheet, P&L, what-if, sensitivity analysis, banking ratios, spreadsheet model, build a model, projection, forecast. Do NOT use for: simple CSV/Excel read/write (use the xlsx skill), chart-only tasks, or data volumes exceeding ~5000 rows.
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
Creates and edits Excel spreadsheets with formulas, formatting, and financial modeling standards. Use when working with .xlsx files, financial models, data analysis, or formula-heavy spreadsheets. Covers formula recalculation, color coding standards, and common pitfalls.
Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".