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Found 7,881 Skills
Estimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income. Use when the user asks about discounted cash flow, DCF models, WACC, terminal value, dividend discount models, comparable multiples, or sum-of-the-parts valuation. Also trigger when users mention 'what is this stock worth', 'fair value estimate', 'Gordon growth model', 'free cash flow valuation', 'cost of equity', 'sensitivity analysis', 'exit multiple', or ask whether a stock is overvalued or undervalued.
Guide post-trade compliance monitoring and trade surveillance system design. Use when building alert logic to detect churning, front-running, cherry-picking, layering, spoofing, wash trading, or marking the close, implementing post-trade best execution review, evaluating allocation fairness with pro-rata verification or dispersion analysis, designing exception-based monitoring workflows with escalation paths, correlating trading with MNPI events for insider trading detection, building personal trading surveillance for preclearance and blackout enforcement, determining SAR or blue sheet or CAT reporting triggers, or tuning surveillance thresholds to reduce false positives. Also covers turnover ratios, cost-to-equity ratios, and investigation case management.
Execute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidates, gain/loss budgeting, replacement security selection, wash-sale compliance, or harvest execution planning. Also trigger when users mention 'unrealized losses in my portfolio', 'swap ETFs for tax purposes', 'harvest losses before year-end', 'substantially identical security', 'wash-sale window', 'NIIT offset', 'loss carryforward', or ask how much tax they can save by harvesting.
Guide the design and implementation of order lifecycle management in trading systems. Use when building an order state machine for an OMS or EMS, implementing or debugging FIX protocol connectivity to exchanges, handling cancel/replace race conditions, defining pre-submission validation rules (buying power, position limits, restricted lists), selecting order types and time-in-force instructions, designing multi-leg or OCO or bracket orders, building CAT-compliant audit trails, troubleshooting order rejections or unexpected state transitions, hardening an OMS against edge cases, or implementing order persistence and recovery for failover. Also covers FIX message flows, ClOrdID chaining, and partial fill aggregation.
Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timeline issues, setting up non-ACAT transfers like mutual fund direct transfers or DTC free deliveries, processing internal journal entries to move assets between accounts, handling retirement account rollovers or Roth conversions with proper tax reporting, managing estate transfers with cost basis step-up and date-of-death valuations, reconciling assets after transfer completion including residual credits and fractional shares, coordinating multi-account household transfers across different account types, or building transfer tracking dashboards and client communication workflows.
Design and operate reconciliation processes that ensure data accuracy across portfolio management custodian and clearing systems. Use when building or evaluating a daily position cash or transaction reconciliation process, investigating discrepancies between internal systems and custodian records, diagnosing recurring break patterns especially from corporate actions or pricing differences, setting tolerance thresholds for position cash or market value matching, implementing three-way reconciliation across advisor system custodian and clearing firm, designing break investigation workflows with aging and escalation, normalizing data across multi-custodian feeds from Schwab Fidelity or Pershing, reconciling cost basis tax lots or accrued income across systems, evaluating reconciliation platforms like Arcesium Duco or Advent Geneva, or preparing for regulatory examinations on books and records accuracy.
Full workflow of AI short drama generation: account management, scriptwriting, video production. Integrated with X2C billing system, suitable for commercial deployment. It includes three core modules: ad-account-manager (account management), ad-writer (scriptwriting prompts), ad-producer (video production).
Generate optimized prompts for YouThumb.ai YouTube thumbnails. Guided 4-step workflow: collect person name, map visual assets, describe the video, then generate 5 distinct ready-to-paste prompts. Use when the user says "thumbnail prompt", "YouThumb prompt", "generate thumbnail", "miniature YouTube", "prompt for my thumbnail", "help me with YouThumb", or when preparing YouTube thumbnail prompts.
UpCloud integration. Manage data, records, and automate workflows. Use when the user wants to interact with UpCloud data.
Thepeer integration. Manage data, records, and automate workflows. Use when the user wants to interact with Thepeer data.
Posts content to WeChat Official Account (微信公众号) via API or Chrome CDP. Supports article posting (文章) with HTML, markdown, or plain text input, and image-text posting (贴图, formerly 图文) with multiple images. Markdown article workflows default to converting ordinary external links into bottom citations for WeChat-friendly output. Use when user mentions "发布公众号", "post to wechat", "微信公众号", or "贴图/图文/文章".
Production-safe Drizzle migration workflow for schema changes that require data backfills or constraint tightening. Use when changing enums/check constraints/defaults, removing status values, or sequencing custom and generated migrations in Drizzle. Trigger on requests about Drizzle migration safety, deployment-safe backfills, migration ordering, and rollback planning.