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Found 14 Skills
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
Analyze budget vs actual variances in Excel with drill-down and root cause analysis. Use when performing variance analysis or explaining budget differences. Trigger with phrases like 'excel variance', 'analyze budget variance', 'actual vs budget'.
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.
Post-earnings analysis skill — generates institutional-grade earnings update reports (8–12 page DOCX) and structured conversation summaries for companies under coverage. Covers beat/miss analysis, segment breakdown, margin trends, guidance assessment, updated estimates, and valuation. Supports US, HK, and A-share markets. Use this skill whenever the user wants a post-earnings analysis or quarterly-results writeup, even if they do not say "earnings update" verbatim. Triggers: "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "earnings report", "post-earnings analysis", "beat/miss", "guidance update", "财报分析", "业绩更新", "季度业绩", "季报", "年报", "盈利分析", "财报点评", "財報分析", "業績更新", "季度業績", "季報", "年報", "財報點評".
Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting.
Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
Personal finance CLI for tracking income, expenses, accounts, budgets, and savings goals. Use when the user wants to manage personal finances, track spending, set budgets, or analyze financial data. Install via npx finance-cli. All commands support --json for structured output.
Generate a categorized spending breakdown with month-over-month trends.
Financial and statistics report listing and downloading from Google Play Console via GCS. Use when asked to view, list, or download financial earnings, sales, payouts, or app statistics (installs, ratings, crashes).
Expert-level accounting, tax, financial reporting, and accounting systems
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".