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Found 9 Skills
Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.
Orchestrate the complete advisor workflow for assembling and delivering a comprehensive financial plan, from data gathering through recommendations and ongoing monitoring. Use when the user asks about building a financial plan for a client, structuring a planning engagement, coordinating retirement and education and estate goals into one plan, running scenario analysis across a full financial picture, prioritizing competing recommendations, preparing for a plan presentation meeting, or deciding when a plan needs updating. Also trigger when users mention 'comprehensive financial plan', 'discovery meeting', 'cash flow analysis', 'retirement modeling', 'education funding gap', 'plan delivery', 'savings rate', 'plan update trigger', or 'is my client on track'.
Build three-statement financial models (Income Statement, Balance Sheet, Cash Flow) with revenue forecasting, assumption management, and scenario analysis. Use this skill when the user needs to project financials, build a fundraising model, create financial projections for a business plan, or evaluate M&A targets — even if they say 'build a financial model', 'project our revenue', 'how much money will we make next year', or 'model this acquisition'.
ARK-style single-stock disruptive-innovation diagnostic. Suitability gate on 4 dimensions (platform fit / innovation revenue / R&D intensity / management vision); if it passes, builds TAM (low/base/high), Wright's-Law cost curve with sourced learning rate, three-scenario 5-year target (Bull/Base/Bear, 15% discount), risks, conditional action frame. Data: Longbridge CLI first, MCP fallback, WebSearch only for TAM / learning rates / industry runway. Runs cross-statement reconciliation BEFORE analysis. Closes with a data-source appendix whose final row is the reconciliation summary. Independent implementation — not affiliated with ARK Invest. Triggers: "木头姐", "ARK", "ARKK", "颠覆式创新", "莱特定律", "TAM", "5年目标价", "情景分析", "AI 与大数据", "自动化与机器人", "能源存储", "基因革命", "区块链与金融科技", "木頭姐", "顛覆式創新", "萊特定律", "5年目標價", "Cathie Wood", "ARK Invest", "disruptive innovation", "Wright's Law", "learning rate", "bull base bear", "scenario analysis".
Use to model bookings targets vs headcount, ramp, and productivity assumptions.
Perform break-even analysis to determine the sales volume or revenue needed to cover all costs. Use this skill when the user needs to calculate break-even point, assess margin of safety, evaluate operating leverage, or decide pricing and volume trade-offs — even if they say 'how many units do we need to sell', 'when will we be profitable', or 'what happens if we lower the price'.
Generates and analyzes financial models, P&L forecasts, and cash flow projections. Transforms business assumptions into multi-year financial statements.
Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.
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.