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Found 35 Skills
Specialized for in-depth analysis of listed companies' financial reports (such as annual reports, quarterly reports). This skill can automatically extract key financial indicators, calculate core financial ratios, generate visual charts, and produce professional financial analysis reports combined with industry background.
Build P&L, balance sheet, and cash flow dashboards for ecommerce with drill-down by product, channel, and time period for management and investor reporting
Use this skill when preparing P&L statements, balance sheets, cash flow reports, board decks, or KPI dashboards. Triggers on financial statements, P&L, balance sheet, cash flow statement, board reporting, KPI dashboards, investor reporting, and any task requiring financial report preparation or presentation.
Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents. Use when searching for 10-K filings, quarterly earnings, or annual reports.
Full three-statement financials (IS / BS / CF) for listed companies via Longbridge — income statement, balance sheet, cash flow statement; annual / semi-annual / quarterly periods. Use this skill to fetch raw financial data. For deep analysis (DuPont, accruals, fraud flags) use longbridge-financial-analysis; for health scoring use longbridge-financial-checkup. Triggers: "财务报表", "三张表", "利润表", "资产负债表", "现金流量表", "三表模型", "季报", "年报", "财报数据", "財務報表", "三張表", "利潤表", "資產負債表", "現金流量表", "三表模型", "季報", "年報", "財報數據", "financial statements", "income statement", "balance sheet", "cash flow statement", "three financial statements", "annual report data", "quarterly financials", "TSLA.US financials", "700.HK balance sheet".
Deep financial statement analysis for listed companies via Longbridge — cross-statement reconciliation (IS↔BS↔CF), DuPont decomposition (ROE = net margin × asset turnover × equity multiplier), earnings-quality scoring (accrual ratio), and 10-item financial fraud red-flag checklist. Builds on raw data from longbridge-financial-report. Triggers: "三表勾稽", "杜邦分析", "杜邦拆解", "盈利质量", "应计利润", "财务造假", "财报深度", "财务红旗", "三表分析", "財務深度", "三表勾稽", "杜邦分析", "盈利質量", "應計利潤", "財務造假", "財報深度", "財務紅旗", "DuPont analysis", "accrual ratio", "earnings quality", "financial fraud red flags", "cross-statement reconciliation", "three-statement analysis".
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'.
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
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".
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.
Global geopolitical macro analysis skill used by Sister Zheng. It is triggered when users need to analyze the impact of global geopolitical events on the A-share market, generate geopolitical and financial mapping reports, or require sharp and direct geopolitical strategy analysis. Keywords: geopolitics, geopolitics-driven, macro hedging, global situation, geopolitical arbitrage, geopolitical storm.
Implement a complete double-entry accounting system inside any SaaS app. Users enter transactions naturally (sales, expenses, inventory) while the system auto-posts journal entries under the hood. Produces both user-friendly reports and technical financial statements (Trial Balance, Balance Sheet, Income Statement, Cash Flow). Enforces 10000% accuracy with balanced entries and seamless void/reversal mechanics. Use when building any financial, ERP, POS, or inventory system that needs proper accounting.