Finance & Money for Claude Code

Use when building a quarterly bookings forecast, ARR projection, pipeline forecast, NRR projection, or commit/best-case/pipe-only board number — especially when the CRO needs to walk the board through funnel math + cohort ARR + per-stage conversion assumptions without the theatre of a single undefended number. Decomposes pipeline into commit, best-case, and pipe-only tiers; projects cohort-level NRR/GRR to surface leaky cohorts before they show up in the consolidated number; scores per-stage fun

Use when reviewing, approving, or designing commercial motion — pricing models, deal review, discount approval, partnership economics, channel mix, commercial policy, RFP/RFI response, bookings forecast. Triggers on "review this deal", "should we discount", "pricing model", "partner economics", "RFP response", "bookings forecast", "channel mix". Forks context to route to one of seven Commercial sub-skills (pricing-strategist, deal-desk, partnerships-architect, channel-economics, commercial-polic

Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal economics (margin after discount, multi-year payment shape, indemnity exposure) need to be quantified, or when discount approval needs to be routed to a named human approver (Sales Director, VP Sales, CFO, CRO, General Counsel). Covers deal review, discount approval routing, per-deal margin scoring, deal exception handling,

Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance request doesn't obviously match one skill and you need to pick the right one (e.g., 'analyze these financials', 'how healthy are my SaaS metrics').

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.

NIH grant research skill for clinical researchers. Grill-me intake (research idea + career stage + preliminary data + environment + submission posture + known institute targets) locks down the funding strategy before any search runs. Runs a 5-facet Consensus positioning analysis (with draft Significance/Innovation language), maps the research to the right NIH institutes and study sections via RePORTER, finds NOSIs and funded overlap, and produces an editable Word document (.docx) with budget/sco

Use when designing or revisiting product pricing — selecting a pricing model (subscription seat-based, usage-based, value-based, freemium, or hybrid), running Van Westendorp Price Sensitivity Meter analysis on WTP survey data, or designing Good/Better/Best packaging tiers. Recommends a model and a price range with trade-offs, never a single number. For Commercial leads, Product Marketing, and CMOs at the pricing-design moment — not deal-by-deal discounting, not brand positioning.

Use when running an annual SaaS audit, doing category-level spend review, or rationalizing the supplier base — when the user needs a spend audit, spend categorization (UNSPSC-aligned with Pareto breakdown and industry profiles), purchasing-cycle analysis (bottleneck categories per Goldratt's Theory of Constraints), or risk-balanced supplier consolidation that refuses single-source recommendations for tier-1 categories without a documented break-glass plan. Triggers on "spend audit", "SaaS audit"

Use when managing the money for an internal R&D program or portfolio — building a multi-period program budget with the F&A (indirect) split, tracking burn rate and runway against value-inflection milestones, or routing R&D cost items to a capitalize-vs-expense determination. Every budget output surfaces its assumptions block; capitalize-vs-expense is decision-support only and routes to a named finance owner — it never books an entry or decides accounting treatment. Distinct from finance/financia

SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.

Interact with Feed (feed.market): A2A and MCP endpoints for prediction markets, perpetuals, social feed, messaging, portfolio, and more. Use when the user wants to trade, post, chat, or query Feed via API key.

Analyze and update 68 US economic and social indicators from five government APIs (FRED, EIA, Treasury, BLS, Census) across 10 categories: GDP, Inflation, Employment, Housing, Consumer Finance, Markets, Trade, Government/Fiscal, Demographics, Health. Two workflows: UpdateData, GetCurrentState (10y/5y/2y/1y trend analysis). USE WHEN GDP, inflation, unemployment, economic metrics, gas prices, how is the economy, refresh data, FRED, US metrics, economic trends. NOT FOR pathogen surveillance.

Cross-chain DeFi portfolio discovery, rebalancing suggestions, and NEAR Intent construction. Activates when the user pastes a wallet address or asks about yield/positions/rebalancing. Bootstraps a per-user "portfolio" project, aggregates positions across all the user's addresses inside one project, and offers a recurring keeper mission.

One-time onboarding for the financial trader workflow — real-time alerts, position-aware relevance, decision journaling with outcome tracking. After successful setup this skill is excluded from selection until the marker file is deleted.

> Entity compliance tracker — initialize, report upcoming deadlines, update status, run health audit, export to CSV. Maintains a compliance-tracker.yaml built from the entity table, calculates filing deadlines by entity and jurisdiction, and surfaces what's due in the next 30/60/90 days. Use when user says "entity compliance", "filing deadlines", "annual reports due", "entity tracker", "what filings are due", "entity health", or "good standing".

Check regulatory feeds now and report what's new since the last check, filtered by your materiality threshold. Use when the user says "check the feeds", "what's new", "regulatory update", when running from the scheduled agent, or when manually pasting a regulatory development for classification and diff.

A股个股次日(T+1)走势预测 skill。当用户输入A股股票代码(如 600519、000858、300750、688981、430090)或公司名称(如"贵州茅台"、"宁德时代"、"比亚迪"),并要求预测次日走势、给出交易计划、评估盈亏概率时,触发本 skill。skill 会用 mcp__MiniMax__web_search 搜证大盘环境、龙虎榜、北向资金、融资融券、主力资金流、板块联动、公告与消息面等,按"四维分析框架"(大盘环境 30% / 资金行为 30% / 技术面 25% / 消息面 15%)交叉验证,产出可量化的方向预测(看多/看空/震荡 + 概率百分比 + 价格区间),并写入当前项目 markdown 目录下的 `a-stock-{代码}-{YYYY-MM-DD}.md`。输出包含详细逻辑推导链、中间结果与最终结果概率、专业术语小白解释、mermaid/ascii/svg 图表。适用场景:盘后复盘想做次日的方向判断与交易计划;不适用:长线基本面估值(改用 finance-core-analysis)、日内高频交易、港股/美股(改用 us-stock-predict

预测A股个股次日走势，输出图文并茂的 Markdown 分析报告（含详细逻辑推导、中间结果、概率量化与操作建议），面向散户与专业投资者均适用。触发条件：用户输入A股股票名称或代码（6位数字，如600519、000858），并希望获得次日走势预测；关键词包括"预测明天走势"、"明天能涨吗"、"A股分析"、"帮我分析XX股票"、"明天该买吗"、"次日预测"、"做T建议"、"短线操作"、"明日行情"、"值得持有吗"、"止盈止损怎么设"等。即使用户只说"帮我看看贵州茅台明天怎么走"或"600519明天能不能买"，也应使用本 skill。输出 Markdown 文件保存到当前项目 markdown/ 目录，要求逻辑清晰、概率可量化、图文并茂，投资小白也能看懂。

| Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial reports/annual reports/shareholder letters, assessing business moats or competitive advantages, evaluating management quality and integrity, making buy/hold/sell decisions, understanding core value investing concepts (compounding/intrinsic value/margin of safety/circle of competence/Mr. Market), anal

Generate stage-1 publishable daily financial news markdown by accessing current web data, filtering reliable macro/market news, validating numbers and article logic, and writing a source-backed brief. Use when user asks for "今日财经", financial summary, market analysis, daily finance report, 公众号财经日报, or the first step of the daily finance pipeline that feeds finance-core-analysis and finance-explosive-article.

Explain a finance-explosive-article markdown file for readers with weak financial knowledge by unpacking concepts, causal chains, examples, analogies, and transferable analysis methods. Use this skill whenever the user asks to "帮小白看懂"、"用简单语言解释"、"写一篇入门版"、"解读一下这篇文章"、"财经扫盲"、"怎么看懂这个市场"、turn a 德哥爆款文章 into a beginner guide, or produce stage-4 output of the daily finance pipeline. Even if the user only says "帮我把这篇文章讲得更通俗一点" or "普通人怎么理解这个", use this skill. This is stage 4 of: daily-finance → finance-cor

Generate stage-2 publishable deep financial analysis markdown from a daily-finance brief plus current web verification, using liquidity, interest rates, risk appetite, capital flows, policy, and balance-sheet constraints. Use when user wants a deeper 公众号-style markdown analysis based on daily-finance output, core macro/market mechanism analysis, or the second step of the daily finance pipeline before finance-explosive-article.

Generate stage-3 high-impact 德哥风格 公众号 financial articles from daily-finance and finance-core-analysis outputs plus current web verification. Use this skill whenever the user wants a 公众号爆款文章, final financial commentary, "帮我写成文章"、"整理成爆款"、"德哥风格"、"公众号推文"、"写一篇深度文章"、"把分析写成文章发布", or the third and final step of the pipeline. Even if the user only says "帮我把今天的分析整理一下发出去", use this skill. This is stage 3 of: daily-finance → finance-core-analysis → finance-explosive-article.

基于 daily-finance 和 finance-core-analysis 的产出，综合搜索权威市场数据（量价、资金流、VIX、北向、期权持仓、机构配置等），运用三因子定价模型和预期差框架，生成未来一周中美股市看涨/看空行业和个股的深度预测报告，包含明确操盘建议（买卖点、分段持仓、行动指南）。触发条件：用户提到"下周行情预测"、"下周看多看空"、"下周操盘"、"周报"、"未来一周"、"哪些股票值得关注"、"帮我选股"、"下周买什么"，或要求结合宏观与个股给出具体操盘建议时，必须使用本 skill。即使用户只说"帮我分析一下下周市场"或"有没有好的投资机会"，也应使用本 skill。这是 daily-finance → finance-core-analysis → finance-weekly-outlook 管线的第三步，也可以独立触发。

Analyze company annual reports, quarterly reports, 10-K/10-Q filings, earnings releases, shareholder letters, or financial-report PDFs/URLs/files and produce a professional Chinese Markdown report for ordinary investors. Use when the user provides a company financial report address or local file and asks for 财报分析, 年报解读, 季报解读, 10-K/10-Q analysis, earnings analysis, investment reference, accounting red-flag detection, valuation discussion, or beginner-friendly explanation saved to the current proj

> 深度解读企业财报，将财报 PDF 或 URL 转化为面向普通投资者的专业分析报告，以 Markdown 格式保存到当前项目的 markdown/ 目录。 触发条件：用户上传或提供财报 PDF、提到"分析财报"/"读财报"/"解读财报"/"看看这家公司"/"帮我分析一下 XX 公司"，或任何需要深入理解一份财务报告的场景。 输出一份犀利、有逻辑支撑的投资参考报告，涵盖：核心收入分析、财务健康诊断、隐蔽风险雷区排查、行业竞争格局、前瞻性估值，以及明确的投资参考建议。 即使用户只说"帮我看这份年报"但内容是财报，也应使用本 skill。

以资深投行分析师的视角，输入一个行业或产业名称，系统梳理该行业产业链各节点，列出各节点代表性上市公司，深度分析商业模式、上下游关系、核心竞争力、护城河、风险揭露、竞争格局等，用通俗易懂的语言面向普通投资人输出图文并茂的Markdown报告，保存到当前项目 markdown/ 目录。触发条件：用户提到"产业链分析"、"帮我分析XX行业"、"XX行业上下游"、"XX行业有哪些上市公司"、"XX行业怎么投"、"XX行业竞争格局"、"XX行业护城河"、"XX行业风险"、"梳理XX产业链"、"XX上下游企业"等。即使用户只说"帮我看看XX行业"或"XX行业值得投吗"，也应使用本skill。输出为Markdown文件，保存到markdown/目录，图文并茂，语言专业但通俗，适合普通投资人阅读。

Analyze an industry or sector from a senior investment-banking perspective for ordinary investors by mapping the industry chain, identifying representative listed companies at each node, and writing a source-backed Markdown report. Use when the user provides an industry/sector/产业 name and asks for 产业链分析, 行业上市公司梳理, 投资银行视角分析, 商业模式/上下游/核心竞争力/护城河/竞争格局/风险揭露, or a visual Markdown investment reference saved under the current project's markdown directory.

> 面向投资者，抓取最近3天内指定行业或默认主题（中美关系、地缘局势、美联储、民生数据、高科技、生物医疗、云计算产业、AI产业链）的新闻，按分类汇总摘要，给出投资者全面总结，并推演对行业和上市公司的影响（逻辑清晰、有历史数据/事件支撑、图文并茂），输出 Markdown 文件到当前项目 markdown/ 目录。 触发条件：用户提到"新闻影响分析"、"投资者新闻"、"最近新闻对哪些股票有影响"、"抓取新闻做投资分析"、"新闻推演"、"帮我看看最近新闻对投资的影响"、"行业新闻影响"、"最近有什么值得关注的新闻"、"最近3天新闻"、"新闻对上市公司的影响"等。即使用户只说"帮我分析一下最近的新闻"或"最近有什么大事影响投资"，也应使用本 skill。若用户提供了具体行业名，以用户指定行业为准；否则默认抓取中美关系、地缘局势、美联储、民生数据、高科技、生物医疗、云计算、AI产业链相关新闻。

分析下一次开市可能引爆上涨或下跌的行业与标的，输出图文并茂的 Markdown 开市预判报告。触发条件：用户提到"开市分析"、"下次开市"、"明天开盘"、"下周开盘"、"开盘预判"、"市场开局"、"开盘会怎样"、"哪些板块会涨"、"哪些股会跌"、"下一个交易日"、"复盘预判"、"节后开市"、"利好利空分析"，或希望对下一个交易日进行前瞻性分析。即使用户只说"明天市场怎么样"或"帮我分析一下开盘情况"，也应使用本 skill。输出为图文并茂的 Markdown 文件，保存到当前项目 markdown/ 目录。

为"全品种操盘手册"系列撰写单个章节/小节。面向投资小白和散户，每次写一小节。输入小节标题和参考信息，输出图文并茂（含SVG插图）的Markdown文件，保存到项目markdown/目录。触发条件：用户提到"写操盘手册"、"写一节"、"写章节"、"散户操盘"、"金融工具讲解"、"写投资小白教程"、"帮我写操盘手册的XX章节"，或提供了一个金融品种/操盘主题名称并希望生成教学内容。即使用户只说"帮我写黄金操盘那一章"或"可转债怎么讲给小白听"，也应使用本skill。

美股个股次日走势预测 skill。当用户输入美股股票代码(如 AAPL、TSLA)或公司名称(如 "苹果"、"特斯拉"),并要求预测次日(T+1)走势、给出交易计划、评估盈亏概率时,触发本 skill。skill 会用 mcp__MiniMax__web_search 搜证盘前 90 分钟的关键信息(财报、盘后走势、隔夜期货、期权异动、内部人交易、宏观日历等),按"五维分析框架"(基本面/技术面/资金面/情绪面/宏观面)交叉验证,产出可量化的方向预测(涨/跌/横盘 + 概率百分比 + 区间),并写入当前项目 markdown 目录下的 `us-stock-{TICKER}-{YYYY-MM-DD}.md`。输出必须有完整的逻辑推导链(每一维的打分过程与数据来源)、术语通俗解释、mermaid/ascii 流程图或可视化图表。适用场景:盘前/盘中想做次日的方向判断与交易计划;不适用:长线基本面估值(应改用 finance 领域其他 skill)、日内高频交易、加密货币/港股/A股。

预测美股个股次日走势，输出图文并茂的 Markdown 分析报告（含逻辑推导、中间结果、概率量化、操作建议）。触发条件：用户输入美股股票名称或代码，并希望获得次日走势预测；关键词包括"预测明天走势"、"明天能涨吗"、"帮我分析一下XX股票"、"明天该买吗"、"次日预测"、"做T建议"、"短线操作"、"明日行情"、"值得持有吗"等。即使用户只说"帮我看看NVDA明天怎么走"或"AAPL明天能不能买"，也应使用本 skill。输出 Markdown 文件保存到当前项目 markdown/ 目录，要求逻辑清晰、概率可量化、图文并茂，投资小白也能看懂。

사업자등록번호 하나로 "이 사업자, 실제 문제 없나"를 확인한다 — 국세청 사업자등록 상태·국민연금 가입 사업장·국세 체납 명단·금융위 법인개요·조달청 부정당제재·지방행정 인허가 영업상태를 무료 공공 데이터로 교차 조회해 사실만 병렬하는 실사 리포트(점수·등급·위험 판정 없음).

대신증권 리포트 GitHub Pages 미러에서 최신 HTML 리포트 목록과 원문/설명 페이지를 조회한다.

다나와 공개 검색/가격비교 표면으로 상품 후보를 찾고, 쇼핑몰별 최저가·배송비 포함 실구매가·카드 할인가·무이자 할부 정보를 보수적으로 비교한다.

| 대한민국 국토교통부가 매년 공시하는 "개별공시지가"(원/㎡) 조회. 지번 단위 토지의 정부 공시 단가로, 재산세·종부세·양도세 등 세금 산정의 법적 기준이다. **시세/실거래가가 아니다.** Use when the user asks for 공시지가, 개별공시지가, 토지 공시단가, 세무 계산용 토지 단가, or "이 땅 공시지가 얼마야". Do NOT use for 시세, 실거래가, 매매가, 호가, 공동주택가격 (those need a different data source).

금융감독원 전자공시시스템(DART) OpenAPI로 공시검색, 기업개황, 재무제표, 주요사항보고서를 조회한다. 사용자의 API_K_DART 환경변수를 직접 사용한다.

kimlawtech/korean-jangbu-for (Apache-2.0) 업스트림을 중심으로 한국 스타트업·1인 법인·프리랜서·개인사업자 장부 자동화와 사업자 세무 자료 정리, 원본 데이터 가져오기, 계정과목 태깅, 세무사 전달 CSV, 경영 리포트 생성을 안내하는 thin wrapper 스킬.

Search Korean scholarship announcements across official KOSAF, university, foundation, company, and public-sector sources, extract amount and eligibility, and filter results by school, income band, student level, and organization type. Users may invoke it with the phrase 장학금 검색 및 조회.