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Found 194 Skills
Extract and analyze cash flow trends and working capital changes from SEC filings using Octagon MCP. Use when researching operating cash flow, investing activities, financing activities, free cash flow, liquidity, and working capital dynamics from 10-K and 10-Q filings.
Analyst EPS estimate time series for a listed stock via Longbridge — tracks how the consensus EPS forecast (high / low / mean / median / analyst count) has changed over time, and shows actual values where reported. Answers "have analysts been raising or cutting their estimates?" Complements longbridge-consensus (current snapshot) by focusing on the historical revision trajectory. Triggers: "分析师预测历史", "EPS预测趋势", "一致预期变化", "预期上调下调", "分析师预期轨迹", "分析师EPS", "预测时间序列", "分析師預測歷史", "EPS預測趨勢", "一致預期變化", "預期上調下調", "分析師EPS", "analyst estimate history", "EPS estimate trend", "consensus revision history", "estimate time series", "analyst forecast trajectory", "EPS upgrade downgrade history".
Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.
Design and operate data quality programs for financial data — golden source architecture, validation rules, data lineage, exception management, profiling, and governance. Use when building validation rules for pricing or client data pipelines, designing a data quality monitoring framework, establishing golden source designations across systems, implementing data lineage for BCBS 239 or MiFID II, investigating reconciliation breaks or billing errors traced to bad data, preparing for regulatory exams on data accuracy, building data quality scorecards, or defining data stewardship roles. Trigger on: data quality, golden source, data lineage, data validation, data profiling, exception management, data governance, BCBS 239, data completeness, data accuracy, validation rules, data anomaly, data stewardship, data quality scorecard.
HK Stock Dividend Tracker. Monitor dividend policies, dividend history, dividend yields and other metrics of Hong Kong-listed companies. Used for income investing and dividend strategy analysis.
OpenBB 🦋 integration. Manage data, records, and automate workflows. Use when the user wants to interact with OpenBB 🦋 data.
Query financial market data using the finflow CLI tool. Supports A-shares, HK stocks, US stocks, futures, and macro data. Use this skill whenever the user asks about stock quotes (SH600519, 00700, AAPL), market indices, financial news, capital flow, sector rankings, macro calendar, futures, or any financial data. Also trigger when the user mentions stock codes, ticker symbols (e.g. 茅台, NVDA, 腾讯), asks about market sentiment, wants to check portfolio, or needs real-time financial information for investment decisions.
Obtain securities and financial information such as A-share market quotes, historical K-lines, financial data, macroeconomic data; Use this when users mention Tushare or need to obtain A-share data
8 finance skills. Trigger: financial modeling, market data, risk analysis, quantitative finance. Design: data sources, quantitative methods, and regulatory frameworks.
Analyze business segment performance and reporting from SEC filings using Octagon MCP. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.
Use public market data to check whether the Interest Rate Volatility (MOVE) is not spooked by interest rate events (such as JGB yield changes) and whether it leads VIX/credit spreads lower.