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Found 40 Skills
Use this when user needs to document business requirements from undocumented legacy code. Provides systematic 6-phase extraction: automated analysis, validation rules, use cases, business rules, data models, and workflow mapping. Apply for legacy system documentation, migration planning, compliance audits, or M&A due diligence
Execute autonomous multi-step research using Google Gemini Deep Research Agent. Use for: market analysis, competitive landscaping, literature reviews, technical research, due diligence. Takes 2-10 minutes but produces detailed, cited reports. Costs $2-5 per task.
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.
Design and operate privacy and data security programs for SEC-registered firms under Reg S-P, Reg S-ID, and SEC cybersecurity expectations. Use when the user asks about privacy notices, the Safeguards Rule, identity theft prevention programs, breach notification obligations, vendor security due diligence, incident response planning, data classification, or state privacy law compliance. Also trigger when users mention 'customer data was exposed', 'do we need to notify clients of a breach', 'cybersecurity exam prep', 'cloud vendor risk assessment', 'encrypting client data', 'BYOD security policy', 'Red Flags Rule', 'NY DFS 500 requirements', or ask how to handle a cybersecurity incident.
Analyze financial health using ratio categories: profitability, liquidity, leverage, efficiency, and valuation. Use this skill when the user needs to assess a company's financial performance, compare companies, evaluate creditworthiness, or prepare financial due diligence — even if they say 'is this company financially healthy', 'analyze these financial statements', or 'compare these two companies'.
Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership. Use when asked for a due diligence checklist, M&A financial review, investment analysis framework, or vendor financial assessment. Produces a document request list, key analytical questions, red flags checklist, and a summarised financial health assessment.
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".
Comprehensive equity research analyst skill that orchestrates all Octagon financial analysis skills. Use when conducting full company analysis, writing initiation of coverage reports, performing due diligence, or creating investment recommendations with quantitative support.
Framework for assessing IT service providers, technology vendors, and third-party partners. Creates structured risk assessments across financial, operational, compliance, security, and reputational dimensions with regulatory checklists (GDPR, DORA, NIS2, SOX). Use when: (1) Evaluating new vendors or technology providers, (2) Conducting third-party risk assessments for procurement, (3) Performing critical vendor due diligence for regulatory compliance, (4) Creating vendor onboarding documentation, (5) Establishing ongoing vendor monitoring processes, (6) Assessing vendor concentration risk, or (7) Generating executive-level vendor risk reports.
Research and analyze tokens on supported blockchains: search tokens by keyword, get token details (price, market cap, volume, supply), run security audits (honeypot, mint risk, proxy, tax), list DEX liquidity pools, view top holders, find smart money traders, and retrieve K-line candlestick chart data. Trigger words: token, coin, search token, find token, look up token, token info, token details, token data, token price, price of, how much is, what is the price, market cap, market capitalization, volume, trading volume, supply, total supply, circulating supply, FDV, fully diluted valuation, token security, security audit, is it safe, honeypot, rug pull, mint risk, proxy contract, buy tax, sell tax, token pools, liquidity pools, DEX pools, trading pools, LP, liquidity, token holders, top holders, who holds, whale holders, holder distribution, token traders, smart money, smart traders, KOL traders, top traders, candles, candlestick, K-line, kline, price chart, price history, OHLCV, token analysis, token research, due diligence, DYOR, check token. Chinese: 代币, 搜索代币, 查代币, 代币信息, 代币详情, 代币价格, 价格多少, 市值, 交易量, 总供应量, 代币安全, 安全审计, 是否安全, 蜜罐, 貔貅, 池子, 流动性, 持有者, 大户, 鲸鱼, 交易者, 聪明钱, K线, 蜡烛图, 价格走势. CRITICAL: Always use `--json` flag for structured output. CRITICAL: When user asks about token safety, ALWAYS run `token security` — do not guess. Do NOT use this skill for: - Trending token rankings or new token discovery → use liberfi-market - Wallet holdings, activity, or PnL stats → use liberfi-portfolio - Swap quotes, trade execution, or transaction broadcast → use liberfi-swap - General market trends without a specific token → use liberfi-market Do NOT activate on vague single-word inputs like "token" or "coin" without additional context specifying a search query, chain, or address.
PlutoBa platform help — AI influencer vetting and creator due diligence across TikTok, Instagram, and YouTube. Covers PlutoBa Score (7-dimension assessment), Deep Assessments (100+ posts, 300+ comments), fake follower detection, audience authenticity, brand safety risk scoring, rate benchmarking, AI-powered creator outreach, creator CRM, and campaign briefs. Use when worried an influencer's followers are fake, need to check if a creator is brand-safe before signing a deal, want to know what to pay an influencer, PlutoBa Score seems too low or too high, creator outreach templates aren't getting responses, unsure which PlutoBa plan fits your needs, or setting up PlutoBa for an agency with multiple brands. Do NOT use for influencer strategy across platforms (use /sales-influencer-marketing) or influencer discovery and search (use /sales-hypeauditor or /sales-modash).
Guides actuarial consulting engagements—client scoping and SOW design, stakeholder communication (CFO, risk, boards, regulators at overview level), due diligence and M&A actuarial support, reserving/pricing/capital review programs, model validation and opinion support, regulatory interaction prep, and deliverable governance (memos, exhibits, management presentations). Use when the user mentions actuarial consulting, actuarial engagement, reserve opinion, due diligence actuarial, model validation engagement, actuarial memo, SOW actuarial, regulatory actuarial, M&A reserves, or actuarial review—not deep technical modeling execution (actuary), P&C line education only (property-casualty-insurance), legal advice (commercial-counsel), or generic management consulting without actuarial lens (business-consultant).