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Found 2 Skills
Comprehensive personal finance management system for analyzing transaction data, generating insights, creating visualizations, and providing actionable financial recommendations. Use when users need to analyze spending patterns, track budgets, visualize financial data, extract transactions from PDFs, calculate savings rates, identify spending trends, generate financial reports, or receive personalized budget recommendations. Triggers include requests like "analyze my finances", "track my spending", "create a financial report", "extract transactions from PDF", "visualize my budget", "where is my money going", "financial insights", "spending breakdown", or any finance-related analysis tasks.
Perform RFM (Recency, Frequency, Monetary) customer segmentation from transaction data. Use this skill when the user needs to segment customers by purchase behavior, identify high-value buyers, design retention campaigns, or prioritize marketing spend by customer value — even if they say 'who are our best customers', 'which customers are at risk of churning', or 'how do we target our marketing'.