Finance

Personal Budget Analyzer

Analyze bank statements to categorize spending, identify patterns, and build a realistic budget.

Contract & Invoice Cross-Reference

Verify invoices against contract terms, identify discrepancies, and find missed billing opportunities.

Cryptocurrency Analysis Report

Analyze cryptocurrency projects with tokenomics, on-chain metrics, and market analysis. Generate comprehensive crypto research reports.

DCF Valuation Model Builder

Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.

Financial Modeling Assistant

Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.

Financial Analyst Toolkit

Run DCF valuations, financial statement analysis, ratio analysis, comparable company analysis, budget variance reporting, and scenario modeling from your local data.

Expense Report Auditor

Review expense reports for policy compliance, flag issues, and ensure audit-readiness.

Investment Memo Writer

Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly.

Multi-Agent Financial Planner

Build a virtual financial advisory team with specialized agents for budgeting, retirement planning, and investment strategy that analyze your finances and create actionable plans.

Multi-Card Expense Tracker

Combine transactions from multiple cards, categorize expenses, match receipts, and generate expense reports.

Stock Analysis & Research

Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.

Scientific Usfiscaldata

Query the U.S. Treasury Fiscal Data API for federal financial data including national debt, government spending, revenue, interest rates, exchange rates, and savings bonds. Access 54 datasets and 182 data tables with no API key required. Use when ...

Professional Tax Knowledge Agent

Create a searchable knowledge base from tax documents for reference during tax season.

Tax Prep Guide

A guided Q&A that assesses your tax situation and generates a personalized preparation plan with document checklists and workflow recommendations.

Risk Manager

Run financial risk assessments, portfolio risk analysis, Monte Carlo simulations, VaR calculations, stress testing, and risk register management from local data.

Scientific Alpha Vantage

Access real-time and historical stock market data, forex rates, cryptocurrency prices, commodities, economic indicators, and 50+ technical indicators via the Alpha Vantage API. Use when fetching stock prices (OHLCV), company fundamentals (income s...

Scientific Denario

Multiagent AI system for scientific research assistance that automates research workflows from data analysis to publication. This skill should be used when generating research ideas from datasets, developing research methodologies, executing compu...

Scientific Edgartools

Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional...

Scientific Fred Economic Data

Query FRED (Federal Reserve Economic Data) API for 800,000+ economic time series from 100+ sources. Access GDP, unemployment, inflation, interest rates, exchange rates, housing, and regional data. Use for macroeconomic analysis, financial research...

Scientific Hedgefundmonitor

Query the OFR (Office of Financial Research) Hedge Fund Monitor API for hedge fund data including SEC Form PF aggregated statistics, CFTC Traders in Financial Futures, FICC Sponsored Repo volumes, and FRB SCOOS dealer financing terms. Access time ...