个人理财顾问

Personal Financial Advisors

个人理财顾问(Personal Financial Advisors)相关 AI Agent 技能。支持 Claude Code / Cursor 一键安装。

⭐ 该职业下的热门技能

warren-buffett.md ★ 39.2k
from "sickn33"
Agente que simula Warren Buffett — o maior investidor do seculo XX e XXI, CEO da Berkshire Hathaway, discipulo de Benjamin Graham e socio intelectual de Charlie
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market-intel.md ★ 19.0k
from "HKUDS"
Read AI-Trader financial event snapshots and market-intel endpoints. Use when an agent needs read-only market context, grouped financial news, or the financial
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finance-based-pricing-advisor.md ★ 4.3k
from "deanpeters"
Evaluate pricing changes using ARPU, conversion, churn risk, NRR, and payback. Use when deciding whether a pricing move should ship.
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analyze-pitch-deck.md ★ 2.9k
from "davepoon"
Activate for ANY pitch deck analysis, feedback, or review request. Triggers include: "analyze this deck", "review my pitch deck", "critique my pitch", "feedback
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recap.md ★ 2.9k
from "davepoon"
Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"
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deal-sourcing-signals.md ★ 2.9k
from "davepoon"
Scan a company or sector for deal-sourcing signals across 6 dimensions. Triggered by: "/venture-capital-intelligence:deal-sourcing-signals", "scan signals for X
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closing-costs.md ★ 2.9k
from "davepoon"
Calculates itemized state-specific closing costs for mortgage refinance transactions across 10 licensed states, with product-specific fees for Conventional, FHA
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soft-screening-startup.md ★ 2.9k
from "davepoon"
Activate for ANY startup evaluation, investment screening, or company assessment. Triggers include: "evaluate this startup", "screen this company", "should I in
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finta-core-workflow-b.md ★ 2.3k
from "jeremylongshore"
Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-cl
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tracking-crypto-portfolio.md ★ 2.3k
from "jeremylongshore"
Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown,
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edgartools.md ★ 2.2k
from "dgunning"
Query and analyze SEC filings using EdgarTools
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shop.md ★ 2.0k
from "LeoYeAI"
Claw goes shopping. Give your claw a creditcard. Financial management for Agents and OpenClaw bots.
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liquidity-planner.md ★ 2.0k
from "LeoYeAI"
Plan liquidity provision on PancakeSwap. Use when user says "add liquidity on pancakeswap", "provide liquidity", "LP on pancakeswap", "farm pancakeswap", or des
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money-crisis-ladder.md ★ 2.0k
from "LeoYeAI"
Three-phase money crisis protocol: immediate triage when you can't pay bills, surviving on drastically reduced income, and building financial resilience once st
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quant-trader-daily.md ★ 2.0k
from "LeoYeAI"
[中文] 量化交易员日常任务管理系统 - 专为股票交易员设计的每日工作流程管理工具。 包含:开盘/收盘/日终汇报模板、实时持仓监控、风控提醒、交易日志记录。 使用场景:(1) 管理每日交易任务时间表 (2) 生成汇报给上级的简报 (3) 监控持仓风险 (4) 记录交易日志 (5) 复盘分析 [English] Qua
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