Skill rating

Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for pre-pl

Research prediction-market events, venues, underliers, liquidity, and news context for Itô basket workflows. Use for read-only market intelligence, API-gated Itô exploration, and source-grounded predi

Track crypto portfolio across 7 blockchains via EmblemAI. Aggregated balances with USD values, conditional trade P&L, and DeFi position tracking via Nansen. Use when the user wants to check their port

Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after

Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP statements are distributed.

Analyze structured fixed income products including mortgage-backed securities, asset-backed securities, and CLOs. Use when the user asks about MBS, ABS, CLOs, CDOs, prepayment risk, tranching, or wate

Decompose portfolio returns into explainable components to identify where value was added or lost. Use when the user asks about Brinson attribution, allocation vs selection effects, factor-based attri

Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal w

Analyze corporate bonds and credit instruments including investment grade and high yield debt. Use when the user asks about corporate bonds, credit spreads (OAS, Z-spread, G-spread), credit ratings, d

Analyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the user asks about municipal bonds, tax-exempt income, tax-equiv

Analyze US Treasury securities and interest rate risk: bond pricing, yield curve construction, duration, convexity, TIPS, and forward/spot rate analysis. Use when the user asks about Treasury bonds, y

Estimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income. Use when the user asks about discounted cash flow, DCF models, WACC, te

Plan and manage cash flow to ensure adequate liquidity while minimizing opportunity cost of excess cash. Use when the user asks about cash flow forecasting, CD or bond laddering, liquidity tiers, inco

Retrieve historical financial ratings and key metric scores over time using Octagon MCP. Use when analyzing overall ratings, return on assets, return on equity, discounted cash flow scores, debt-to-eq

Evaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use when the user asks about Sharpe ratio, Sortino ratio, Information Ratio, Treynor ratio

US stock value investing analysis framework. Systematically evaluates listed companies through 4 core dimensions (ROE sustainability, debt safety, free cash flow quality, economic moat assessment), ou

Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management (create, add, remove assets), crypto analysis (Top 20 by market cap), and periodic performance reports (dail

Analyze currency markets, exchange rate mechanics, and FX risk management for international portfolios. Use when the user asks about exchange rates, FX hedging, interest rate parity, carry trades, for

Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use this skill when creating financial proj

Determine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about portfolio allocation, mean-variance optimization, Black-Litter

Provide frameworks for managing and paying off personal debt effectively. Use when the user asks about debt payoff strategies (avalanche vs snowball), refinancing decisions, debt consolidation, debt-t

Build diversified portfolios using correlation analysis, efficient frontier construction, and factor-based diversification. Use when the user asks about portfolio variance, correlation effects, the ef

Generate an interactive options payoff curve chart with dynamic parameter controls. Use this skill whenever the user shares an options position screenshot, describes an options strategy, or asks to vi

Size and structure an emergency fund based on individual circumstances, income stability, and expense profile. Use when the user asks about emergency fund sizing, how many months of expenses to save,

Maximizes after-tax returns through strategic asset location, gain/loss management, and withdrawal sequencing. Use when the user asks about asset location, Roth conversions, tax-efficient withdrawals,

Diagnose branching narrative problems. Use when choices feel meaningless, when branching is unmanageable, when player agency conflicts with authored story, or when interactive elements break narrative

Analyze footnotes and accounting policies from SEC filings using Octagon MCP. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compe

Compare and select investment vehicles including mutual funds, ETFs, index funds, and separately managed accounts. Use when the user asks about ETF vs mutual fund, expense ratios, fund tax efficiency,

Plan and track savings for specific financial goals including retirement, education, and home purchase. Use when the user asks about required savings rates, 529 plans, retirement accumulation targets,

Retrieve historical market capitalization data for any stock using Octagon MCP. Use when tracking market cap changes over time, analyzing valuation trends, identifying peak and trough valuations, and

Estimate potential future losses using VaR, Expected Shortfall, Monte Carlo simulation, and stress testing. Use when the user asks about Value-at-Risk, CVaR, Expected Shortfall, scenario analysis, str

Extract a DDD-style ubiquitous language glossary from the current conversation, flagging ambiguities and proposing canonical terms. Saves to UBIQUITOUS_LANGUAGE.md. Use when user wants to define domai

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 flo

Analyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets. Use when the user asks about real estate investing, REITs, cap rates, NOI, FFO

Maintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies. Use when the user asks about when to rebalance, rebalancing bands, transaction

Determine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly criterion, fractional Kelly, risk budgeting, or conviction we

Retrieve market capitalization data for a single company using Octagon MCP. Use when you need the current market value, valuation context, or size classification for any publicly traded stock.

Retrieve industry-specific P/E ratios using Octagon MCP. Use when comparing company valuations to specific industry peers, analyzing sub-sector valuations, and understanding niche market valuations be

Comprehensive integration guide for Chargebee billing platform. Provides API integration patterns, webhook handling, SDK usage, and schema references for billing operations. Use when working with Char

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurri

Analyze equity securities, factor models, and equity portfolio construction. Use when the user asks about stocks, equity valuation ratios, index construction methods, or style analysis. Also trigger w

Retrieve market capitalization data for multiple companies at once using Octagon MCP. Use when comparing valuations across peers, screening by market cap, or analyzing a portfolio's composition by com

Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, an

Retrieve sector P/E ratios using Octagon MCP. Use when comparing company valuations to sector benchmarks, analyzing sector valuations across exchanges, and understanding market-wide valuation trends.

Analyze lending products including mortgages, HELOCs, and personal loans with amortization and comparison tools. Use when the user asks about mortgage comparison, fixed vs ARM rates, loan qualificatio

Analyze S-1 registration statements for IPOs using Octagon MCP. Use when researching pre-IPO companies, extracting business models, risk factors, use of proceeds, capitalization, principal shareholder

Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial rep

Retrieve real-time stock quotes using Octagon MCP. Use when you need current price, day range, 52-week range, volume, market cap, and moving averages for any publicly traded stock.

Sovereign document intelligence & archival system. Extracts structured data from invoices, receipts, and contracts 100% locally using AI.

Privacy-first personal finance tracker with local SQLite storage