Home / Use cases / Finance / Planning & modeling
81 ways to get planning & modeling done with Claude Code, Codex, Cursor or Gemini CLI, ranked on usage. Filter by type below.
Zero-shot time series forecasting with Google's TimesFM foundation model. Use this
Discounted cash flow valuation and intrinsic value analysis for public
成长股估值口径手册(A 股为主,US/HK 通用):扣非×4 年化 PE、前瞻 PE、TTM PE 历史分位、PEG(扣非×4 PE ÷ 前瞻 CAGR)、前瞻 CAGR 与 TTM 同比交叉验证、一致预期分歧、四锚 PE 消化年数与"30 倍锚三铁律"、判读规则与常见错误。当任务涉及估值、PE、PEG、贵不贵、能不能消化、历史分位、一致预期时加载;只讨论概念、与估值无关的取数 / 行情 /…
Estimate a public company's intrinsic value with DCF, relative (peer multiple), and
Builds and evaluates simple baseline forecasts with ForecasterEquivalentDate
Guides selection of the appropriate skforecast forecaster based on the user's
Forecasts time series using recurrent neural networks (RNN, LSTM, GRU) with
Build deterministic forecast scripts with Earth2Studio (model, data source,
Forecasting agent that projects near-future Claude Code cost and usage from
将天气要素（风速、能见度、降雨量等）单站预报系统的项目文档、模型、报告、评估结果整理成符合省级自然科学基金项目编写规范的专题研究报告。适用于：(1) 基于Claude Code + OpenSpec开发的气象预报系统结题报告编写，(2) 将技术文档转换为学术研究报告格式，(3) 生成符合省级自然科学基金规范的专题研究报告，(4)…
Helps creators find topics grounded in their own experience, diagnose how a script may spread and whom it may attract, and compare its expected performance with their content baseline.
Apply Xiao Xing's financial statement analysis framework from 一本书读懂财报 (Understanding
Reviews startup financial models for investor readiness: validates unit economics, stress-tests runway scenarios, and benchmarks metrics against stage-appropriate targets. Use the full review, about…
Valuation methods analysis, DCF inputs, comparable multiples, P/E ratio, EV/EBITDA, price to book, valuation assumptions, relative valuation, intrinsic value, fair value estimate
\"This skill calculates key financial ratios and metrics from financial statement data for investment analysis\"
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
This skill should be used for time series machine learning tasks including classification, regression, clustering, forecasting, anomaly detection, segmentation, and similarity search. Use when…
ADR/H-share/A-share cross-listing premium analysis — track pricing gaps between US-listed ADRs, HK-listed H-shares, and A-shares for arbitrage signals, dual-listing valuation, and delisting risk…
Asset allocation theory and optimizer usage — MPT / Black-Litterman / risk budgeting / all-weather strategy, including guides for 5 optimizers and rebalancing rules.
Supply-chain bottleneck arbitrage. Given a super-trend (AI infra, energy transition, defense, semiconductor reshoring, space economy), decompose its physical supply chain down to Layer 2/3 choke…
Get current weather and forecasts with verified location matching (no API key required).
Search company disclosures and financial statements from the Korean market. Retrieve stock profile…
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use…
This skill should be used for improving context efficiency: context budgeting, observation masking, prefix or KV-cache strategy, partitioning, token-cost reduction, retrieval scoping, and extending…
A-share, Hong Kong, and US stock analysis skill for deep research, quick scans, investor panel review, hot-money/LHB analysis, trap detection, valuation, IC memos, and Bloomberg-style HTML reports.
个股深度分析的核心工作流。当用户要求"深度分析 / 全面分析 / 帮我看看 / 值不值得买 / DCF / 机构建模 / 首次覆盖 / 投委会备忘录"等涉及个股研究的请求时触发。覆盖 A 股、港股、美股，产出 22 维数据 + 66 位大佬量化评审 + 6 种机构级估值建模 (DCF/Comps/LBO/3-Stmt/Merger) + 7 种研究产物…
Plan and review paid-media budgets, bidding, pacing, marginal return, targets, constraints, and allocation across supported platforms. Use for ad budget allocation, media budget, bidding strategy,…
A 股 / 港股 / 美股个股研究六阶段 SOP(profile → financials → estimates → valuation → risk → report),Phase 0 范围 = 财务估值闭环。当任务是研究 / 分析 / 评估一只或多只**已指定代码**的个股时使用(港股 / 美股的口径差异见 §7);规定每阶段取哪些数据、调哪些 calc 函数、必须落盘什么产物、过什么…
Financial Analyst agent for DCF valuation, financial modeling, budgeting, forecasting, and SaaS metrics (ARR, MRR, churn, CAC, LTV, NRR). Orchestrates finance skills. Spawn when users need financial…
Startup CFO who builds models that survive contact with reality. Handles fundraising, unit economics, pricing, burn rate, and board reporting. Speaks fluent spreadsheet but translates to English for…
Update financial models with new data — quarterly earnings, management
Complete, populate and fill out 3-statement financial model templates
Get current weather and forecasts (no API key required).
Comprehensive OSINT methodology for external red-team operations and authorized attack-surface assessments. Covers the 6-stage recon pipeline (seed → asset expansion → enrichment → exposure analysis…
Expert knowledge for AI forecasting — superforecasting principles, signal taxonomy, confidence calibration, reasoning chains, and accuracy tracking
Build evidence-traceable market research reports and assumption-driven market sizing or forecast scenarios. Use for market definition, industry and customer evidence, competitive landscapes,…
Runs corporate development — deal thesis, target screening, valuation framing, diligence, and integration planning. Use this when considering an acquisition or being approached about one, when…
Plans under genuine uncertainty — building scenarios, identifying which assumptions are load-bearing, setting early-warning indicators, and stress-testing a plan against futures rather than…
Runs the ongoing relationship with accounts after the sale — segmenting coverage against account value, building a health score that predicts rather than describes, running reviews customers find…
Run your monday CRM in plain language. Build a pipeline from scratch, start the day with a ranked deal briefing, spin up a forecast dashboard, audit board health, clean up messy data in bulk, and…
This skill should be used for time series machine learning tasks including classification, regression, clustering, forecasting, anomaly detection, segmentation, and similarity search. Use when…
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…
AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway…
Create Earth2Studio prognostic (time-stepping forecast) model wrappers.
Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage. Use PROACTIVELY for quantitative finance,…
Monthly CFO workflow for a company or agency — pull raw data from bank + payment processor + payroll + expense management, categorize and reconcile, compute end-of-month cash via transaction-sum…
Under genuine uncertainty with no reliable forecast, inventory means, cap downside at affordable loss, act for commitments, and let goals emerge from controllable moves.
Tech Stock Earnings Deep Dive Analysis and Multi-Perspective Investment Memo System (v3.0). Covers 16 major analysis modules (A-P), 6 investment philosophy perspectives, institutional-grade evidence…
US stock market sentiment monitoring and position recommendation system. Evaluates market sentiment by tracking 5 core indicators (NAAIM Exposure Index, Institutional Equity Allocation, Retail Net…
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),…
Plan organizational capacity for construction projects. Forecast resource needs, identify capacity gaps, and support strategic planning for project pursuit and staffing.
Builds the owner's Finance Guru profile from the answers the caller passes in, covering goals, risk tolerance, constraints, assets, cash flow, debt, and preferences, and returns the next questions…
Verifiable-attribution and citation-discipline craft — atomic claim decomposition, evidence grading (primary/analysis/forecast tiers), claimant attribution, citation typing…
Fetch the current weather forecast for a specified location and return a structured summary.
Plan resource capacity — workload analysis and utilization forecasting. Use when heading into quarterly planning, the team feels overallocated and you need the numbers, deciding whether to hire or…
Use when the user wants a FutureSearch forecast: the probability, date or number for a question about the future, or the outcomes of a decision they, their company, or someone else is facing…
Accounting knowledge graphs: SEC XBRL filings, QuickBooks ledgers, reports and forecasts over MCP.
Forecast inventory, set safety stock, and manage replenishment. Use for FBA inventory planning, demand forecasting, restock decisions, or multi-warehouse optimization.
Live, government-identical company data from 27 national registries in one install — MCP server + 10 Skills + 6 slash commands. Walk cross-border ownership chains, run KYC/AML due diligence, detect…
Market prediction skill using Kronos. Use when user needs finance market time-series forecasting or news-aware finance market adjustments.