AI Skills for Financial Analyst

Provides expertise in energy procurement, tariff optimization, and demand charge management for large commercial and industrial consumers.

Facilitates evidence-based revenue and billing analysis, ensuring accurate pricing and refunds while diagnosing billing issues.

Creates institutional-quality DCF valuation models in Excel, enabling detailed equity analysis with sensitivity tables and projections.

Creates auditable Excel workbooks using openpyxl, ensuring formulas and conventions for financial modeling and auditing.

Access Hyperliquid market data and account history for trading analysis and review, enabling informed decision-making in crypto markets.

Builds integrated 3-statement financial models in Excel, ensuring accurate projections and linkages for financial analysis.

Creates dynamic leveraged buyout models in Excel, facilitating private equity analysis and valuation with structured templates.

Builds detailed merger models in Excel, analyzing accretion/dilution impacts for M&A transactions, aiding in financial evaluations.

Provides stock quotes, historical data, and crypto prices using Yahoo Finance, enabling users to analyze market trends effortlessly.

Enables users to create institutional-grade comparable company analyses in Excel, enhancing investment decision-making through peer benchmarking.

This skill enables advanced financial trading predictions using temporal advantages for executing trades before market data arrives.

Evaluates portfolio risk using neural-trader, calculating metrics like VaR, CVaR, and position sizing for informed trading decisions.

Facilitates seamless payment processing and credit management within the Flow Nexus ecosystem, optimizing subscriptions and financial operations.

Facilitates the creation, editing, and analysis of spreadsheet files, ensuring professional formatting and error-free formulas.

Provides real-time market data and portfolio analysis for HK, US, A-share, and SG markets in multiple languages.

Analyzes passive income portfolios by evaluating dividend yields and optimizing allocations for targeted monthly income goals.

Enables thesis-driven equity analysis using SEC EDGAR and market data, providing structured insights and scorecards for stock evaluation.

Analyzes AWS spending and provides optimization recommendations to reduce costs and improve resource utilization.

This skill specializes in judicial and extrajudicial real estate auctions, providing integrated legal and market analysis.

Guides users in configuring Odoo Accounting, covering chart of accounts, journals, taxes, and bank reconciliation for effective financial management.