Finance Skills

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

Context for ongoing migration from old Portfolio Buddy app. Use when: fixing bugs, adding migrated features, checking feature parity, or understanding why certain code exists. Contains list of 40 features being migrated and known issues.

Auto-loaded context for Portfolio Buddy 2 development. Use for ANY task involving: React 19 development, TypeScript, portfolio analysis features, metrics calculations, trading strategy comparison, or working with the Portfolio Buddy 2 codebase. Contains tech stack, known issues, and architectural constraints.

| SMC trading agent skill for Alpha Harness backtesting. Provides ICT/SMC methodology, decision frameworks, and behavioral guidelines for autonomous trading in simulated environments. USE WHEN agent wakes in harness, needs to analyze markets, decide on setups, or place orders.

Handle Stripe payments, custom checkouts, and webhook fulfillment outside of standard plans/credits.

Best practices for building Stripe integrations. Use when implementing payment processing, checkout flows, subscriptions, webhooks, Connect platforms, or any Stripe API integration.

Write a bot to continuously listen and respond to events on a public blockchain network.

DEX liquidity analysis and slippage estimation for MEV trading. Use when implementing swaps, route selection, or position sizing. Triggers on: liquidity, slippage, price impact, depth, AMM math, Uniswap, Curve.

Blockchain RPC error handling, gas estimation, multi-chain config, and transaction management. Use when interacting with smart contracts, estimating gas, or managing transactions. Triggers on: RPC, contract call, gas, multicall, nonce, transaction, revert.

Automatically activated when user mentions multi-project coordination, cross-project dependencies, portfolio management, roadmap planning, resource allocation across projects, or asks to coordinate/manage multiple projects simultaneously. Provides strategic project coordination expertise.

Implements authentication and payment features using Clerk, Supabase Auth, or Stripe. Use when user mentions ログイン, 認証, auth, authentication, Clerk, Supabase, 決済, payment, Stripe, 課金, サブスクリプション. Do NOT load for: 一般的なUI作成, データベース設計, 非認証機能.

Manages founder business portfolio, signals, vault, and snapshots. Tracks business health, stores credentials securely, and generates AI-powered business analytics and recommendations.

Manages all Stripe billing operations for Unite-Hub including product/price creation, subscription management, checkout sessions, webhooks, and dual-mode (test/live) billing for staff vs. customer ...

When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies. Also use when the user mentions 'churn,' 'cancel flow,' 'offboarding,' 'save offer,' 'dunning,' 'failed payment recovery,' 'win-back,' 'retention,' 'exit survey,' 'pause subscription,' 'involuntary churn,' 'people keep canceling,' 'churn rate is too high,' 'how do I keep users,' or 'customers are leaving.' Use this whenever someone is losing subscribers or wants to build systems to prevent it. For post-cancel win-back email sequences, see email-sequence. For in-app upgrade paywalls, see paywall-upgrade-cro.

Build document analysis applications with Azure Document Intelligence (Form Recognizer) SDK for Java. Use when extracting text, tables, key-value pairs from documents, receipts, invoices, or building custom document models.

> Autonomous crypto business development patterns — multi-chain token discovery, 100-point scoring with wallet forensics, x402 micropayments, ERC-8004 on-chain identity, LLM cascade routing, and pipeline automation for CEX/DEX listing acquisition. Use when building AI agents for crypto BD, token evaluation, exchange listing outreach, or autonomous commerce with payment protocols.

> HomeKit, ARKit, machine learning, generative AI, iCloud, Sign in with Apple, SharePlay, CarPlay, Game Center, in-app purchase, NFC, Wallet, VoiceOver, Maps, "HealthKit", "HomeKit", "ARKit", "augmented reality", "machine learning", "generative AI", "iCloud sync", "Sign in with Apple", "SharePlay", "CarPlay", "in-app purchase", "NFC", "VoiceOver", "Maps", "Mac Catalyst". Also use when the user says "how do I integrate Siri," "what are the Apple Pay guidelines," "how should my AR experience work," "how do I use Sign in with Apple," or asks about any Apple framework or service integration.

Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy.

Product leadership for scaling companies. Product vision, portfolio strategy, product-market fit, and product org design. Use when setting product vision, managing a product portfolio, measuring PMF, designing product teams, prioritizing at the portfolio level, reporting to the board on product, or when user mentions CPO, product strategy, product-market fit, product organization, portfolio prioritization, or roadmap strategy.

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.

SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.

Senior Project Manager for enterprise software, SaaS, and digital transformation projects. Specializes in portfolio management, quantitative risk analysis, resource optimization, stakeholder alignment, and executive reporting. Uses advanced methodologies including EMV analysis, Monte Carlo simulation, WSJF prioritization, and multi-dimensional health scoring. Use when a user needs help with project plans, project status reports, risk assessments, resource allocation, project roadmaps, milestone tracking, team capacity planning, portfolio health reviews, program management, or executive-level project reporting — especially for enterprise-scale initiatives with multiple workstreams, complex dependencies, or multi-million dollar budgets.

Use when hardening Go code at API boundaries — copying slices/maps, verifying interface compliance, using defer for cleanup, time.Time/time.Duration, or avoiding mutable globals. Also use when reviewing for robustness concerns like missing cleanup or unsafe crypto usage, even if the user doesn't mention "defensive programming." Does not cover error handling strategy (see go-error-handling).

Create, parse, and control Excel files on macOS. Professional formatting with openpyxl, complex xlsm parsing with stdlib zipfile+xml for investment bank financial models, and Excel window control via AppleScript. Use when creating formatted Excel reports, parsing financial models that openpyxl cannot handle, or automating Excel on macOS.

Collect real financial data for any US publicly traded company from free public sources (yfinance). Output structured JSON consumable by downstream financial skills (DCF modeling, comps analysis, earnings review). Handles market data (price, shares, beta), historical financials (income statement, cash flow, balance sheet), WACC inputs, and analyst estimates. Use when users request collect data for ticker, get financials for company, pull market data, gather DCF inputs, or any task requiring structured financial data before analysis. Also triggers on financial data, company data, stock data.

| Aggregate breaking cryptocurrency news from 50+ sources including CoinDesk, CoinTelegraph, The Block, and Decrypt. Use when needing to monitor crypto market news, track announcements, or find coin-specific updates. Trigger with phrases like "get crypto news", "latest Bitcoin headlines", "DeFi announcements", "scan for breaking news", or "check crypto updates".

| Diagnose and fix common Alchemy SDK and Web3 API errors. Use when encountering rate limits, RPC failures, invalid parameters, or blockchain query errors with the Alchemy SDK. "alchemy debug", "fix alchemy issue".

| Build a complete wallet portfolio tracker using Alchemy Enhanced APIs. Use when implementing token balance dashboards, NFT galleries, transaction history views, or wallet analytics applications. "alchemy transaction history", "build dApp with alchemy".

| Collect Alchemy SDK debug evidence for troubleshooting and support tickets. Use when encountering persistent issues, preparing support tickets, or debugging blockchain query failures.

| Use when starting blockchain development, testing Alchemy setup, or learning basic blockchain query patterns. "get ETH balance", "fetch NFTs alchemy".

| Install the Alchemy SDK and configure API key authentication for Web3 development. Use when setting up blockchain API access, creating an Alchemy app, or configuring multi-chain RPC endpoints.

| Set up local Web3 development workflow with Alchemy, Hardhat, and testnets. Use when configuring local blockchain dev, testing with Sepolia faucets, or setting up hot-reload for smart contract development.

| Optimize Alchemy SDK performance with caching, batching, and multi-chain parallelism. Use when reducing latency for blockchain queries, optimizing CU consumption, or scaling dApps for high request volumes. "alchemy caching", "alchemy batch requests".

| Execute production readiness checklist for Alchemy-powered dApps. Use when deploying Web3 applications, preparing for mainnet launch, or validating blockchain integration before go-live. "dApp production readiness".

| Implement Alchemy Compute Unit (CU) rate limiting and request throttling. Use when handling 429 errors, optimizing CU usage, or managing concurrent blockchain queries within plan limits. "alchemy throttling", "alchemy CU budget".

| Implement reference architecture for Alchemy-powered Web3 applications. Use when designing dApp infrastructure, planning multi-chain deployments, or structuring a production blockchain application. "web3 system design", "alchemy multi-chain design".

| Apply production-ready Alchemy SDK patterns for Web3 applications. Use when building reusable blockchain clients, implementing caching, multi-chain abstractions, or type-safe contract interactions.

| Apply Web3 security best practices for Alchemy-powered applications. Use when securing API keys, validating blockchain inputs, preventing private key exposure, or hardening dApp infrastructure. "alchemy API key security", "dApp security".

| Implement Alchemy Notify webhooks for real-time blockchain event notifications. Use when tracking wallet activity, monitoring mined transactions, watching smart contract events, or building real-time dApp features. "alchemy address activity", "alchemy real-time notifications".

| Analyze cryptocurrency market sentiment using Fear & Greed Index, news analysis, and market momentum. Use when gauging overall market mood, checking if markets are fearful or greedy, or analyzing sentiment for specific coins. Trigger with phrases like "analyze crypto sentiment", "check market mood", "is the market fearful", "sentiment for Bitcoin", or "Fear and Greed index".

| Monitor blockchain mempools for pending transactions, gas analysis, and MEV opportunities. Use when analyzing pending transactions, optimizing gas prices, or researching MEV. Trigger with phrases like "check mempool", "scan pending txs", "find MEV", "gas price analysis", or "pending swaps".

| Process perform on-chain analysis including whale tracking, token flows, and network activity. Use when performing crypto analysis. Trigger with phrases like "analyze crypto", "check blockchain", or "monitor market".

| Track crypto options flow to identify institutional positioning and market sentiment. Use when tracking institutional options flow. Trigger with phrases like "track options flow", "analyze derivatives", or "check institutional".

| Audit wallet security by analyzing token approvals, permissions, and transaction patterns. Use when checking wallet security, reviewing approvals, or assessing risk exposure. Trigger with phrases like "audit wallet", "check approvals", "security scan", or "revoke tokens".

| Backtest crypto and traditional trading strategies against historical data. Calculates performance metrics (Sharpe, Sortino, max drawdown), generates equity curves, and optimizes strategy parameters. Use when user wants to test a trading strategy, validate signals, or compare approaches. Trigger with phrases like "backtest strategy", "test trading strategy", "historical performance", "simulate trades", "optimize parameters", or "validate signals".

| Calculate cryptocurrency tax obligations with cost basis tracking, capital gains computation, and Form 8949 generation. Use when calculating crypto taxes, generating tax reports, comparing cost basis methods, or identifying taxable events. Trigger with phrases like "calculate crypto taxes", "generate tax report", "cost basis FIFO", "capital gains", "Form 8949", or "crypto taxable events".

| Process query and analyze blockchain data including blocks, transactions, and smart contracts. Use when querying blockchain data and transactions. Trigger with phrases like "explore blockchain", "query transactions", or "check on-chain data".