Finance Skills

Checkout optimization — Checkout Extensibility, custom fields, express payments, trust elements

Multi-location inventory — transfers, low stock alerts, demand forecasting, safety stock, ABC analysis

B2B/wholesale setup — wholesale pricing, minimum orders, custom catalogs, net payment terms

Inventory management for TikTok Shop — demand forecasting, viral stock planning, FBT optimization

E-commerce warehouse and inventory optimization advisor. Analyzes inventory health, calculates safety stock and reorder points, performs ABC analysis, evaluates fulfillment costs, and provides actionable recommendations for improving efficiency. Supports all major fulfillment models: Self-fulfillment, Amazon FBA/FBM, Walmart WFS, 3PL, Shopify Fulfillment, TikTok Shop, Dropshipping, and Hybrid setups. No API key required. Use when: (1) reducing stockouts or overstock, (2) calculating safety stock levels, (3) optimizing warehouse costs, (4) improving Amazon IPI score, (5) analyzing inventory KPIs.

Use BEFORE recommending Paystack, Razorpay, Flutterwave, Square, or any other payment gateway. Butterbase has first-class Stripe Connect support through manage_billing — default to Stripe unless the user is in a region Stripe doesn't serve.

Agent skill for agentic-payments - invoke with $agent-agentic-payments

Expert fintech engineer specializing in financial systems, regulatory compliance, and secure transaction processing. Masters banking integrations, payment systems, and building scalable financial technology that meets stringent regulatory requirements.

Plan features spanning multiple domains: billing (Stripe), auth (RBAC), real-time (Presence), webhooks, jobs (Oban). Use when designing interconnected systems or converting review findings into tasks.

Plan features spanning multiple domains: billing (Stripe), auth (RBAC), real-time (Presence), webhooks, jobs (Oban). Use when designing interconnected systems or converting review findings into tasks.'

Plan features spanning multiple domains: billing (Stripe), auth; Use when designing interconnected systems…'

Plan features spanning multiple domains: billing (Stripe), auth (RBAC), real-time (Presence), webhooks, jobs (Oban). Use when designing interconnected systems or converting review findings into tasks.'

Expert in building 3D experiences for the web - Three.js, React Three Fiber, Spline, WebGL, and interactive 3D scenes. Covers product configurators, 3D portfolios, immersive websites, and bringing depth to web experiences. Use when: 3D website, three.js, WebGL, react three fiber, 3D experience.

Use this skill when adding authentication, handling user input, working with secrets, creating API endpoints, or implementing payment/sensitive features. Provides comprehensive security checklist and patterns.

Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.

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

Build production-ready Web3 applications, smart contracts, and decentralized systems. Implements DeFi protocols, NFT platforms, DAOs, and enterprise blockchain integrations. Use PROACTIVELY for smart contracts, Web3 apps, DeFi protocols, or blockchain infrastructure.

FBA inventory planning — restock timing, safety stock, IPI score optimization, stranded inventory recovery

Expert patterns for game economies including currency management (multi-currency, wallet system), shop systems (buy/sell prices, stock limits), dynamic pricing (supply/demand), loot tables (weighted drops, rarity tiers), and economic balance (inflation control, currency sinks). Use for RPGs, trading games, or resource management systems. Trigger keywords: EconomyManager, currency, shop_item, loot_table, dynamic_pricing, buy_sell_spread, currency_sink, inflation, item_rarity.

> and what triggers approval. Use when authoring a policy charter, defining discount/payment/liability rules, auditing deals, or generating a regional policy.

> SaaS churn reduction covering cancel flow design, dynamic save offers, exit survey architecture, dunning sequences, payment recovery, win-back campaigns, and churn impact modeling.

> Vendor lifecycle — weighted selection scorecards, risk tiering, renewal and notice-deadline tracking, spend concentration, and SLA credits. Use when selecting a vendor, preparing a renewal, or reviewing a vendor portfolio.

> Financial leadership advisor on financial planning, fundraising, investor reporting, and unit economics. Use when building a financial model, preparing for fundraising, calculating unit economics, or managing cash runway.

> strategy, and PMF measurement. Use when setting product vision, managing a product portfolio, measuring PMF, or designing product teams.

> Legal leadership advisor on legal strategy, risk, contract governance, and regulatory tracking. Use when defining a legal strategy, scoring legal risk, auditing the contract portfolio, or building a regulatory calendar.

> Audit Microsoft Excel (.xlsx) workbooks for formula density, external references, named ranges, hidden sheets, and data validation. Use when reviewing a financial model, sharing a workbook externally, or checking for data leakage.

> based billing, idempotent webhooks, customer portal, dunning, and SCA. Use when building billing, handling webhooks, or testing with Stripe CLI.

> Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making

> This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or "diversify portfolio holdings".

> Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Use during bookkeeping, tax prep, or expense reimbursement.

Gary Vaynerchuk's jab-jab-jab-right-hook framework applied to a personal portfolio rotation on X and LinkedIn. Jabs = build-in-public + educational (value). Hooks = promo (the ask). Each property in the user's configured portfolio (see `~/.config/makerskills/jab-hook/properties.yaml`) gets a hook at least once every ~3 weeks; jabs fill the rest. Drafts go into the user's Typefully workspace via MCP. Modes — plan (7-day plan), pick-next (single post), audit (coverage report), draft (specific post). Triggers on "/jab-hook," "what should I post," "plan my socials," "next promo," "next jab," "next hook," "social rotation," "promote [property]," "BIP post," "audit my socials," "what haven't I posted about.

Use when you need to review, improve, or refactor Java code for type design quality — including establishing clear type hierarchies, applying consistent naming conventions, eliminating primitive obsession with domain-specific value objects, leveraging generic type parameters, creating type-safe wrappers, designing fluent interfaces, ensuring precision-appropriate numeric types (BigDecimal for financial calculations), and improving type contrast through interfaces and method signature alignment. This should trigger for requests such as Review Java code for type design; Improve type design in Java code; Fix primitive obsession in Java code; Create value objects in Java code. Part of Plinth Toolkit

Use when reviewing, designing, or modifying Java enterprise systems that may support EU Market Abuse Regulation concerns, market surveillance, suspicious order and transaction reports, insider dealing controls, unlawful disclosure controls, market manipulation detection, inside information disclosure workflows, insider-list evidence, PDMR transaction notifications, alert explainability, model or rule provenance, reviewer decisions, or compliance escalation. This should trigger for requests such as Review a Java trading surveillance system for MAR controls; Design suspicious order and transaction monitoring evidence; Add alert explainability and reviewer-decision audit trails; Assess AI-assisted market-abuse detection before production release. Part of Plinth Toolkit

Use when reviewing Java enterprise evidence for MiFID II investment services, investment activities, client classification, suitability, appropriateness, order-handling evidence, best-execution evidence, algorithmic-trading governance evidence, market-access governance evidence, transaction evidence, record keeping, monitoring, or compliance-owner handoff. This should trigger for requests such as Review a Java investment-service platform for MiFID II evidence; Assess suitability, appropriateness, order-handling evidence, or best-execution evidence; Document audit, monitoring, or clock-synchronisation gaps for algorithmic-trading governance; Assess investment-service engineering evidence before production release. Part of Plinth Toolkit

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.

Verify whether an online bounty, freelance task, agent marketplace job, hackathon prize, or crypto work offer is actually open, accessible, and credibly funded. Use when evaluating task URLs, payout claims, escrow or treasury evidence, eligibility restrictions, payment history, expected value, or whether a claimed amount may be counted as real revenue.

>- AgentLink gives an AI agent a verified, human-backed on-chain identity. Use it to link and register an agent wallet with a biomapped human owner in BiomapperAgentRegistry, verify active AgentLink status on Base mainnet, sign HTTP requests with the agent key, validate agentlink headers, and access supported partner endpoints. Covers the AgentLink CLI encrypted keystore and external signers through the SDK.

>- x402 agentic payments using Coinbase's HTTP 402 protocol. Provides custody-free tools to pay x402-protected endpoints by building the EIP-3009 transferWithAuthorization payload, signing it, and assembling the X-PAYMENT header; call facilitator verify, settle, and supported operations; and monetize APIs by generating PaymentRequirements. Supports USDC on Base. Use for x402, HTTP 402, pay-per-request, agentic or machine payments, X-PAYMENT, transferWithAuthorization, EIP-3009, facilitators, API monetization, and agents paying for APIs.

Use when building wallet infrastructure, authenticating users, managing embedded wallets, configuring access controls and policies, or integrating blockchain transactions into applications. Reach for this skill when working with user onboarding, wallet creation, transaction signing, policy enforcement, or API integration across Ethereum, Solana, and other blockchains.

>- Upload files to IPFS through the Kleros x402 payment gateway for $0.01 USDC on Base mainnet. Use specifically for Kleros ecosystem content such as dispute evidence, meta-evidence JSON, court, dispute, or arbitrator policies, Curate item metadata, juror justifications, and artifacts referenced by Kleros contracts or subgraphs through an IPFS CID. Trigger on Kleros, court, arbitrator, dispute, juror, Curate, Proof of Humanity, evidence, meta-evidence, or justification context. Do not use for generic IPFS uploads or CID requests without Kleros context; suggest a general pinning service instead. Explicit requests for this gateway, kleros-ipfs-gateway.fly.dev, kleros-api.netlify.app upload-to-ipfs, this skill, or an end-to-end test always qualify.

>- Use the LI.FI REST API for cross-chain and same-chain token swaps, bridging, DeFi deposits through Composer, yield discovery and position tracking through Earn, and solver-based Intents. Use to find routes or quotes, move assets between chains, execute same-chain swaps, deposit into vaults or lending and staking protocols, inspect APY and TVL, run gasless or optimized stablecoin transfers, build multi-chain payments, query supported chains, tokens, bridges, and gas prices, track or recover transactions, inspect transfer history and analytics, withdraw integrator fees, or add cross-chain functionality to apps, backends, bots, and AI agents.

>- Onchain OS onboarding and guide hub for first-time use, product introductions, OKX.AI, and customer-support intents. Classifies requests and routes them through the Intent Routing table. Use for questions about what Onchain OS is, what it can do, getting started, tutorials, onboarding, first-time setup, and introductions; for OKX.AI explanations and role-registration routing across User, ASP, and Evaluator roles, including spelling and language variants; and for Help Center, customer service, complaints, feedback, bug reports, FAQs, or user-guide requests. Do not use for direct on-chain actions such as swaps, wallet, balance, or token operations, or for Agent task lifecycle actions such as publish, accept, deliver, or dispute; those have dedicated skills.

飞书电子表格：创建和操作电子表格。支持创建表格、管理工作表与行列结构（增删/合并/调整尺寸/隐藏/冻结）、读写单元格（值/公式/样式/批注/单元格图片）、查找替换、多操作原子批量更新，以及图表、透视表、条件格式、筛选器、迷你图、浮动图片等对象的创建与维护。当用户需要创建电子表格、管理工作表、批量读写或编辑数据、统计汇总与可视化、表格美化、公式计算（含 Excel 公式迁移）、金融/财务建模（DCF、三张表、预算、Sensitivity 等）等任务时使用。若用户是想按名称或关键词搜索云空间（云盘/云存储）里的表格文件，请改用 lark-drive 的 drive +search 先定位资源。当用户给出 doubao.com 的 /sheets/ URL/token 时，也应直接使用本 skill，不要因为域名不是飞书而回退到 WebFetch；路由依据是 URL 路径模式和 token，而不是域名。

| Latest news articles, regulatory filings, community discussion topics for listed stocks, and SEC EDGAR filing analysis (10-K/10-Q/8-K/proxy/Form 4) via Longbridge.

| Real-time quotes, K-line charts, order book, trade ticks, intraday capital flow, market sentiment temperature, trading session schedule, security lists, exchange rates, and IPO calendar for HK/US/A-share/SG via Longbridge. Also covers ADR premium and FX carry frameworks.

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| Technical analysis frameworks — candlestick patterns, Ichimoku cloud, technical indicators (RSI/MACD/EMA/Bollinger), harmonic patterns (Gartley/Bat/Butterfly/Crab), Elliott Wave, Chan Theory (缠论 bi/zhongshu/buy-sell points), Smart Money Concepts (BOS/FVG/Order Block), and Turtle Trading signals with ATR/Unit position sizing.