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Finance

Investment analysis and financial tracking.

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finance-investment
538

budget-forecasting-engine

Driver-based budgeting and forecasting skill with rolling forecast support and variance analysis

a5c-ai
a5c-ai
business
open
finance-investment
538

cash-flow-forecaster

Daily, weekly, and monthly cash forecasting skill with scenario analysis and liquidity stress testing

a5c-ai
a5c-ai
business
open
finance-investment
538

comparable-company-analyzer

Public company comparable analysis skill with peer selection, multiple calculation, and football field visualization

a5c-ai
a5c-ai
business
open
finance-investment
538

dcf-valuation-modeler

Discounted Cash Flow model builder for comprehensive company valuations with WACC calculation, terminal value estimation, and sensitivity analysis

a5c-ai
a5c-ai
business
open
finance-investment
538

economic-indicator-tracker

Macroeconomic indicator monitoring and analysis skill with trend identification and forecasting

a5c-ai
a5c-ai
business
open
finance-investment
538

fraud-risk-assessor

Fraud risk assessment skill based on the fraud triangle with red flag detection

a5c-ai
a5c-ai
business
open
finance-investment
538

fx-hedging-strategy-modeler

Foreign exchange exposure analysis and hedging strategy skill with hedge effectiveness testing

a5c-ai
a5c-ai
business
open
finance-investment
538

industry-analysis-engine

Industry and competitive analysis skill with Porter's Five Forces and market structure analysis

a5c-ai
a5c-ai
business
open
finance-investment
538

lbo-model-builder

Leveraged Buyout model construction skill for private equity transaction analysis

a5c-ai
a5c-ai
business
open
finance-investment
538

merger-model-builder

M&A merger model construction skill with accretion/dilution analysis and synergy modeling

a5c-ai
a5c-ai
business
open
finance-investment
538

monte-carlo-financial-simulator

Stochastic simulation skill for financial modeling with probability distributions and risk quantification

a5c-ai
a5c-ai
business
open
finance-investment
538

three-statement-model-builder

Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling

a5c-ai
a5c-ai
business
open
finance-investment
538

xbrl-filing-generator

XBRL financial statement tagging and SEC filing preparation skill

a5c-ai
a5c-ai
business
open
finance-investment
538

comp-benchmarking

Analyze market compensation data and establish competitive pay structures

a5c-ai
a5c-ai
business
open
finance-investment
538

exit-analysis

Analyze exit interview data and identify retention insights and patterns

a5c-ai
a5c-ai
business
open
finance-investment
304

tech-divergence

Evaluate technical options with scoring matrix, trigger Gate 4 for significant decisions

WellApp-ai
WellApp-ai
business
open
finance-investment
245

margin-management

Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.

AojdevStudio
AojdevStudio
business
open
finance-investment
245

dividend-tracking

Sync dividend data from Fidelity CSV to Dividends sheet. Reads dividend.csv from notebooks/updates/, calculates actual dividends received (shares × amount per share), writes to input area (rows 2-46), then clicks Add Dividend button to process. Triggers on sync dividends, update dividends, dividend tracker, layer 2 income, or monthly dividend analysis.

AojdevStudio
AojdevStudio
business
open
finance-investment
245

montecarlo

Run Monte Carlo simulations for Finance Guru portfolio strategy. USE WHEN user mentions monte carlo OR run simulation OR stress test portfolio OR probability analysis OR income projections OR margin safety analysis. Supports 4-layer portfolio (Growth, Income, Hedge, GOOGL) with auto-detection of current values from Fidelity CSV.

AojdevStudio
AojdevStudio
business
open
finance-investment
245

portfoliosyncing

Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports multiple brokers (Fidelity, Schwab, Vanguard, etc.). USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR working with Portfolio_Positions CSVs. Handles position updates, SPAXX/margin validation, safety checks, and formula protection.

AojdevStudio
AojdevStudio
business
open
finance-investment
240

flood-detection

Detect flood events by comparing water levels to thresholds. Use when determining if flooding occurred, counting flood days, aggregating instantaneous data to daily values, or classifying flood severity.

benchflow-ai
benchflow-ai
business
open
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