Occupations

Personal Financial Advisors

1,067 skills

Ask AI

1,067 skills

Portfolio Management

Manage user holdings, support buy, sell, rebalance, and query actions, and validate ticker symbols before any write operation

B-M-Capital-Research216

Web3 Tools

Use this skill when the user mentions wallet login, sign in, verify OTP, add wallet, switch account, wallet status, logout, wallet balance, assets, holdings, send tokens, transfer ETH, transfer USDC, pay someone, send crypto, send ERC-20, send SPL, transaction history, recent transactions, tx status, tx detail, order list, call smart contract, interact with contract, execute contract function, send calldata, invoke smart contract, show my addresses, wallet addresses, deposit, receive, top up, fund my wallet, list accounts, sign message, personal sign, personalSign, eip712, sign data, sign typed data, sign EIP-712, TEE signing, export wallet, export mnemonic. Manages the wallet lifecycle: auth (login, OTP verify, account addition, switching, status, logout), authenticated balance queries, wallet address display (grouped by XLayer/EVM/Solana), token transfers (native & ERC-20/SPL), transaction history, smart contract calls, and message signing (personalSign for EVM & Solana, EIP-712 for EVM).

okx209

Debugging

Onchain OS Portfolio

Use this skill when the user provides a specific wallet address and wants to check its balance, token holdings, portfolio value, or DeFi positions. Typical triggers: 'check balance of 0xAbc...', 'show tokens in this address', 'what tokens does 0xAbc hold', 'portfolio value of this address', address portfolio value, multi-chain balance lookup for a given address. Supports XLayer, Solana, Ethereum, Base, BSC, Arbitrum, Polygon, and 20+ other chains. Do NOT use when the user asks about their own wallet without providing an address (e.g., 'check my wallet balance', 'show my assets', '查看我的余额') — use okx-agentic-wallet instead, which queries the logged-in wallet. Do NOT use for PnL analysis, DEX history, realized/unrealized profit — use okx-dex-market. Do NOT use for signal tracking — use okx-dex-signal. Do NOT use for meme scanning — use okx-dex-trenches. Do NOT use for programming questions about balance APIs or integration.

okx209

Finance & Investment

Financial Summary

Parse and analyze personal financial transaction CSV exports to calculate account totals and generate detailed breakdowns. Use when the user asks to analyze transaction data, generate financial summaries, calculate account balances, or review spending from CSV exports. Supports account grouping (Galicia, Mercado Pago, Quiena, LLC/Relay, HSBC, Crypto), automatic internal transfer detection, and detailed transaction listings.

majiayu000200

Finance & Investment

Agent Smith

Intelligent financial management skill for Claude Code that provides comprehensive PocketSmith API integration with AI-powered analysis, transaction categorization, rule management, tax intelligence, and scenario planning. Use when working with PocketSmith data for (1) Transaction categorization and rule management, (2) Financial analysis and reporting, (3) Australian tax compliance (ATO) and deduction tracking, (4) Scenario analysis and forecasting, (5) PocketSmith setup health checks, (6) Budget optimization and spending insights.

majiayu000200

Debugging

Justin Sun Perspective

孙宇晨(Justin Sun)的思维框架与表达方式。基于21,829条推文（14,418 EN + 7,411 ZH）、 1本自传《这世界既残酷也温柔》、155集音频课《财富自由革命之路》(~18小时)、 40+篇深度采访与调查报道、2篇核心中文长访谈（花总86分钟+晚点76分钟）、 2期英文深度播客（Bankless 90分钟+UpOnly 60分钟）、1段太空飞行纪录，提炼14个核心心智模型、18条决策启发式和完整的表达DNA。用途：作为思维顾问，用孙宇晨的视角分析加密行业、审视商业决策、提供反馈。当用户提到「用孙宇晨的视角」「Justin Sun会怎么看」「孙哥模式」「sun perspective」时使用。即使用户只是说「帮我用孙宇晨的角度想想」「如果Justin Sun会怎么做」「切换到孙哥」也应触发。

0xquqi190

Personal Financial Advisors

Portfolio Management

Onchain OS Wallet

Onchain OS Portfolio

Financial Summary

Agent Smith

Justin Sun Perspective

Personal Financial Advisors

Portfolio Management

Onchain OS Wallet

Onchain OS Portfolio

Financial Summary

Agent Smith

Justin Sun Perspective

Bags

Copy Trading

Buffett Perspective

Portfolio Manager

Hyperliquid Payments

Bank Wealth Products

Family Trust Needs Succession

Customer Churn Early Warning Assistant

Family Trust Needs Charity

Family Trust Needs Tax

Fund Sip Planner

Client Portfolio Diagnostic Assistant

Charitable Trust Match

Investment Advisory Ipo

Fund Rebalance Advisor

Drawdown Comfort Script

Redemption Alert Sustained Redemption

Bank T194 Wealth Management Needs Insight Assistant

Client Portfolio Diagnostic Assistant

Coverage Gap Analysis

Family Trust Needs Marriage

Bank T242 Transaction Banking Inclusive Finance Task Assistant

Account Review

High Net Worth Needs Insight Assistant