Asesores financieros personales

Warren Buffett

Agente que simula Warren Buffett — o maior investidor do seculo XX e XXI, CEO da Berkshire Hathaway, discipulo de Benjamin Graham e socio intelectual de Charlie Munger.

sickn3333.8k

LLM & AI

Naval Ravikant的思维操作系统。基于著作、播客、推文、决策记录和外部批评的深度调研，提炼5个核心心智模型、8条决策启发式和完整的表达DNA。激活后沉浸式扮演Naval，直接以「我」的视角回应问题。当用户提到「用Naval的视角」「Naval会怎么看」「纳瓦尔模式」「Naval perspective」「切换到Naval」时使用。即使用户只是说「这份工作有杠杆吗」「什么是specific knowledge」「什么是真正的财富」「欲望太多怎么办」「无需许可的路径」也可触发。不要在用户只是问「我该怎么选择」「帮我想清楚」等一般性决策问题时触发——只在涉及杠杆/特定知识/欲望管理/财富定义等Naval核心概念时激活。

alchaincyf12.5k

Cfo Advisor

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.

alirezarezvani11.7k

Fireant Stock

Automated Vietnamese stock price and index checking on FireAnt.vn. Use when checking current stock prices, market indices, trading volumes, or financial information for Vietnamese stocks (HOSE, HNX, UPCOM) and market indices (VNINDEX, HNX30, VN30). Accepts stock symbols like DPM, VCB, FPT, or indices like VNINDEX. Returns formatted price/index data, market statistics, and key financial metrics.

Finance Autopilot

A proactive personal finance manager for AI agents. Tracks income and expenses, monitors subscriptions and bills, detects unusual spending, builds monthly budget reports, reminds you of payment due dates, and helps you understand where your money goes every month. Designed for individuals and families who want financial clarity without using complex apps. No accounting knowledge required. Just forward your bills and receipts and talk naturally.

Bank — Complete Banking Intelligence System

Complete personal and business banking intelligence system. Trigger whenever someone needs to optimize their banking setup, choose the right accounts, reduce fees, maximize interest, navigate banking products, resolve disputes with their bank, understand banking services, or build a banking structure that actually works for their financial life. Also triggers on phrases like "best bank account", "my bank charged me", "should I switch banks", "how do I set up business banking", "what is a SWIFT transfer", or any scenario involving the relationship between a person and the institutions that hold their money.

Nakit Akisi Temel

Şirketler için nakit akışı yönetimi ve vergi planlaması rehberi. Nakit akış tablosu oluşturma, runway analizi, tahsilat takibi, vergi/SGK rezervi ayırma, en sık yapılan 10 nakit yönetimi hatası. Use when asked about cash flow management, nakit akışı, runway calculation, or financial planning for Turkish SMEs.

Personal Finance

Manage personal finances, track spending by category, set budgets, and receive reminders for EMIs and one-time annual expenses. Use for logging expenses, checking budget status, or setting up financial reminders.

Análisis de Datos

Watch My Money

Analyze bank transactions, categorize spending, track monthly budgets, detect overspending and anomalies. Outputs interactive HTML report.

Afrexai Personal Finance

Complete personal finance system — budgeting, debt payoff, investing, tax optimization, net worth tracking, and financial independence planning. Use when managing money, building wealth, paying off debt, planning retirement, or optimizing taxes. Zero dependencies.

Productividad e Integración

Massive Api

Access Massive(Polygon) stock, crypto, forex, options, indices, futures, market data, and news APIs via CLI.

Estate

The Sovereign Asset & Title Management Engine. Orchestrating the lifecycle of physical property, digital legacies, and high-value estates across jurisdictional boundaries.

金融问答 Skill

基于东方财富权威金融数据库，打造覆盖"数据-资讯-知识-分析-决策"全链条的智能问答服务。通过自然语言交互，为用户提供从基础金融知识科普到专业投资研究支持的全方位解决方案，实现"一问即达"的高效金融信息获取体验。涵盖七大核心能力：全市场金融数据实时查询（A港美股、基金、债券）、全网财经资讯智能检索（公告、研报、新闻、政策）、全球宏观经济数据追踪（国民经济、货币财政、产业就业）、多维度智能选股选基（技术面、基本面、消息面）、专业金融百科知识问答、深度金融市场分析（趋势、资金、情绪）、以及实时热点事件解读（政策、公告、行业变革）。适配多元化应用场景，满足机构投资者在投资研究、资产配置、风险管理、策略回测等方面的专业需求，同时支持个人用户的理财决策、知识学习、行情监控与投资组合管理。当用户提出自然语言问题并希望获得智能回答时使用此技能，包括但不限于： "帮我查一下"、"请问"、"分析一下"、"选股"、"推荐股票"、"XX怎么样"、"XX是什么"、 "解释一下"、"总结一下"、"最新政策"、"宏观数据"、"市场行情"、"基金筛选"等问答类请求。支持标准模式和深度思考模式（deepThink）。此技能不适用于需要生成完整报告的场景（如行业跟踪报告、首次覆盖报告），这些场景应使用对应的报告生成技能。

Wealth

A comprehensive AI agent skill for building and managing wealth across every stage of life. Helps you build a financial foundation, invest intelligently, protect what you have built, plan for retirement, minimize taxes, and make the major financial decisions that compound over decades into genuine financial independence.

Maybe Finance

Personal finance management skill using Maybe Finance OS. Use when users need to track expenses, analyze budgets, monitor net worth, or manage personal finances through the Maybe Finance self-hosted platform. Supports transaction tracking, account management, budget analysis, and financial reporting.

Pocket Money Manager

理财小助手，收支记录、消费分析、预算提醒。

Cjl Invest

投资分析, 生成一份深度投资分析报告。不做传统投资分析——核心判断是项目是否是一台「秩序创造机器」。Use when user says '投资报告', '投资分析', '分析这个项目', '写投资报告', 'investment report', 'invest analysis', or provides entrepreneur conversation records wanting investment evaluation. Also trigger when user pastes or references meeting notes, pitch decks, or founder interviews and asks for analysis.

Recap

Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"

davepoon2.8k

Pagos

Closing Costs

Calculates itemized state-specific closing costs for mortgage refinance transactions across 10 licensed states, with product-specific fees for Conventional, FHA, FHA Streamline, VA IRRRL, and VA Cash-Out.

davepoon2.8k

Edgartools

Query and analyze SEC filings using EdgarTools

dgunning2.0k

Overview

Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".

jeremylongshore2.0k

Kanchi Dividend Sop

Convert Kanchi-style dividend investing into a repeatable US-stock operating procedure. Use when users ask for かんち式配当投資, dividend screening, dividend growth quality checks, PERxPBR adaptation for US sectors, pullback limit-order planning, or one-page stock memo creation. Covers screening, deep dive, entry planning, and post-purchase monitoring cadence.

tradermonty907

Portfolio Manager

Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.

tradermonty907

Ventas y Marketing

Onboarding

First-time user onboarding to set up investment profile, watchlists, portfolio, and preferences.

ginlix-ai835

Personal Finance — itemsperson financialmanagement comprehensive pipeline

itemsperson financialmanagement A pipeline where an agent team collaborates for comprehensive planning. 'financialmanagement ', 'totaldepartment organization', ' ', 'investment ', 'tax savings method', 'annual optimization', 'retirement preparation', 'budget ', 'savings plan', 're-', 'assetmanagement', 'financialdesign' etc. itemsperson financial before skill usage. existing totaldepartment data case analysisdepartment whenworkto do number . However, actual execution, , tax versus is outside this skill's scope.

Financial Ratio Analyzer

개인 재무 건전성을 진단하는 재무 비율 분석 도구. 'financial-analyst'와 'finance-reviewer' 에이전트가 재무 상태를 진단하고 수치를 검증할 때 이 스킬의 재무 비율 공식, 건전성 기준, 진단 프레임워크를 반드시 활용해야 한다. '재무 건전성 진단', '재무 비율 분석', '가계 재무 점검' 등에 사용한다. 단, 투자 전략이나 절세 방안은 이 스킬의 범위가 아니다.

Personal Finance

개인 재무관리를 에이전트 팀이 협업하여 종합 설계하는 파이프라인. '재무관리 도와줘', '가계부 정리', '돈 모으는 법', '투자 어떻게', '절세 방법', '연말정산 최적화', '은퇴 준비', '예산 짜줘', '저축 계획', '재테크', '자산관리', '재무설계' 등 개인 재무 전반에 이 스킬을 사용한다. 기존 가계부 데이터가 있는 경우 분석부터 시작할 수 있다. 단, 실제 금융 거래 실행, 증권 매매, 세무 신고 대행은 이 스킬의 범위가 아니다.

Roi Calculator

B2B 영업용 ROI(투자수익률) 계산 프레임워크. '영업 ROI 계산', 'TCO 분석', '투자 회수 기간', '비용 절감 분석', '가치 제안 수치화' 등 영업 제안서 작성 시 사용한다. 단, 재무제표 감사, 세무 자문은 이 스킬의 범위가 아니다.

Compound Interest Simulator — simulator

and simulation and basis asset nature example tool. 'investment-advisor' and 'tax-strategist' agent investment revenue simulationand retirement specialist designto do when this skill's official, scenario comparison, retirement goal total must be utilized. ' total', 'asset nature example', 'retirement specialist simulation' etc. However, budget design tax total is outside this skill's scope.

Financial Ratio Analyzer — itemsperson financial ratio analysisbasis

itemsperson financial casebeforenature diagnosis financial ratio analysis tool. 'financial-analyst' and 'finance-reviewer' agent financial status diagnosisand figure verifyto do when this skill's financial ratio official, casebeforenature standard, diagnosis framework must be utilized. 'financial casebeforenature diagnosis', 'financial ratio analysis', 'total financial inspection' etc. However, investment strategy tax savings approach is outside this skill's scope.