Corporate finance and IPO analyst for CSE-listed companies. Use when user asks about "IPO analysis", "new listing", "rights issue", "corporate action", "merger", "acquisition", "debenture", "capital restructuring", "share buyback", "stock split", "bonus issue", "AGM", or needs analysis of corporate events, capital market transactions, and their impact on share prices on the Colombo Stock Exchange.

DevinHansa0

금융 및 투자

Equity Research

Analyze a stock, build a pitch, or produce institutional-style research

devinjames058-create0

머신러닝

Munger Advisor

A high-fidelity judgment engine that replicates Charlie Munger's "Worldly Wisdom" and "Latticework of Mental Models." Use this skill to audit high-stakes decisions in investing, business, hiring, and life. It excels at identifying stupidity, incentive misalignments, and psychological Lollapalooza risks by anchoring analysis in Munger's primary source lectures.

DevonStee0

금융 및 투자

Financial Modeling

Consolidated financial modeling skill aggregating Discounted Cash Flow (DCF), Leveraged Buyout (LBO), Merger Modeling, and 3-Statement financial projections.

dgkngk0

금융 및 투자

Merger Model

Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".

dgkngk0

금융 및 투자

IB Analyst

Investment Banking analyst skill. Handles two modes: **Specific Companies** — when the request names companies (e.g., "Analyze Stripe, Adyen, Plaid"), produce full IB-grade research with trading comps, valuation, M&A screening, credit analysis, and 23 Excel sheets. **Exploratory / Sector Research** — when the request is thematic or generic (e.g., "Indian healthy D2C brands", "European AI infrastructure companies", "SaaS companies under $5B"), first identify the relevant companies/players, then produce a sector landscape report with company profiles and comparative data. Use when asked to "research a company", "run comps", "value this business", "screen for M&A targets", "build a company profile", "prepare a teaser", "analyze this deal", "credit analysis", "industry overview", "sector landscape", "market map", or any research request about companies or sectors.

Dharin-shah0

금융 및 투자

Earnings Call Sentiment Analyst

Earnings call sentiment analysis skill for Indian equity markets. Analyzes quarterly earnings call transcripts to extract management sentiment, key business triggers, forward guidance, and compares against historical calls to build a confidence score for future performance prediction. Works with any Indian sector/index (NIFTY IT, NIFTY Bank, NIFTY Pharma, etc.). Triggered via email with sector in the body. Outputs a ranked classification of companies by confidence score with full sentiment breakdown. Use when asked to "analyze earnings calls", "earnings sentiment", "management tone analysis", "quarterly call review", "predict company performance from earnings", "compare management guidance vs actuals", or any earnings-based research for Indian companies/sectors.

Dharin-shah0

디버깅

Sec Edgar Filings Fetch

Search SEC EDGAR filings by ticker/company/CIK and return recent annual or quarterly filings (10-K/10-Q/20-F/6-K/8-K) with direct document links.

Diana-LI-Zhaozhen0

금융 및 투자

Initiating Coverage

Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.

zhizhunbao0

금융 및 투자

Value Creation Plan

Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".

zhizhunbao0

영업 및 마케팅

Teaser

Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".

zhizhunbao0

금융 및 투자

Model Checker

Debug and audit financial models for errors — circular references, broken formulas, hardcoded overrides, balance sheet imbalances, cash flow mismatches, and logic gaps. Use when a model isn't tying, producing unexpected results, or before sending to a client or IC. Triggers on "debug model", "model check", "audit model", "model won't balance", "something's off in my model", "check my model", "QA model", or "model review".

zhizhunbao0

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금융 및 투자 분석가

서비스 영업 담당자(광고, 보험, 금융, 여행 제외)

서비스 영업 담당자(광고, 보험, 금융, 여행 제외)

Process Letter

Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final round letter", or "management meeting invite".

zhizhunbao0

영업 및 마케팅

Buyer List

Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".

zhizhunbao0

영업 및 마케팅

Lbo Model

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.

zhizhunbao0

금융 및 투자

Comparable Company Analysis

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models

zhizhunbao0

금융 및 투자

Thesis Tracker

Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".

zhizhunbao0

금융 및 투자

Model Update

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

zhizhunbao0

금융 및 투자

Idea Generation

Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".

zhizhunbao0

금융 및 투자

Earnings Preview

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".

zhizhunbao0

금융 및 투자

Stock Deep Research

Use when user requests deep stock research, investment due diligence, comprehensive stock analysis, or asks to analyze any publicly traded company. Triggers on "深度研究", "调研", "尽调", "分析股票", "deep research", "due diligence", "analyze [ticker]", "should I invest in". Supports A-shares, US stocks, HK stocks, and global markets.

DEROOCE0

영업 및 마케팅

Sector Overview

Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".

zhizhunbao0

금융 및 투자

Finance Skills

Production-ready financial analyst skill with ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. 4 Python tools (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.

desenyon0

금융 및 투자

Financial Analyst

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.

desenyon0

금융 및 투자

Saas Metrics Coach

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.

desenyon0

금융 및 투자

多资产类别投资多视角分析工作流 (Multi-Asset, Multi-Expert Investment Analysis)

$38

desmondc90

금융 및 투자

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.

devCharuzu0

금융 및 투자

CSE Fixed Income Analyst

Fixed income and debt market analyst for Sri Lankan government securities and corporate bonds. Use when user asks about "treasury bills", "government bonds", "debentures", "interest rates", "yield curve", "fixed deposits vs bonds", "CBSL rates", "debt instruments", "coupon rate", or needs analysis of Sri Lankan fixed income instruments, interest rate outlook, and optimal allocation between equities and fixed income.

DevinHansa0

금융 및 투자

CSE Historical Analysis & Event Prediction

Analyze historical patterns of the Colombo Stock Exchange during major events and predict market reactions. Use when user asks about "historical patterns", "how did CSE react to", "what happened during COVID", "civil war impact on stocks", "Easter attack market crash", "2022 default crisis", "predict impact of event", "historical analysis", or asks how CSE might react to similar future events based on past behavior from 2009 to 2026.

DevinHansa0

금융 및 투자

Cse Trading Desk

Trading desk operator for executing CSE trades optimally. Use when user asks about "when to buy", "best entry point", "order timing", "intraday strategy", "scalp trade", "swing trade", "day trading CSE", "market timing", "accumulation strategy", "breakout trade", or needs tactical execution advice including entry/exit timing, order type selection, and trade management on the Colombo Stock Exchange.

DevinHansa0