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Business & Operations
Operations, strategy, finance, sales, support, management, and planning
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Showing 18,457–18,480 of 29,809 skills
- Check ModelDebug 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".Votes: 0GitHub stars: 279
- Check DeckInvestment banking presentation quality checker. Reviews pitch decks and client-ready presentations for: (1) Number consistency across slides, (2) Data-narrative alignment, (3) Language polish for IB standards, (4) Formatting QC. Use when asked to review, check, or QC any IB presentation, pitch deck, or client materials before delivery.Votes: 0GitHub stars: 279
- ReconciliationReconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.Votes: 0GitHub stars: 279
- Journal Entry PrepPrepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.Votes: 0GitHub stars: 279
- Financial StatementsGenerate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.Votes: 0GitHub stars: 279
- Finance WorkflowsComprehensive finance workflows including income statements, journal entries, reconciliations, SOX testing, and variance analysisVotes: 0GitHub stars: 279
- Close ManagementManage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.Votes: 0GitHub stars: 279
- Audit SupportSupport SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.Votes: 0GitHub stars: 279
- Layer3 Industry WindvaneGenerate the complete 行业多空风向标 user story as one evidence-backed HTML file. Use when the user names a dynamic industry or theme and asks for an industry bull/bear windvane, short/mid/long horizon view, six-factor diagnosis, scenario matrix, or the reviewed WorkBuddy 做同款 page. This Layer 3 workflow authenticates, resolves cross-source identity, orchestrates reusable Layer 2 research modules, handles missing event samples, and then delegates HTML rendering.Votes: 0GitHub stars: 279
- Layer3 Event InterpretationGenerate the complete 事件因子解读 user story as one evidence-backed HTML file. Use when the user asks to turn a policy, announcement, news, company, or industry event into a reviewed event interpretation page with objective factors, attribution, value-chain exposure, historical similar events, market reaction windows, source review, and falsification checks. This Layer 3 workflow authenticates, orchestrates reusable Layer 2 modules, and delegates HTML rendering only after the evidence brief is com...Votes: 0GitHub stars: 279
- Layer2 Research Visuals当用户明确要求K线、走势图、事件收益图、数据对比图、研报图片，或已取证数据用图形更易理解时使用。负责普通问答中的可复核可视化、WorkBuddy内联显示和跨客户端表格降级；不新增数据权限、不生成预测、不替代HTML Playbook。Votes: 0GitHub stars: 279
- Layer2 Research Digest当用户明确询问研报内容或分析师/机构观点时——如'最近茅台有哪些研报''券商怎么看白酒''最近策略研究在关注什么'。主角是研究观点和报告共识，不是行情或新闻综述（那用 stock-brief 或 industry-brief）。Votes: 0GitHub stars: 279
- Layer2 Industry Brief当用户询问某个具体行业的近况、景气、估值或政策影响时——如'白酒最近怎么看''动力煤行业发生了什么''半导体景气如何'。聚焦单一具体行业；跨多行业找方向时先收窄到具体行业、事件或研报证据；个股问题用 stock-brief。Votes: 0GitHub stars: 279
- Layer2 Html Research PlaybookRender an already-evidenced public equity research brief into a standalone WorkBuddy-ready HTML artifact. Use as the shared presentation dependency after a Layer 2 or Layer 3 workflow has fixed the research question, evidence, sections, source-review entries, gaps, and disclaimer; use layer3-industry-windvane or layer3-event-interpretation for those complete user stories. This skill does not authenticate, retrieve data, choose a research scenario, or add facts.Votes: 0GitHub stars: 279
- Layer2 Announcement Brief当用户询问某条公告的内容或含义时——如'帮我看一下这条股权激励公告''腾亚精工最近公告说了什么''这条业绩预告主要说了什么'。必须先获取公告原文再展开分析，不是泛新闻或研报综述。Votes: 0GitHub stars: 279
- Layer1 Same BoatUse for read-only Chinese investment research / 投研知识库 queries: 行业/板块/概念研究目录, 分析师资料, 研报观点, 市场要闻, 分析师解读, 行情异动归因, 行业观点, market news, analyst viewpoints, sector viewpoints.Votes: 0GitHub stars: 279
- Layer1 Doc SearchUse when you need structured retrieval for news, company news, events, announcements, research reports, meeting minutes, morning briefings, timelines, or document details from the Doc Search source namespace.Votes: 0GitHub stars: 279
- Fin Mcp GatewayConnector companion skill for the Tongzhou MCP Gateway. Use it to route OAuth-authenticated public-market research tasks to governed gateway tools and produce reusable WorkBuddy playbook outputs without exposing internal route labels to users.Votes: 0GitHub stars: 279
- Independent Board Core福帮手独董会的核心协同技能。用于决策起手卡后的场景路由、专用案卷工作空间初始化、席位认知资产选择与哈希绑定、成员任务/结果信封校验、追加式协同事件、检查点标记、长文档交付和证据边界控制。触发词：独董会、独立审议、组席、会议案卷、认知资产、审议备忘录、协同回执、检查点。Votes: 0GitHub stars: 279
- Thesis TrackerMaintain 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".Votes: 0GitHub stars: 279
- Sector OverviewCreate 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".Votes: 0GitHub stars: 279
- Morning NoteDraft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".Votes: 0GitHub stars: 279
- Model UpdateUpdate 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".Votes: 0GitHub stars: 279
- Initiating CoverageCreate institutional-quality equity research initiation reports through a 5-task workflow. Tasks 1 & 2 can run in parallel. Tasks 3-5 have sequential dependencies. Each task produces specific deliverables. Triggers on "initiating coverage", "first coverage report", "write initiation report".Votes: 0GitHub stars: 279