Tag: finance
Automated brokerage trading and account management tool
This tool suite allows agents to interact with live brokerage accounts, enabling asset searching, balance retrieval, and the creation of draft equity, crypto, and options orders. All trades follow a mandatory draft-first execution model, re…
Automated Financial Report Analysis and Deep Reporting
This skill automates the comprehensive analysis of listed company financial reports by extracting core metrics, calculating key ratios, and generating visualizations. It synthesises a professional report, providing deep insights into profit…
Strike Banking Operations Toolkit
This tool provides comprehensive access to Strike's banking infrastructure, enabling complex financial flows such as ACH deposits, payouts, and wire transfers. It manages multi-currency transactions and requires careful confirmation due to …
Query Polymarket Prediction Market Data
This tool provides comprehensive access to Polymarket data, querying both dedicated REST APIs and multiple The Graph subgraphs. It enables developers to retrieve real-time market metrics, historical prices, order books, and advanced on-chai…
Repay outstanding debt using USDC
This skill facilitates the repayment of outstanding debt in USDC. Users can specify a partial amount or use 'repay all' to clear the full balance, including accrued interest.
Check the t2000 agent wallet balance
Retrieves the current financial status of the t2000 agent wallet on Sui, providing detailed breakdowns of available USDC, savings, gas reserves, and the total combined value. It also offers optional outputs detailing withdrawal and borrowin…
Structured import of financial documents and transactions
This skill ingests diverse financial inputs—including CSV statements, receipt images, and invoice PDFs—and performs structured extraction of transactions, contacts, and line items. It ensures full data provenance by storing the raw source d…
Brokerage trading and asset management tool
This tool suite facilitates end-to-end trading operations by allowing users to search assets, retrieve account details, and construct complex draft orders for both equities and options. All trades adhere to a mandatory draft-first execution…
Identify Missed Tax Deductions from Transactions
This skill analyzes financial transactions and company details to identify potentially missed tax deductions, covering common German business expenses. It suggests correct SKR04 categorizations and provides an estimated impact on tax liabil…
Automated DATEV Export Preparation and Validation
This skill automates the preparation and validation of data required for a DATEV export. It systematically checks company settings, transaction categorization, and missing receipts before triggering the final EXTF CSV package.
Comprehensive business financial overview and status
Gathers and synthesises a complete financial snapshot by aggregating data on current balances, recent transactions, outstanding invoices, and upcoming tax obligations. It presents this information in a structured format, providing actionabl…
Generate detailed financial expense reports
This skill generates comprehensive expense reports by gathering transaction data, categorising spending, and providing detailed insights. It analyses top vendors, tracks spending trends, and offers period-over-period comparisons for financi…
Automated Bank Transaction Categorization and Reconciliation
This skill automates the review and categorization of uncategorized bank transactions, supporting both freelance and SME accounting workflows. It intelligently suggests categories, matches payments to invoices, and facilitates the attachmen…
Financial Health and Spending Pulse
An agentic skill that performs rapid financial health assessments by aggregating transaction data to calculate discretionary budget and identify spending anomalies. It utilises Python for complex data processing and identifies subscription …
Advanced financial planning and affordability analysis
This skill provides comprehensive financial reasoning by analysing user profiles, current budgets, and projected cash flow to determine affordability and potential tradeoffs. It synthesises data across multiple accounts and spending categor…
Automated travel expense tracking and tagging
This skill automates the process of identifying, scoring, and tagging travel-related bank transactions. It analyzes spending within a specified date range and a subsequent buffer period to accurately capture late-posting charges, providing …
Comprehensive financial transaction cleanup and audit
This skill performs a structured, multi-phase audit of financial data, first validating the underlying category taxonomy before detecting miscategorized transactions and identifying missing or misclassified transfers. It ensures robust data…
Stock Price Information Agent
An agentic skill that retrieves real-time stock quotes, including price, daily change, volume, and 52-week range for specified ticker symbols.