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Professional Invoice Creator
Finance & Accounting
Generate compliant professional invoices with automatic calculations.
DCF Valuation Model Builder
Finance & Accounting
Build complete and professional DCF valuation models.
3-Statement Financial Model
Finance & Accounting
Create integrated financial models linking balance sheet, income, and cash flow.
Budget Planning & Analysis
Finance & Accounting
Plan and analyze budgets with variance and projections.
Financial Report Generator
Finance & Accounting
Generates structured financial reports from raw data: balance sheet, income statement, key ratios.
Stripe Billing Operations
Finance & Accounting
Manages Stripe payments and billing with progressive disclosure, saving 90%+ context. Includes customers, subscriptions, invoices, payments, and products.
Plaid - Banking Integration
Finance & Accounting
Connect to the Plaid finance platform for bank account aggregation and transaction data. Access financial data across multiple institutions through a unified API.
Covered Call Strategy
Finance & Accounting
Implement a covered call strategy to generate income on stock positions. Covers structure, risk management, Greeks analysis, and regulated execution mechanics.
Optimizing Staking Rewards
Finance & Accounting
Compare and optimize staking rewards across validators, protocols, and blockchains with risk assessment. Analyze PoS opportunities, calculate net yields, and maximize returns.
Cryptocurrency Arbitrage Opportunity Detector
Finance & Accounting
Detects and analyzes profitable arbitrage opportunities across CEX, DEX, and cross-chain markets in real-time. Identifies price spreads, arbitrage paths, and triangular arbitrage opportunities with fee calculations.
Sharesight - Portfolio Tracker
Finance & Accounting
Manage Sharesight investment portfolios, holdings, and custom groups. Track your stock portfolio performance with detailed analytics and reporting.
Portfolio Rebalancing Recommendation Generator
Finance & Accounting
Generates specific rebalancing recommendations based on allocation drift analysis to restore 25/25/25/25 Permanent Portfolio targets with exact dollar amounts and trade priorities.