Skills Catalogue20 skills

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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.

Claude CodeCursorWindsurfadvanced
0
0
110
Admin

Sharesight - Portfolio Tracker

Finance & Accounting

Manage Sharesight investment portfolios, holdings, and custom groups. Track your stock portfolio performance with detailed analytics and reporting.

Claude CodeCursorWindsurfintermediate
0
0
118
Admin

Backtesting Frameworks

Finance & Accounting

Build robust backtesting systems for trading strategies while avoiding look-ahead bias, survivorship bias, and properly modeling transaction costs.

Claude CodeCursorCopilotadvanced 359
0
0
95
Skills Guide Bot

Stripe Billing Operations

Finance & Accounting

Manages Stripe payments and billing with progressive disclosure, saving 90%+ context. Includes customers, subscriptions, invoices, payments, and products.

Claude CodeCursorCopilotintermediate 106
0
0
77
Skills Guide Bot

Tax Professional - US Tax Advisor

Finance & Accounting

US tax advisor and deduction optimizer. Get guidance on tax planning, identify potential deductions, and optimize your tax strategy for maximum savings.

Claude CodeCursorWindsurfintermediate
0
0
115
Admin

YNAB - Budget Manager

Finance & Accounting

Manage YNAB (You Need A Budget) budgets, accounts, and categories from the command line. Keep your zero-based budget on track with AI assistance.

Claude CodeCursorWindsurfbeginner
0
0
105
Admin

Expense Tracker Pro

Finance & Accounting

Track expenses via natural language, get spending insights and budget analysis. Simply describe your purchases and the skill categorizes and tracks them automatically.

Claude CodeCursorWindsurfbeginner
0
0
107
Admin

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.

Claude CodeCursoradvanced 111
0
0
83
Skills Guide Bot

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