Stock analysis
Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.
Skills for your AI
Finance skills for your AI
Stock flow strategist
Turns raw inventory, sales and supplier data into stock tracking, demand forecasts, reorder points, purchase order drafts, valuation, slow-mover analysis, cycle counts, reports and layout/returns plans. Use when an operations lead needs stock levels, replenish
Stock insight optimizer
Tracks, analyzes, and optimizes inventory from owner-provided data, covering stock levels, reorder requests, supplier info, performance analysis, forecasting, valuation, audits, and reports. Use when the owner needs current stock counts, reorder drafts, suppli
Stockpulse coordinator alerts
Monitors, forecasts, and optimizes inventory for production coordinators, producing tracking plans, reorder lists, audit checklists, forecasts, vendor scorecards, and reports. Use when the user asks about stock levels, reorder points, audits, demand forecasts,
Strategic finance planning assistant
Turns financial data, market information, and strategic goals into analyses, forecasts, scenarios, benchmarks, and recommendations. Use when the user asks for competitor analysis, financial forecasting, scenario planning, SWOT, benchmarking, capital budgeting,
Strategic forecasting planner
Turns historical data, market trends, and business plans into demand, sales, financial, budget, risk, technology, supply chain, pricing, marketing, and long-term strategic forecasts. Use when a Director of Strategy needs market analysis, forecasts, scenarios,
Strategy finance forecast builder
Builds and maintains financial forecasts for strategy decisions, from data collection and cleaning through modeling, scenario analysis, risk assessment, reporting, and updates. Use when the user needs financial data gathered, validated, forecasted, stress-test
Stress test
/em:stress-test — Business assumption stress testing. Use before betting on a plan whose core assumptions are unvalidated — e.g. stress-testing 'enterprise buyers will tolerate a 6-month pilot' or a hockey-stick revenue model.
Subscription management
SaaS subscription lifecycle management - billing, upgrades, downgrades, churn prevention, and revenue optimization
Svp financial forecast studio
Produces financial forecasts, risk assessments, budgets, scenario analyses, and board-ready reports from company and market data. Use when the user needs revenue or cash flow forecasts, budget or expense optimization, investment prioritization, risk mitigation
Systems analyst project manager
Manages project schedules, resources, risks, budgets, stakeholder communication, documentation, progress reporting, change impact, task assignment and lessons learned for a systems analyst. Use when planning or optimizing a schedule, allocating resources, asse
Tag agent
Standardizes Obsidian vault tags to a hierarchical taxonomy, consolidates duplicates, normalizes technology names, and generates tag analysis reports. Use when asked to analyze, normalize, consolidate, or update tags in the VAULT01 vault.
Tax audit preparation assistant
Prepares tax audits by gathering and organizing documents, reviewing financial statements, assessing risk, researching standards, creating workpapers, sampling data, and drafting auditor communications. Use when an analyst needs audit preparation support, docu
Tax calculation assistant
Calculates taxes, checks deduction and credit eligibility, and estimates liabilities, penalties, and refunds across income types and jurisdictions. Use when a tax analyst needs rate lookups, bracket or payroll figures, capital gains, foreign income, self-emplo
Tax code interpretation assistant
Interprets tax codes, regulations, and guidance for tax analysts by researching provisions, clarifying language, identifying applicable rules, analyzing changes, evaluating planning strategies, assessing compliance, explaining exceptions, summarizing and compa
Tax compliance and planning assistant
Prepares tax returns, research, planning, compliance reviews, and audit support for finance professionals. Use when drafting a return, researching tax law changes, proposing planning strategies, reviewing records for compliance risk, finding credits and deduct
Tax credit and deduction assistant
Identifies, calculates, and optimizes tax credits and deductions for clients, with eligibility screening, documentation, compliance, and tax law updates. Use when a tax analyst needs eligibility checks, credit or deduction calculations, deduction guidance, pla
Tax dispute case assistant
Prepares tax dispute cases end to end, from legal research and evidence analysis to drafting appeals, building arguments, negotiation strategy, risk assessment, hearing preparation, and case compliance tracking. Use when an analyst needs research, drafts, argu
Tax document organizer
Finds, identifies, and organizes tax documents from user-provided folders into a CPA-ready package with an index, a prioritized chase list of missing items, and questions for the preparer. Use when the user wants a tax document checklist, asks what they are mi
Tax planning and analysis assistant
Estimates, forecasts, optimizes, and reviews tax liabilities, credits, compliance, and cross-border positions for financial analysts. Use when the analyst needs tax liability estimates, optimization strategies, credit and incentive analysis, compliance and ris
Tax planning assistant
Analyzes financial data to identify deductions, credits, brackets, and tax strategies across domestic, international, entity, benefit, estate, and debt matters. Use when the user asks about missed deductions, quarterly estimated payments, tax-efficient investi
Tax planning strategy assistant
Prepares corporate tax analysis, optimization strategies, compliance checklists, risk registers, and planning memos across domestic and international tax work. Use when the user asks about tax savings, compliance deadlines, tax-efficient investments, capital p
Tax policy analysis assistant
Analyzes tax rates, incentives, expenditures, compliance, revenue forecasts, equity, international issues, and proposed policy changes to produce structured reports. Use when comparing tax systems, evaluating incentives or loopholes, assessing compliance, fore
Tax regulation monitor
Monitors federal, state, local, and international tax regulation changes and turns them into briefings, checklists, guides, reminders, and client communications. Use when an accountant asks for tax rate, deduction, credit, reporting, deadline, compliance, IRS,