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Handle money and investing

166 free AI skills and workflows for this job.

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Accrual schedule drafter: Give it the period's expenses and accrual policy. Get a schedule with each entry, its support and a draft journal entry.
Acquisition due diligence planner: Describe the deal. Get a due diligence checklist, valuation checks, red flags and an integration plan.
Analyst estimate reader: Give it a stock ticker. Get how analyst profit and sales forecasts are changing and where they differ. Collects data from websites.
Anonymous company teaser writer: Give it company facts. Get a one-page teaser that sells the business without naming it.
Audit readiness checker: Give it your records and controls. Get a checklist of gaps to fix before an audit.
Bad year plan stress tester: Paste a budget or plan. Get three bad-year tests, your breaking point and a survival score.
Bad-year break-even tester: Paste a business and its worst risks. Get how big a loss one year can bring before it stops earning.
Balance roll-forward builder: Name an account. Get a schedule from opening to closing balance, with each movement tied to the ledger.
Bargain investment portfolio planner: Paste your bargain candidates. Get group size, caps, an exit rule and a scorecard that judges the method, not one stock.
Big purchase pause check: Paste what you want to buy and why. Get the real cost, what drives it and a small test.
Bond portfolio reviewer: Give it your bond holdings. Get yield, duration and mix by rating, plus a rate shock test. It collects data from websites.
Bond type and maturity chooser: Paste your split and tax rate. Get the bond kind that fits, taxable or tax-free, short or long, with the sums.
Bookings forecast builder: Give it your pipeline and cohorts. Get a commit, best case and pipe-only forecast with the maths shown.
Borrower credit memo writer: Give it a borrower's accounts. Get a credit memo on repayment ability, debt capacity and covenant room.
Budget and forecast builder: Give it your past numbers and plans. Get a budget, a forecast and a note on gaps against actuals.
Business asset value estimator: Paste a balance sheet and share price. Get book value, net current assets, sale value and a cash strength rating.
Business investment analyst: Describe a purchase. Get payback, return and risk worked out, so you can decide whether to invest.
Business investment scorecard: Paste your findings on a business. Get ten tests marked pass, fail or unknown, and whether a price check is worthwhile.
Business value capture review: Describe a business and a way it could improve. Get who keeps the gain, and whether rivals fight it away.
Business value range calculator: Paste a business's owner earnings. Get a no-growth floor value and low, middle and high growth values, with what each assumes.
Buyout model template filler: Give it a blank buyout template and deal facts. Get the model filled with live formulas and checked.
Buyout returns modeler: Give it a company and deal terms. Get a buyout model with debt paydown, IRR and MOIC.
Cash and currency risk planner: Give it your cash, debts and currency exposure. Get a liquidity plan and ways to cut rate and exchange risk.
Cash tied-up finder: Give it your receivables, payables and stock. Get days outstanding, the cash cycle and where cash is stuck.
Cash versus earnings checker: Paste your profit and cash figures. Get free cash flow beside earnings, what growth costs and a score out of 100.
Channel cost and ROI comparer: Give it direct and partner sales costs. Get cost to serve, ROI by channel and the best mix.
Check a small business before you buy it: Give it the listing and the books. Get a checklist, seller questions, owner earnings and a value range.
Check if a bond or loan is safe to hold: Paste the debt terms and the borrower's statements. Get coverage and cushion tests and a safe, speculative or reject call.
Choose your investing style and your stock and bond split: Tell it your time, skill and nerve. Get your investor type, a stock and bond split with rules, and a one-page policy.
Circle of competence sorter: Describe a business or bet. Get it sorted as yes, no or too tough, with your real edge written down.
Cleanup cost liability calculator: Give it an asset and its cleanup cost. Get the liability, yearly interest cost and journal entries worked out.
Close the month and explain every line that moved: List your close tasks. Get a close plan, accruals, draft statements and a reason for each big move.
Code vendor bills, flag odd ones and find supplier savings: Give it your vendor bills. Get each coded, the odd ones flagged and the biggest savings ranked.
Company fair value modeler: Give it a stock ticker. Get a fair value range from three methods, with a sensitivity grid. Collects data from websites.
Company financial health reviewer: Give it a company's filings. Get ratios, cash flow and balance sheet health explained in plain words.
Company one-page tear sheet maker: Name a company. Get a dense one-page Word profile with numbers, ratios and a business summary. It collects data from websites.
Company stock analyst: Name a listed company. Get a sector-relative review of its numbers, strengths and risks.
Company strip profile slide maker: Name a company. Get a one-slide profile with business, key numbers and ownership in a standard layout.
Cost of capital calculator: Give it a company's debt, equity and market inputs. Get its WACC with cost of equity and debt shown.
Cover an earnings release from preview to written update: Give it the company and the release. Get a preview, a tone read, a recap and an update.
DCF model builder for India: Name a listed Indian company. Get a discounted cash flow Excel model with WACC, sensitivities and a summary.
Deal returns sensitivity builder: Give it deal terms. Get IRR and MOIC tables across entry price, debt, exit price and hold time.
Deal screening memo writer: Give it a teaser or CIM and your criteria. Get a one-page memo marking each test pass or fail.
Debt payment coverage checker: Paste a borrower's debts and earnings. Get cover against all charges, in a bad year too, and a pass or fail.
Debt payoff planner: List your debts and extra cash. Get snowball and avalanche timelines with total interest for each.
Debt protection ratio checker: Paste a borrower's debts and its owners' stake value. Get the cushion behind your claim and whether it clears the bar.
Debt restructuring plan drafter: Give it a company's debts and cash flow. Get a draft plan with new terms for each creditor.
Decision knowledge checklist: Describe a business or bet. Get it sorted yes, no or too tough, based on what you know.
Defensive stock list builder: Paste the companies that passed your tests. Get a spread list of 10 to 30, size limits and a yearly review date.
Defensive stock quality screener: Paste a company's ten-year figures. Get it passed or failed on size, strength, profit record, dividends and growth.
Deferred tax calculator: Give it asset and liability figures. Get deferred tax, whether it can be used, and a tax rate reconciliation.
Department budget planner: Give it past spending and targets. Get a phased budget by department, with variance reports and fixes.
Diligence meeting prep writer: Name the meeting and company. Get sharp questions, benchmarks and red flags to probe.
Due diligence checklist builder: Describe the deal and sector. Get a request list by workstream with status tracking and red flag notes.
Early-stage valuation estimator: Give it a young company's facts. Get a value range from methods such as Berkus, scorecard and the VC method.
Earnings call tone reader: Give it an earnings call transcript. Get shifts in management tone and confidence flagged, with quotes.
Earnings preview report builder for India: Name an Indian stock. Get a short HTML earnings preview with consensus, past surprises and peers. It collects data from websites.
Earnings preview writer: Give it a stock ticker. Get the report date, what analysts expect, past surprises and what to watch. Collects data from websites.
Earnings quality checker: Paste a company's statements and one-off table. Get accounting choices that lift profit, their size, and a clean, adjusted or avoid call.
Earnings recap writer: Give it a stock ticker. Get actual versus expected results, margin trends and how the share price reacted. Collects data from websites.
Earnings record reliability checker: Paste cleaned earnings by year and a note on the business. Get whether the record can guide the future, and how much.
Earnings update report writer: Give it a company's quarterly results. Get an 8 to 12 page update on beats, misses and key numbers.
Earnings value range builder: Paste normal earnings and the share price. Get a low, middle and high value and how much of the price is hope.
Earnings week briefing writer: Name a company about to report. Get what to watch, scenario cases and the numbers that matter.
Equity research and valuation report builder: Share company reports and a dated share price. Get a stock research report with value ranges, source checks and clear assumptions.
ESG report preparer: Give it your environmental, social and governance data. Get a draft sustainability report or a check of an existing one.
Expected credit loss calculator: Give it loan data. Get expected credit losses worked out under IFRS 9 or CECL.
Expense sorter: Give it transactions. Get each sorted by category, department and tax treatment.
Financial data pack builder: Give it a deal document or filing. Get its financials pulled into a clean, standard Excel data pack.
Financial instrument pricer: Name the option or bond. Get it priced by the right method, with MATLAB code you can rerun.
Financial model builder: Give it assumptions and past results. Get a P&L, DCF and valuation model you can adjust.
Financial model refresher: Give it a model and new results or guidance. Get estimates updated and the biggest changes flagged.
Financial risk mapper: Describe your exposures. Get risks listed and sized, with stress test scenarios and ways to limit each.
Financial statement analyst: Give it your numbers. Get ratio analysis, a valuation, budget variances and a rolling forecast.
Financial statement builder: Give it your books. Get a balance sheet, cash flow statement, P&L and executive summary.
Financial statement preparer: Give it a trial balance. Get a balance sheet, income statement and cash flow statement.
Find a company's real earning power and its tricks: Paste several years of a company's income statements. Get one-offs removed, padding flagged and a normal earnings range.
Find bargain stocks with a screen and a group test: Paste a table of listed companies. Get the cheap ones that pass five safety tests, their asset floor and the group rules.
Find out if a business is worth owning long term: Give it a business and its figures. Get a pass, fail or too-hard call on ten tests, and what to check next.
Fixed asset register keeper: Give it your purchases and disposals. Get what to capitalise, yearly depreciation and impairment checks.
Forecast your startup runway and prepare a finance pack: Give it your plan. Get a cash model, a cash-out date with ranges and a board finance plan.
Funding round multiple analyst: Give it a software company. Get how its value multiple changed across funding rounds and what drove the shift.
Get your money in order with room for error: Give it your income, spending and debts. Get a budget, a debt plan and a savings forecast.
Group accounts combiner: Give it each company's accounts. Get one set of group statements with the cancelled internal items shown.
Holding value change checker: Paste a holding and why you bought it. Get what changed in the business and a keep, watch or weak mark.
Holdings business results reviewer: List your holdings and what you know of each. Get every one sorted keeper, watch or weak by business results.
Hormuz shipping status reader: Ask about the Strait of Hormuz. Get open or closed status, ship counts and oil price impact. Collects data from websites.
Hyperliquid market data reader: Give it a coin. Get prices, funding rates, open interest and the order book. Collects data from websites.
India modeling rules checker: Give it an Indian company model. Get April to March years, crore units, Ind AS and listing rules checked.
Insurance claims reserve calculator: Give it claims history. Get loss reserves, IBNR estimates and loss and combined ratios.
Intercompany balance matcher: Give it each entity's balances. Get mismatches found, settlement netted and elimination entries drafted.
Investing policy page writer: Paste your type, split and bond choice. Get one page with your plan, what you won't do and a review date.
Investment approach questionnaire: Tell it your time, skill and nerve. Get sorted as a defensive or enterprising investor, with the paths to skip.
Investment committee memo drafter: Give it diligence findings and deal terms. Get a structured committee memo with facts, risks and open questions.
Investment margin of safety review: Paste your value range, asset floor and the price. Get whether there is a real margin of safety and what removes it.
Investment or speculation sorter: Paste a purchase you are weighing and why. Get it sorted as investment or speculation, with the questions a careful buyer asks.
Investment priority planner: List your bet ideas. Get the top one to three ranked and sized, and a written no for the rest.
Investor statement NAV checker: Give it an investor statement and the fund's NAV pack. Get the capital account recomputed and any mismatch flagged.
Judge if a business is great enough to hold: Describe a business. Get its edge tested, who keeps the gain, and a keep, wait or pass call.
Lease accounting calculator: Give it a lease contract. Get the lease liability, right-of-use asset and yearly entries under IFRS 16 or ASC 842.
Lender safety verdict writer: Paste your coverage and cushion results. Get a meets-the-bar, speculative or reject call, with reasons and what would change it.
Likely buyers list builder: Describe a company for sale. Get a ranked list of likely buyers, strategic and financial, with fit notes.
Linked financial model builder: Give it your past accounts and drivers. Get income, balance sheet and cash flow models that tie together.
Long-hold return calculator: Paste what you know about a business and its price. Get the long-run sums and a keep, wait or pass call.
Market mood reader: Paste holdings and price moves. Get each move sorted as business or mood, plus take, ignore or wait.
Match bank to books and issue a clean P&L: Give it a bank statement and your ledger. Get matches, causes for the gaps and clean statements.
Merger effect modeler: Give it two companies and deal terms. Get the effect on earnings per share, cost savings cases and price split.
Mispriced bet tester: List your bets and prices. Get each called near cinch, fair bet or no bet, with the odds.
Net worth calculator: List your assets and debts. Get your net worth, how it splits, and a monthly view to track.
Normal earnings estimator: Paste cleaned earnings and a reliability rating. Get low, normal and high earnings for an ordinary year.
Oil and gas reserves valuer: Give it reserve and cost data. Get the present value of the reserves, such as PV-10.
One-off items separator: Paste several years of income statements. Get each year's profit rebuilt without one-off gains and losses.
Options flow reader: Give it options data. Get real bets told apart from cheap lottery calls, so the put-call ratio is not misleading.
Options payoff chart maker: Give it your option strikes and prices. Get a chart of what the trade earns or loses. Collects data from websites.
Owner earnings calculator: Paste a company's profit, depreciation and spending. Get the cash an owner could take out each year, as a range.
Owner-minded management checker: Describe the people running a business. Get how able, honest and owner-minded they look, from what they did with cash and pay.
Ownership and short interest lookup: Ask about a stock. Get short interest, big fund owners, insider filings, analyst targets and dividend dates from Fintel.
Peer multiples table builder: Name a company. Get a table comparing its price multiples and key numbers with its peers.
Personal budget builder: List your income and spending. Get a budget plan, such as zero-based or 50/30/20, and where money leaks.
Pick a few big bets and sit still: List your bets. Get which have the odds in your favour, how big each should be and rules for holding.
Pipeline and forecast checker: Give it your deals and quota. Get pipeline cover, forecast accuracy and sales cost numbers.
Plan a purchase around your real budget: Share the source files. Get a total-cost comparison and a decision brief that respects your cash limit.
Portfolio company tracker: Give it monthly or quarterly reports. Get KPIs pulled out, variances to budget flagged and a summary dashboard.
Portfolio mix optimizer: Give it asset returns. Get the best mix by risk and return, with an efficient frontier chart.
Price against value checker: Paste what you would get and what it costs. Get a value range, a walk-away price and the best alternative to beat.
Price drop rules writer: Paste your holdings plan. Get a one-page set of rules for when prices fall or jump, written before it happens.
Production cost variance explainer: Give it standard and actual production costs. Get the gap split into price, volume and efficiency causes.
Project cost progress tracker: Give it a project's budget, schedule and spend. Get cost and schedule indexes and a finish cost estimate.
Retirement savings projector: Give it your age, savings and goals. Get a projected nest egg and the gap to your target.
Return on equity and margin checker: Paste several years of a company's accounts. Get return on equity, margins and a one-dollar test, each marked pass or fail.
Revenue recognition checker: Give it a customer contract. Get its promises, price split and timing of revenue under IFRS 15 or ASC 606.
Review your investments by business results, not price: Give it your holdings. Get each judged on business results, a short ranked list with sizes and rules for sitting still.
Room for error plan checker: Paste a budget or business plan. Get a survival score out of 100, where it breaks in a bad year, and fixes.
SaaS metrics coach: Share your revenue and customers. Get your ARR, churn, CAC and LTV read, with what to fix first.
Sale memorandum drafter: Give it company facts. Get a draft sale memorandum with a clear structure and story.
Sale process letter drafter: Describe a sale process. Get a draft letter with bid instructions, deadlines and meeting details.
Screen a startup deal from first look to committee memo: Give it the pitch and the numbers. Get a diligence review, a valuation range and the committee memo.
Screen stocks with a defensive investor's seven tests: Paste company figures. Get each company passed or failed on seven tests, with the price sums shown, and a short list.
Sector landscape report writer: Name an industry. Get a report on its size, main players, competition and trends.
Sit-still rule writer: Paste your picks. Get one page of holding rules: what must stay true, review dates and the only reasons to act.
Software spend auditor: Give it your spend list. Get spend by category, duplicate tools and a plan to cut suppliers.
Spending story reviewer: Paste a purchase you are weighing. Get what drives it, its hidden costs and a small test of whether it pleases.
Startup due diligence reviewer: Name a startup. Get its market, traction, money and team reviewed from an investor, job seeker and founder view.
Startup finance advisor: Give it your numbers. Get unit economics, runway, fundraising steps and a finance pack for the board.
Startup financial model builder: Give your numbers and plans. Get a 3 to 5 year model with revenue, costs, cash flow and scenarios.
Startup runway forecaster: Give it your monthly cash data. Get a forecast of burn and the month cash runs out.
Statement model template filler for India: Give it a blank income, balance sheet and cash flow template. Get it filled in, with Indian years and crore units handled.
Steady track record checker: Paste a business and its yearly results. Get whether its past is a fair guide, with any change of course flagged.
Stock and bond split planner: Paste your investor type and money facts. Get a stock and bond split with a range, a rebalancing rule and the reasons.
Stock chatter tracker: Give it stock tickers. Get how much Reddit, X, news and Polymarket talk about each, and whether the mood is rising.

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