Handle money and investing, page 3
349 free AI skills and workflows for this job.
- Separate pension cost funding and remeasurement: Link pension obligations and assets to service cost, financing, OCI and actual contributions.
- Separate rollover and management incentives: Distinguish seller purchased equity, closing funding and a separate management award scenario.
- Service utilization margin builder: A service hours and delivery contribution bridge
- Settlement liquidity ladder builder: An ordered settlement ladder and peak funding gap
- Shared service activity cost allocator: An activity cost allocation and unused capacity bridge
- Shareholder distribution coverage: Compare dividends and net repurchases with independently reconciled equity cash flow.
- 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.
- Sponsor receipt timing review assistant: Review supplied changes, preserve the last evidence baseline and return only affected calculations and unresolved approval questions.
- 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.
- Stock co-movement checker: Give it a stock or group. Get which stocks move with it and how closely that link holds. Collects data from websites.
- Stock data fetcher: Give it a ticker. Get prices, statements, options and holdings from Yahoo Finance. Collects data from websites.
- Stock purchase price checker: Paste a company's earnings, book value and share price. Get a pass or fail on three price ceilings, with every sum shown.
- Stock research snapshot writer: Name a stock. Get a note combining estimates, reported numbers, price history and the macro backdrop. It collects data from websites.
- Stock trading cost checker: Give it a stock. Get how easy it is to trade and what a big order may cost. Collects data from websites.
- Stock-split EPS restatement: Restate historical shares and EPS onto a consistent post-split basis.
- Subscription line timing checker: Compare periodic LP returns with and without a one-year capital-call bridge.
- Subscription unit economics analyst: Give it customer and revenue data. Get cohorts, LTV to CAC, retention and payback worked out.
- Suspicious money trail reviewer: Give it records that do not add up. Get red flags, money flow traces and what to check next.
- Terminal economics review assistant: Review whether updated growth and terminal assumptions still fund the required reinvestment.
- Terminal growth reinvestment check: Expose the reinvestment required by a stable-growth terminal-value assumption.
- Test input inflation against stock clearance: A stock recovery bridge and separate replenishment margin scenario
- Toll revenue ramp model builder: A three-year toll receipts and operating cash schedule
- Transaction fee offset checker: Reconcile eligible portfolio fees, carryforward offsets and the management fee still due.
- Treasury forecast backtest checker: A signed flow backtest and cumulative cash drift bridge
- Treasury settlement evidence reviewer: A dated evidence review with changed assumptions, reconciliations and unresolved source gaps.
- Treasury-stock option dilution: Use option terms and average share prices to reconcile incremental diluted shares.
- Undervalued stock screener: Paste a table of listed companies. Get the cheap ones that pass five safety tests, with the failed test beside every cut.
- Unfunded commitment checker: Reconcile a fund commitment with original calls, recallable restoration and recalled capital.
- Unusual transaction finder: Give it a large set of transactions. Get the odd ones flagged, with a short reason for each.
- Upcoming events calendar builder: Give it a list of companies. Get a dated calendar of earnings, conferences and decisions that could move them.
- Utility restricted cash evidence reviewer: A dated evidence review with changed assumptions, reconciliations and unresolved source gaps.
- Valuation method comparer: Give it a company's numbers. Get a value range from DCF, peer multiples and past deals, with the key assumptions.
- Value a business and the discount to ask for: Give it a business, its figures and a price. Get a value range, a bad-year test and a discount verdict.
- Value a stock with a margin of safety: Paste a company's results, its balance sheet and the share price. Get an earnings value, an asset floor and the gap.
- Venture loan terms reviewer: Give it a startup loan offer. Get the cost, warrants and covenants explained, with points to question.
- Weighted-average antidilution checker: Check one charter-defined conversion price reset after a qualifying cash issuance.
- Weighted-average share schedule: Turn dated share changes into a checked EPS denominator and a timing sensitivity.
- Working capital true-up checker: Isolate the actual post-close settlement from working capital already reflected in price.
- Write your plan for a falling market before it happens: Paste your holdings and what you paid. Get the market's mood read, each holding checked for real change, and a written plan.
- Yield curve explainer: Name a government. Get its curve shape, key slopes and real rate split explained in plain words.