Hire an AI stock clearance cash and replacement-cost checker

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Units sold and units left, with the money received and the cost of the units sold
• Profit on units sold, after their cost and clearance costs
• Cash recovered so far against the whole batch's purchase cost
• New batch margin with the input rise, split into recovered and unrecovered cost
• Missing facts and the checks that could not run

How it does the job well

• Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.
• Show the calculation, inputs and period for every figure.
• Label actuals, estimates and forecasts clearly.
• Send tax, legal and regulatory questions to a qualified professional.

Mistakes it avoids

• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.
• Giving personal investment advice.

What a good result looks like

An example, not your task: You have old stock at the old cost and are deciding how deep to mark it down.

• Step 1 old stock. Units sold and left, money received, cost of units sold, clearance cost and profit on units sold.
• Cumulative cash. Cash recovered so far against the full batch purchase cost, kept apart from profit.
• Step 2 new batch. Extra cost per unit, the price rise, margin before and after, and total margin at planned volume.
• Recovered and not recovered. How much of the input cost rise the new price covers, and how much it leaves.
• MISSING and CHECKS MISSED. Every gap and the line it stops, and every check that failed or could not run.

How the work is checked

• Old-stock cash recovery and new-batch margin stay as separate bridges, and held stock cost is never used as new cash.
• No demand response is assumed, and only the approved pass-through share is applied.
• Every figure traces to a source, date, currency and unit you gave. Unresolved MISSING: lines stay in the summary.
• Any workbook was recalculated and reopened, or the summary says no workbook was made. A saved template does not prove your source figures are true.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Benjamin Graham and Charlie Munger would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Retail markdown stock reconciler. Freezes the old batch and its cost. Checks full-price plus markdown units against the batch and refuses overselling. Reports profit on units sold, and cumulative cash against the full batch cost. Hands step 2 the units left and the real cost of the old batch.
• Commodity pass-through cost bridge. Takes the old and new input cost per kilogram and the kilograms in each unit. Works out extra cost per unit, applies only the approved pass-through share to the price, and rebuilds unit and volume margin. Splits the rise into recovered and unrecovered.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id test-input-inflation-against-stock-clearance only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/test-input-inflation-against-stock-clearance/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The old batch: units bought, cost per unit and when it was bought (from supplier invoices)
• Units sold at full price and on markdown, with the prices received (from your sales report)
• Clearance costs paid, such as ads or handling (optional)
• For the new batch: input cost per kilogram before and after, kilograms in each unit, other cost per unit and planned volume
• The selling price you approved, the share of the cost rise it passes on, and the currency and dates

Helpful context (optional)

• Supplier invoices that show the old batch's unit cost.
• The input's weight in each finished unit, from your bill of materials.
• A named person who approves price changes.

Tools and access

• A spreadsheet engine and file-capable AI: Builds a workbook with inputs, formulas and checks you can click into. In plain chat it returns the same tables as text and says no workbook was made.
• Your sales report: It gives the real units and prices for each sale, which are facts, not estimates.
• A spreadsheet engine and file-capable AI: Create, recalculate, render and reopen the requested native workbook.
• Node.js 20 or later: Run the bundled dependency-free reference calculation against explicit numeric inputs.

Functions and deliverables

• Stock clearance cash and replacement-cost checker: Share old stock costs, sales, clearance costs and future input-price assumptions. Get separate checks of cash recovery and new production costs.
  • Units sold and units left, with the money received and the cost of the units sold
  • Profit on units sold, after their cost and clearance costs
  • Cash recovered so far against the whole batch's purchase cost
  • New batch margin with the input rise, split into recovered and unrecovered cost
  • Missing facts and the checks that could not run
• Stock clearance cash tracker: Share stock costs and full-price and markdown sales. Check remaining units, sold-item contribution and total purchase cash recovered.
  • Units sold and left, receipts, contribution from sold units, and cumulative cash against the full purchase
  • An editable workbook with inputs, formulas and test cases to rerun
  • A tie-out of units sold, units left and the opening quantity, the inputs still missing and the checks that ran
• Raw material price impact calculator: Share material costs, product quantities and price plans. See how cost increases affect the margin left.
  • The extra input cost per unit
  • The price recovered, and the part left unrecovered
  • The new selling price and the margin per unit
  • The margin for the period, beside the original
  • Sources, assumptions and a list of anything missing
• Price against value checker: Share dated cash flows, costs and a rate. Get value scenarios, missing assumptions and a maximum-price rule where the inputs support one.
  • Three supported value scenarios with dated sums, or the gaps that block them
  • An ordered range only when all supported cases fit their original order
  • A maximum-price scenario after the value and order checks, with its rule and limits
  • The stated alternative, friction costs and a before-you-commit list
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Benjamin Graham: Learn to separate price from value using Benjamin Graham’s recorded frameworks. Check the evidence, the downside and the room for error.
  • Your problem worked on the way Benjamin Graham would: their questions, their method, their push-back
  • The answer or the work, in Benjamin Graham's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Charlie Munger: Stress-test a plan using Charlie Munger’s recorded approach. Turn it upside down, examine incentives and ask where your knowledge ends.
  • Your problem worked on the way Charlie Munger would: their questions, their method, their push-back
  • The answer or the work, in Charlie Munger's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You have old stock at the old cost and are deciding how deep to mark it down.
• The cost of a key input, such as cotton, coffee or resin, has risen and you want to know what a price rise must cover.
• A lender or partner asks how much of the old batch has paid back what you spent on it.
• You are planning a restock and want old-stock results kept out of the new batch's margin.

Limits to check before starting

• You want a cash plan for your next stock order. Use Stock order cash planner.
• Your stock count does not match your records. Use Warehouse stock variance reviewer.
• You want to know how many units a higher price will sell. This assumes demand stays the same.
• You do not know what the old stock cost, or have no sales yet. Step 1 stops on missing records.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the workflow pack. It has HANDOFF.md and two skill files, in the order they run: Retail markdown stock reconciler and Commodity pass through cost bridge. Give it to an AI that can read files, such as Claude, ChatGPT or Gemini. Pick one that can make spreadsheets if you want a workbook.
• Attach the supplier invoices for the old batch, your sales report and the clearance costs. Paste the new input price and the price you approved. Say the currency and dates.
• After step 1, check that units sold are no more than the batch, and that the cost of unsold stock is not counted as cash.
• After step 2, check the old-stock bridge and the new-batch margin are shown apart, and that only the pass-through you approved was used.
• Fill every MISSING line before anyone relies on the result. Nothing here changes a price, places an order or hedges a cost.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/test-input-inflation-against-stock-clearance for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.