# Skills for Finance and business Skills for Finance and business: what each one does, an install command and example prompts. 1189 cards · page 3 of 30 - HTML: https://affpapa.org/en/nevibecode/skills/topic/finance?page=3 - Instructions for agents: https://affpapa.org/en/nevibecode/agents.md - [competitive-landscape](https://affpapa.org/en/nevibecode/skills/competitive-landscape.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 11034 installs — This skill compares competitors, finds open positioning gaps, and shapes competitive strategy for startup analysis or an investor pitch. - [risk-metrics-calculation](https://affpapa.org/en/nevibecode/skills/risk-metrics-calculation.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 11000 installs — Calculates portfolio risk metrics and reviews drawdowns. - [paypal-integration](https://affpapa.org/en/nevibecode/skills/paypal-integration.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 10900 installs — This skill covers PayPal checkout, subscriptions, refunds, and payment notifications. - [gl-recon](https://affpapa.org/en/nevibecode/skills/gl-recon.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1300 installs — Reconciles the general ledger against the subledger for a trade date or period, flags breaks and tags each with a likely cause. - [variance-commentary](https://affpapa.org/en/nevibecode/skills/variance-commentary.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1300 installs — Generates flux commentary for P&L and balance sheet lines against budget and prior periods. - [dd-checklist](https://affpapa.org/en/nevibecode/skills/dd-checklist.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1300 installs — Builds a due diligence checklist around the target sector, deal type, and complexity, then tracks status and red flags. - [unit-economics](https://affpapa.org/en/nevibecode/skills/unit-economics.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1300 installs — Analyzes unit economics for SaaS and subscription businesses in PE context: builds ARR cohorts, calculates LTV:CAC, net retention, payback periods, and margin waterfall. - [pptx-author](https://affpapa.org/en/nevibecode/skills/pptx-author.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1400 installs — Builds PowerPoint decks on disk in headless agent runs without an open Office app. - [pci-compliance](https://affpapa.org/en/nevibecode/skills/pci-compliance.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 10600 installs — This skill guides PCI DSS work for payment systems, including tokenization, encryption, access control, logging, and cardholder data handling. - [defi-protocol-templates](https://affpapa.org/en/nevibecode/skills/defi-protocol-templates.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 10400 installs — This skill provides Solidity templates for staking and AMMs, plus governance and flash loans. - [team-composition-analysis](https://affpapa.org/en/nevibecode/skills/team-composition-analysis.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 10300 installs — This skill plans startup team structure, hiring, compensation, and equity from pre-seed through Series A. - [nft-standards](https://affpapa.org/en/nevibecode/skills/nft-standards.md) — skill · Seth Hobson · Claude Code, Codex, Cursor · 10200 installs — This skill covers ERC-721 and ERC-1155 contracts, NFT metadata, and royalties. - [thesis-tracker](https://affpapa.org/en/nevibecode/skills/anthropics-thesis-tracker.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1200 installs — thesis-tracker maintains investment theses for portfolio positions and watchlist names. - [sector-overview](https://affpapa.org/en/nevibecode/skills/sector-overview.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1200 installs — A skill that generates comprehensive industry reports covering market size, key players, competitive dynamics, and sector trends. - [nav-tieout](https://affpapa.org/en/nevibecode/skills/nav-tieout.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1200 installs — Recomputes an LP capital account from the fund's NAV pack components. - [kyc-doc-parse](https://affpapa.org/en/nevibecode/skills/kyc-doc-parse.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1200 installs — Parses an investor or client onboarding packet into structured KYC JSON. - [kyc-rules](https://affpapa.org/en/nevibecode/skills/kyc-rules.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1200 installs — Applies your firm's KYC/AML rules grid to a parsed onboarding record, assigns a risk rating, and routes the case — to doc request, enhanced due diligence, or decline. - [roll-forward](https://affpapa.org/en/nevibecode/skills/roll-forward.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1300 installs — Builds a balance-sheet roll-forward schedule that ties beginning balance and period activity directly to the general ledger. - [break-trace](https://affpapa.org/en/nevibecode/skills/break-trace.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1300 installs — The skill traces a reconciliation break to its source entries and states what differs. - [accrual-schedule](https://affpapa.org/en/nevibecode/skills/accrual-schedule.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1300 installs — A skill that automates the accrual schedule for month-end close. - [cmux-billing](https://affpapa.org/en/nevibecode/skills/cmux-billing.md) — skill · manaflow-ai · Claude Code, Codex, Cursor +3 · 3700 installs — Runbook for cmux billing architecture covering Stripe Checkout, subscription tiers, webhooks, and entitlement overrides during backend development. - [invoice-chase](https://affpapa.org/en/nevibecode/skills/invoice-chase.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 2000 installs — Finds overdue invoices, checks recent payment activity and drafts customer-specific reminders. - [morning-note](https://affpapa.org/en/nevibecode/skills/morning-note.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1100 installs — Drafts a concise note on overnight developments, trade ideas, and events for covered stocks. - [ic-memo](https://affpapa.org/en/nevibecode/skills/ic-memo.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1100 installs — Drafts a structured investment committee memo for PE deal approval. - [portfolio-monitoring](https://affpapa.org/en/nevibecode/skills/portfolio-monitoring.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1100 installs — Analyzes portfolio company financial reports in Excel or PDF, tracks variances against budget, and flags covenant breach risks. - [client-report](https://affpapa.org/en/nevibecode/skills/client-report.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1100 installs — Builds a client-facing report outline for portfolio returns, asset allocation, account activity, and market commentary. - [earnings-preview](https://affpapa.org/en/nevibecode/skills/anthropics-earnings-preview.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1100 installs — Turns a quarterly report into a one-page preview: consensus estimates, bull/base/bear scenarios and the metrics that will move the stock. - [investment-proposal](https://affpapa.org/en/nevibecode/skills/investment-proposal.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1100 installs — Builds customized investment proposals covering asset allocation, projected returns, fees, and transition plans for prospective clients. - [catalyst-calendar](https://affpapa.org/en/nevibecode/skills/anthropics-catalyst-calendar.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1100 installs — Builds a forward calendar of company, industry, regulatory, and macro catalysts to help plan attention and positioning around upcoming events. - [idea-generation](https://affpapa.org/en/nevibecode/skills/anthropics-idea-generation.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1200 installs — A skill for systematic stock screening and investment idea sourcing. - [cash-flow-snapshot](https://affpapa.org/en/nevibecode/skills/cash-flow-snapshot.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1900 installs — Pulls AR, AP, fixed costs and payment history from accounting software, payment processors, or CSV. - [business-pulse](https://affpapa.org/en/nevibecode/skills/business-pulse.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — Builds a compact business snapshot from connected finance, sales, and work tools. - [close-month](https://affpapa.org/en/nevibecode/skills/close-month.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — Closes the books, reconciles transactions against payment processors, refreshes the 30/60/90-day cash forecast, and publishes the close packet. - [plan-payroll](https://affpapa.org/en/nevibecode/skills/plan-payroll.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — Forecasts cash flow before payroll, drafts reminders for overdue invoices, and stages the payroll run. - [content-strategy](https://affpapa.org/en/nevibecode/skills/anthropics-content-strategy.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — This skill reads sales data from PayPal and QuickBooks, factors in seasonality, and builds a prioritized 30-day content brief. - [tax-prep](https://affpapa.org/en/nevibecode/skills/tax-prep.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1800 installs — Prepares quarterly estimates and 1099-NEC lists for your accountant. - [model-update](https://affpapa.org/en/nevibecode/skills/model-update.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1000 installs — Updates financial models with fresh quarterly earnings or guidance changes, recalculates valuation metrics, and highlights material revisions. - [client-review](https://affpapa.org/en/nevibecode/skills/client-review.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1000 installs — Turns account data into a meeting-ready pack: portfolio performance, allocation drift, talking points and action items. - [returns-analysis](https://affpapa.org/en/nevibecode/skills/returns-analysis.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1000 installs — Builds PE deal sensitivity tables for IRR and MOIC across entry multiples, leverage, and growth scenarios. - [deal-screening](https://affpapa.org/en/nevibecode/skills/deal-screening.md) — skill (official Anthropic) · anthropics · Claude Code, Codex, Cursor +3 · 1000 installs — Screens inbound CIMs, teasers, and broker materials against a fund’s criteria. Next: https://affpapa.org/en/nevibecode/skills/topic/finance.md?page=4 ## Refine [trading](https://affpapa.org/en/nevibecode/tag/trading.md) · [python](https://affpapa.org/en/nevibecode/tag/python.md) · [cli](https://affpapa.org/en/nevibecode/tag/cli.md) · [sales](https://affpapa.org/en/nevibecode/tag/sales.md) · [pricing](https://affpapa.org/en/nevibecode/tag/pricing.md) · [saas](https://affpapa.org/en/nevibecode/tag/saas.md) · [payments](https://affpapa.org/en/nevibecode/tag/payments.md) · [compliance](https://affpapa.org/en/nevibecode/tag/compliance.md) · [strategy](https://affpapa.org/en/nevibecode/tag/strategy.md) · [api](https://affpapa.org/en/nevibecode/tag/api.md) · [crm](https://affpapa.org/en/nevibecode/tag/crm.md) · [market-research](https://affpapa.org/en/nevibecode/tag/market-research.md) ## Narrow this list Parameters: `?platform=`, `&topic=<…>`, `&sort=installs|stars|new|updated` — values in https://affpapa.org/en/nevibecode/agents.md --- NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md