NeVibeCode · 1,189 items
Skills for Finance and business
Skills for Finance and business: what each one does, an install command and example prompts.
competitive-landscape skill This skill compares competitors, finds open positioning gaps, and shapes competitive strategy for startup analysis or an investor pitch.
CX Codex
11,034installs
risk-metrics-calculation skill Calculates portfolio risk metrics and reviews drawdowns. Use it for risk limits, dashboards, and risk-adjusted return analysis.
CX Codex
11,000installs
paypal-integration skill This skill covers PayPal checkout, subscriptions, refunds, and payment notifications. Use it when adding PayPal payments or recurring billing to an application.
CX Codex
10,900installs
gl-recon
official skill Reconciles the general ledger against the subledger for a trade date or period, flags breaks and tags each with a likely cause.
CX Codex +1
1,300installs
variance-commentary
official skill Generates flux commentary for P&L and balance sheet lines against budget and prior periods. Useful for month-end close packages and management reporting.
CX Codex +1
1,300installs
dd-checklist
official skill Builds a due diligence checklist around the target sector, deal type, and complexity, then tracks status and red flags. Useful for data room reviews.
CX Codex +1
1,300installs
unit-economics
official skill Analyzes unit economics for SaaS and subscription businesses in PE context: builds ARR cohorts, calculates LTV:CAC, net retention, payback periods, and margin waterfall.
CX Codex +1
1,300installs
pptx-author
official skill Builds PowerPoint decks on disk in headless agent runs without an open Office app. Useful when you need a raw .pptx artifact via python-pptx.
CX Codex +1
1,400installs
pci-compliance skill This skill guides PCI DSS work for payment systems, including tokenization, encryption, access control, logging, and cardholder data handling.
CX Codex
10,600installs
defi-protocol-templates skill This skill provides Solidity templates for staking and AMMs, plus governance and flash loans. Use it as a starting point for DeFi protocol work.
CX Codex
10,400installs
team-composition-analysis skill This skill plans startup team structure, hiring, compensation, and equity from pre-seed through Series A. Use it for headcount plans and hiring budgets.
CX Codex
10,300installs
nft-standards skill This skill covers ERC-721 and ERC-1155 contracts, NFT metadata, and royalties. Use it when building a collection or marketplace.
CX Codex
10,200installs
thesis-tracker
official skill thesis-tracker maintains investment theses for portfolio positions and watchlist names. Use it to log new evidence, review catalysts, and check conviction.
CX Codex +1
1,200installs
sector-overview
official skill A skill that generates comprehensive industry reports covering market size, key players, competitive dynamics, and sector trends. Built for analysts, investors, and strategists preparing client decks and research.
CX Codex +1
1,200installs
nav-tieout
official skill Recomputes an LP capital account from the fund's NAV pack components. Flags mismatches on the generated LP statement before distribution.
CX Codex +1
1,200installs
kyc-doc-parse
official skill Parses an investor or client onboarding packet into structured KYC JSON. Useful before sending the record to a rules engine.
CX Codex +1
1,200installs
kyc-rules
official skill 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. Works after kyc-doc-parse.
CX Codex +1
1,200installs
roll-forward
official skill Builds a balance-sheet roll-forward schedule that ties beginning balance and period activity directly to the general ledger.
CX Codex +1
1,300installs
break-trace
official skill The skill traces a reconciliation break to its source entries and states what differs. Use it after gl-recon has classified the break.
CX Codex +1
1,300installs
accrual-schedule
official skill A skill that automates the accrual schedule for month-end close. For each accrual, it calculates the amount, cites the support, and drafts a journal entry for controller approval.
CX Codex +1
1,300installs
cmux-billing skill Runbook for cmux billing architecture covering Stripe Checkout, subscription tiers, webhooks, and entitlement overrides during backend development.
CX Codex +1
3,700installs
invoice-chase
official skill Finds overdue invoices, checks recent payment activity and drafts customer-specific reminders. The owner reviews each message before anything is sent.
CX Codex +1
2,000installs
morning-note
official skill Drafts a concise note on overnight developments, trade ideas, and events for covered stocks. Use it to prepare a focused update for the morning meeting.
CX Codex +1
1,100installs
ic-memo
official skill Drafts a structured investment committee memo for PE deal approval. Pulls due diligence findings, financial analysis, and deal terms into nine sections.
CX Codex +1
1,100installs
portfolio-monitoring
official skill Analyzes portfolio company financial reports in Excel or PDF, tracks variances against budget, and flags covenant breach risks.
CX Codex +1
1,100installs
client-report
official skill Builds a client-facing report outline for portfolio returns, asset allocation, account activity, and market commentary. Useful for quarterly or annual reviews.
CX Codex +1
1,100installs
earnings-preview
official skill Turns a quarterly report into a one-page preview: consensus estimates, bull/base/bear scenarios and the metrics that will move the stock.
CX Codex +1
1,100installs
investment-proposal
official skill Builds customized investment proposals covering asset allocation, projected returns, fees, and transition plans for prospective clients.
CX Codex +1
1,100installs
catalyst-calendar
official skill Builds a forward calendar of company, industry, regulatory, and macro catalysts to help plan attention and positioning around upcoming events.
CX Codex +1
1,100installs
idea-generation
official skill A skill for systematic stock screening and investment idea sourcing. Runs quantitative screens, thematic research, and pattern recognition to surface long and short ideas.
CX Codex +1
1,200installs
cash-flow-snapshot
official skill Pulls AR, AP, fixed costs and payment history from accounting software, payment processors, or CSV. Produces a 30/60/90-day cash forecast with confidence bands and flags specific liquidity risks.
CX Codex +1
1,900installs
business-pulse
official skill Builds a compact business snapshot from connected finance, sales, and work tools. Use it for a daily brief or to find what needs attention today.
CX Codex +1
1,800installs
close-month
official skill Closes the books, reconciles transactions against payment processors, refreshes the 30/60/90-day cash forecast, and publishes the close packet.
CX Codex +1
1,800installs
plan-payroll
official skill Forecasts cash flow before payroll, drafts reminders for overdue invoices, and stages the payroll run. Built for owners balancing cash timing and pay dates.
CX Codex +1
1,800installs
content-strategy
official skill This skill reads sales data from PayPal and QuickBooks, factors in seasonality, and builds a prioritized 30-day content brief. Use it when deciding what to promote.
CX Codex +1
1,800installs
tax-prep
official skill Prepares quarterly estimates and 1099-NEC lists for your accountant. Closes the books first, then calculates — so the number sits on reconciled data.
CX Codex +1
1,800installs
model-update
official skill Updates financial models with fresh quarterly earnings or guidance changes, recalculates valuation metrics, and highlights material revisions.
CX Codex +1
1,000installs
client-review
official skill Turns account data into a meeting-ready pack: portfolio performance, allocation drift, talking points and action items.
CX Codex +1
1,000installs
returns-analysis
official skill Builds PE deal sensitivity tables for IRR and MOIC across entry multiples, leverage, and growth scenarios. Useful for stress-testing investments and IC presentations.
CX Codex +1
1,000installs
deal-screening
official skill Screens inbound CIMs, teasers, and broker materials against a fund’s criteria. Useful for triaging deal flow before a first call.
CX Codex +1
1,000installs
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