Personal Finance

Simplify crypto hard filters to essential checks only. Trigger when: (1) crypto symbols fail multiple filters, (2) data_quality/spread/trading_status fail for crypto, (3) yfinance data gaps causing false failures.

Use when implementing models that learn from minimal data or need to adapt to new market regimes rapidly. Covers episodic learning, context sets, support and query sequences, zero-shot vs few-shot learning, meta-learning for finance, transfer learning across assets and regimes, and quick adaptation to market changes.

Extended thinking (ultrathink) configuration for Claude API. Activate for complex reasoning tasks, deep analysis, multi-step problem solving, and tasks requiring careful deliberation. Enables Claude's internal reasoning with configurable thinking budgets.

Industry-specific automation playbooks. Use when targeting a specific vertical for workflow recommendations, pain point mapping, and bundled offerings. Covers e-commerce, professional services, logistics, legal/finance, global trade (export, import, re-export), manufacturing, distribution, and construction.

Produces excellence-grade EU grant narratives, budget justifications, andscoring diagnostics that consistently reach ≥4.6/5 (13.8/15 Horizon scale).Integrates constitutional AI framing, Oracle-validated evidence, and EU costcompliance to feed Grant Application Assembler and client review workflows.

A set of resources to help me write all kinds of internal communications, using the formats that my company likes to use. Claude should use this skill whenever asked to write some sort of internal communications (weekly sprint reports, finance reports, project updates, design news, etc.).

Expert knowledge in zero-based budgeting principles and implementation

Enterprise context and session management with token budget optimization and state persistence

Micro-task development patterns with 50% context budget. Use for task decomposition, context management, escape hatch protocols, and orchestration patterns.

SRE patterns for production service reliability: SLOs, error budgets, postmortems, and incident response.Use when defining reliability targets, writing postmortems, implementing SLO alerting, or establishingon-call practices. NOT for initial service development (use scaffolding skills instead).

Use when planning refactoring sprints, prioritizing technical debt backlog, justifying refactoring investment to executives, or creating data-driven roadmaps - calculates return on investment using effort-impact matrices and research-backed formulas

Energy-specific charts: project timelines, cost breakdowns, financial projections, geospatial maps. Interactive dashboards for investment decisions.

Automated board presentation generation pulling live data from Asana, Salesforce, Finance GL for quarterly board meetings with executive narrative and data visualization

Token usage and cost tracking with model-specific pricing for monitoring and optimizing AI token consumption. Use when tracking sessions, calculating costs, analyzing efficiency, or budget planning.

Use Alpaca Algo Trader Plus for 4+ years of historical data. Trigger when: (1) increasing lookback, (2) data source selection, (3) yfinance comparison.

Financial analysis and reporting

Complete investment evaluation with financial modeling, scenario planning, and risk assessment. Use when evaluating equity investments, growth capital opportunities, acquisition targets, or portfolio companies. Supports venture, growth equity, and buyout analyses with multi-scenario modeling, returns analysis, comparable company benchmarking, and IC memo generation. Automatically pulls data from financial platforms and generates institutional-grade Excel models with working formulas.

Social return on investment (SROI) modeling, blended finance structuring, and impact-weighted accounting. Use for evaluating social enterprises, impact investments, ESG integration, sustainability metrics, and theory of change financial modeling. Generates comprehensive impact assessments that blend financial returns with social and environmental outcomes, suitable for impact investors, foundations, and mission-driven organizations.

Small business finance, tax strategy, and wealth management. Auto-activates for Augusta Rule, home office deduction, Solo 401k, R&D credits, tax optimization, Mercury/Ramp operations, Bitcoin treasury, IRS notices, audit defense, and bootstrapped founder CFO work.

Kyverno generation policy templates that auto-create supporting resources like NetworkPolicies, ResourceQuotas, and PodDisruptionBudgets for new workloads and namespaces.