finance

125+ agent skills for Longbridge Securities — real-time quotes, charts, fundamentals, portfolio analysis, options, and more for HK/US/A-share/SG markets. Trilingual: Simplified Chinese, Traditional Chinese, English.

Real vs lottery call separation for options P/C ratio analysis — prevents signal inversion from deep OTM noise

Analyze investment opportunities across asset classes with risk assessment, return modeling, and portfolio optimization

Check regulatory compliance across finance, tax, employment, data privacy, and industry-specific requirements

Optimize tax strategies for individuals and businesses with entity planning, deduction maximization, and compliance guidance

Create, manage, and optimize budgets for projects, departments, and organizations with variance tracking and scenario planning

Forecast cash inflows, outflows, and liquidity needs with scenario modeling and working capital optimization

Calculate and optimize unit economics including CAC, LTV, payback periods, and contribution margins

Perform company and asset valuations using DCF, comparables, precedent transactions, and other methodologies

Build revenue projection models with driver-based forecasting, scenario analysis, and pricing optimization

SaaS business metrics analysis - MRR, ARR, Churn, LTV, CAC, cohort analysis, and investor reporting

SaaS subscription lifecycle management - billing, upgrades, downgrades, churn prevention, and revenue optimization

Create professional invoices with proper formatting for freelancers and small businesses. Supports multiple currencies and tax calculations.

Conduct comprehensive company research and due diligence. Analyze business model, competitive landscape, management, and market position.

Analyze cryptocurrency projects with tokenomics, on-chain metrics, and market analysis. Generate comprehensive crypto research reports.

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Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.

Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly.

Organize, categorize, and track invoices and receipts

Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.

Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.

Automate expense tracking, receipt processing, approval workflows, and reimbursement management

Analyze spreadsheet data, generate insights, create visualizations, and build reports from Excel/CSV data.

Automate invoice generation, sending, tracking, and payment reconciliation across accounting platforms

Generate professional PDF invoices from templates