Skill UI

This skill aggregates real-time financial information, including hot news articles and market trends from multiple sources (e.g., Weibo, Zhihu). It is also capable of retrieving structured data from prediction markets like Polymarket. Use this when you need a unified, comprehensive view of the financial market landscape, spanning breaking news, aggregated sentiment, and forward-looking market predictions.

This skill provides a comprehensive workflow for generating professional and structured financial reports. It guides the user through planning, writing, and editing various sections, and can also generate necessary chart configurations using visual tools. Ideal for condensing complex financial analysis into clear, actionable reports.

A comprehensive skill designed for finance-related information retrieval. It provides dual search capabilities: real-time web searching across multiple engines (Jina, DDG, Baidu) for general market knowledge, and Retrieval-Augmented Generation (RAG) for querying local, proprietary document stores (e.g., daily news). Ideal for financial analysts needing both broad market context and specific internal data insights.

This skill enables searching for stock tickers across A-Share, HK, and US markets. It can retrieve comprehensive historical price data (OHLCV) over specified date ranges, and also fetches crucial fundamental financial metrics such as market capitalization, P/E ratio, and industry sector information. Use this tool when needing to analyze the past or current performance of a publicly traded company.

A robust reference architecture designed for integrating multi-property portfolios with the AppFolio Stack API. It manages complex tasks such as real-time vacancy tracking, tenant lifecycle management, work order routing, and financial accounting reconciliation (e.g., QuickBooks/Xero). Key components include a service layer, multi-level caching strategies for optimal data freshness, and an event-driven pipeline (using webhooks and message queues) to ensure data consistency and idempotency across all transactions, addressing potential rate limits and failure modes.

This guide provides essential security practices for integrating with the AppFolio platform. It covers secure API credential management, implementing robust webhook signature verification, validating incoming tenant data payloads, and redacting sensitive PII (like SSNs and bank accounts) from logs. Use this when building integrations that handle owner or tenant financial data to ensure compliance and prevent data breaches.

A comprehensive checklist designed to verify the production readiness of Finta CRM integrations. It covers critical areas such as API connectivity, robust security protocols, data synchronization (e.g., pipeline stages, financial records), error handling, and monitoring setup. Used by development or operations teams to ensure seamless, reliable, and accurate fundraise operations and investor communication.

A comprehensive guide for securing highly sensitive fundraising and investor data managed within the Finta platform. This document covers critical security best practices, including secure API key management, webhook signature verification, robust input validation using libraries like Zod, and techniques for data redaction to prevent leaks. Essential for developers building integrations that handle confidential financial terms, valuations, and investor contact information.

Comprehensive toolkit for managing sensitive Flexport supply chain data, including shipment records, customs declarations, and financial invoices. This skill enforces strict data governance, handling PII redaction, ensuring GDPR/CCPA compliance, managing mandated data retention periods (e.g., 5-7 years), and blocking restricted export items (ITAR) to maintain global trade compliance standards.

This skill establishes CI/CD pipelines for complex financial workflows, including expense tracking, budget alerts, and compliance reporting for startup accounting (Fondo). It runs comprehensive unit and integration tests on every pull request and main branch merge, validating data transformation, monitoring filing deadlines, and ensuring live API connectivity to maintain financial data integrity and compliance.

Automates the core monthly financial close process for Fondo. This workflow guides users through critical tasks including bank reconciliation, transaction categorization, and the preparation of essential financial statements (P&L, Balance Sheet, Cash Flow). It is vital for assessing the company's financial health, preparing materials for board meetings, and facilitating fundraising efforts.

A comprehensive guide for startups to maximize Return on Investment (ROI) by optimizing operational costs and leveraging R&D tax credits. This skill covers strategies for improving bookkeeping efficiency, structuring employment (W-2 vs. contractor), selecting the optimal financial plan, and minimizing overall accounting complexity using Fondo's tools.