Skill UI

This robust tool provides comprehensive tracking and analysis for your cryptocurrency holdings. It calculates real-time portfolio valuations using external APIs (like CoinGecko), analyzes asset allocation, tracks Profit & Loss (P&L), and issues concentration risk alerts. Ideal for users who need to check total portfolio value, view detailed holdings, analyze diversification, or export structured data for tax reporting and record-keeping.

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.

Generates a comprehensive, single-screen financial report in a self-contained HTML file. This skill is designed for analyzing key business metrics, including P&L summaries, MRR trends, KPI cards (Revenue, Gross Margin, Cash Runway), and top-accounts analysis. Ideal for quarterly or monthly financial reviews in SaaS or startup environments.

This skill generates a comprehensive, slide-by-slide narrative structure for high-stakes board presentations. It guides users on framing the quarter's story, presenting key financial metrics (KPIs, P&L), strategic updates, and defining clear asks for investors and directors. Ideal for quarterly board meetings, funding rounds, or annual corporate reviews.

Transforms complex financial model outputs (P&L, balance sheet figures) into clear, structured, and compelling written narratives. Ideal for preparing board packs, investor updates, or executive management reports by translating mere numbers into actionable stories. The output provides headline insights, detailed driver analysis, variance explanations, and robust forward-looking commentary tailored to specific audiences.

A comprehensive template designed for quarterly financial reporting. It integrates key performance indicators (KPIs), revenue and burn charts, a detailed Profit & Loss (P&L) summary, top-line highlights, and future outlook sections. This is ideal for presenting structured financial performance to stakeholders.

This advanced trading journal captures the full context of a trade, recording not only the fill price and P&L, but also the initial thesis, the defined plan (stop/target), and the emotional state at the time of entry. It integrates with Notion to log and review trades, grading the quality of decisions and execution against the user's own plan, ensuring users learn from process, not just profit.