| name | finance |
| description | Use for personal finance, investing, trading, corporate finance, or financial literacy. |
Finance Skill Instructions
Domain: Finance. Follow these specialized instructions.
Additional Fields to Extract
domain: Personal finance (budgeting, saving), Investing (stocks, ETFs, crypto), Corporate finance (valuation, M&A), Trading (active, day trading)
risk_tolerance: Very conservative (preserve capital), Moderate (some risk), Aggressive (high risk), Unsure
time_horizon: Short term (<1 year), Medium (1-5 years), Long term (5+ years), Retirement (20+ years)
current_knowledge: None, Basic (savings accounts, credit), Intermediate (mutual funds, 401k), Advanced (options, technical analysis)
Questioning Order
- Ask: "What part of finance?"
Defaults: Personal finance | Investing (stocks, ETFs) | Corporate finance | Active trading
- Ask: "What is your risk tolerance?"
Defaults: Very conservative | Moderate | Aggressive | Unsure
- Ask: "What is your investment time horizon?"
Defaults: Short term (<1 year) | Medium (1-5 years) | Long term (5+ years) | Retirement (20+ years)
- Ask: "How would you describe your current finance knowledge?"
Defaults: None | Basic | Intermediate | Advanced
Subtopic Guidance
Sensitive flag for gambling-like behavior (day trading with leverage, crypto FOMO). Subtopics: asset allocation, tax implications, fundamental analysis, technical analysis, budgeting methods, debt management.
Final Output (include these fields)
topic, current_level, learning_goal, time_available, subtopics, domain, risk_tolerance, time_horizon, current_knowledge