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SkillsMP ha recopilado 105 skills de zai-org/zcode-plugins. Abre una skill para revisar su origen y sus detalles.
Mostrando 40 de 105 skills recopiladas.
A mapping between two charts of accounts — multi-book consolidation, a system migration, or a presentation change — with balance conservation proved rather than assumed, one-to-many and many-to-one relations surfaced for confirmation instead of resolved…
Idioma del texto original: inglés
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this…
Idioma del texto original: inglés
Statutory-basis financial statements and note working papers built from a trial balance — accounts mapped to the caption format the stated basis prescribes, the three statements with every tie shown as a live formula, note schedules traceable to the accounts…
Idioma del texto original: inglés
Reconciliation carried to root cause — general ledger against subledger, book against operational log, or one report against another, with the totals difference decomposed by matching transactions rather than described, each difference classified by cause,…
Idioma del texto original: inglés
A pre-close sweep over the trial balance and the close checklist — blockers separated from warnings, abnormal balances by direction and by ageing, accruals that should exist and do not, cut-off exposure around the period end, and draft entries for what is…
Idioma del texto original: inglés
Build paginated research deliverables (PDF, or DOCX where the reader edits the file) with correct CJK rendering, density-sized charts, clickable [n] citations, and a mandatory render-and-inspect gate. Use when a report, industry primer, earnings update,…
Idioma del texto original: inglés
Review of a statement set someone else prepared — the balance sheet balances, the income statement carries to equity, the cash flow reconciles to the movement in cash, the equity statement ties, notes agree with the face, and opening figures agree with the…
Idioma del texto original: inglés
Produce a professional .xlsx workbook on disk with openpyxl — formula construction rules, colour conventions, and the mandatory recalc/error-check step before delivery. Use for any tabular deliverable that belongs in a file — valuation models, comps spreads,…
Idioma del texto original: inglés
Single-bond profile end to end — issuance terms and 兑付安排, live 估价/溢价, 久期/修正久期/凸性/利差, and the issuer's identity and background. Triggers on "这只债", "债券详情", "债券估值", "久期多少", "凸性", "利差多少", "票面利率", "bond profile", "看一下 XXX 债".
Idioma del texto original: inglés
Credit monitoring over a window for one issuer or a name list — 到期墙, negative announcements and adverse media, valuation deterioration (估值收益率跳升、利差走阔), and 担保圈 contagion — ranked by severity. Triggers on "信用风险排查", "到期压力", "到期墙", "估值异动", "利差走阔", "有没有负面",…
Idioma del texto original: inglés
Yield-curve and credit-spread picture across a set of bonds — levels and spreads segmented by 评级 / 期限 / 行业 / 属性(城投 vs 产业), benchmarked against the government curve and policy rates. Triggers on "信用利差", "收益率曲线", "利差走势", "城投利差", "期限利差", "等级利差", "曲线怎么走", "credit…
Idioma del texto original: inglés
Credit assessment of a bond issuer rather than a bond — leverage, profitability, interest coverage, short-term liquidity, ownership and background, the 担保圈 and 关联占款, plus covenant and default disclosures. Triggers on "主体资质", "发行人怎么样", "偿债能力", "有息负债", "担保圈",…
Idioma del texto original: inglés
Assemble one company for a coverage conversation — registry basics, supply-chain and equity relationships, recent opportunity signals and news — ending with what to ask the client and a hand-off to vet-companies for anything credit-bound. Triggers on "企业画像",…
Idioma del texto original: inglés
Scan business-opportunity signals over an explicit window — financing rounds, expansion and capex, listing moves, tenders and awards, qualification wins, registration changes — for one company, a target list, or a region, graded by how actionable each signal…
Idioma del texto original: inglés
Map the enterprise population of a territory rather than a company — an administrative region (and, loosely, a 园区 or 产业集群), with counts, 划型 distribution, 资质 density, and listed or bond-issuing presence, for a branch planning coverage or a 招商 team. Triggers on…
Idioma del texto original: inglés
Turn a corporate-banking coverage mandate into an executed, reproducible prospect screen — by region, industry, 资质标签, 上榜榜单, or listed status — and return a ranked shortlist with the reason each name is on it. Triggers on "筛选目标客户", "找新客", "拓客名单", "对公获客名单",…
Idioma del texto original: inglés
Build an accretion/dilution (merger consequences) model in Excel for a specific acquisition — standalone earnings for acquirer and target, consideration mix of cash/stock/debt, exchange ratio, financing cost, phased synergies, pro-forma EPS against…
Idioma del texto original: inglés
Model a primary issuance in Excel — 定增 (private placement), 配股 (rights issue), IPO, or 可转债 (convertible bond). Sizes the raise, sets out the pricing basis and discount against a stated reference price, allocates use of proceeds, and models pre- and post-money…
Idioma del texto original: inglés
Assemble a precedent-transaction set by hand for a specific deal — identify candidate transactions from stock events and announcement search, extract the announced terms from the announcements themselves, and compute transaction multiples (EV/EBITDA,…
Idioma del texto original: inglés
Build a sources and uses schedule with the pro-forma capital structure in Excel for a specific transaction — purchase-price build, the equity-value to enterprise-value bridge, refinanced debt, fees and expenses, funding from cash on hand, new debt, new equity…
Idioma del texto original: inglés
Deep-dive profile of a single fund — performance vs benchmark and peers, risk, drawdowns, size and flows, fees, holdings snapshot, manager tenure. Triggers on "基金画像", "分析这只基金", "XX基金怎么样", "fund profile", "<基金代码> 深度分析".
Idioma del texto original: inglés
Multi-criteria fund screening across mutual funds, ETFs, and LOFs — by type, performance, risk, size, fees, holdings, manager. Triggers on "筛选基金", "找基金", "fund screen", "哪些基金满足", "近一年收益前10%的股票基金", "重仓XX的基金".
Idioma del texto original: inglés
Ongoing monitoring of held or shortlisted funds over a window — manager changes, size and flow shocks, 仓位 shifts, style drift, and performance/rank deviation — graded by what a holder must act on. Triggers on "基金跟踪", "持仓基金有没有问题", "基金预警", "盯一下这几只基金", "经理换人了吗",…
Idioma del texto original: inglés
Analyze what funds actually hold — holdings vs label, style drift over report dates, concentration, and cross-fund overlap for shortlists. Triggers on "持仓分析", "风格漂移", "重仓股", "两只基金重合度", "holdings overlap", "名不副实".
Idioma del texto original: inglés
Profile a fund manager across all managed products and full career — track record by tenure, style, capacity, turnover of mandates. Triggers on "基金经理", "manager profile", "XX的管理业绩", "这个经理靠谱吗", "经理画像", "筛选基金经理".
Idioma del texto original: inglés
Cross-asset view assembled from what the data actually supports — equity via index valuation percentiles, rates, credit, commodities and FX via 同花顺 EDB series, macro state via the macro dashboard — derived from one macro thesis through named transmission…
Idioma del texto original: Varios idiomas
Where an index's valuation sits inside its own history — PE/PB/PS with stated-window historical percentiles, weighted 成份股 earnings, and a 盈利 vs 估值 decomposition of a period's return. Triggers on "估值分位", "指数贵不贵", "沪深300 PE", "指数估值历史位置", "盈利与估值拆分", "index…
Idioma del texto original: inglés
Five-block read of the macro state — 增长 / 通胀 / 货币与流动性 / 信用 / 外部 — built from 同花顺 EDB series (`wind-economic`), each with its 口径, release lag, and next release date. Triggers on "宏观怎么看", "经济现在什么状态", "流动性松不松", "社融怎么样", "宏观仪表盘", "macro dashboard", "macro state".
Idioma del texto original: inglés
Tracks policy and industrial plans — 十五五规划、产业体系、地区产业口号、重点概念 — maps a named plan onto the industry-chain nodes it touches, and gathers implementation signals, separating a published plan target from our read of what it implies. Triggers on "十五五规划", "产业政策",…
Idioma del texto original: inglés
Actual against budget with attribution rather than description — price / volume / mix / FX on revenue, rate / usage on cost, every material variance classified 时间性 or 永久性, and graded by decision impact. Triggers on "预算执行", "预实差异", "预算对比分析", "为什么没达预算",…
Idioma del texto original: inglés
A 13-week rolling direct cash forecast — opening cash, AR-ageing-driven receipts, disbursements (payroll, AP, tax, debt service, capex), closing cash, and headroom against a covenant or minimum balance, with an explicit collection curve and DSO assumption and…
Idioma del texto original: inglés
Segment profitability after shared-cost allocation — which product line, customer, channel, or region actually makes money once fixed and common costs are distributed by a stated driver, with the allocation arithmetic shown and every segment that flips…
Idioma del texto original: inglés
Incremental profit-and-cash analysis of a business proposal against a modelled 「不做」 base — option comparison on one basis, peak funding requirement and payback, the condition under which the recommendation flips, and an open-items list scored by whether it…
Idioma del texto original: inglés
The 管理口径 management report off a closed period — a multi-dimensional report by organisation, business, product, or region built on a stated metric dictionary, then the narrative that reads it — P&L walk against prior period and budget, the drivers behind it,…
Idioma del texto original: inglés
The company's own metrics against listed comparables — peer set built with search_stocks and confirmed with get_stock_info, metrics from get_stock_financials, aggregated to a median or weighted average with get_stock_financials, and every 口径 adjustment…
Idioma del texto original: inglés
A rolling P&L reforecast off the company's own ledger — actuals-to-date plus a driver-based forecast for the remaining periods, reconciled to the approved budget and walked against the prior version. Triggers on "滚动预测", "全年预测", "重新预测", "reforecast",…
Idioma del texto original: inglés
What-if analysis off a named base case — 基准/乐观/压力 scenarios defined by parameter values rather than adjectives, single-variable sensitivity ranked by impact, a two-way table on the pair that dominates, and solved break-even points with their feasibility…
Idioma del texto original: inglés
Assemble a full company due-diligence report — entity resolution, registry profile, ownership and related parties, business and industry-chain position, risk records, adverse media, and (for issuers) financial red flags. Triggers on "尽调", "尽职调查", "due…
Idioma del texto original: inglés
Map a company's related parties — shareholders, outbound investments, brother companies, supply-chain counterparties (suppliers/customers), and funding-chain links — into a structured relationship map. Triggers on "关联方", "股权穿透", "关联企业", "supply chain map",…
Idioma del texto original: inglés
Fast risk-record screen for one company or a batch — 失信被执行, 终本案件, 限制高消费, 司法涉诉, 行政处罚, 股权质押与冻结, 对外担保, 破产重整与司法拍卖, plus adverse media — with severity ranking. Triggers on "风险排查", "有没有失信", "涉诉情况", "被限高了吗", "有没有破产重整", "黑名单筛查", "risk screen", "批量排查供应商".
Idioma del texto original: Varios idiomas