FinancialAgent

Generate Convertible Bond (CB) valuation reports. Use this skill whenever the user wants to create a convertible bond model, generate a CB report, value a convertible bond, or mentions convertible bond analysis. Also trigger when the user mentions CB pricing, CB valuation, or asks to fill in bond parameters like conversion price, maturity date, or risk-free rate for a bond report.

Generate ESO (Employee Stock Option) valuation reports. Use this skill when the user needs to value employee stock options, calculate per-option values, or generate ESO valuation reports.

Generate Convertible Bond (CB) valuation reports. Use this skill whenever the user wants to create a convertible bond model, generate a CB report, value a convertible bond, or mentions convertible bond analysis. Also trigger when the user mentions CB pricing, CB valuation, or asks to fill in bond parameters like conversion price, maturity date, or risk-free rate for a bond report.

Generate ESO (Employee Stock Option) valuation reports. Use this skill when the user needs to value employee stock options, calculate per-option values, or generate ESO valuation reports.

Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or from other data sources; or convert between tabular file formats. Trigger especially when the user references a spreadsheet file by name or path — even casually (like "the xlsx in my downloads") — and wants something done to it or produced from it. Also trigger for cleaning or restructuring messy tabular data files (malformed rows, misplaced headers, junk data) into proper spreadsheets. The deliverable must be a spreadsheet file. Do NOT trigger when the primary deliverable is a Word document, HTML report, standalone Python script, database pipeline, or Google Sheets API integration, even if tabular data is involved.

Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or from other data sources; or convert between tabular file formats. Trigger especially when the user references a spreadsheet file by name or path — even casually (like "the xlsx in my downloads") — and wants something done to it or produced from it. Also trigger for cleaning or restructuring messy tabular data files (malformed rows, misplaced headers, junk data) into proper spreadsheets. The deliverable must be a spreadsheet file. Do NOT trigger when the primary deliverable is a Word document, HTML report, standalone Python script, database pipeline, or Google Sheets API integration, even if tabular data is involved.