jdy_finance_skills

空投项目评估 — 基于 v3 门槛+加权模型（发币意愿/风险 门槛检查 → 筹码/链上/竞争/成本 加权评分） 百分制 × 系数，输出档位判定（Sprint/中等维护/低保维护）。 输出格式对齐 P-xxx 空投评估模板。Triggers on "空投评估", "airdrop evaluation", "项目评分", "airdrop scoring", "空投分析", "evaluate airdrop", or "P-xxx".

DeFi protocol analysis covering TVL, multi-chain deployment, yield analysis, and competitive comparison. Use when the user asks to analyze a DeFi protocol, check TVL, compare yields, evaluate a DEX/lending/bridge protocol, or asks about protocol metrics. Triggers on "DeFi analysis", "协议分析", "TVL analysis", "yield analysis", "DeFi 协议", "protocol comparison", or "[protocol] TVL".

On-chain data query using Dune Analytics. Supports natural language queries that get translated to SQL, preset query templates for common analyses, and direct Dune query ID execution. Uses official Dune MCP (11 tools) for table discovery, SQL creation, execution, and visualization. Triggers on "链上查询", "on-chain query", "dune query", "链上数据", "blockchain data", "查链上", or "run dune query [id]".

Comprehensive cryptocurrency token analysis covering price data, tokenomics, market structure, technical analysis, and risk assessment. Use when the user asks to analyze a token, check tokenomics, evaluate a cryptocurrency, or asks about any specific coin/token fundamentals. Triggers on "token analysis", "代币分析", "tokenomics", "代币基本面", "coin analysis", or any "[symbol] analysis" pattern.

催化剂日历 — 跟踪传统金融和加密市场的关键事件，包括财报日期、经济数据发布、 FOMC 会议、代币解锁、空投快照、协议升级等。Triggers on "catalyst calendar", "催化剂日历", "upcoming events", "接下来有什么", "earnings calendar", "event calendar", "催化剂", "日历", or "what's coming up".

宏观经济看板 — 覆盖利率环境、通胀数据、就业市场、市场情绪和加密宏观指标。 横跨传统金融和加密市场的宏观全景。Triggers on "宏观", "macro dashboard", "macro overview", "经济数据", "利率", "通胀", "CPI", "非农", "FOMC", "宏观看板", or "market overview".

每日晨会笔记 — 隔夜市场动态、关键事件、交易想法，覆盖传统金融和加密市场。 2 分钟可读的简洁格式。Triggers on "morning note", "晨报", "晨会", "what happened overnight", "隔夜发生了什么", "morning call", "每日笔记", "daily note", "today's market", or "今天市场".

自动新闻补充 — 当用户提及公司或代币时，自动判断是否需要补充最新新闻。 不设独立命令，作为辅助 skill 自动触发。Triggers on any company ticker, token symbol, or when user asks "最新消息", "latest news", "新闻", "what's happening with", "[ticker/token] news", or "有什么新消息".

投资组合再平衡分析 — 比较当前持仓与目标配置，计算偏离度，生成再平衡交易建议， 支持税务感知和交易成本优化。Triggers on "rebalance", "再平衡", "portfolio drift", "持仓偏离", "资产配置", "asset allocation", "portfolio review", or "组合调整".

税务亏损收割 (TLH) 分析 — 识别持仓中的未实现亏损，推荐替代标的以维持市场敞口， 同时收割税务亏损。注意 Wash Sale 规则。Triggers on "tax loss harvesting", "TLH", "税务亏损", "亏损收割", "wash sale", "税务优化", "capital loss", "harvest losses", or "税损".

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 sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".

Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data", "fix formatting", "dedupe", "standardize this column", "this data is messy".

Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on "who are the competitors to X", "benchmark X against peers", "build a market map", or any request to systematically evaluate competitive dynamics across an industry.

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".