Skills Marketplace

Every skill included with AgentVolt Pro. Browse, install, and drop into your agent.

Finance

60 results

Portfolio Rebalance Advisor

Drop in your current holdings and target allocation — get the exact buy/sell list, tax-loss opportunities, and drift alert.

Finance

Personal Finance Q&A

Ask any personal-finance question and get a plain-English answer tailored to your bracket, timeline, and risk appetite.

Finance

Earnings Report Analyzer

Paste a 10-K, 10-Q, or earnings call transcript — get the numbers that matter, the narrative changes, and what the CFO tried to bury.

Finance

Investment Committee Decision Memo

Turn deal materials into an investment memo with traced evidence, reconciled financials, downside cases, and decision gates.

Finance

Financial Model Scenario & Sensitivity Analysis

Stress-test an existing financial model with linked scenarios, sensitivity tables, ranked drivers, and decision thresholds.

Finance

Finance Request Triage and Analysis Routing

Choose the right finance workflow, resolve ambiguous metrics, and build a scoped handoff with the right inputs.

Finance

Financial Ratio Scorecard and Trend Analysis

Get a financial ratio scorecard with traceable formulas, period comparisons, and prioritized risks.

Finance

Debt Amortization and Covenant Headroom

Build reconciled loan and revolver schedules with interest splits, maturity payments, and covenant headroom by test date.

Finance

Finance Dataset to Offline Executive Dashboard

Turn finance data into one offline HTML dashboard with reconciled KPIs, working filters, YoY comparisons, charts, and detail.

Finance

Indian Stock Fundamental Research Report

Get a sourced Indian stock report with sector-fit ratios, peer valuation, promoter risks, and scenarios for your holding period.

Finance

Runway Scenario Planner

Model cash runway in base, downside, and upside cases, then get a go / wait / no-go on a proposed hire or spend.

Finance

Finance Dataset Readiness Review

Profile financial data, isolate reporting risks, reconcile control totals, and identify which analyses the data can support.

Finance

Post-10 AM Trend Continuation Long Filter

Filter a morning gapper list through five strict TradingView entry checks, with explicit breakout levels and missing-data flags.

Finance

Financial Workbook Release Review

Get a release decision, traceable findings, and prioritized fixes for financial workbook formulas, reconciliations, and claims.

Finance

SaaS Unit Economics Review

Calculates CAC payback, LTV:CAC, burn multiple, magic number, Rule of 40, GRR and NRR from your data, benchmarked by stage.

Finance

Quantitative Plan Stress Test

Stress-test a plan or financial model: evidence-based driver ranges, tornado ranking, break points, correlated and reverse stress tests.

Finance

PDF Financial Statements to Excel Model

Turn PDF statements into a traceable Excel model with reconciled historicals, linked forecasts, scenarios, and an audit report.

Finance

CFO Advisor

Your on-call startup CFO: runway to a date, cash vs accrual traps, SAFE and round dilution, term sheets, and debt covenants, math shown.

Finance

Receipt Folder to Expense Report

Turn a folder of receipt PDFs and photos into an expense spreadsheet: right totals, tax and tip split, duplicates caught, nothing guessed.

Finance

M&A Playbook for Startups

Buy or sell a company with eyes open: LOI terms that move money, working capital peg, escrow and earnout traps, diligence, retention.

Finance

Telegram Scanner Alert Delivery

Connect trading scanners to Telegram with readable alerts, session-aware schedules, duplicate control, and delivery checks.

Finance

Linked Three-Statement Financial Model

Build a linked income statement, balance sheet, and cash flow forecast with formula maps and reconciliation checks.

Finance

SaaS Growth Constraint Diagnosis

Diagnose SaaS financial health, reconcile retention and acquisition metrics, and choose the next growth lever.

Finance

Company, Sector & Macro Research Briefs

Get sourced company, sector, and macro research with reconciled figures, valuation context, scenarios, and thesis-changing risks.

Finance