Wealth Management Bundle | Prompeteer.ai

Included Skills (30)

1. X Growth Engine — This skill helps users grow their X/Twitter presence by crafting viral content, analyzing engagement, and optimizing their profiles for the platform.
2. Jira Expert — Atlassian Jira expert for creating and managing projects, planning, product discovery, JQL queries, workflows, custom fields, automation, reporting, and all Jira features. Use when setting up or configuring Jira projects, writing JQL and advanced searches, creating dashboards, designing workflows, or performing technical Jira operations.
3. Confluence Expert — Atlassian Confluence expert for creating and managing spaces, knowledge bases, and documentation. Configures space permissions and hierarchies, creates page templates with macros, sets up documentation taxonomies, designs page layouts, and manages content governance. Use when users need to build or restructure a Confluence space, design page hierarchies with permission structures, author or standardise documentation templates, embed Jira reports in pages, run knowledge base audits, or establish documentation standards and collaborative workflows.
4. Atlassian Templates — Atlassian Template and Files Creator/Modifier expert for creating, modifying, and managing Jira and Confluence templates, blueprints, custom layouts, reusable components, and standardized content structures. Use when building org-wide templates, custom blueprints, page layouts, and automated content generation.
5. Observable AI Agents — AgentScope builds transparent, observable AI agents with full execution tracing and debugging, assisting developers in creating trustworthy production agents.
6. Jira Project Manager — Automate Jira projects, issues, and workflows, helping project managers and developers streamline their agile development processes.
7. Business Finance Analysis — Analyzes business profitability, pricing decisions, and financial planning using key metrics like LTV/CAC and revenue levers.
8. Business Finance Analysis — Analyzes business finance fundamentals like profit margins, unit economics, and LTV/CAC to assist with financial planning and decision-making.
9. Tailscale Network Builder — Configure and manage Tailscale zero-trust networks, enabling secure connections between remote machines and services for developers and system administrators.
10. Sales Engineer — Analyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.
11. Atlassian Admin — Atlassian Administrator for managing and organizing Atlassian products (Jira, Confluence, Bitbucket, Trello), users, permissions, security, integrations, system configuration, and org-wide governance. Use when asked to add users to Jira, change Confluence permissions, configure access control, update admin settings, manage Atlassian groups, set up SSO, install marketplace apps, review security policies, or handle any org-wide Atlassian administration task.
12. RFP Response Generator — Generates structured responses to RFPs, RFIs, and RFQs, helping bid managers and sales teams create effective proposals.
13. Durable Execution Engine — Automate resilient workflows and distributed transactions using Restate, a durable execution engine for building fault-tolerant services.
14. SaaS Financial Advisor — Analyzes SaaS financial metrics, benchmarks performance, and provides actionable advice to improve business health for SaaS founders and executives.
15. Commercial Deal Optimizer — This skill analyzes commercial deals, pricing models, and partnerships to provide recommendations for deal approval and revenue forecasting.
16. Research Operations Assistant — Assists product researchers and PMs with rigorous method selection and insight synthesis for trusted research repositories.
17. Business Investment Advisor — Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.
18. Ciso Advisor — Security leadership for growth-stage companies. Risk quantification in dollars, compliance roadmap (SOC 2/ISO 27001/HIPAA/GDPR), security architecture strategy, incident response leadership, and board-level security reporting. Use when building security programs, justifying security budget, selecting compliance frameworks, managing incidents, assessing vendor risk, or when user mentions CISO, security strategy, compliance roadmap, zero trust, or board security reporting.
19. SaaS Marketing Strategist — Provides SaaS and software marketing ideas, inspiration, and strategies tailored to the user's product, audience, and stage.
20. Pm Skills — Router/index for the 8 project-management skills bundled in this plugin (senior PM quant toolkit, scrum master, Jira/JQL, Confluence, Atlassian admin, Atlassian templates, meeting analyzer, team communications). Use when a PM request doesn't obviously match one skill and you need to pick the right one (e.g., 'our sprints feel off', 'audit our Jira permissions'). Bundles an Atlassian Remote MCP config (.mcp.json) for live Jira/Confluence access.
21. Culture Design Architect — This skill helps leaders build, measure, and evolve company culture into operational behaviors, not just aspirational statements or wall posters.
22. AI Metadata Stamper — This skill stamps files with trust scores, provenance, and compliance metadata, assisting users with AI governance and auditing needs.
23. Braintrust AI Assistant — This skill assists developers using Braintrust to evaluate, test, and monitor their AI applications, ensuring rigorous development practices.
24. Opencli Browser Sitemap — Use when driving a website with opencli browser and sitemap context is available, requested, or needed to avoid blind navigation. Guides agents to consume site sitemap files lazily, choose adapter/browser fallback paths, resume from state signatures, and mark stale sitemap entries without trusting them over live browser state.
25. Business Growth Skills — Router/index for the 4 business & growth skills bundled in this plugin: customer-success-manager (health scoring, churn risk, expansion), sales-engineer (RFP analysis, competitive matrices, PoC planning), revenue-operations (pipeline, forecast accuracy, GTM efficiency), and contract-and-proposal-writer. Use when a growth/revenue request doesn't obviously match one skill and you need to pick the right one (e.g., 'which accounts are at risk', 'should we bid on this RFP').
26. Handcrafting Guide Generator — This skill provides comprehensive guidance for various handcrafting projects. It aims to equip users with the necessary information to successfully plan and execute their desired creations, from initial material selection to the final finishing touches. Whether you are a beginner looking for a simple project or an experienced crafter seeking inspiration, this skill will help you embark on your creative journey.
27. Litigation Triage Assessor — Assess initial commercial litigation documents and facts in Illinois contract, fiduciary duty, and governance disputes to identify causes of action, defenses, counterclaims, relevant statutes, and case law. Use when reviewing new case files, onboarding clients for complex litigation, or when assessing a dispute's potential.
28. Kubernetes Pod Fixer — This skill assists in diagnosing common reasons for Kubernetes pod failures and provides concrete steps to resolve them. It focuses on identifying the root cause of pods entering undesirable states suc
29. Portfolio Analysis Advisor — Evaluate investment portfolios with a value investing approach, providing data-driven recommendations for selling and buying assets based on fundamental analysis, valuation, and long-term growth potential. Use when analyzing investment portfolios, seeking value investing opportunities, assessing asset allocation, considering portfolio rebalancing, or when the user mentions investment strategy, portfolio review, or long-term wealth building.
30. Startup Financial Advisor — This skill generates a comprehensive list of core financial competencies required for a professional operating in a startup environment, particularly one involved in advisory roles. It aims to define the essential skill set for individuals responsible for financial strategy, analysis, and management within nascent companies.