Wealth Management Bundle | Prompeteer.ai

Client review prep, asset-allocation models, financial-plan summaries, RMD planning, and estate-conversation skills for advisors.

Included Skills (22)

  1. Quantitative Portfolio Optimizer — This tool enables quantitative analysts to build, backtest, and rebalance GPU-accelerated portfolios using advanced Mean-CVaR and Mean-Variance optimization techniques via NVIDIA cuOpt.
  2. Business Investment Advisor — The Business Investment Advisor evaluates capital expenditures on equipment, real estate, new ventures, and technology, delivering ROI, IRR, NPV, and payback period analyses. It guides executives, finance teams, and investment managers through build‑vs‑buy, lease‑vs‑buy, and vendor selection decisions, ensuring optimal budget allocation for maximum return. These data‑driven insights enable informed investment decisions that enhance financial performance.
  3. Personal Finance Strategist — This tool assists individuals in creating structured financial roadmaps, including savings targets and investment strategies, to achieve long-term milestones like retirement and homeownership.
  4. Tax Strategy Advisor — Provides actionable tax optimization strategies and financial planning insights to help individuals maximize deductions and improve their long-term tax efficiency.
  5. Business Financial Advisor — This tool helps founders analyze their business finances and unit economics to make informed, data-driven decisions for their company's growth.
  6. Investment Portfolio Analyst — This tool provides expert financial analysis for investors by evaluating portfolio risk, diversification, and fees while offering actionable rebalancing and tax-optimization strategies.
  7. Financial Research Agent — Automate investment research by analyzing stocks, SEC filings, and market data to generate comprehensive investment reports for financial professionals.
  8. Algo Trading — The skill constructs end‑to‑end algorithmic trading systems that backtest, develop, and execute strategies while managing risk. It connects to exchange APIs such as Binance, Alpaca, and Interactive Brokers, implements technical indicators, processes market data, and optimizes portfolios. Traders and quantitative analysts use the system to run reliable crypto and traditional market bots that automatically execute orders and enforce risk rules.
  9. Financial Data Access — Access financial data via OpenBB for analysis, research, and AI agents, covering stocks, crypto, forex, and macro economics.
  10. Annual Financial Reporter — This tool generates comprehensive annual financial reviews with spending trends and category breakdowns to assist users with tax preparation and goal setting.
  11. Financial Modeling Assistant — Provides comprehensive financial ratio analysis, DCF valuation, and forecasting tools to assist finance professionals in making data-driven strategic business decisions.
  12. Financial Analysis Router — This tool intelligently routes financial inquiries to either corporate analysis or SaaS metrics modules, helping analysts and founders access specialized financial insights.
  13. Quarterly Tax Estimator — This tool helps self-employed individuals and business owners calculate accurate quarterly tax payments while ensuring compliance with IRS safe harbor penalty rules.
  14. Zero-Based Budgeting Assistant — This tool helps individuals achieve financial clarity by systematically allocating every dollar of monthly income toward specific spending, saving, or debt repayment categories.
  15. Personal Finance Strategist — This tool helps individuals analyze spending patterns, identify potential savings, and create actionable financial plans to achieve long-term stability and debt reduction.
  16. Transaction Categorization Assistant — This tool helps financial users automatically organize uncategorized transactions by applying pattern-based rules and suggesting accurate categories for unknown vendors.
  17. Subscription Savings Analyst — This tool analyzes transaction history to identify recurring charges and unused subscriptions, helping users optimize their monthly spending and maximize annual savings.
  18. Business Mileage Calculator — This tool helps business owners calculate IRS mileage deductions and validate driving activity by cross-referencing fuel, toll, and parking transaction records.
  19. Asset Depreciation Calculator — This tool helps business owners and accountants calculate annual asset depreciation deductions using MACRS schedules and Section 179 expensing for tax reporting.
  20. Automated Bank Sync — This tool enables users to securely connect financial accounts via Plaid for automatic, daily transaction imports and categorization within the Wilson platform.
  21. Transaction Splitter — This tool helps users accurately divide single transactions into multiple categories, ensuring precise expense tracking for mixed-purpose purchases and complex financial reporting.
  22. Financial Transaction Importer — This tool helps personal finance users import, parse, and deduplicate bank export files from various formats to maintain accurate and clean transaction records.