Wealth Management Bundle

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

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Included Skills (35)

  1. 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.
  2. Tax Strategy Advisor — Provides actionable tax optimization strategies and financial planning insights to help individuals maximize deductions and improve their long-term tax efficiency.
  3. 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.
  4. Auction Risk Auditor — This tool performs comprehensive risk assessments for real estate auctions, providing investors with scoring, stress testing, and risk-adjusted ROI calculations for safer decisions.
  5. Quantitative Portfolio Optimizer — This tool enables quantitative analysts to build, backtest, and optimize GPU-accelerated financial portfolios using advanced Mean-CVaR and Mean-Variance allocation strategies.
  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. Excel Financial Modeler — This tool assists financial analysts in creating error-free, industry-standard Excel models by enforcing strict formatting, color-coding conventions, and precise formula integrity.
  8. Fundamental Stock Analyst — This tool provides rigorous, sector-relative fundamental analysis and forensic financial evaluations to help investors assess the quality and valuation of publicly listed companies.
  9. Meteora Dlmm Pool Screening — Screen and rank Meteora DLMM pools for LP quality using public Meteora APIs (fee/TVL, bin step, organic score). Read-only: never deploys, swaps, or signs.
  10. Financial Research Agent — Automate investment research by analyzing stocks, SEC filings, and market data to generate comprehensive investment reports for financial professionals.
  11. Trading Decision Journal — This tool helps traders document their thesis, plan, and emotional state in Notion to improve decision-making quality over raw financial performance.
  12. Financial Data Analyzer — Provides comprehensive financial statements, valuation metrics, and corporate data to help investors analyze global stocks using the Longbridge platform.
  13. Longbridge Market Intelligence — Provides real-time financial data, historical charts, and market analytics for HK, US, A-share, and Singapore markets to assist traders and investors.
  14. Financial News Intelligence — This tool provides AI assistants with comprehensive news analysis, media bias insights, and real-time financial market data to support informed research and decision-making.
  15. 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.
  16. Financial Modeling Assistant — Provides comprehensive financial ratio analysis, DCF valuation, and forecasting tools to assist finance professionals in making data-driven strategic business decisions.
  17. Equity Research Analyst — This tool provides institutional-grade equity analysis and structured stock scorecards for investors using public SEC filings and real-time market data.
  18. Longbridge Financial Assistant — This tool provides comprehensive market data, portfolio management, and financial analysis for investors across global markets using Longbridge Securities' official agent skills.
  19. 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.
  20. Options Flow Analyzer — This tool filters market noise by separating institutional hedging from speculative lottery activity to provide traders with accurate, actionable options sentiment analysis.
  21. Stock Market Intelligence — Provides investors with real-time stock news, regulatory filings, community discussions, and SEC document analysis to support informed financial decision-making and market research.
  22. 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.
  23. 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.
  24. 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.
  25. Transaction Categorization Assistant — This tool helps financial users automatically organize uncategorized transactions by applying pattern-based rules and suggesting accurate categories for unknown vendors.
  26. 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.
  27. 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.
  28. Portfolio Risk Manager — This tool assists traders in optimizing portfolio stability by calculating risk metrics, defining position sizing strategies, and implementing systematic hedging and stop-loss protocols.
  29. Quantitative Trading Analyst — This skill assists financial professionals in developing, backtesting, and optimizing algorithmic trading strategies while ensuring robust risk management and statistical model validation.
  30. 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.
  31. 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.
  32. 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.
  33. 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.
  34. Portfolio Risk Analyzer — Calculate essential portfolio risk metrics like VaR and Sharpe ratios to assist financial analysts in monitoring performance and implementing robust risk management strategies.
  35. Value Investing Mentor — This agent simulates Warren Buffett to provide expert insights on value investing, business analysis, and financial decision-making for aspiring investors and professionals.