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浏览可为组织开通的 API、MCP、技能、连接器、插件与数据集，价格与接入方式一目了然。
共 237 个商品
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- 技能通用工具
portfolio-rebalance
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
- wealth-management
- finance
- plugin
- +1
免费 - 技能通用工具
investment-proposal
Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
- wealth-management
- finance
- plugin
- +1
免费 - 技能通用工具
financial-plan
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update".
- wealth-management
- finance
- plugin
- +1
免费 - 技能通用工具
手抄报线稿模板生成-万维易源
根据主题、年级和画面比例，自动生成符合A4打印标准的手抄报黑白线稿模板；适用于小学手抄报作业辅助、主题黑板报线稿设计、儿童涂色填字模板生成场景
- design-image-gen
- design-visual-asset
- skillhub
免费 - 技能通用工具
client-review
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
- wealth-management
- finance
- plugin
- +1
免费 - 技能通用工具
portfolio-monitoring
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
- investment-banking
- finance
- plugin
- +1
免费 - 技能通用工具
上海海洋大学—横沙岛海岛骑行规划Skill
上海还有座岛：没有网约车、没有红绿灯，只有30公里江堤等你骑完。横沙岛骑行规划Skill，输入需求直接出方案——上海海洋大学校友写给所有想上岛的人。
- life-travel
- skillhub
免费 - 技能通用工具
deal-sourcing
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
- investment-banking
- finance
- plugin
- +1
免费 - 技能通用工具
unit-economics
Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".
- investment-banking
- finance
- plugin
- +1
免费 - 技能通用工具
value-creation-plan
Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".
- investment-banking
- finance
- plugin
- +1
免费 - 技能通用工具
ic-memo
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
- investment-banking
- finance
- plugin
- +1
免费 - 技能通用工具
dd-checklist
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".
- investment-banking
- finance
- plugin
- +1
免费