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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 7 个商品
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- 插件插件
wealth-management
财富管理与理财顾问工具，支持客户回顾、财务规划、投资组合再平衡、税损收割和投资提案。
- wealth-management
- finance
- plugin
- +1
免费 - 技能通用工具
client-report
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
- wealth-management
- finance
- plugin
- +1
免费 - 技能通用工具
tax-loss-harvesting
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".
- wealth-management
- finance
- plugin
- +1
免费 - 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
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