Business Finance AI Skills

Option P&L analysis methodology: payoff diagrams, breakeven calculation, multi-leg strategy visualization, and Greeks-based scenario analysis.

Guides assessment and use of the EU-US Data Privacy Framework adequacy decision for transatlantic data transfers. Covers DPF self-certification with the Department of Commerce, DPF principles…

Options strategy framework supporting Black-Scholes pricing, Greeks analysis, and multi-leg backtesting. Suitable for cryptocurrency and equity options.

Run an AI impact assessment — structured intake, risk analysis, regulatory classification per regime in scope, policy consistency diff, and recommendation with conditions. Uses the house-style…

Breaks down complex software, writing, or research tasks into small, atomic, independently completable units with dependency graphs and milestone breakdowns. Use when the user asks to plan a project,…

Guides implementation of EU Standard Contractual Clauses under Commission Decision 2021/914 across all four modules (C2C, C2P, P2P, P2C). Covers clause-by-clause completion, Annex I-III drafting, and…

Pair trading strategy. Trades mean reversion using the spread/ratio Z-score of two correlated instruments. Requires at least two instruments.

Guides implementation of technical, contractual, and organisational supplementary measures for international data transfers per EDPB Recommendations 01/2020. Covers encryption, pseudonymisation, split…

Performance attribution analysis — Brinson sector/stock-selection attribution, factor alpha/beta decomposition, market-timing evaluation, and benchmark comparison framework.

Perpetual futures funding rate analysis and cash-carry basis trading — funding rate regimes, annualized basis signals, carry trade construction, and funding rate arbitrage between exchanges.

AI-Trader - AI Trading Signal Platform. Publish trading signals, follow traders. Use when user mentions trading signals, copy trading, stock trading, or follow traders.

Diff a new AI regulation or guidance against your current governance posture — surfaces gaps, priorities, and a remediation plan with owners and deadlines. Use when an AI regulation moves (or you…

Read AI-Trader financial event snapshots and market-intel endpoints. Use when an agent needs read-only market context, grouped financial news, or the financial events board before trading, posting a…

Review vendor AI terms — agreement, addendum, or ToS AI provisions — against your governance positions; flag training-on-data, liability, model changes, and AI policy consistency. Use when user says…

Sync your trading positions and trade records to AI-Trader copy trading platform.

Trace how a contract has changed across its base agreement and all amendments — either a summary of all changes over time, or a provision trace for a specific clause. Use when the user says "what…

Run the cold-start interview to learn your commercial contracts practice and write your team practice profile. Use on first use of the plugin, when…

Guided customization of your commercial contracts practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, playbook positions,…

Route a contract issue to the right approver per the escalation matrix in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`, and draft the ask. Use when the user says "who needs…

Show contracts with cancel-by deadlines coming up and warn before notice windows close, working from a maintained renewal register. Use when the user asks "what's renewing soon", "what renewals are…

Review a vendor agreement, NDA, or SaaS subscription against your playbook. Identifies the agreement structure from titles, routes to the right review skill (vendor-agreement-review, nda-review,…

Reference: review of SaaS subscription agreements with attention to the terms that matter most in subscription deals — auto-renewal mechanics, price escalation, data portability, uptime SLAs, and…

Translates a contract review into a summary the business stakeholder will actually read. Not a legal memo — a two-minute answer to "can I sign this and what do I need to know." Use when user says…

Reference: review of an inbound vendor agreement against the team playbook in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`. Flags deviations, assesses risk, generates…

Detects when Luminance, Kira, or a similar bulk-review tool is in use, hands off the high-volume clause extraction to it, and QAs its output per the trust level in…

What's blocking close — maintain the closing checklist with status, critical path, and days to close. Self-updating: ingests new items from diligence findings and schedule builds, tracks status,…

Guided customization of your corporate practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, active modules (M&A / Board /…

Read VDR documents and extract issues per house categories and materiality thresholds, producing findings in house memo format. Use when user says "review the data room", "extract issues from…

Post-closing M&A integration tracker — phased workplan, consent tracking, contract assignment at scale, weekly status reports. Initializes from whatever deal artifacts are available (purchase…

Build the material contracts disclosure schedule from diligence findings, applying the purchase agreement's Material Contract definition and formatting per the agreement's schedule format. Use when…

Tabular review — one row per document, one column per data point, every cell cited to source. Built for M&A diligence ("review these 200 target contracts for change-of-control, assignment, and MAC…

Draft a unanimous written consent of the board or a committee in house format, with precedent search from the consents repository. Handles multi-resolution consents, director conflict flags, state-law…

Update the status of an in-progress international expansion project — recalculates what is now unblocked, flags anything overdue, and surfaces the next priorities. Use when work has happened since the…

Diff a proposed handbook change against the current version, flag ripple effects and state supplement impacts. Use when user says "update the handbook", "add this to the handbook", "handbook change",…

Reference: shared framework for managing internal investigations from intake through final memo — privileged investigation log, document processing with needle-finding, source coverage tracking, Q&A…

Reference: implementation-planning framework for international hiring — EOR vs. entity decision framing, cross-functional triggers for tax/finance/HR, structured outside-counsel briefing requests, and…

Draft an audience-specific summary from the privileged investigation memo — HR, leadership, or outside counsel versions. Use when an investigation memo needs to be communicated to an audience that…

Draft an employment policy with state supplements where law differs across the jurisdictional footprint. Use when the user says "draft a [topic] policy", "we need a policy on", "update our [topic]…

Termination review — high-risk flag detection, severance + release, and final pay timing by jurisdiction. Jurisdiction-specific rules and release consideration periods are researched per review, not…

Classify a proposed worker engagement — employee, IC, temp, or vendor — by running the applicable jurisdiction tests and flagging misclassification gaps between the intended arrangement and what the…

Use this skill whenever a user specifically requests legal research or Westlaw Deep Research, asks for CoCounsel Legal or cocounsel legal support, or asks a question that requires explaining,…

Creating and improving listing content, covering titles, descriptions, attribute completeness, categorization fixes, image callouts written as text, edits written from material the operator supplies,…

Stock, capacity, and availability monitoring, acting on low-stock and slow-mover alerts, triaging order exceptions such as delays, return spikes, and complaints, and the operator's daily briefing; any…

Drafting campaigns and ads as staged drafts, from acquisition and seasonal pushes to lifecycle sends such as win-backs, pre-arrival messages, and presale or last-call notices, choosing audiences and…

Explaining how the business is doing, meaning why a metric moved, which segment drove it, pace against a comparable, progress against goals the operator has stated, and questions over sales, traffic,…

Price changes within the store's guardrails, rate recommendations from demand, occupancy, or sell-through pace, promotions with their scope, depth, and dates, the markdown option for stock or capacity…

How the reference commerce agents of either role are structured, covering the loop, where each rule lives, skills, the backend interface, delegates, and model fields. Load when designing or reviewing…

The reference merchant agent, covering its flows, staged changes and host approval, metrics grounding, the analysis delegate, store memory, components, and marketplace rules. Load when building or…

Planning a coordinated set of items toward a goal, an event, a trip, or a project, where the request only comes together as several purchases with a structure between them, and later changes to a plan…

Teaching a customer how to choose before any candidates appear, when they ask what matters in a category, how two approaches to it differ, or where to begin. Not needed once the customer has named the…