Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely
Inspect Microsoft SharePoint context, discover the right site or library, and prepare safe changes. Use when the user wants site, page, or file review, ownershi
Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative
Create, edit, restyle, and review PowerPoint .pptx files fetched from SharePoint, with emphasis on style preservation, slide cloning, theme-aware updates, and r
Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative
Maintain shared SharePoint strategy, roadmap, planning, or status documents from changing source documents. Use when the user wants cross-document synthesis, so
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC
Resolve the right SharePoint site, library, and folder before file work. Use when the user needs to find the right site context, browse a known site, inspect do
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC
Design, repair, and roll out formulas in SharePoint-hosted workbooks with connector-aware retrieval, validation, and upload discipline. Use when the user wants
Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short
Edit SharePoint-hosted spreadsheet files while preserving workbook structure, formulas, and formatting. Use when the user wants to update a real spreadsheet in
Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short
Edit SharePoint-hosted Word .docx files while preserving document structure and styling. Use when the user wants to update a real Word document in SharePoint ra
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1)
Write or explain Admin GraphQL queries and mutations for apps and integrations that extend the Shopify admin. Use when the user wants to understand, design, or
Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use whe
MUST be used first when prompts mention Metafields or Metaobjects. Use Metafields and Metaobjects to model and store custom data for your app. Metafields extend
Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use whe
Grade an IRAC essay for structure, issue-spotting, rule accuracy, analysis depth, and organization. Does NOT rewrite the essay or show a model answer; tracks pa
Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the fir
Shopify Functions allow developers to customize the backend logic that powers parts of Shopify. Available APIs: Discount, Cart and Checkout Validation, Cart Tra
Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the fir
Hydrogen storefront implementation cookbooks. Some of the available recipes are: B2B Commerce, Bundles, Combined Listings, Custom Cart Method, Dynamic Content w
Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing o
Liquid is an open-source templating language created by Shopify. It is the backbone of Shopify themes and is used to load dynamic content on storefronts. Keywor
Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing o
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committ
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committ
Add custom actions and blocks from your app at contextually relevant spots throughout the Shopify Admin. Admin UI Extensions also supports scaffolding new admin
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committ