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当用户需要围绕客户当前持仓、净值波动、市场波动、组合回撤、收益预期变化、再平衡沟通、 定投陪伴、节假日陪伴、存量客户关怀、重点客户回访等场景，生成可解释、可沟通、可执行、 可追踪的客户陪伴内容时，使用本技能。 本技能适用于银行财富管理场景，重点帮助客户经理、理财经理、投顾运营团队输出： 持仓解读、市场波动说明、客户关怀话术、分层陪伴文案
当用户需要为企业客户推荐交易银行方案时使用本技能，适用于现金管理、收付款管理、 账户体系设计、资金归集、票据结算、供应链结算、跨境结算、银企直联、司库协同、 流动性管理和场景化产品匹配等场景。本技能用于基于客户行业、规模、交易模式、 账户结构、组织架构、上下游关系、境内外经营特征和合规约束，输出候选方案、 匹配理由、适用边界、落地路径和
Build Pendle Finance swap and LP transactions — swap any ERC20 tokens, buy/sell PT, buy/sell YT, mint/redeem SY, mint/redeem PT&YT, add/remove liquidity, claim rewards. Activate when the user wants to trade on Pendle, swap tokens, get a swap quote, buy fixed yield, sell a position, wrap tokens in...
当用户需要在基金场景中完成风险测评解释助手相关任务时使用本技能，适用于适当性解释及相关分析、生成、审阅请求。 用户提到「风险测评解释」「适当性解释」「风险等级说明」或需要输出结构化中文结论、模板和配套脚本时，应优先触发。
Implement Shared Payment Token (SPT) lifecycle management for MPP — creation, usage, deactivation, webhook events, and reconciliation. Use when building the fiat/card payment flow within MPP using Stripe SPTs.
Shieldpay integration. Manage data, records, and automate workflows. Use when the user wants to interact with Shieldpay data.
TrueLayer integration. Manage data, records, and automate workflows. Use when the user wants to interact with TrueLayer data.
FintechBlocks integration. Manage data, records, and automate workflows. Use when the user wants to interact with FintechBlocks data.
FinAPI integration. Manage data, records, and automate workflows. Use when the user wants to interact with FinAPI data.
当用户需要在银行财富管理场景下，围绕家庭配置进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。
当用户需要基于客户画像、风险承受能力、投资目标、期限偏好、流动性需求、 家庭资产配置情况和适当性要求，为客户推荐更合适的理财产品、产品组合或备选方案时， 使用本技能。适用于银行财富管理场景中的产品匹配、客户经理陪访准备、方案比较、 适当性校验、信息缺口提示和推荐报告输出。
Production-grade AI trading agent for cryptocurrency markets with advanced mathematical modeling, multi-layer validation, probabilistic analysis, and zero-hallucination tolerance. Implements Bayesian inference, Monte Carlo simulations, advanced risk metrics (VaR, CVaR, Sharpe), chart pattern reco...
当用户需要在银行对公金融场景下，围绕组合推荐进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。
当用户需要在银行交易银行与普惠场景下，围绕融资匹配进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。
当用户需要在银行对公金融场景下，对制造业企业授信做订单质量、产能利用率、库存与原材料波动、设备投入逻辑和还款来源判断时使用本技能。适合服务客户经理和授信审查支持岗。
当用户需要围绕中产客户或中产家庭的收入保障、健康保障、资产保护、家庭责任和中长期生活目标，分析当前保障结构是否合理、核心风险是否覆盖、责任与保障是否匹配，并识别身故保障、重疾保障、医疗保障、意外保障、养老保障、子女教育保障和资产安全保障等方面的保障缺口时使用本 skill。适用于中产客户保障诊断、收入保障分析、家庭责任梳理、已有保单盘点、
Promote a validated paper strategy to live trading with safety checks.
This skill should be used when the user asks to 'start a grid bot', 'create a grid bot', 'stop the grid bot', 'show my grid bots', 'grid bot status', 'grid bot P&L', 'create a DCA bot', 'start a DCA bot', 'set up a martingale bot', 'show my DCA bots', 'stop the DCA bot', 'DCA P&L', or any request...
Use this skill when an agent needs to create crypto wallets, send transactions, swap tokens, check balances, or perform any on-chain operation across 36+ blockchains using threshold signatures (TSS). Vultisig SDK provides self-custodial MPC vaults — no seed phrases, no single point of failure. Fa...
Options trading strategy analysis and simulation tool. Provides theoretical pricing using Black-Scholes model, Greeks calculation, strategy P/L simulation, and risk management guidance. Use when user requests options strategy analysis, covered calls, protective puts, spreads, iron condors, earnin...
IntercomSwap (OpenClaw-hardened): operator-run, manual-only P2P RFQ swaps that negotiate over Intercom sidechannels and settle BTC (Lightning) <-> USDT (Solana) via an escrow program. High-risk financial operations; require explicit human approval for any fund-moving action.
Guides banking API integration: Open Banking standards (PSD2, UK Open Banking, FDX), Plaid integration (Link, transactions, balance, identity), account aggregation, payment initiation (PISP), account information (AISP), BaaS platforms (Unit, Synapse, Column), and API security (mTLS, OAuth2, FAPI)...
Expert fintech engineer specializing in financial systems, regulatory compliance, and secure transaction processing. Masters banking integrations, payment systems, and building scalable financial technology that meets stringent regulatory requirements.
Execute trades on Aptos mainnet with price-triggered profit-taking and dip-buying strategies. Includes wallet management, transaction signing, and DEX swaps via Liquidswap. Use when automating APT trading, checking balances, or executing swaps.
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