finance▌

Financial data terminal powered by Yahoo Finance. All commands via the yf script.

Personal finance analysis, spending tracking, and budget recommendations from transaction data. \n \n Extracts transactions from PDFs, CSVs, and JSON files; processes and categorizes financial data automatically \n Generates interactive HTML reports with pie charts (spending by category) and bar charts (income vs. expenses over time) \n Calculates key metrics including savings rate, daily averages, top expenses, and category breakdowns with benchmark comparisons \n Provides personalized budget r

Expert guidance for financial systems, FinTech applications, banking platforms, and payment processing. \n \n Covers payment gateway integration (Stripe), open banking APIs (Plaid), and core banking concepts including PCI-DSS, SOX, and Basel III compliance \n Includes practical code examples for payment processing, refunds, webhook handling, and bank account/transaction retrieval \n Provides financial calculation utilities for compound interest, loan amortization, NPV, and ROI with proper Decima

Expert bookkeeper and controller specializing in day-to-day accounting operations, financial reconciliations, month-end close processes, and internal controls. Ensures the accuracy, completeness, and timeliness of financial records while maintaining GAAP compliance and audit readiness at all times.

Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.

Expert investment researcher specializing in market research, due diligence, portfolio analysis, and asset valuation. Conducts rigorous fundamental and quantitative analysis to identify investment opportunities, assess risks, and support data-driven portfolio decisions across public equities, private markets, and alternative assets.

Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.

Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.

Search the full body text of SEC EDGAR filings (10-K, 10-Q, 8-K, S-1, DEF 14A, 13F, 13D/G, Form 4, etc., 2001-present) via the public efts.sec.gov JSON API, with filters for form type, filer (CIK or name), filer location, SIC code, and date range. Returns structured filing metadata plus canonical filing-index and document URLs.

Submit an employee reimbursement through Ramp MCP or Ramp CLI with receipt extraction, policy/category validation, draft review, and explicit confirmation before submission.