vivy-yi

461 mods in 4 plugins, 4 repositories, 578 stars between them.

vivy-yi/finance-skills

Skill Claude Code

An audit workflow for checking whether a specific business process follows its rules and controls. It uses walkthroughs and control tests to trace transactions and identify weaknesses or compliance problems.

not rated 41 +3 4mo ago A 72 tokens original MIT

approval-matrix

242

vivy-yi/finance-skills

Skill Claude Code

A framework for defining who can approve different business or financial actions, including approval levels, amount limits, and exceptions.

not rated 41 +3 4mo ago A 93 tokens original MIT

control-deficiency

243

vivy-yi/finance-skills

Skill Claude Code

An internal-control assessment process that rates control weaknesses, examines their causes and financial impact, and plans corrective work. Internal controls are the checks a company uses to prevent or detect errors and fraud.

not rated 41 +3 4mo ago A 90 tokens original MIT

control-testing

244

vivy-yi/finance-skills

Skill Claude Code

A process for testing whether an internal control operates as intended by examining selected transactions or records. It covers methods such as interviews, observation, document review, re-performance, and walkthroughs.

not rated 41 +3 4mo ago A 81 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

An internal-control workflow for designing, approving, testing, and fixing controls under the SOX framework. SOX is a set of requirements for controls over financial reporting.

not rated 41 +3 4mo ago A 113 tokens original MIT

sox-control-design

246

vivy-yi/finance-skills

Skill Claude Code

A process for designing and documenting controls over financial reporting under the SOX framework. It identifies risks, defines control activities, assigns responsibility, and specifies the evidence a control should produce.

not rated 41 +3 4mo ago A 91 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A finance analysis process for reviewing borrowing balances, interest costs, credit-line usage, maturity dates, and financing structure.

not rated 41 +3 4mo ago A 91 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A combined workflow for reviewing investments, financing costs, and short-term cash safety. It brings these areas together into one investment and financing management report.

not rated 41 +3 4mo ago A 95 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A workflow for reviewing all of a company’s investments and updating their current book values or market values. It identifies gains, losses, concentration, and investments that need attention.

not rated 41 +3 4mo ago A 105 tokens original MIT

liquidity-assessment

250

vivy-yi/finance-skills

Skill Claude Code

A workflow for assessing whether a company can meet its short-term financial obligations. It uses cash, liquid assets, liabilities, spending, credit facilities, and upcoming debt payments to evaluate liquidity risk.

not rated 41 +3 4mo ago A 102 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A workflow for preparing quarterly or annual earnings calls, where a company explains its financial results to investors and analysts. It covers the announcement, presentation, speaker notes, questions, and meeting process.

not rated 41 +3 4mo ago A 93 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A workflow for collecting and organising feedback from investors, analysts, roadshows, earnings calls, research reports, and other IR channels. It groups concerns and shows recurring themes and sentiment.

not rated 41 +3 4mo ago A 89 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

An investor-relations workflow for managing public disclosures, analyst relationships, investor communications, and responses to major events. It coordinates several smaller workflows into one process for CFOs and IR teams.

not rated 41 +3 4mo ago A 129 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A workflow for reviewing investor-relations disclosures, including regular reports, urgent announcements, presentations, and news releases. It checks whether information is accurate, complete, appropriately timed, and ready for regulatory review.

not rated 41 +3 4mo ago A 98 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A workflow for preparing materials for an investor roadshow, a series of meetings where a company presents its business and financial outlook to investors. It covers the presentation structure, data, investor questions, and rehearsal.

not rated 41 +3 4mo ago A 97 tokens original MIT

kpi-alert-handling

256

vivy-yi/finance-skills

Skill Claude Code

A workflow for investigating KPI warnings when a business measure falls below a target, changes unusually, or worsens over time. A KPI is a number used to track business performance.

not rated 41 +3 4mo ago A 94 tokens original MIT

kpi-data-tracking

257

vivy-yi/finance-skills

Skill Claude Code

A workflow for collecting KPI targets and actual results from business systems such as BI, ERP, CRM, and finance systems. It compares performance with targets and reports trends and data-quality issues.

not rated 41 +3 4mo ago A 99 tokens original MIT

kpi-management-master

258

vivy-yi/finance-skills

Skill Claude Code

A complete KPI management process covering target setting, data tracking, warnings, and investigation of missed goals. KPI means a metric used to measure performance.

not rated 41 +3 4mo ago A 126 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A root-cause analysis process for KPIs that miss their targets, separating lasting problems from one-time events. It uses factor breakdowns and the 5 Whys method, which repeatedly asks why a problem occurred.

not rated 41 +3 4mo ago A 103 tokens original MIT

kpi-target-setting

260

vivy-yi/finance-skills

Skill Claude Code

A KPI target-setting process for choosing measurable goals and breaking company goals down to business lines, departments, or teams. KPI means a metric used to measure performance.

not rated 41 +3 4mo ago A 107 tokens original MIT

comparable-analysis

261

vivy-yi/finance-skills

Skill Claude Code

A skill for valuing a company by comparing it with similar companies. It selects comparable businesses, calculates valuation multiples such as EV/EBITDA or P/E, and uses them to estimate a value range.

not rated 41 +3 4mo ago A 84 tokens original MIT

dcf-modeling

262

vivy-yi/finance-skills

Skill Claude Code

A discounted cash flow valuation model that estimates what a company is worth from its expected future cash. It includes forecasts, a discount rate, a terminal value, and sensitivity or scenario analysis.

not rated 41 +3 4mo ago A 97 tokens original MIT

vivy-yi/finance-skills

Skill Claude Code

A finance-focused skill for investigating a company before an investment or acquisition. Financial due diligence checks whether financial data is reliable and looks for asset-quality problems, hidden debts, and other risks.

not rated 41 +3 4mo ago A 109 tokens original MIT

integration-roadmap

264

vivy-yi/finance-skills

Skill Claude Code

A post-merger integration roadmap for planning how two companies will combine after a deal closes. It covers goals, timing, responsibilities, expected benefits, and risks.

not rated 41 +3 4mo ago A 100 tokens original MIT

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