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broker-account-voice
【效率与协作】Turn written account-opening steps into one account opening voice clip per labeled cue. This account opening guidance studio records each teller guidance clip and KYC step voice from the steps the desk already wrote, then delivers 8 to 20 account opening audio files. Use it for brokerage onboarding audio that keeps one step on each clip.
alpaca-broker-account-onboarding
【文档与办公】Open and manage brokerage accounts via the Alpaca Broker API — account creation, KYC/CIP, identity & disclosures, agreements, document upload (incl. W-8BEN), account status lifecycle, and account updates/closure. Use when a developer is building onboarding, KYC, or account-management flows on Alpaca in any language.
alpaca-broker-funding-transfers
【效率与协作】Move money between an Alpaca brokerage account and the EXTERNAL banking world via the Broker API — ACH relationships, wire recipient banks, classic transfers (deposits/withdrawals), the v1beta funding wallet (international/instant), transfer status lifecycles, and fees. Use when building deposit/withdrawal flows or connecting external bank accounts o…
alpaca-broker-integration
【数据与研究】Entry point for integrating with the Alpaca Broker API (plus Market Data and Trading APIs) in any programming language. Use when a developer wants to build on Alpaca — open brokerage accounts, run KYC, fund accounts, move money via journals, place orders, consume real-time event streams, or pull market data — and need to know base URLs, auth, convent…
broker-dealer-customer-agreement
【文档与办公】Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.
broker-dealer-customer-agreement
【文档与办公】Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.
customs-brokerage
【效率与协作】Guide customs brokerage processes and compliance. TRIGGERS - Use when user needs help with customs-brokerage related tasks.
customs-brokerage-guide
【效率与协作】Guide customs brokerage processes. TRIGGERS - Use when user needs help with customs-brokerage-guide related tasks.
freight-brokerage-plan
【效率与协作】Plan freight brokerage businesses. TRIGGERS - Use when user needs help with freight-brokerage-plan related tasks.
pdf-statement-parser
【文档与办公】Parses a single financial statement PDF (checking, savings, credit card, brokerage, 401k, HSA, mortgage, tax form) and emits a normalized JSON record with institution, account mask, statement period, opening/closing balances, line-item transactions or holdings, and a confidence score. Use when extracting structured data from a bank, brokerage, retire…
portfolio-drift-rebalancer
【开发与工程】Aggregates investment holdings across taxable brokerage, 401k, and HSA into a single asset-allocation view, computes drift versus a target allocation, and produces a tax-efficient rebalance proposal that prefers tax-advantaged accounts for the trades and never executes. Flags drift over 5 percentage points and free-money issues like missed 401k emplo…
proptech-advisor
【效率与协作】Strategic advisory for proptech founders on real-estate segments, MLS/brokerage models, licensing, and business models. Use when scoping a proptech idea or when the user mentions proptech, MLS, brokerage, iBuyer, or RESPA.
public.com
【效率与协作】Interact with your Public.com brokerage account using the Public.com API. Able to view portfolio, get stock quotes, place trades, and get account updates. To create a Public.com account head to public.com/signup.
public.com
【效率与协作】Interact with your Public.com brokerage account using the Public.com API. Able to view portfolio, get stock quotes, place trades, and get account updates. To create a Public.com account head to public.com/signup.
r9-channel-brokerage
【效率与协作】基金公司券商渠道 Agent。服务证券公司营业部及交易型客户，覆盖 ETF、行业主题基金、指数增强、LOF 等工具化产品，以及投资策略会、实盘大赛、交易支持。 触发词：券商渠道、营业部、股民、ETF、LOF、指数增强、行业主题、新能源、半导体、两融、投顾策略会、实盘大赛、择时、 交易支持、财报点评、首次覆盖、行业研究、晨会纪要、交易佣金、融资融券、产品销售尾随。
real-estate-brokerage-plan
【效率与协作】Create real estate brokerage business plans. TRIGGERS - Use when user needs help with real-estate-brokerage-plan related tasks.
robinhood-mcp
【开发与工程】Read your Robinhood Agentic brokerage account via the Robinhood Trading MCP - portfolio, buying power, positions, and order history - and place a single operator-instructed trade. OAuth Connect via the dashboard MCP panel.
tax-import
【文档与办公】Import tax documents like W2 PDFs, 1099s, or brokerage statements. Use when the user wants to import, upload, or parse a tax document.