Skills

github.com/anthropics/financial-services41k

financial-services

Skills from anthropics/financial-services.

/plugin marketplace add anthropics/financial-services
40 skills

Three Statement Model

Fills income statement, balance sheet, and cash flow templates and links them together.

anthropics/financial-services41k

Accrual Schedule

Builds the month-end accrual schedule and drafts entries for controller approval.

anthropics/financial-services41k

Spreadsheet Formula Audit

Checks spreadsheets for formula errors and model integrity problems.

anthropics/financial-services41k

Bond Futures Basis

Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver...

anthropics/financial-services41k

Bond Relative Value

Perform relative value analysis on bonds by combining pricing, yield curve context...

anthropics/financial-services41k

Break Trace

Root-cause a reconciliation break to its source transaction or posting, follow the...

anthropics/financial-services41k

Client Report

Generate professional client-facing performance reports with portfolio returns...

anthropics/financial-services41k

Client Review

Prepare for client review meetings with portfolio performance summary, allocation...

anthropics/financial-services41k

Competitive Analysis

Framework for building competitive landscape decks, market positioning, competitor...

anthropics/financial-services41k

Comps Analysis

Build institutional-grade comparable company analyses with operating metrics, valuation...

anthropics/financial-services41k

Dcf Model

Real DCF (Discounted Cash Flow) model creation for equity valuation.

anthropics/financial-services41k

Deck Refresh

Updates a presentation with new numbers, quarterly refreshes, earnings updates, comp...

anthropics/financial-services41k

Earnings Analysis

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000...

anthropics/financial-services41k

Earnings Preview

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics...

anthropics/financial-services41k

Equity Research

Generate comprehensive equity research snapshots combining analyst consensus estimates...

anthropics/financial-services41k

Fixed Income Portfolio

Review fixed income portfolios by pricing multiple bonds, retrieving reference data...

anthropics/financial-services41k

Fx Carry Trade

Evaluate FX carry trade opportunities by combining spot rates, forward points, interest...

anthropics/financial-services41k

Gl Recon

Reconcile general ledger to subledger for a trade date or period, match at the...

anthropics/financial-services41k

Ib Check Deck

Investment banking presentation quality checker.

anthropics/financial-services41k

Ic Memo

Draft a structured investment committee memo for PE deal approval.

anthropics/financial-services41k

Idea Generation

Systematic stock screening and investment idea sourcing.

anthropics/financial-services41k

Investment Proposal

Create professional investment proposals for prospective clients.

anthropics/financial-services41k

Kyc Doc Parse

Parse an investor or client onboarding packet into structured KYC fields, identity...

anthropics/financial-services41k

Kyc Rules

Apply the firm's KYC/AML rules grid to a parsed onboarding record, assign a risk...

anthropics/financial-services41k

Lbo Model

Should be used when completing LBO (Leveraged Buyout) model templates in Excel for...

anthropics/financial-services41k

Macro Rates Monitor

Build macroeconomic and rates dashboards combining macro indicators, yield curves...

anthropics/financial-services41k

Model Update

Update financial models with new data, quarterly earnings, management guidance, macro...

anthropics/financial-services41k

Morning Note

Draft concise morning meeting notes summarizing overnight developments, trade ideas...

anthropics/financial-services41k

Nav Tieout

Tie an LP statement to the fund's NAV pack, recompute the LP's capital account from...

anthropics/financial-services41k

Option Vol Analysis

Analyze option volatility by combining vol surface data, option pricing with Greeks...

anthropics/financial-services41k

Pitch Deck

Populates investment banking pitch deck templates with data from source files.

anthropics/financial-services41k

Portfolio Monitoring

Track and analyze portfolio company performance against plan.

anthropics/financial-services41k

PPTX Author

Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document, ...

anthropics/financial-services41k

Returns Analysis

Build quick IRR/MOIC sensitivity tables for PE deal evaluation.

anthropics/financial-services41k

Roll Forward

Build a roll-forward schedule for a balance-sheet account, beginning balance plus...

anthropics/financial-services41k

Sector Overview

Create comprehensive industry and sector landscape reports covering market dynamics...

anthropics/financial-services41k

Swap Curve Strategy

Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying...

anthropics/financial-services41k

Variance Commentary

Write flux commentary for every P&L and balance-sheet line over threshold, current vs...

anthropics/financial-services41k

Verify

Verify changes to the claude-for-msft-365-install admin scripts and commands by driving...

anthropics/financial-services41k

XLSX Author

Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook, for...

anthropics/financial-services41k