Source

anthropics/financial-services

76 skills · 91.2K combined installs

Skills from this source

#

Skill

Source

8W Activity

Installs

earnings-analysis Official Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly resul…

anthropics/financial-services

equity-research Official Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, histori…

anthropics/financial-services

pitch-deck Official Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint t…

anthropics/financial-services

dcf-model Official Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and an…

anthropics/financial-services

competitive-analysis Official Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis,…

anthropics/financial-services

macro-rates-monitor Official Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rat…

anthropics/financial-services

comps-analysis Official Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical be…

anthropics/financial-services

ppt-template-creator Official Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when…

anthropics/financial-services

audit-xls Official Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or…

anthropics/financial-services

3-statement-model Official Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Sta…

anthropics/financial-services

clean-data-xls Official Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardi…

anthropics/financial-services

option-vol-analysis Official Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to ass…

anthropics/financial-services

initiating-coverage Official Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed ind…

anthropics/financial-services

lbo-model Official This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transact…

anthropics/financial-services

fixed-income-portfolio Official Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running…

anthropics/financial-services

earnings-preview-single Official Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings …

anthropics/financial-services

bond-futures-basis Official Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curv…

anthropics/financial-services

datapack-builder Official Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filin…

anthropics/financial-services

bond-relative-value Official Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stre…

anthropics/financial-services

fx-carry-trade Official Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatilit…

anthropics/financial-services

tear-sheet Official Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this…

anthropics/financial-services

ib-check-deck Official Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number con…

anthropics/financial-services

skill-creator Official Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an ex…

anthropics/financial-services

funding-digest Official Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capita…

anthropics/financial-services

fsi-strip-profile Official Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client…

anthropics/financial-services

swap-curve-strategy Official Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves,…

anthropics/financial-services

deck-refresh Official Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use…

anthropics/financial-services

pptx-author Official Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions wi…

anthropics/financial-services

xlsx-author Official Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no…

anthropics/financial-services

accrual-schedule Official Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use …

anthropics/financial-services

break-trace Official Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row ba…

anthropics/financial-services

dd-checklist Official Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and com…

anthropics/financial-services

financial-plan Official Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, a…

anthropics/financial-services

gl-recon Official Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surfac…

anthropics/financial-services

kyc-doc-parse Official Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of fu…

anthropics/financial-services

kyc-rules Official Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome wit…

anthropics/financial-services

nav-tieout Official Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any …

anthropics/financial-services

roll-forward Official Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals end…

anthropics/financial-services

variance-commentary Official Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, wi…

anthropics/financial-services

unit-economics Official Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and ma…

anthropics/financial-services

portfolio-rebalance Official Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax impl…

anthropics/financial-services

sector-overview Official Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key pla…

anthropics/financial-services

investment-proposal Official Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, ex…

anthropics/financial-services

idea-generation Official Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and patter…

anthropics/financial-services

thesis-tracker Official Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, …

anthropics/financial-services

catalyst-calendar Official Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product…

anthropics/financial-services

client-report Official Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market com…

anthropics/financial-services

tax-loss-harvesting Official Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests …

anthropics/financial-services

earnings-preview Official Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company…

anthropics/financial-services

portfolio-monitoring Official Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PD…

anthropics/financial-services