d-wwei/openclaw-financial-services

1

fsi-pe-investment-committee-memo Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial anal…

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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fsi-er-model-update Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumption…

d-wwei/openclaw-financial-services

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fsi-fa-cmd-check-deck QC a presentation deck for errors and consistency — usage: /check-deck [path to .pptx file]

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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fsi-ib-buyer-list Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial …

d-wwei/openclaw-financial-services

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fsi-ib-process-letter Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) i…

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

2

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

d-wwei/openclaw-financial-services

2

10

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

d-wwei/openclaw-financial-services

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fsi-wm-cmd-tlh Identify tax-loss harvesting opportunities — usage: /tlh [client name or account]

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

2

13

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

d-wwei/openclaw-financial-services

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14

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

d-wwei/openclaw-financial-services

1

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fsi-er-cmd-catalysts View or update the catalyst calendar — usage: /catalysts [timeframe, e.g. 'next 2 weeks']

d-wwei/openclaw-financial-services

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fsi-er-cmd-earnings Analyze quarterly earnings and create an earnings update report — usage: /earnings [company name or ticker] [quarter,…

d-wwei/openclaw-financial-services

1

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fsi-er-cmd-earnings-preview Build a pre-earnings preview with scenarios — usage: /earnings-preview [company ticker]

d-wwei/openclaw-financial-services

1

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fsi-er-cmd-initiate Create an initiating coverage report — usage: /initiate [company ticker]

d-wwei/openclaw-financial-services

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fsi-er-cmd-model-update Update a financial model with new data — usage: /model-update [company ticker]

d-wwei/openclaw-financial-services

1

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fsi-er-cmd-morning-note Draft a morning meeting note

d-wwei/openclaw-financial-services

1

21

fsi-er-cmd-screen Run a stock screen or generate investment ideas — usage: /screen [screen criteria, e.g. 'undervalued midcap tech']

d-wwei/openclaw-financial-services

1

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fsi-er-cmd-sector Create a sector overview report — usage: /sector [sector or industry]

d-wwei/openclaw-financial-services

1

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fsi-er-cmd-thesis Create or update an investment thesis — usage: /thesis [company ticker]

d-wwei/openclaw-financial-services

1

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

d-wwei/openclaw-financial-services

1

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

d-wwei/openclaw-financial-services

1

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

d-wwei/openclaw-financial-services

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fsi-er-morning-note Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stoc…

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

1

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fsi-fa-check-deck Investment banking presentation quality checker. Reviews pitch decks and client-ready presentations for: (1) Number c…

d-wwei/openclaw-financial-services

1

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fsi-fa-cmd-3-statements Fill out a 3-statement financial model template — usage: /3-statements [path to template file]

d-wwei/openclaw-financial-services

1

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fsi-fa-cmd-competitive-analysis Create a competitive landscape analysis — usage: /competitive-analysis [company or industry]

d-wwei/openclaw-financial-services

1

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fsi-fa-cmd-comps Build a comparable company analysis with trading multiples — usage: /comps [company name or ticker]

d-wwei/openclaw-financial-services

1

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fsi-fa-cmd-dcf Build a DCF valuation model with comps-informed terminal multiples — usage: /dcf [company name or ticker]

d-wwei/openclaw-financial-services

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fsi-fa-cmd-debug-model Debug and audit a financial model for errors — usage: /debug-model [path to .xlsx model file]

d-wwei/openclaw-financial-services

1

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fsi-fa-cmd-lbo Build an LBO model for a PE acquisition — usage: /lbo [company name or deal details]

d-wwei/openclaw-financial-services

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fsi-fa-cmd-ppt-template Create a reusable PPT template skill from a PowerPoint template file — usage: /ppt-template [path to .pptx or .potx f…

d-wwei/openclaw-financial-services

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fsi-fa-competitive-analysis Framework for competitive landscape analysis across any industry. Use when creating competitor analysis, market posit…

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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fsi-ib-cim-builder Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information …

d-wwei/openclaw-financial-services

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fsi-ib-cmd-buyer-list Build a buyer universe for a sell-side process — usage: /buyer-list [company or sector]

d-wwei/openclaw-financial-services

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fsi-ib-cmd-cim Draft a Confidential Information Memorandum — usage: /cim [company name]

d-wwei/openclaw-financial-services

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fsi-ib-cmd-deal-tracker Track and review live deal pipeline

d-wwei/openclaw-financial-services

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fsi-ib-cmd-merger-model Build an accretion/dilution merger model — usage: /merger-model [acquirer] acquiring [target]

d-wwei/openclaw-financial-services

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fsi-ib-cmd-one-pager Create a one-page company strip profile using branded PPT template — usage: /one-pager [company name or ticker]

d-wwei/openclaw-financial-services

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fsi-ib-cmd-process-letter Draft a process letter or bid instructions — usage: /process-letter [IOI or final bid]

d-wwei/openclaw-financial-services

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fsi-ib-cmd-teaser Draft an anonymous one-page teaser — usage: /teaser [company name]

d-wwei/openclaw-financial-services

1