d-wwei/openclaw-financial-services

1

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

d-wwei/openclaw-financial-services

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fsi-ib-deal-tracker Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline vie…

d-wwei/openclaw-financial-services

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fsi-ib-merger-model Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purch…

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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fsi-ib-teaser Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing …

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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fsi-lseg-cmd-analyze-bond-basis Analyze the bond futures basis with CTD identification, implied repo rate, and basis trade assessment — usage: /analy…

d-wwei/openclaw-financial-services

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fsi-lseg-cmd-analyze-bond-rv Analyze a bond's relative value vs yield curves and credit spreads with scenario stress testing — usage: /analyze-bon…

d-wwei/openclaw-financial-services

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fsi-lseg-cmd-analyze-fx-carry Evaluate FX carry trade opportunities with spot, forwards, vol surface, and historical context — usage: /analyze-fx-c…

d-wwei/openclaw-financial-services

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fsi-lseg-cmd-analyze-option-vol Analyze option volatility with vol surface, Greeks, and implied vs realized vol comparison — usage: /analyze-option-v…

d-wwei/openclaw-financial-services

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fsi-lseg-cmd-analyze-swap-curve Analyze the swap curve with government and inflation overlays to identify curve trade opportunities — usage: /analyze…

d-wwei/openclaw-financial-services

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fsi-lseg-cmd-macro-rates Build a macro and rates dashboard with economic indicators, yield curves, inflation, and swap spreads — usage: /macro…

d-wwei/openclaw-financial-services

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fsi-lseg-cmd-research-equity Generate a comprehensive equity research snapshot with consensus estimates, fundamentals, and price performance — usa…

d-wwei/openclaw-financial-services

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fsi-lseg-cmd-review-fi-portfolio Review a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis — usage: /review-fi-po…

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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fsi-pe-cmd-dd-checklist Generate a due diligence checklist — usage: /dd-checklist [company name]

d-wwei/openclaw-financial-services

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fsi-pe-cmd-dd-prep Prep for a diligence meeting or expert call — usage: /dd-prep [company name] [meeting type]

d-wwei/openclaw-financial-services

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fsi-pe-cmd-ic-memo Draft an investment committee memo — usage: /ic-memo [company name]

d-wwei/openclaw-financial-services

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fsi-pe-cmd-portfolio Review portfolio company performance — usage: /portfolio [company name or path to financial package]

d-wwei/openclaw-financial-services

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fsi-pe-cmd-returns Build IRR/MOIC sensitivity tables — usage: /returns [company or deal parameters]

d-wwei/openclaw-financial-services

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fsi-pe-cmd-screen-deal Screen an inbound deal (CIM or teaser) — usage: /screen-deal [path to CIM/teaser file]

d-wwei/openclaw-financial-services

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fsi-pe-cmd-source Source deals — discover companies and draft founder outreach — usage: /source [sector or criteria, e.g. 'industrial s…

d-wwei/openclaw-financial-services

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fsi-pe-cmd-unit-economics Analyze unit economics (ARR cohorts, LTV/CAC, retention) — usage: /unit-economics [company name or path to data]

d-wwei/openclaw-financial-services

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fsi-pe-cmd-value-creation Build a post-acquisition value creation plan — usage: /value-creation [company name]

d-wwei/openclaw-financial-services

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fsi-pe-deal-screening Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extr…

d-wwei/openclaw-financial-services

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fsi-pe-deal-sourcing PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized f…

d-wwei/openclaw-financial-services

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fsi-pe-diligence-meeting-prep Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor…

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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fsi-pe-returns-analysis Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit …

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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fsi-pe-value-creation-plan Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge…

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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fsi-wm-client-review-prep Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and actio…

d-wwei/openclaw-financial-services

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fsi-wm-cmd-client-report Generate a client performance report — usage: /client-report [client name] [period, e.g. Q4 2025]

d-wwei/openclaw-financial-services

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fsi-wm-cmd-client-review Prep for a client review meeting — usage: /client-review [client name]

d-wwei/openclaw-financial-services

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fsi-wm-cmd-financial-plan Build or update a financial plan — usage: /financial-plan [client name]

d-wwei/openclaw-financial-services

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fsi-wm-cmd-proposal Create an investment proposal for a prospect — usage: /proposal [prospect name]

d-wwei/openclaw-financial-services

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fsi-wm-cmd-rebalance Analyze drift and generate rebalancing trades — usage: /rebalance [client name or account]

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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

d-wwei/openclaw-financial-services

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