longbridge/financial-services-plugins

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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