anthropics/financial-services
Official
- skills.sh installs
- 55.4K
- skills
- 27
Install
$ npx -y skills add anthropics/financial-services --agent claude-codeInstalls into .claude/skills of the current project.
Skills
1
earnings-analysisanthropics/financial-servicesCreate professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fa3.6Kskills.sh installs
earnings-analysisanthropics/financial-servicesCreate professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fa3.6Kskills.sh installs2equity-researchanthropics/financial-servicesGenerate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use 3.3Kskills.sh installs
equity-researchanthropics/financial-servicesGenerate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use 3.3Kskills.sh installs3dcf-modelanthropics/financial-servicesReal DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash fl2.6Kskills.sh installs
dcf-modelanthropics/financial-servicesReal DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash fl2.6Kskills.sh installs4pitch-deckanthropics/financial-servicesPopulates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (E2.5Kskills.sh installs
pitch-deckanthropics/financial-servicesPopulates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (E2.5Kskills.sh installs5competitive-analysisanthropics/financial-servicesFramework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user ask2.5Kskills.sh installs
competitive-analysisanthropics/financial-servicesFramework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user ask2.5Kskills.sh installs6macro-rates-monitoranthropics/financial-servicesBuild macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, a2.4Kskills.sh installs
macro-rates-monitoranthropics/financial-servicesBuild macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, a2.4Kskills.sh installs7comps-analysisanthropics/financial-servicesBuild institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **P2.4Kskills.sh installs
comps-analysisanthropics/financial-servicesBuild institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **P2.4Kskills.sh installs8ppt-template-creatoranthropics/financial-servicesCreates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill fr2.3Kskills.sh installs
ppt-template-creatoranthropics/financial-servicesCreates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill fr2.3Kskills.sh installs9audit-xlsanthropics/financial-servicesAudit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-mode2.3Kskills.sh installs
audit-xlsanthropics/financial-servicesAudit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-mode2.3Kskills.sh installs103-statement-modelanthropics/financial-servicesComplete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model 2.2Kskills.sh installs
3-statement-modelanthropics/financial-servicesComplete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model 2.2Kskills.sh installs11clean-data-xlsanthropics/financial-servicesClean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed2.1Kskills.sh installs
clean-data-xlsanthropics/financial-servicesClean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed2.1Kskills.sh installs12option-vol-analysisanthropics/financial-servicesAnalyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use whe2.1Kskills.sh installs
option-vol-analysisanthropics/financial-servicesAnalyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use whe2.1Kskills.sh installs13initiating-coverageanthropics/financial-servicesCreate institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1)2Kskills.sh installs
initiating-coverageanthropics/financial-servicesCreate institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1)2Kskills.sh installs14lbo-modelanthropics/financial-servicesThis skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committ1.9Kskills.sh installs
lbo-modelanthropics/financial-servicesThis skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committ1.9Kskills.sh installs15fixed-income-portfolioanthropics/financial-servicesReview fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond1.9Kskills.sh installs
fixed-income-portfolioanthropics/financial-servicesReview fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond1.9Kskills.sh installs16datapack-builderanthropics/financial-servicesBuild professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, no1.8Kskills.sh installs
datapack-builderanthropics/financial-servicesBuild professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, no1.8Kskills.sh installs17ib-check-deckanthropics/financial-servicesInvestment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative 1.8Kskills.sh installs
ib-check-deckanthropics/financial-servicesInvestment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative 1.8Kskills.sh installs18fx-carry-tradeanthropics/financial-servicesEvaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price tr1.8Kskills.sh installs
fx-carry-tradeanthropics/financial-servicesEvaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price tr1.8Kskills.sh installs19skill-creatoranthropics/financial-servicesGuide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabil1.7Kskills.sh installs
skill-creatoranthropics/financial-servicesGuide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabil1.7Kskills.sh installs20funding-digestanthropics/financial-servicesGenerate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched 1.7Kskills.sh installs
funding-digestanthropics/financial-servicesGenerate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched 1.7Kskills.sh installs21fsi-strip-profileanthropics/financial-servicesCreates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-d1.7Kskills.sh installs
fsi-strip-profileanthropics/financial-servicesCreates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-d1.7Kskills.sh installs22deck-refreshanthropics/financial-servicesUpdates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck1.7Kskills.sh installs
deck-refreshanthropics/financial-servicesUpdates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck1.7Kskills.sh installs23xlsx-authoranthropics/financial-servicesProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.1.4Kskills.sh installs
xlsx-authoranthropics/financial-servicesProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.1.4Kskills.sh installs24pptx-authoranthropics/financial-servicesProduce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.1.4Kskills.sh installs
pptx-authoranthropics/financial-servicesProduce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.1.4Kskills.sh installs25gl-reconanthropics/financial-servicesReconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely1.3Kskills.sh installs
gl-reconanthropics/financial-servicesReconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely1.3Kskills.sh installs26break-traceanthropics/financial-servicesRoot-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side an1.3Kskills.sh installs
break-traceanthropics/financial-servicesRoot-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side an1.3Kskills.sh installs27nav-tieoutanthropics/financial-servicesTie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP stat1.2Kskills.sh installs
nav-tieoutanthropics/financial-servicesTie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP stat1.2Kskills.sh installs