Fsi Strip Profile
Builds company profile "strip" decks for financial services teams. You tell it single slide or multi-slide (3-4), specify any focus areas, and it pulls from SEC filings, investor presentations, Bloomberg, FactSet for market data and consensus estimates, plus recent news from the last 90 days. Part of Anthropic's financial services plugin collection alongside earnings analysis and DCF modeling tools. It's the quick version when you need a company overview slide for a pitch book or internal memo, not a full research report. Useful for bankers and analysts who need to spin up profile slides fast with current data.
- skills.sh installs
- 825
- GitHub stars
- 33.5K
- last updated
- Jul 14, 2026
Install
$ npx -y skills add anthropics/financial-services-plugins --skill fsi-strip-profile --agent claude-codeInstalls into .claude/skills of the current project.
Files
Workflow
1. Clarify Requirements
- Ask the user: Single-slide or multi-slide (3-4 slides)?
- Ask the user: Any specific focus areas or topics to emphasize?
- Only after user confirms, proceed to research
2. Research & Planning
Data Sources:
- Primary: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
- Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
- Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
- News: Press releases from last 90 days, M&A activity, guidance changes
Required Metrics:
- Financials: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
- Valuation: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
- Growth: YoY growth rates (%)
- Ownership: Top 5 shareholders with % ownership
- Segments: Product mix and/or geographic mix (% breakdown)
Normalization:
- Convert all amounts to consistent currency
- Scale consistently ($mm or $bn throughout, not mixed)
Sponsors
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- Repository
- github.com/anthropics/financial-services-plugins
- Category
- Finance & Trading
- First seen
- May 16, 2026
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