Fsi Strip Profile
anthropics/financial-servicesOfficial
This generates equity research style "strip profiles" for financial services work. You give it a company name and it pulls together the essentials: business overview from SEC filings, market data from Bloomberg or FactSet, consensus estimates, recent news from the last 90 days. It asks upfront whether you want a single slide or a 3-4 slide deck, then goes off to compile everything into a structured profile. Honest take: it's purpose-built for bankers and analysts who need to throw together a quick company snapshot without manually hunting through EDGAR and three different terminals. The workflow is pretty rigid but that's probably what you want for standardized output.
- skills.sh installs
- 1.7K
- GitHub stars
- 41.2K
- last updated
- Aug 21, 2026
Install
$ npx -y skills add anthropics/financial-services --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
Promote your product hereReach 125k+ visitors monthlyPromote your product hereReach 125k+ visitors monthly
Agent CaffeineSponsoredClose your lid, come back to finished work
SnugSponsoredThe clipboard manager for the AI eraPromote your product hereReach 125k+ visitors monthly
WaxSponsoredBlock anything with supervision, without erasing your iPhonePromote your product hereReach 125k+ visitors monthly
knobsSponsoredSee your site on any phone, any day, in any language
Agent CaffeineSponsoredClose your lid, come back to finished workSnugSponsoredThe clipboard manager for the AI eraPromote your product hereReach 125k+ visitors monthlyWaxSponsoredBlock anything with supervision, without erasing your iPhonePromote your product hereReach 125k+ visitors monthlyknobsSponsoredSee your site on any phone, any day, in any languageDetails
- Repository
- github.com/anthropics/financial-services
- Categories
- Sales & Marketing, Office & Documents, Finance & Trading
- First seen
- Jun 3, 2026
More from anthropics/financial-services
All 27- Deck Refresh1.7K
- Xlsx Author1.4K
- Pptx Author1.4K
- Gl Recon1.3K
- Break Trace1.3K
- Nav Tieout1.2K
- Earnings Analysis3.6K
- Equity Research3.3K
- Dcf Model2.6K
- Pitch Deck2.5K
- Competitive Analysis2.5K
- Macro Rates Monitor2.4K
- Comps Analysis2.4K
- Ppt Template Creator2.3K
- Audit Xls2.3K
- 3 Statement Model2.2K
- Clean Data Xls2.1K
- Option Vol Analysis2.1K
- Initiating Coverage2K
- Lbo Model1.9K
- Fixed Income Portfolio1.9K
- Datapack Builder1.8K
- Ib Check Deck1.8K
- Fx Carry Trade1.8K
Recommended
More Sales & Marketing1
pitch-deckailabs-393/ai-labs-claude-skillsGenerate professional PowerPoint pitch decks for startups and businesses. Use this skill when users request help creating investor pitch decks, sales presentati1.7Kskills.sh installs
pitch-deckailabs-393/ai-labs-claude-skillsGenerate professional PowerPoint pitch decks for startups and businesses. Use this skill when users request help creating investor pitch decks, sales presentati1.7Kskills.sh installs2
idea-generatorbuildgreatproducts/builder-osGuided discovery of a product idea by mining what the founder already knows or already does — covers source selection (business vs. expertise), context capture,1.7Kskills.sh installs
idea-generatorbuildgreatproducts/builder-osGuided discovery of a product idea by mining what the founder already knows or already does — covers source selection (business vs. expertise), context capture,1.7Kskills.sh installs3
explainerpika-labs/pika-pluginsUse when the user asks for explainer or a task matching the examples below. ~60-80s explainer video for any URL — GitHub repo, product page, docs site, blog pos1.7Kskills.sh installs
explainerpika-labs/pika-pluginsUse when the user asks for explainer or a task matching the examples below. ~60-80s explainer video for any URL — GitHub repo, product page, docs site, blog pos1.7Kskills.sh installs4
hsb-setupnvidia/skillsClone the latest NVIDIA Holoscan Sensor Bridge repo, ask which supported devkit is being used, configure the host per platform, build the correct demo container1.7Kskills.sh installs
hsb-setupnvidia/skillsClone the latest NVIDIA Holoscan Sensor Bridge repo, ask which supported devkit is being used, configure the host per platform, build the correct demo container1.7Kskills.sh installs5
ticket-deflectoranthropics/knowledge-work-pluginsReads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's w1.7Kskills.sh installs
ticket-deflectoranthropics/knowledge-work-pluginsReads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's w1.7Kskills.sh installs6tao-finetune-huggingface-modelnvidia/skillsFine-tune any HuggingFace CV / VLM / LLM model on local NVIDIA GPUs inside an NGC PyTorch container. Use when the user wants to fine-tune a HuggingFace model (f1.7Kskills.sh installs
tao-finetune-huggingface-modelnvidia/skillsFine-tune any HuggingFace CV / VLM / LLM model on local NVIDIA GPUs inside an NGC PyTorch container. Use when the user wants to fine-tune a HuggingFace model (f1.7Kskills.sh installs