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Skill
ic-memo
anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/ic-memo
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
Repository stars: 41,109 · Incomplete scan
Skill
ib-check-deck
anthropics/financial-services · plugins/agent-plugins/pitch-agent/skills/ib-check-deck
Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".
Repository stars: 41,109 · Incomplete scan
Skill
variance-commentary
anthropics/financial-services · plugins/vertical-plugins/fund-admin/skills/variance-commentary
Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting.
Repository stars: 41,109 · Incomplete scan
Skill
pitch-deck
anthropics/financial-services · plugins/vertical-plugins/investment-banking/skills/pitch-deck
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.
Repository stars: 41,109 · Incomplete scan
Skill
audit-xls
anthropics/financial-services · plugins/agent-plugins/pitch-agent/skills/audit-xls
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
Repository stars: 41,109 · Incomplete scan
Skill
variance-commentary
anthropics/financial-services · plugins/agent-plugins/month-end-closer/skills/variance-commentary
Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting.
Repository stars: 41,109 · Incomplete scan
Skill
sector-overview
anthropics/financial-services · plugins/agent-plugins/market-researcher/skills/sector-overview
Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
Repository stars: 41,109 · Incomplete scan
Skill
xlsx-author
anthropics/financial-services · plugins/agent-plugins/kyc-screener/skills/xlsx-author
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
Repository stars: 41,109 · Incomplete scan
Skill
accrual-schedule
anthropics/financial-services · plugins/vertical-plugins/fund-admin/skills/accrual-schedule
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.
Repository stars: 41,109 · Incomplete scan
Skill
xlsx-author
anthropics/financial-services · plugins/agent-plugins/pitch-agent/skills/xlsx-author
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
Repository stars: 41,109 · Incomplete scan
Skill
unit-economics
anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/unit-economics
Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".
Repository stars: 41,109 · Incomplete scan
Skill
deal-sourcing
anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/deal-sourcing
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
Repository stars: 41,109 · Incomplete scan
Skill
dcf-model
anthropics/financial-services · plugins/agent-plugins/model-builder/skills/dcf-model
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
Repository stars: 41,109 · Incomplete scan
Skill
pptx-author
anthropics/financial-services · plugins/vertical-plugins/financial-analysis/skills/pptx-author
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
Repository stars: 41,109 · Incomplete scan
Skill
morning-note
anthropics/financial-services · plugins/agent-plugins/earnings-reviewer/skills/morning-note
Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
Repository stars: 41,109 · Incomplete scan
Skill
comps-analysis
anthropics/financial-services · plugins/agent-plugins/pitch-agent/skills/comps-analysis
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
Repository stars: 41,109 · Incomplete scan
Skill
dd-meeting-prep
anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/dd-meeting-prep
Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".
Repository stars: 41,109 · Incomplete scan
Skill
accrual-schedule
anthropics/financial-services · plugins/agent-plugins/month-end-closer/skills/accrual-schedule
Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.
Repository stars: 41,109 · Incomplete scan
Skill
audit-xls
anthropics/financial-services · plugins/agent-plugins/statement-auditor/skills/audit-xls
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
Repository stars: 41,109 · Incomplete scan
Skill
option-vol-analysis
anthropics/financial-services · plugins/partner-built/lseg/skills/option-vol-analysis
Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks, assessing vol premiums, or evaluating vol trading strategies.
Repository stars: 41,109 · Incomplete scan
Skill
earnings-analysis
anthropics/financial-services · plugins/agent-plugins/earnings-reviewer/skills/earnings-analysis
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
Repository stars: 41,109 · Incomplete scan
Skill
client-review
anthropics/financial-services · plugins/agent-plugins/meeting-prep-agent/skills/client-review
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
Repository stars: 41,109 · Incomplete scan
Skill
portfolio-monitoring
anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/portfolio-monitoring
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
Repository stars: 41,109 · Incomplete scan
Skill
skill-creator
anthropics/financial-services · plugins/vertical-plugins/financial-analysis/skills/skill-creator
Guide 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 capabilities with specialized knowledge, workflows, or tool integrations.
Repository stars: 41,109 · Incomplete scan
Skill
dcf-model
anthropics/financial-services · plugins/agent-plugins/pitch-agent/skills/dcf-model
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
Repository stars: 41,109 · Incomplete scan
Skill
audit-xls
anthropics/financial-services · plugins/agent-plugins/model-builder/skills/audit-xls
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
Repository stars: 41,109 · Incomplete scan
Skill
swap-curve-strategy
anthropics/financial-services · plugins/partner-built/lseg/skills/swap-curve-strategy
Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads, decomposing real rates, identifying steepener/flattener/butterfly trades, or comparing swap rates across currencies.
Repository stars: 41,109 · Incomplete scan
Skill
initiating-coverage
anthropics/financial-services · plugins/vertical-plugins/equity-research/skills/initiating-coverage
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
Repository stars: 41,109 · Incomplete scan
Skill
pitch-deck
anthropics/financial-services · plugins/agent-plugins/pitch-agent/skills/pitch-deck
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.
Repository stars: 41,109 · Incomplete scan
Skill
returns-analysis
anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/returns-analysis
Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".
Repository stars: 41,109 · Incomplete scan
Skill
deck-refresh
anthropics/financial-services · plugins/agent-plugins/pitch-agent/skills/deck-refresh
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.
Repository stars: 41,109 · Incomplete scan
Skill
ppt-template-creator
anthropics/financial-services · plugins/vertical-plugins/financial-analysis/skills/ppt-template-creator
Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.
Repository stars: 41,109 · Incomplete scan
Skill
cim-builder
anthropics/financial-services · plugins/vertical-plugins/investment-banking/skills/cim-builder
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".
Repository stars: 41,109 · Incomplete scan
Skill
comps-analysis
anthropics/financial-services · plugins/agent-plugins/model-builder/skills/comps-analysis
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
Repository stars: 41,109 · Incomplete scan
Skill
xlsx-author
anthropics/financial-services · plugins/agent-plugins/month-end-closer/skills/xlsx-author
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
Repository stars: 41,109 · Incomplete scan
Skill
dcf-model
anthropics/financial-services · plugins/vertical-plugins/financial-analysis/skills/dcf-model
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
Repository stars: 41,109 · Incomplete scan
Skill
nav-tieout
anthropics/financial-services · plugins/agent-plugins/statement-auditor/skills/nav-tieout
Tie 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 statements are distributed.
Repository stars: 41,109 · Incomplete scan
Skill
xlsx-author
anthropics/financial-services · plugins/agent-plugins/valuation-reviewer/skills/xlsx-author
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
Repository stars: 41,109 · Incomplete scan
Skill
earnings-preview-single
anthropics/financial-services · plugins/partner-built/spglobal/skills/earnings-preview-beta
Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.
Repository stars: 41,109 · Incomplete scan
Skill
roll-forward
anthropics/financial-services · plugins/agent-plugins/month-end-closer/skills/roll-forward
Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.
Repository stars: 41,109 · Incomplete scan
Skill
audit-xls
anthropics/financial-services · plugins/vertical-plugins/financial-analysis/skills/audit-xls
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
Repository stars: 41,109 · Incomplete scan
Skill
funding-digest
anthropics/financial-services · plugins/partner-built/spglobal/skills/funding-digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links.
Repository stars: 41,109 · Incomplete scan
Skill
verify
anthropics/financial-services · claude-for-msft-365-install/.claude/skills/verify
Verify changes to the claude-for-msft-365-install admin scripts and commands by driving them against an isolated fake $HOME.
Repository stars: 41,109 · Incomplete scan
Skill
nav-tieout
anthropics/financial-services · plugins/vertical-plugins/fund-admin/skills/nav-tieout
Tie 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 statements are distributed.
Repository stars: 41,109 · Incomplete scan
Skill
comps-analysis
anthropics/financial-services · plugins/vertical-plugins/financial-analysis/skills/comps-analysis
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
Repository stars: 41,109 · Incomplete scan
Skill
bond-futures-basis
anthropics/financial-services · plugins/partner-built/lseg/skills/bond-futures-basis
Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.
Repository stars: 41,109 · Incomplete scan
Skill
idea-generation
anthropics/financial-services · plugins/agent-plugins/market-researcher/skills/idea-generation
Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
Repository stars: 41,109 · Incomplete scan
Skill
xlsx-author
anthropics/financial-services · plugins/agent-plugins/gl-reconciler/skills/xlsx-author
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
Repository stars: 41,109 · Incomplete scan
Skill
portfolio-monitoring
anthropics/financial-services · plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
Repository stars: 41,109 · Incomplete scan
Skill
lbo-model
anthropics/financial-services · plugins/vertical-plugins/financial-analysis/skills/lbo-model
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
Repository stars: 41,109 · Incomplete scan
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