anthropics/financial-services

76 skills103.4K total installs Github

Github

Github

Skill

Installs

earnings-analysis

equity-research

dcf-model

pitch-deck

competitive-analysis

macro-rates-monitor

comps-analysis

ppt-template-creator

audit-xls

3-statement-model

clean-data-xls

option-vol-analysis

initiating-coverage

lbo-model

fixed-income-portfolio

earnings-preview-single

datapack-builder

bond-futures-basis

ib-check-deck

bond-relative-value

fx-carry-trade

tear-sheet

skill-creator

funding-digest

fsi-strip-profile

swap-curve-strategy

deck-refresh

xlsx-author

unit-economics

pptx-author

dd-checklist

variance-commentary

gl-recon

break-trace

accrual-schedule

roll-forward

kyc-rules

thesis-tracker

kyc-doc-parse

sector-overview

nav-tieout

idea-generation

catalyst-calendar

investment-proposal

earnings-preview

ic-memo

morning-note

portfolio-monitoring

client-report

returns-analysis

financial-plan

client-review

model-update

merger-model

deal-screening

cim-builder

dd-meeting-prep

ai-readiness

value-creation-plan

deal-sourcing

buyer-list

teaser

deal-tracker

process-letter

portfolio-rebalance

tax-loss-harvesting

fsi-comps-analysis

3-statements

check-deck

verify

portfolio-rebalance-review

estate-and-tax-brief

pre-meeting

post-meeting

alts-brief

compliance