🎯Skills66
An agent skill from Anthropic's financial services collection providing earnings analysis capabilities for equity research, part of a reference library of agents, skills, and data connectors for investment banking and wealth management workflows.
An agent skill from Anthropic's financial services collection providing DCF valuation model capabilities for equity research and investment banking, part of a reference library of agents, skills, and data connectors for financial workflows.
An agent skill from Anthropic's financial services collection providing comparable company analysis capabilities for equity research and investment banking, part of a reference library for financial workflows.
An Anthropic-maintained skill for equity research workflows that drafts analyst work product including models, memos, and research notes, deployable as a Claude Cowork plugin or via Managed Agents API.
Populates 3-statement financial model templates (income statement, balance sheet, cash flow) in Excel, part of Anthropic's financial services toolkit for investment banking and equity research.
Audits Excel financial models by tracing formulas, detecting hardcoded values, and running balance checks to identify errors before review or distribution.
Produces Excel (.xlsx) files headlessly in Claude Managed Agent mode, part of the Claude for Financial Services financial-analysis skill set. Enables automated spreadsheet generation for financial models, data exports, and reporting workflows.
An agent skill from Anthropic's financial services collection providing competitive analysis capabilities for equity research, part of a reference library covering investment banking, private equity, and wealth management workflows.
A financial services skill that produces PowerPoint (.pptx) files headlessly in Managed Agent mode, part of the Claude for Financial Services ecosystem. Works alongside deck QC, template creation, and chart refresh skills to automate pitch book and presentation workflows.
Normalizes and cleans tabular data in Excel spreadsheets for financial services workflows, part of Anthropic's Claude for Financial Services toolkit.
An agent skill from Anthropic's financial services collection providing initiating coverage report capabilities for equity research, part of a reference library covering investment banking, private equity, and wealth management workflows.
Financial services skill from Anthropic's Claude for Finance suite that builds branded pitch decks end-to-end, incorporating comparable company analysis, precedent transactions, and LBO models into client-ready presentations.
Financial modeling skill from Anthropic's Claude for Finance suite that builds leveraged buyout (LBO) models, along with DCF, 3-statement, and comparable company analyses, with live Excel integration.
A skill from Anthropic's Claude for Financial Services collection that helps draft financial plans and wealth management strategies for professional review. It is deployable as a Claude Cowork plugin or via the Claude Managed Agents API, and all outputs are staged for human sign-off.
Part of the Claude for Financial Services toolkit, this skill creates reusable PowerPoint template skills by teaching Claude your firm's branded slide layouts, enabling consistent deck generation across financial workflows via the /ppt-template command.
Investment banking skill from Anthropic's financial services suite that reviews and validates pitch deck content, ensuring completeness of comps, precedent transactions, and deal materials for client presentations.
Monitors macro rates and fixed income data using LSEG market data, part of the Claude for Financial Services partner-built LSEG plugin. Supports bond relative value analysis, swap curves, FX carry, and options volatility monitoring for financial professionals.
Builds data packs from Confidential Information Memorandums (CIMs) and SEC filings for investment banking workflows, part of Anthropic's Claude for Financial Services toolkit.
Re-links and refreshes embedded charts and tables across presentation decks for financial services workflows, part of Anthropic's Claude for Financial Services toolkit.
A financial services skill for general ledger reconciliation workflows, automating the matching and verification of accounting entries, part of Claude's financial services collection.
A due diligence checklist skill from Anthropic's financial services suite, providing structured workflows for private equity sourcing, screening, diligence analysis, IC memos, and portfolio monitoring within Claude Code or Cowork.
A financial services skill for options volatility analysis workflows, part of Claude's reference agents collection for investment banking, equity research, private equity, and wealth management.
Generates financial tear sheets as part of Anthropic's Claude for Financial Services toolkit, providing reference skills and data connectors for investment banking, equity research, private equity, and wealth management workflows.
Generates pre-earnings scenario analysis and key metrics preview reports for equity research, part of Anthropic's Claude for Financial Services toolkit.
Creates one-page company profiles (strip profiles) for pitch books in investment banking workflows, part of Anthropic's Claude for Financial Services toolkit.
Traces and resolves reconciliation breaks as part of Claude financial services reference, finding discrepancies, identifying root causes, and routing for sign-off.
A financial services skill for fixed income portfolio management and analysis workflows, part of Claude's reference agents collection for investment banking, equity research, and wealth management.
A financial services skill that generates funding digests using S&P Capital IQ data, part of the Claude for Financial Services ecosystem. Supports investment banking, equity research, and wealth management workflows alongside tear sheets and earnings previews.
Part of the Claude for Financial Services toolkit, this skill provides guidance for creating new financial services skills, helping developers build domain-specific capabilities that integrate with the broader agent and vertical plugin ecosystem.
Part of Anthropic's Claude for Financial Services suite, providing fund administration skills for generating variance commentary during month-end close. The suite covers accruals, roll-forwards, GL reconciliation, and variance analysis with connections to 11 financial data providers via MCP.
Handles accrual scheduling and roll-forward workflows as part of Claude financial services reference for fund administration and month-end finance operations.
Part of Anthropic's Claude for Financial Services suite, providing fund administration skills for balance roll-forward workflows. The suite covers accruals, roll-forwards, variance commentary, and GL reconciliation for month-end close processes, with connections to 11 financial data providers via MCP.
A financial services skill for FX carry trade analysis and strategy workflows, part of Claude's reference agents collection for investment banking, equity research, and wealth management.
Analyzes bond futures basis trading using LSEG market data, part of the Claude for Financial Services partner-built LSEG plugin. Supports bond relative value analysis, swap curve monitoring, and fixed income derivatives workflows for institutional traders and analysts.
A financial services skill for swap curve strategy analysis and interest rate derivative workflows, part of Claude's reference agents collection for financial services.
A financial services skill for bond relative value analysis, helping compare bonds across issuers and maturities, part of Claude's financial services collection for investment banking and wealth management.
Implements KYC rules engine for parsing onboarding documents and flagging compliance gaps, as part of Claude financial services reference for investment banking and wealth management.
Part of Anthropic's Claude for Financial Services suite, providing fund administration skills for NAV tie-out reconciliation. The suite includes agents and skills for investment banking, equity research, private equity, wealth management, and fund admin with connections to 11 financial data providers via MCP.
A financial services skill for parsing KYC (Know Your Customer) onboarding documents and evaluating them against a rules grid, part of Anthropic's Claude for Financial Services collection of reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management.
Part of Anthropic's financial-services skill collection providing reference agents, skills, and data connectors for portfolio rebalancing workflows in wealth management.
Part of Anthropic's financial-services skill collection providing reference agents, skills, and data connectors for tax-loss harvesting workflows in wealth management.
A skill from Anthropic's Claude for Financial Services collection that helps draft investment proposals for private equity, wealth management, and investment banking workflows. All outputs are staged for human review and do not constitute actual investment advice.
Part of Anthropic's Claude for Financial Services, providing reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows.
Part of Anthropic's financial-services skills collection that provides reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows. Available as Claude Cowork plugins or via the Managed Agents API.
Part of Anthropic's financial-services skill collection providing reference agents, skills, and data connectors for client review workflows in wealth management and advisory.
Reference agents, skills, and data connectors for financial services workflows including investment banking, equity research, private equity, and wealth management, deployable as Claude Cowork plugins or Managed Agents.
A financial services skill from Anthropic's reference collection that helps equity research analysts draft morning notes — concise daily market commentary and investment updates — as part of a suite of financial workflow agents covering investment banking, equity research, and wealth management.
A skill from Anthropic's Claude for Financial Services repository, which provides reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows. This skill supports the idea generation stage of financial research, helping analysts surface investment themes, competitive landscapes, and peer comparisons.
A skill from Anthropic's Claude for Financial Services collection, providing AI-assisted workflows for investment banking, equity research, private equity, and wealth management. Skills and agents are deployable as Claude Cowork plugins or via the Claude Managed Agents API.
A skill from Anthropic's Claude for Financial Services collection designed to help analysts prepare earnings preview reports ahead of earnings calls and filings. It is part of a broader suite of equity research and investment banking tools deployable as Claude Cowork plugins.
Part of Anthropic's financial services reference collection, this skill supports portfolio monitoring workflows for wealth management and investment banking use cases. It can be deployed as a Claude Cowork plugin or through the Claude Managed Agents API, and all outputs are staged for human review.
Part of Anthropic's financial-services skills collection that provides reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows. Available as Claude Cowork plugins or via the Managed Agents API.
A skill from Anthropic's Claude for Financial Services repository, providing specialized guidance for building merger models in investment banking workflows. It is part of a collection of reference agents and skills covering financial-services workflows including M&A advisory, equity research, and wealth management, with all outputs staged for human review.
A financial services skill from Anthropic's reference collection that assists with drafting Investment Committee (IC) memos for private equity and investment banking workflows, available as a Claude Cowork plugin or deployable via the Claude Managed Agents API.
A skill from Anthropic's Claude for Financial Services collection focused on returns analysis for investment banking and equity research workflows. It is part of a suite of AI-assisted financial tools deployable as Claude Cowork plugins or via the Claude Managed Agents API.
A skill from the Claude for Financial Services repository that assists with updating financial models based on earnings calls and filings, producing updated model drafts for analyst review.
A skill from the Claude for Financial Services repository that provides introductory teaser content for financial workflow agents covering investment banking, equity research, and wealth management use cases.
Part of Anthropic's Claude for Financial Services, providing reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows.
A financial services skill from Anthropic's reference collection that assists with due diligence meeting preparation — helping analysts compile briefing packs, research materials, and structured notes before client or portfolio company meetings — deployable as a Claude Cowork plugin or via the Managed Agents API.
Part of Claude for Financial Services, a collection of reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows, available as Claude Cowork plugins or via the Managed Agents API.
Part of Anthropic's financial-services skills collection that provides reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows. Available as Claude Cowork plugins or via the Managed Agents API.
Part of Anthropic's financial-services skill collection providing reference agents, skills, and data connectors for deal sourcing workflows in investment banking and private equity.
Part of Claude for Financial Services, a collection of reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows, available as Claude Cowork plugins or via the Managed Agents API.
Part of Anthropic's financial-services skill collection providing reference agents, skills, and data connectors for AI readiness assessment workflows in financial institutions.
Part of Anthropic's financial-services skills collection that provides reference agents, skills, and data connectors for investment banking, equity research, private equity, and wealth management workflows. Available as Claude Cowork plugins or via the Managed Agents API.
Reference agents, skills, and data connectors for financial services workflows including investment banking, equity research, private equity, and wealth management. Provides self-contained agent plugins for tasks like pitch deck creation, earnings review, GL reconciliation, KYC screening, and model building, deployable as Claude Cowork plugins or via the Managed Agents API.
🔌Plugins20
Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes.
Audits pre-generated LP statements before distribution
Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
Accruals, roll-forwards, variance commentary
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
DCF, LBO, 3-statement, comps - live in Excel
Comps, precedents, LBO to a branded pitch deck, end to end
S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries
Ingests GP packages, runs valuation template, stages LP reporting
Earnings call and filings to model update to note draft
Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting
Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist
Parses onboarding docs, runs the rules engine, flags gaps
Operational workflows: KYC document parsing and rules-grid evaluation
Finds breaks, traces root cause, routes for sign-off
Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
Briefing pack before every client meeting
Equity research tools: earnings analysis, initiating coverage reports, and research workflows
Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management