anthropics

anthropics/financial-services-plugins

30 resources in this repository

GitHub
🎯30

🎯Skills30

🎯dcf-model🎯Skill

A Claude Code skill for building discounted cash flow (DCF) valuation models, part of the Claude for Financial Services plugins suite designed for investment banking, equity research, private equity, and wealth management analysis.

dcf-model
🎯earnings-analysis🎯Skill

An earnings analysis skill from Claude for Financial Services Plugins, enabling end-to-end workflows for equity research including pulling real-time data, analyzing earnings results, and generating publication-ready reports.

earnings-analysis
🎯equity-research🎯Skill

A Claude plugin for equity research workflows, part of a financial services plugin suite covering investment banking, private equity, and wealth management for Claude Cowork and Claude Code.

equity-research
🎯lbo-model🎯Skill

A lbo model skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

lbo-model
🎯pitch-deck🎯Skill

A pitch deck skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

pitch-deck
🎯datapack-builder🎯Skill

Streamlines financial data packaging and transformation for complex datasets, enabling rapid schema mapping and standardized export formats for analytics platforms.

datapack-builder
🎯ppt-template-creator🎯Skill

Creates PowerPoint template presentations as part of the Claude for Financial Services Plugins, which turn Claude into a specialist for investment banking, equity research, private equity, and wealth management workflows.

ppt-template-creator
🎯fx-carry-trade🎯Skill

A fx carry trade skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

fx-carry-trade
🎯fsi-strip-profile🎯Skill

A fsi strip profile skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

fsi-strip-profile
🎯skill-creator🎯Skill

A skill creator skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

skill-creator
🎯macro-rates-monitor🎯Skill

A macro and rates monitoring skill from Claude for Financial Services Plugins, which turns Claude into a specialist for investment banking, equity research, private equity, and wealth management with end-to-end workflows spanning research, analysis, modeling, and output creation.

macro-rates-monitor
🎯option-vol-analysis🎯Skill

A option vol analysis skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

option-vol-analysis
🎯check-deck🎯Skill

A check deck skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

check-deck
🎯fsi-comps-analysis🎯Skill

A fsi comps analysis skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

fsi-comps-analysis
🎯competitive-analysis🎯Skill

A competitive analysis skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

competitive-analysis
🎯fixed-income-portfolio🎯Skill

A fixed income portfolio skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

fixed-income-portfolio
🎯3-statements🎯Skill

A Claude Code skill for building three-statement financial models (income statement, balance sheet, cash flow statement), part of the Claude for Financial Services plugins suite designed for investment banking, equity research, private equity, and wealth management workflows.

3-statements
🎯initiating-coverage🎯Skill

Automates insurance policy initiation by generating comprehensive coverage proposals, risk assessments, and personalized recommendations for financial services.

initiating-coverage
🎯bond-futures-basis🎯Skill

A bond futures basis skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

bond-futures-basis
🎯earnings-preview-single🎯Skill

A earnings preview single skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

earnings-preview-single
🎯funding-digest🎯Skill

A funding digest skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

funding-digest
🎯bond-relative-value🎯Skill

A bond relative value skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

bond-relative-value
🎯swap-curve-strategy🎯Skill

A swap curve strategy skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

swap-curve-strategy
🎯tear-sheet🎯Skill

A tear sheet skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.

tear-sheet
🎯3-statement-model🎯Skill

Skill

3-statement-model
🎯ib-check-deck🎯Skill

Skill

ib-check-deck
🎯deck-refresh🎯Skill

Skill

deck-refresh
🎯audit-xls🎯Skill

Skill

audit-xls
🎯comps-analysis🎯Skill

Skill

comps-analysis
🎯clean-data-xls🎯Skill

Skill

clean-data-xls