anthropics

anthropics/financial-services-plugins

30 resources in this repository

GitHub
🎯30
6,830

🎯Skills30

🎯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
🎯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
🎯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
🎯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
🎯competitive-analysis🎯Skill

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

competitive-analysis
🎯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
🎯pitch-deck🎯Skill

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

pitch-deck
🎯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
🎯initiating-coverage🎯Skill

Guides Claude through initiating equity research coverage, including building financial models, analyzing company fundamentals, and generating publication-ready initiation-of-coverage reports for investment banking and equity research workflows.

initiating-coverage
🎯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
🎯comps-analysis🎯Skill

Builds comparable company analyses (comps) as fully functional Excel workbooks with live formulas, sensitivity tables, and industry-standard formatting for investment banking and equity research workflows.

comps-analysis
🎯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
🎯3-statement-model🎯Skill

Skill

3-statement-model
🎯lbo-model🎯Skill

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

lbo-model
🎯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
🎯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
🎯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
🎯audit-xls🎯Skill

A financial services plugin skill that enables Claude to audit Excel spreadsheets for financial analysis, supporting workflows like comparable company analysis, DCF models, and LBO models with industry-standard formatting and formulas.

audit-xls
🎯tear-sheet🎯Skill

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

tear-sheet
🎯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
🎯funding-digest🎯Skill

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

funding-digest
🎯clean-data-xls🎯Skill

A financial services plugin skill that enables Claude to clean and prepare raw data in Excel spreadsheets for financial analysis, supporting end-to-end workflows from data gathering through modeling and report generation.

clean-data-xls
🎯skill-creator🎯Skill

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

skill-creator
🎯ib-check-deck🎯Skill

Skill

ib-check-deck
🎯deck-refresh🎯Skill

Skill

deck-refresh
🎯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
🎯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
🎯check-deck🎯Skill

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

check-deck