🎯Skills69
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.
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.
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.
A competitive analysis skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
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.
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.
A pitch deck skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A option vol analysis skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
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.
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.
A fixed income portfolio skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A earnings preview single skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
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.
A financial modeling skill from Anthropic's financial services reference system, covering 3-statement model building for investment banking and equity research. Part of a suite with 9 named agents, 8 vertical plugins, and 11 MCP data connectors for FactSet, S&P Global, and more.
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.
A bond futures basis skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A lbo model skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A bond relative value skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A fx carry trade skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A data connector builder skill from Anthropic's financial services reference system, enabling custom data pack creation for financial analysis workflows. Part of a suite with 9 named agents, 8 vertical plugins, and 11 MCP connectors including Daloopa, Morningstar, and PitchBook.
A tear sheet skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A swap curve strategy skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A fsi strip profile skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A funding digest skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A skill creator skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
A financial services skill from Anthropic's official Claude for Financial Services collection for refreshing and updating investment banking pitch decks, with integrated modeling skills for comps, DCF, and LBO analysis connected to live market data via MCP.
A financial services skill from Anthropic's official Claude for Financial Services collection that provides investment banking deck quality checks, covering comps, DCF, LBO, and pitch presentation validation with connections to 11 market data providers via MCP.
A financial services skill from Anthropic's Claude for Financial Services suite that enables headless production of Excel (.xlsx) files in Managed Agent mode, part of a comprehensive toolkit covering investment banking, equity research, private equity, and wealth management workflows.
Reference agents and skills for financial services workflows including investment banking, equity research, private equity, and wealth management. Provides ready-to-use Cowork plugins and Managed Agent templates for tasks like pitch decks, DCF models, earnings analysis, and GL reconciliation.
Generates variance commentary for month-end close workflows in financial services, part of Anthropic's reference agent suite covering fund administration tasks like accruals, roll-forwards, GL reconciliation, and NAV tie-out with MCP data connectors to major financial data providers.
Part of the Claude for Financial Services fund-admin toolkit, this skill handles account roll-forward calculations as part of month-end close workflows, including accruals, variance commentary, and balance reconciliation for fund administration.
Part of the Claude for Financial Services fund-admin toolkit, this skill traces the root cause of GL reconciliation breaks, identifies discrepancies in general ledger entries, and routes findings for sign-off as part of fund administration workflows.
A financial services skill for managing accrual schedules as part of the fund administration vertical. Supports accruals, roll-forwards, variance commentary, and NAV tie-out workflows within the Claude for Financial Services plugin ecosystem.
Parses KYC (Know Your Customer) onboarding documents and evaluates them against a rules grid, part of the Claude for Financial Services operations vertical. Supports document extraction, compliance rule matching, and gap identification for client onboarding workflows.
Financial services skill for GL (General Ledger) reconciliation, part of Anthropic's reference agents for investment banking, equity research, private equity, and wealth management workflows.
A financial services skill providing reference agents for KYC (Know Your Customer) rules and compliance workflows, part of Claude's financial services collection covering investment banking, equity research, and wealth management.
Financial services skill for NAV (Net Asset Value) tie-out verification, part of Anthropic's reference agents for investment banking, equity research, private equity, and wealth management workflows.
Reference agents and skills for financial services workflows—investment banking, equity research, private equity, and wealth management—that draft analyst work product like models, memos, and research notes for human review.
Part of Anthropic's financial services plugin collection, providing AI-assisted idea generation and workflow skills for investment banking, equity research, private equity, and wealth management use cases.
A financial services skill for tracking investment theses, part of Anthropic's reference agents for investment banking, equity research, private equity, and wealth management. Works as a Claude Cowork plugin or via the Managed Agents API, staging all outputs for human review.
Generates earnings preview reports for financial services, part of Anthropic's financial services plugins collection. The collection includes named agents for pitch decks, GL reconciliation, market research, KYC screening, and more, organized as Claude Code plugins with managed agent cookbooks.
Reference agents and skills for financial services workflows including investment banking, equity research, private equity, and wealth management, deployable as Claude Cowork plugins or via the Claude Managed Agents API.
A financial services skill that tracks upcoming catalysts across coverage via the /catalysts command, part of the Claude for Financial Services collection of reference agents and data connectors for investment banking, equity research, and wealth management.
An equity research skill that updates financial models with new data via the /model-update command, part of the Claude for Financial Services collection of reference agents, skills, and data connectors for investment banking and wealth management.
A private equity skill from Anthropic's Claude for Financial Services that analyzes ARR cohorts, LTV/CAC ratios, net retention, and revenue quality metrics to assess business model economics during deal evaluation.
A wealth management skill that performs allocation drift analysis and tax-aware portfolio rebalancing via the /rebalance command, part of the Claude for Financial Services collection of reference agents and data connectors.
A financial services skill that tracks portfolio company KPIs and variances, part of Anthropic's official financial services plugin collection for private equity and wealth management.
Part of Anthropic's financial services plugin collection that helps draft investment proposals and pitch materials for wealth management and investment banking workflows, with outputs staged for human review.
Part of Anthropic's financial services plugin collection that helps draft tax-loss harvesting analyses and recommendations for wealth management workflows, with outputs staged for advisor review.
An equity research skill from Anthropic's Claude for Financial Services that drafts morning meeting notes and trade ideas, helping analysts prepare daily briefings for their coverage universe.
A private equity skill from Anthropic's Claude for Financial Services that generates due diligence checklists organized by workstream, helping deal teams systematically track and complete diligence items.
Part of Anthropic's financial services plugin collection that helps draft client reports for wealth management and equity research workflows, with all outputs staged for professional human review.
Analyzes investment portfolio returns including performance attribution, risk-adjusted metrics, and benchmark comparisons for equity research and wealth management workflows.
A financial services skill from Anthropic's reference collection that assists with client review workflows in wealth management, available as a Claude Cowork plugin or via the Managed Agents API for drafting analyst work product subject to human sign-off.
Generates anonymous one-page company teasers for investment banking deal processes, part of Anthropic's financial services plugin suite for M&A advisory workflows.
A financial services skill for tracking multiple live investment banking deals with milestones, deadlines, action items, and status updates, maintaining pipeline visibility and surfacing urgent deadlines through structured weekly reviews.
A financial services skill for building and prioritizing a universe of potential acquirers in sell-side M&A, identifying strategic buyers, financial sponsors, and add-on investors with tiered outreach based on strategic fit.
A financial services skill that helps prepare sell-side M&A Confidential Information Memorandums (CIMs) by organizing company financials, competitive advantages, and growth opportunities into professional, investor-ready documents.
Assesses organizational AI readiness across technology, talent, data infrastructure, and governance dimensions for financial services firms.
Builds merger and acquisition financial models including accretion/dilution analysis, synergy estimates, and pro forma financials for investment banking deal teams.
Identifies and evaluates potential acquisition targets and investment opportunities for private equity deal origination workflows.
Prepares due diligence meeting materials including discussion guides, key questions, and briefing documents for private equity and investment banking workflows.
Drafts private equity value creation plans covering operational improvements, revenue growth levers, and margin expansion strategies for portfolio company management.
Drafts investment committee memos with deal rationale, financial analysis, risk assessment, and recommendation sections for private equity and investment banking workflows.
Screens and evaluates potential deals against investment criteria including market size, competitive dynamics, and financial metrics for private equity workflows.
Processes and drafts engagement letters, advisory agreements, and legal correspondence for investment banking and wealth management teams.
A fsi comps analysis skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.
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.
A check deck skill from Anthropic's Financial Services Plugins, providing skills for financial analysis, compliance, and fintech development.