claude-for-financial-services

Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.

8 skills · 8 commands · 1 MCP server

Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC

11 skills

Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach

10 skills

Equity research tools: earnings analysis, initiating coverage reports, and research workflows

9 skills

Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management

9 skills

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.

6 commands

Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out

6 skills

Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting

6 skills

S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries

3 skills

Operational workflows: KYC document parsing and rules-grid evaluation

1 skill

Earnings call and filings to model update to note draft

Finds breaks, traces root cause, routes for sign-off

Parses onboarding docs, runs the rules engine, flags gaps

Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist

Briefing pack before every client meeting

DCF, LBO, 3-statement, comps - live in Excel

Accruals, roll-forwards, variance commentary

Comps, precedents, LBO to a branded pitch deck, end to end

Audits pre-generated LP statements before distribution

Ingests GP packages, runs valuation template, stages LP reporting