9 financial-modeling + presentation skills: DCF, comps, 3-statement, LBO, SOTP-valuation, audit-xls, xlsx-financials, earnings-preview, and pitch-deck. All Excel-producing skills follow the FR-044 4-step office protocol (spec → build → recalc → audit).
Plugin models-and-pitches from marketplace agentii-investment-intelligence in agentii-ai/agentii-investment-intelligence. Commands read from the repo's manifest — 3 days ago.
3-statement3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model build, operating model, three statement model, integrated financial statements
audit-xlsAudit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check
compsComparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable analysis
dcfDCF valuation model, discounted cash flow, intrinsic value, WACC calculation, terminal value, free cash flow projection, equity value per share, DCF sensitivity analysis, unlevered free cash flow, present value calculation, build a DCF
earnings-previewEarnings preview deck, quarterly earnings presentation, earnings summary slides, consensus vs actual presentation, earnings preview report, pre-earnings analysis, earnings expectations deck, quarterly preview, upcoming earnings summary, earnings announcement preview
lboLBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation
pitch-deckInvestment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck
sotp-valuationSum of the Parts valuation, segment-based valuation, conglomerate valuation, business segment analysis, breakup value, segment sum valuation, parts worth more than whole, hidden asset value
xlsx-financialsProduce formatted .xlsx financial statement workbooks from XBRL statement data. Uses Bash + openpyxl (Python) following Anthropic FSI xlsx-author conventions for professional Excel output with calculation arc cross-validation.
/models-and-pitches:3-statement3-statement integrated financial model — IS/BS/CFS triangulation, 5 historical + 5 forecast years
/models-and-pitches:audit-xlsAudit an Excel workbook — formula errors, hardcoded cells, calculation arc cross-validation
/models-and-pitches:compsTrading comps analysis — peer-group selection, trading-multiple triangulation, implied-valuation range
/models-and-pitches:dcfDCF valuation model — 5-10 year projection, WACC construction, sensitivity tables
/models-and-pitches:earnings-previewEarnings preview presentation — 4-6 slide deck with consensus estimates, historical surprises, forward catalysts
/models-and-pitches:lboLBO model — sources & uses, debt schedule, exit-multiple analysis, sponsor IRR sensitivity
/models-and-pitches:pitch-deckInvestment thesis pitch deck — 12-16 slide presentation with sourced footers
/models-and-pitches:sotp-valuationSum-of-the-parts valuation — segment-level multiples, conglomerate discount analysis
/models-and-pitches:xlsx-financialsXBRL-to-Excel — proper number formatting, frozen headers, named ranges, calculation arc cross-validation
agentiiconnects to: https://mcp.agentii.ai/mcp
agentii-officeconnects to: https://mcp.agentii.ai/office/mcp
Unified meta-plugin — the full agentii skill namespace (14 verticals, 80 skills) under a single /agentii:skill-name namespace. The recommended single install. Skills with same-name vertical variants (e.g., bio-pharm's med-adapted earnings-preview) ship via their own vertical plugins.
51 commands
9 equity-research dimension skills with ~48 addressable sub-prompt modes: recent-quarter performance, business-model analysis, competitive landscape, growth strategy, secular tech trends, turnaround analysis, risk analysis, earnings sentiment, and valuation methods.
9 skills · 9 commands · 1 MCP server
15 med-sector skills (spec 052): fda-catalyst-{devices,medicines,vaccines} (dated PDUFA/AdCom/device catalyst calendars), pipeline-{devices,medicines,vaccines} (risk-adjusted pipeline + runway), trial-readout-analysis (AdCom-style six-axis scrutiny), market-share-tracking, med-market-sizing, med-event-takeaways, ct-status-diff, plus med-adapted sector-overview-med, peer-bench-med, earnings-preview-med and recent-quarter-med. Naming rule: same-name sector adaptations use {base}-{sector} suffixes. Backed by the med knowledge base (130 strategies / 320 cases) and the structured AdCom calendar (122 meetings).
15 skills · 1 MCP server
5 quantitative-analysis skills: ratio-analysis, PEG-valuation, reverse-DCF, DDM-valuation, and residual-income / EVA.
5 skills · 5 commands · 1 MCP server
Orchestrating agent plugin with capability-isolated subagents (retrieval, analytical, BI, visualization) and a three-layer retrieval protocol system prompt.
9 skills · 1 agent
5 options & derivatives skills: options-foundations, income-strategies, volatility-trading, price-action-options, technical-execution. (A sixth, `options-strategies`, was retired upstream and is no longer shipped.)
5 skills · 4 commands · 1 MCP server
Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.
24 skills · 1 MCP server
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
13 skills · 7 commands · 12 MCP servers
Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.
24 skills · 1 MCP server
4 finance skills: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting), SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, projections), business investment advisor, and month-end close (close calendar, reconciliation proof, flux gate). 10 Python automation tools.
6 skills
A 股/港股/美股个股深度分析引擎 · 22 维数据 × 66 位大佬量化评委 · 22 种机构级分析方法 · 杀猪盘检测 · Bloomberg 风格报告 | A-share / HK / US deep-analysis engine with first-class Chinese-market coverage — the same names that cost Munger millions on Alibaba. 22 dims × 66-investor jury × 22 institutional methods · trap detection · Bloomberg-style report
5 skills · 20 commands · 1 agent · hooks
Professional financial modeling toolkit for Claude Code with auto-invoked Skills and Excel MCP integration. Build DCF models, LBO analysis, variance reports, and pivot tables using natural language.
4 skills
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