Financial Analysis
claudeCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
13 skills · 7 commands · 12 MCP servers
Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist
Plugin market-researcher from marketplace claude-for-financial-services in anthropics/financial-services. Commands read from the repo's manifest — today.
competitive-analysisFramework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo dec
comps-analysisBuild institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding
idea-generationSystematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find
pptx-authorProduce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
sector-overviewCreate comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "ma
market-researcherProduces sector or thematic market research — industry overview, competitive landscape, trading-comps spread of the peer set, and a thematic ideas shortlist — packaged as a research note with optional slides. Use when an analyst or PM asks for a primer on a sector or theme; not for single-name cover
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
13 skills · 7 commands · 12 MCP servers
Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
10 skills · 10 commands
Equity research tools: earnings analysis, initiating coverage reports, and research workflows
9 skills · 9 commands
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
Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management
9 skills · 7 commands
Comps, precedents, LBO to a branded pitch deck, end to end
11 skills · 1 agent
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