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
Audits pre-generated LP statements before distribution
Plugin statement-auditor from marketplace claude-for-financial-services in anthropics/financial-services. Commands read from the repo's manifest — today.
audit-xlsAudit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula erro
nav-tieoutTie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP statements are distributed.
xlsx-authorProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
statement-auditorAudits a batch of pre-generated LP capital-account statements against the fund NAV pack before distribution — ties out balances, allocations, and fees, and flags discrepancies. Use as the final check before statements go out.
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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