cfa-agent

Financial analysis workflows: model audit, data hygiene, XLSX and PPTX authoring, competitive analysis, deal document standards, and deck review

26 skills · 6 commands · hooks

Equity research workflows: initiating coverage, earnings updates, morning notes, model updates, thesis tracking, idea screening, and sector overviews

7 skills · 12 commands

Private equity deal lifecycle workflows: deal sourcing, due diligence, IC memos, LBO returns analysis, unit economics, value creation plans, and portfolio monitoring

8 skills · 11 commands

Investment banking deal execution workflows: CIM drafting, teasers, process letters, buyer lists, merger models, pitch decks, and datapack assembly

7 skills · 6 commands

Wealth management client workflows: client meeting prep, financial planning, portfolio rebalancing, tax-loss harvesting, client reports, and investment proposals

6 skills · 7 commands

Fixed income workflows: bond analysis, yield curve, credit spreads, FX carry, and swap curve construction (stub — skills populated in a future phase)

7 skills · 5 commands

Derivatives valuation workflows: options, swaps, structured products, and volatility surface analysis (stub — skills populated in a future phase)

7 skills · 2 commands

Macro and geopolitical risk workflows: conflict data, disaster monitoring, trade policy, alternative data, monetary policy, and sovereign risk analysis

4 skills · 5 commands

Fund administration workflows: GL reconciliation, NAV tie-out, period-end accruals, period-over-period roll-forward, and FP&A variance commentary

6 skills · 2 commands

Institutional-grade corporate finance toolkit — 227 WASM-backed compute tools, 21 CFA-aligned skills, 57 slash commands, 9 specialist research agents. 100% offline / decimal-precision math / no API keys required.

6 skills · 1 MCP server

Operations and compliance workflows: KYC/AML customer intake, beneficial ownership, sanctions screening, PEP screening, and source-of-funds documentation

6 skills · 1 command

Financial Modeling Prep (FMP) — real-time quotes, financial statements, key metrics, earnings, analyst estimates, and 180+ market data endpoints via FMP MCP

6 skills

Free public data sources: SEC EDGAR filings, FRED macro indicators, World Bank development data, Yahoo Finance quotes, and OpenFIGI identifier mapping

6 skills

Cross-cutting analyst foundations: four broad corp-finance-analyst skills covering core, markets, regulatory, and risk domains used by all cookbooks

4 skills

CFA chief analyst — orchestrates specialist agents, coordinates multi-domain research, synthesises investment theses and final deliverables

1 skill · 1 agent

CFA credit analyst — leveraged finance, credit metrics, debt capacity, covenant compliance, distressed debt, and credit-portfolio analytics

1 skill · 1 agent

CFA derivatives analyst — options pricing, implied volatility, interest rate swaps, currency swaps, structured products, and derivatives strategy

1 skill · 1 agent

CFA equity research specialist — DCF, comps, target price, earnings quality, financial forensics, and initiating coverage reports

1 skill · 1 agent

CFA ESG and regulatory analyst — ESG scoring, carbon markets, AIFMD/GIPS compliance, FATCA/CRS, AML/KYC, and regulatory capital analysis

1 skill · 1 agent

CFA fixed income analyst — bond pricing, yield curve, duration, credit spreads, MBS analytics, TIPS, CLO tranches, and emerging market debt

1 skill · 1 agent

CFA macro analyst — monetary policy, Taylor rule, PPP, interest rate parity, geopolitical risk, trade policy, and sovereign bond analysis

1 skill · 1 agent

CFA private markets analyst — PE/VC LBO models, fund economics, GP/LP waterfalls, real assets, infrastructure finance, and private credit

1 skill · 1 agent

CFA quantitative risk analyst — factor models, Black-Litterman, risk parity, VaR/CVaR, optimal execution, pairs trading, and performance attribution

1 skill · 1 agent

Aiera — AI-powered earnings call intelligence, event monitoring, and real-time transcript analysis via Aiera MCP (pending vendor integration)

1 skill

Daloopa — AI-powered financial model data extraction and auto-population from earnings documents via Daloopa MCP (pending vendor integration)

1 skill

FactSet — multi-asset financial data, portfolio analytics, fundamental estimates, institutional ownership, and factor exposure via FactSet MCP

1 skill

LSEG (London Stock Exchange Group) — bond pricing, yield curve analysis, FX carry trade evaluation, options valuation, and macro dashboard via LSEG Financial Analytics MCP

1 skill

Moody's — credit ratings, fixed income analytics, structured finance data, default rates, transition matrices, and economic research via Moody's MCP

1 skill

Morningstar — fund ratings, star ratings, ESG data, portfolio analytics, fair value estimates, and moat ratings via Morningstar MCP

1 skill

PitchBook — private equity deal data, VC transactions, fund performance, company profiles, and fundraising analytics via PitchBook MCP

1 skill

S&P Global (Kensho) — Capital IQ financials, earnings call transcripts, company tearsheets, credit ratings, and funding digests via S&P Global MCP

1 skill

Free / freemium public data feeds — FRED, EDGAR, FIGI, Yahoo Finance, World Bank, plus geopolitical sources (ACLED, GDELT, GDACS, NASA, EIA, WTO, etc.). 129 MCP tools.

Premium market-data plugin — Financial Modeling Prep (180 tools, freemium, requires FMP_API_KEY) plus paid vendor MCPs covering LSEG, S&P Global, FactSet, Morningstar, Moody's, PitchBook (87 tools).

Credit analyst cookbook agent — end-to-end leveraged credit workflow: credit screen, debt sizing, covenant compliance, and credit memo production

Earnings review agent — ingests income statements, analyses beat/miss vs consensus, flags quality issues, and produces earnings update notes

Equity analyst cookbook agent — full equity research workflow: screening, DCF, comps, target price, and initiating coverage report assembly

General ledger reconciliation agent — traces GL breaks, reconciles sub-ledger balances, and produces period-end journal entry schedules

KYC/AML screening agent — customer intake, beneficial ownership verification, sanctions and PEP screening, and source-of-funds documentation

LP statement auditor agent — validates NAV tie-out, period-over-period roll-forward, accrual schedules, and distribution waterfall calculations

LSEG rates monitoring agent — fetches live yield curves, FX rates, credit spreads, and macro indicators via the LSEG Financial Analytics MCP

Financial model builder agent — constructs three-statement models, LBOs, DCFs, and sensitivity tables from term sheets and company data

Month-end close agent — NAV tie-out, period-end accruals, period-over-period roll-forward, and LP statement preparation

Pitch deck builder agent — assembles M&A teasers, CIMs, IB pitch books, and PE deal presentations from structured financial inputs

Private markets analyst cookbook agent — full PE deal workflow: sourcing screen, DD checklist, LBO model, IC memo, and returns analysis

Sector research agent — produces sector overviews, industry PE screens, competitive landscape maps, and thematic idea generation

S&P Global credit research agent — company tearsheets, capital structure analysis, credit ratings, and earnings summaries via S&P Capital IQ

Valuation reviewer agent — ingests GP packages, runs valuation template, and stages LP reporting with audit-quality commentary

Wealth management meeting prep agent — assembles client portfolio review, performance summary, rebalancing proposals, and investment proposals