financial-analysis
claudeFinancial analysis workflows: model audit, data hygiene, XLSX and PPTX authoring, competitive analysis, deal document standards, and deck review
26 skills · 6 commands · hooks
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).
Plugin cfa-pro from marketplace cfa-agent in fall-development-rob/corp_finance. Commands read from the repo's manifest — 1 month ago.
No skills, commands, agents, hooks or MCP servers were found in the standard plugin folders.
Problems found in this repo's manifests
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
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