financial-analysis

Plugin financial-analysis in fall-development-rob/corp_finance. Commands read from the repo's manifest — 1 month ago.

Skills (26)

• workflow-confidentiality-disclaimers

  WHAT: Standard confidentiality notices, NDA language, legal disclaimers, distribution controls, and recipient tracking for institutional financial deliverables — CIM/teaser cover pages, footer banners, final-page legal riders, and copy-control procedures. WHEN: Invoke when producing any client-facin

• workflow-data-lineage-tracking

  WHAT: Source annotation and provenance metadata for every value in a financial dataset — recording the originating extract, transformation chain, FX rate (if translated), analyst approval, and timestamp so that any downstream model cell can be traced back to its raw source without ambiguity. WHEN: I

• workflow-data-outlier-detection

  WHAT: Statistical outlier detection across financial datasets — univariate (z-score, IQR, p1/p99), cross-sectional (peer-relative), time-series (moving-average spike), and factor-residual methods. Outliers are flagged with a review_flag column; they are never silently deleted. WHEN: Invoke when a ra

• workflow-data-pre-modelling-checklist

  WHAT: Composite quality gate that aggregates the outputs of outlier detection, unit reconciliation, and lineage tracking into a single pass/fail checklist before a dataset is consumed by a financial model. Routes to cfa-chief-analyst for data-quality sign-off. WHEN: Invoke as the final step before a

• workflow-data-unit-reconciliation

  WHAT: Unit scale, sign convention, frequency, and currency normalisation for financial datasets — converting 000s/millions/billions, aligning income statement sign conventions, aggregating/disaggregating time series to a uniform frequency, translating multi-currency series to a single base, and expl

• workflow-deal-citation-standards

  WHAT: Formal citation rules for all data sources used in institutional financial deliverables — SEC filings, earnings materials, market data (FMP), corp-finance-mcp tool outputs, third-party research, and vendor data — with exact format strings for each source type. WHEN: Invoke when adding a source

• workflow-deal-formatting-conventions

  WHAT: Number formatting, currency display, multiple notation, percentage conventions, date formats, table layout standards, and financial statement colour-coding rules for institutional financial deliverables across IB, PE, equity research, and wealth management domains. WHEN: Invoke when authoring

• workflow-deal-quality-checklist

  WHAT: Pre-delivery quality control checklist for institutional financial deliverables — numerical integrity, formatting compliance, documentation completeness, confidentiality marking, version control, and final editorial review checks. Issues a pass/fail verdict before any document is transmitted t

• workflow-fa-competitive-analysis

  WHAT: Competitive landscape analysis — Porter's Five Forces industry assessment, TAM/SAM/SOM market sizing, competitive positioning matrix, financial benchmarking via comps, and moat assessment. WHEN: Invoke when asked to perform a competitive analysis, market sizing, industry assessment, or peer be

• workflow-fa-deck-refresh

  WHAT: Pitch deck context refresh and data update — date-stamp scanning, rate-environment staleness detection, comp-set staleness checks, market context updates, recipient-context dependencies, structured refresh list, and number update execution with approval gate. WHEN: Invoke when an existing pitc

• workflow-fa-deck-review

  WHAT: Pitch deck and IB presentation QA — number consistency across slides, data-narrative alignment, language and terminology standards, formatting review, and pre-publication sign-off checklist. WHEN: Invoke when asked to review, QA, or check a pitch deck, CIM, board presentation, or any IB/PE sli

• workflow-fa-excel-authoring

  WHAT: Excel financial model authoring conventions — runtime detection (Office JS vs openpyxl), computation via cfa-core MCP tools, merged-cell pitfall fix pattern, formulas-over-hardcodes constraint, colour conventions, and step-by-step confirmation gates. WHEN: Invoke when writing or structuring an

• workflow-fa-model-checking

  WHAT: Financial model audit — balance sheet integrity, circular reference detection, formula consistency, sign convention, growth rate sanity, three-statement linkage, credit checks, and terminal value reasonableness. WHEN: Invoke when asked to check, audit, or QA a financial model; when verifying a

• workflow-ma-formula-consistency

  WHAT: Formula consistency audit across financial model worksheet rows — detects broken formula rows (numeric value where neighbour cells are formulas), formula drift (formula changes mid-row without rationale), and row-level formula logic inconsistencies. WHEN: Invoke when a financial model is under

• workflow-ma-hardcode-detection

  WHAT: Detection and classification of hardcoded values in financial models — numeric literals in formula rows (broken formulas), rate/multiple/growth literals embedded inside formula strings (shadow hardcodes), and shadow hardcodes that replicate tool output without an = prefix. WHEN: Invoke when au

• workflow-ma-link-tracing

  WHAT: Dependency-graph construction and circular-reference assessment for financial model worksheets — directed cell/formula link tracing, cycle detection, and classification of legitimate vs pathological circular references. WHEN: Invoke when a financial model is presented for audit and the reviewe

• workflow-ma-rederivation

  WHAT: Independent re-derivation of financial model outputs using corp-finance-mcp tools as the 128-bit Decimal ground truth — covers DCF/WACC, LBO/debt schedule/returns/waterfall, three-statement model, merger accretion/dilution, and sensitivity/scenario stress tables. WHEN: Invoke when auditing any

• workflow-ma-three-statement-tieout

  WHAT: Three-statement model articulation audit — IS/BS/CF tie-out using corp-finance-mcp `three_statement_model` as ground truth, balance sheet balance check (Assets = Liabilities + Equity at zero tolerance), the four canonical cross-statement linkage rules, and working capital sanity via `working_c

• workflow-pptx-comps-table

  WHAT: Comps table and sensitivity slide templates for financial decks — trading comparables table layout (ticker, market cap, EV, EV/Revenue, EV/EBITDA, P/E, revenue growth, EBITDA margin, median and target rows), 2D sensitivity grid with base-case marking, and positioning takeaway conventions; numb

• workflow-pptx-deck-structure

  WHAT: Slide-deck structural conventions for headless pitch and research deck authoring — slide-break syntax (`---` horizontal rule), mandatory slide types (title, agenda, exec summary, company overview, appendix), deck-type templates (pitch 15-25, IC 12-18, research 10-15, board 6-10), and quality g

• workflow-pptx-mcp-writer-binding

  WHAT: Binding layer that maps a finalised markdown deck (authored per `workflow-pptx-deck-structure`) to a `SlideDeckSpec` JSON object and calls `office_pptx_write` to produce a binary `.pptx` terminal deliverable; covers the four supported slide kinds (title, section, content, table), v1 scope limi

• workflow-pptx-valuation-layout

  WHAT: Valuation slide templates for financial decks — bull/base/bear scenario table with probability weights, company overview headline-metrics box, and financial-profile slide layout; all numbers sourced from corp-finance-mcp tools (`dcf_model`, `scenario_analysis`, `lbo_model`, `returns_calculator

• workflow-xlsx-formula-cells

  WHAT: Formula column and cross-reference conventions for headless Excel-equivalent tables — rendering formula intent as literal `=CELL` text strings, cross-referencing other sheets with `->Sheet!Label` arrows, and maintaining the canonical numeric value alongside the formula text. WHEN: Invoke when

• workflow-xlsx-named-ranges

  WHAT: Named-range substitutes in headless markdown-tabular deliverables — heading anchor declarations, `->Sheet#anchor` reference syntax, and how named-range anchors map to `defined_names` entries in the `office_xlsx_write` MCP tool. WHEN: Invoke when a multi-sheet tabular deliverable has cross-shee

• workflow-xlsx-tabular-conventions

  WHAT: Core markdown-table layout conventions for headless Excel-equivalent deliverables — header row, units row, source-of-truth column, negatives in parentheses, totals rows with separator, and one-sheet-per-H2-section structure for multi-sheet workbooks. WHEN: Invoke whenever producing a tabular f

• workflow-xlsx-workbook-writer

  WHAT: Binary `.xlsx` file generation via the `office_xlsx_write` MCP tool — mapping markdown-tabular sections to a WorkbookSpec JSON, cell value types, formula injection, defined names, frozen panes, and column widths. The output is a terminal deliverable; do not read the .xlsx file back into the sy

Slash commands (6)

• /financial-analysis:acquisition-model

  Full acquisition underwriting with sources & uses, pro forma, debt sizing, and hold/sell analysis

• /financial-analysis:competitive-analysis
• /financial-analysis:debug-model
• /financial-analysis:fund-migration

  Fund migration and redomiciliation feasibility analysis

• /financial-analysis:jurisdiction-comparison

  Multi-jurisdiction offshore fund comparison and optimal domicile selection

• /financial-analysis:property-valuation

  Comprehensive institutional property valuation combining income, sales comparison, cost, and HBU approaches

Hooks (8)

• PreToolUse

  bash -c 'p="${CLAUDE_FILE_PATH:-}"; [[ -z "$p" || ! -f "$p" ]] && exit 0; if [[ "$p" =~ out/.*-model\.md$ || "$p" =~ out/.*-(dcf|lbo|3-statement).*\.md$ ]]; then if ! grep -q "^## Sources" "$p"; then

• PreToolUse

  bash -c 'p="${CLAUDE_FILE_PATH:-}"; [[ -z "$p" || ! -f "$p" ]] && exit 0; if [[ "$p" =~ out/.*-(ic-memo|deal-memo).*\.md$ ]]; then if ! grep -q "^CONFIDENTIAL" "$p"; then echo "[private-equity] IC/dea

• PreToolUse

  bash -c 'p="${CLAUDE_FILE_PATH:-}"; [[ -z "$p" || ! -f "$p" ]] && exit 0; if [[ "$p" =~ out/.*(pitch|deck|cim|teaser).*\.md$ ]]; then nums=$(awk '\''{ while (match($0, /[^[A-Za-z0-9_][0-9]+(\.[0-9]+)?

• PreToolUse

  bash -c 'p="${CLAUDE_FILE_PATH:-}"; [[ -z "$p" || ! -f "$p" ]] && exit 0; if [[ "$p" =~ out/.*-(research-note|coverage-init|target-price).*\.md$ ]]; then miss=""; grep -q "Target Price:" "$p" || miss=

• PreToolUse

  bash -c 'if [[ -z "${CFA_TENANT_ID:-}" && -f "${CLAUDE_PROJECT_ROOT:-.}/.cfa-tenant" ]]; then export CFA_TENANT_ID="$(cat "${CLAUDE_PROJECT_ROOT:-.}/.cfa-tenant" 2>/dev/null)" || true; fi; p="${CLAUDE

• PostToolUse

  bash -c 'if [[ -z "${CFA_TENANT_ID:-}" && -f "${CLAUDE_PROJECT_ROOT:-.}/.cfa-tenant" ]]; then export CFA_TENANT_ID="$(cat "${CLAUDE_PROJECT_ROOT:-.}/.cfa-tenant" 2>/dev/null)" || true; fi; p="${CLAUDE

• PostToolUse

  bash -c 'if [[ -z "${CFA_TENANT_ID:-}" && -f "${CLAUDE_PROJECT_ROOT:-.}/.cfa-tenant" ]]; then export CFA_TENANT_ID="$(cat "${CLAUDE_PROJECT_ROOT:-.}/.cfa-tenant" 2>/dev/null)" || true; fi; p="${CLAUDE

• SessionStart

  bash -c 'if [[ -f "${CLAUDE_PROJECT_ROOT:-.}/.cfa-tenant" ]]; then tid="$(cat "${CLAUDE_PROJECT_ROOT:-.}/.cfa-tenant" 2>/dev/null)"; if [[ -n "$tid" ]]; then echo "[cfa] tenant context: $tid" >&2; fi;

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