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
Free public data sources: SEC EDGAR filings, FRED macro indicators, World Bank development data, Yahoo Finance quotes, and OpenFIGI identifier mapping
Not in a marketplace yet, so it loads for one session with --plugin-dir.
Plugin free-data in fall-development-rob/corp_finance. Commands read from the repo's manifest — 1 month ago.
data-edgar[FREE — no API key] SEC EDGAR -- structured XBRL company financial facts, SEC filings (10-K, 10-Q, 8-K), full-text filing search, and CIK/ticker resolution from the SEC directly
data-figi[FREE — no API key] OpenFIGI -- financial instrument identifier cross-referencing (ISIN, CUSIP, SEDOL, ticker to FIGI mapping) for multi-source data normalisation
data-fred[FREE — public data, free API key required] FRED (Federal Reserve Economic Data) -- macro economic indicators, yield curves, interest rates, CPI, GDP, unemployment, and credit spreads via the St. Louis Fed API
data-mtnewswiredata-wb[FREE — no API key] World Bank Open Data -- 16,000+ indicators, WGI governance scores, and development metrics for sovereign analysis, country risk, ESG, and emerging markets
data-yf[FREE — no API key] Yahoo Finance (unofficial) -- equity quotes, historical prices, options chains with Greeks, financial statements, and analyst data. WARNING -- unofficial API, may be unstable
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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
Independent auditing for AI agents, open source. Claude discovers your setup, confirms the cost, and audits your agent against the one question other tools skip: is it doing the job it's supposed to do, given your business rules and org structure? Test any model (Anthropic, OpenAI, Gemini, Azure, Bedrock, …) graded by self, one independent judge, or a cross-vendor panel; each provider is billed to its own account via a key in your settings, never the command line. Results render as an interactive artifact (with a static-report fallback).
1 skill · hooks
Optimize business operations — vendor management, process documentation, change management, capacity planning, and compliance tracking. Keep your organization running efficiently.
9 skills · 6 MCP servers
Internal BizOps domain. v2.8.0 ships 7 skills: orchestrator + process-mapper (BPMN/bottleneck/cycle-time, Lean+TOC) + vendor-management (scorecard+SLA+3rd-party risk, NIST SP 800-161/ISO 27036) + capacity-planner (Erlang-C queueing math for ops teams, NOT engineering) + internal-comms (ADKAR+Kotter 8-step, NOT marketing) + knowledge-ops (SOP+runbook+KB hygiene with 5W2H, context: fork) + procurement-optimizer (UNSPSC spend categorization + supplier consolidation). Orchestrator uses context: fork to route inquiries via Matt Pocock grill discipline (one question per turn, recommended answer, canon-cited challenge). Every SKILL.md ships a Forcing-question library section. 18 stdlib Python tools, 24+ reference docs. Distinct from business-growth (external sales) and c-level-advisor (strategic).
7 skills · 8 commands · 1 agent
Remove multi-vendor AI provenance marks from text, images, documents, and media. Bundles the remove-ai-marks and clean-user-facing-text skills.
2 skills · hooks
Reviews vendor agreements, NDAs, and SaaS subscriptions against your sales-side or purchasing-side playbook, tracks renewals and cancel-by deadlines before they're missed, routes escalations to the right approver, and translates reviews into summaries business stakeholders will actually read.
12 skills · 3 agents · 7 MCP servers
Use only when the agent's own web tools can't do the job. Use what you already have first (built-in web search and fetch, a browser, MCP servers the user installed); come here when none of them covers it, such as a page they can't read, structured data from a platform they have no tool for (X, LinkedIn, Reddit, TikTok, Instagram, YouTube, Xiaohongshu, Amazon, app stores, Google Maps, papers), or when the user asks for treg. Not for localhost, staging, internal pages or public docs your own fetch can read. Starts free, and treg falls back to the next vendor when one fails.
1 skill
This page updates itself from your repo. Add the badge to your README, or get it Featured to pin it above the organic results with a followed link to your site.