claude

fs-financial-analysis

FEDERATED - the claims inside are not verified by this repo. Anthropic's own financial-services marketplace, vertical plugin 1 of 9: DCF, LBO, comps, 3-statement models, competitive analysis and the xlsx/pptx authoring skills the rest of the suite calls. No credentials of its own; the modelling skills read whatever workbook you give them and stage every output for human sign-off. Nothing executes. Installs disabled.

1 on GitHubby Anthropic FSIv0.1.1Apache-2.0updated 1 month agofederated
/

Plugin fs-financial-analysis from marketplace fin-skills in howard-lynn-ye/fin-skills. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (13)

  • 3-statement-model

    Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link

  • audit-xls

    Audit 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

  • clean-data-xls

    Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "n

  • competitive-analysis

    Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo dec

  • comps-analysis

    Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding

  • dcf-model

    Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries.

  • deck-refresh

    Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to

  • ib-check-deck

    Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, o

  • lbo-model

    This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any templ

  • ppt-template-creator

    Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.

  • pptx-author

    Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.

  • skill-creator

    Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.

  • xlsx-author

    Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

Slash commands (7)

  • /fs-financial-analysis:3-statement-model

    Fill out a 3-statement financial model template

  • /fs-financial-analysis:competitive-analysis

    Create a competitive landscape analysis

  • /fs-financial-analysis:comps

    Build a comparable company analysis with trading multiples

  • /fs-financial-analysis:dcf

    Build a DCF valuation model with comps-informed terminal multiples

  • /fs-financial-analysis:debug-model

    Debug and audit a financial model for errors

  • /fs-financial-analysis:lbo

    Build an LBO model for a PE acquisition

  • /fs-financial-analysis:ppt-template

    Create a reusable PPT template skill from a PowerPoint template file

View source on GitHub

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