claude-for-financial-services

Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC

13 skills · 7 commands · 11 MCP servers

Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach

10 skills · 10 commands

Equity research tools: earnings analysis, initiating coverage reports, and research workflows

9 skills · 9 commands

Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.

8 skills · 8 commands · 1 MCP server

Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management

9 skills · 7 commands

Comps, precedents, LBO to a branded pitch deck, end to end

11 skills · 1 agent

Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting

6 skills · 6 commands

Earnings call and filings to model update to note draft

6 skills · 1 agent

DCF, LBO, 3-statement, comps - live in Excel

6 skills · 1 agent

Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes.

6 commands

Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out

6 skills

Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist

5 skills · 1 agent

Accruals, roll-forwards, variance commentary

5 skills · 1 agent

Finds breaks, traces root cause, routes for sign-off

4 skills · 1 agent

Briefing pack before every client meeting

4 skills · 1 agent

Ingests GP packages, runs valuation template, stages LP reporting

4 skills · 1 agent

Parses onboarding docs, runs the rules engine, flags gaps

3 skills · 1 agent

S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries

3 skills · 1 MCP server

Audits pre-generated LP statements before distribution

3 skills · 1 agent

Operational workflows: KYC document parsing and rules-grid evaluation

2 skills