financial-analysis
claudeCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
13 skills · 7 commands · 11 MCP servers
Earnings call and filings to model update to note draft
Plugin earnings-reviewer from marketplace claude-for-financial-services in ian-lawrence423/Anthropic-Financial. Commands read from the repo's manifest — 1 month ago.
audit-xlsAudit 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
earnings-analysisCreate professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-1
earnings-previewmodel-updatemorning-notexlsx-authorProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
earnings-reviewerProcesses an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or fanned out across a coverage list as a managed agent.
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
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