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
DCF, LBO, 3-statement, comps - live in Excel
Plugin model-builder from marketplace claude-for-financial-services in ian-lawrence423/Anthropic-Financial. Commands read from the repo's manifest — 1 month ago.
3-statement-modelComplete, 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-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
comps-analysisBuild 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-modelReal 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.
lbo-modelThis 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
xlsx-authorProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
model-builderBuilds DCF, LBO, three-statement, and trading-comps models live in Excel from a ticker and assumption set. Use when you need a clean model from scratch — not for updating an existing coverage model (use earnings-reviewer for that).
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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