financial-services-codex

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

20 skills · 1 MCP server

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

21 skills

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

19 skills

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

17 skills · 1 MCP server

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

17 skills

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

13 skills

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

13 skills

Earnings call and filings to model update to note draft

8 skills

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

8 skills

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

7 skills

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

6 skills

Briefing pack before every client meeting

6 skills

Accruals, roll-forwards, variance commentary

6 skills

Ingests GP packages, runs valuation template, stages LP reporting

6 skills

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

5 skills

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

4 skills · 1 MCP server

Parses onboarding docs, runs the rules engine, flags gaps

4 skills

Audits pre-generated LP statements before distribution

4 skills

Operational workflows: KYC document parsing and rules-grid evaluation

2 skills