Financial Analysis

Plugin financial-analysis in inprealpha/financial-services-codex. Commands read from the repo's manifest — 1 month ago.

Skills (20)

• 3-statement-model-workflow

  Fill out a 3-statement financial model template

• 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-workflow

  Create a competitive landscape analysis

• 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

• comps-workflow

  Build a comparable company analysis with trading multiples

• 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.

• dcf-workflow

  Build a DCF valuation model with comps-informed terminal multiples

• debug-model-workflow

  Debug and audit a financial model for errors

• 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

• lbo-workflow

  Build an LBO model for a PE acquisition

• 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.

• ppt-template-workflow

  Create a reusable PPT template skill from a PowerPoint template file

• pptx-author

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

• visual-design-image-inspiration

  Use image generation for visual design in financial-services deliverables only. Trigger when the user says "use image generation for visual design" or asks for image-generation-based inspiration for a finance deck, presentation, slide, equity research exhibit, investment banking pitch, investor repo

• xlsx-author

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

MCP servers (1)

• mcp_servers

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