Financial Analysis
codexCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
20 skills · 1 MCP server
0
codex
Meeting Prep Agent
Briefing pack before every client meeting
Plugin meeting-prep-agent in inprealpha/financial-services-codex. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (6)
client-reportclient-reviewinvestment-proposalmeeting-prep-agentBuilds a briefing pack before a client or prospect meeting — relationship history from CRM, holdings and recent activity, market context, and a suggested agenda. Use ahead of any client meeting; pairs with a calendar event.
pptx-authorProduce 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-inspirationUse 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
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