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
Wealth Management
Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting
Plugin wealth-management in inprealpha/financial-services-codex. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (13)
client-report-workflowGenerate a client performance report
client-reportclient-review-workflowPrep for a client review meeting
client-reviewfinancial-plan-workflowBuild or update a financial plan
financial-planinvestment-proposalportfolio-rebalanceproposal-workflowCreate an investment proposal for a prospect
rebalance-workflowAnalyze drift and generate rebalancing trades
tax-loss-harvestingtlh-workflowIdentify tax-loss harvesting opportunities
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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