anthropics/financial-services
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npx skills add https://github.com/anthropics/financial-servicesSkills in this repo
1Unit EconomicsUnit-economics analyzes the revenue quality of a PE or SaaS target through ARR cohorts, LTV/CAC, net retention, payback periods, and a margin waterfall. An analyst invokes it during diligence to build cohort matrices and an ARR bridge, then benchmark the metrics against SaaS standards. It outputs a revenue quality score and flags areas for further diligence.2installs23 Statement ModelThis skill completes and populates 3-statement financial model templates, linking the Income Statement, Balance Sheet, and Cash Flow Statement. A user runs it to fill out an existing model framework or link integrated statements within a template. It writes Excel formulas rather than hardcoded values (via Office JS or Python/openpyxl), applies a blue/grey palette, and verifies subtotals, the balance check, and the cash tie-out step by step.1installs3Accrual ScheduleAccrual-schedule produces a period-end accrual schedule during month-end close. For each accrual on the firm's policy list it computes the basis, period portion, already-booked amount, and this-period accrual, then drafts a debit/credit journal entry with a cited support reference. It stages the entries for controller approval and does not post them.1installs4Ai ReadinessAI-readiness scans a private-equity portfolio to find and rank the highest-leverage AI opportunities across companies. It ingests quarterly updates and financials, applies a three-question Go/Wait gate per company, then stacks every leverage point into one ranked action list scored by dollar impact, speed to value, and probability. It also identifies replays where one working play can be copied across multiple portfolio companies.1installs5Audit XlsAudit-xls checks a spreadsheet for formula accuracy and common mistakes, scoped to a selection, a single sheet, or the whole workbook. At model scope it runs financial-model integrity checks such as balance-sheet balance, cash tie-out, roll-forwards, and model-type-specific bugs for DCF, LBO, merger, and 3-statement models. It outputs a severity-ranked findings table and reports issues before changing anything.1installs6Bond Futures BasisBond-futures-basis analyzes the bond futures basis by pricing the future, identifying the cheapest-to-deliver bond, and comparing against yield curves. It chains dedicated fixed-income MCP tools to compute gross basis, carry, net basis, and implied repo, then overlays historical context. The output leads with a rich/fair/cheap basis-trade assessment for traders evaluating delivery-option value.1installs7Bond Relative ValueBond-relative-value assesses whether bonds are rich, cheap, or fair by decomposing total spread into risk-free, credit, and residual components. It chains fixed-income MCP tools for pricing, yield curves, credit curves, and scenario analysis, then stress-tests the view with parallel rate shocks. The output is a spread-decomposition and scenario-P&L view with a clear buy/underweight/neutral recommendation.1installs8Break TraceBreak-trace root-causes a reconciliation break to its source transaction after gl-recon has classified it. It pulls the GL-side posting and the subledger-side transaction via MCPs, diffs their attributes, and writes a single-sentence root cause naming the side, what happened, and why. It returns a structured JSON record with owner, expected clear date, and action, and diagnoses only without posting adjustments.1installs9Buyer ListBuyer-list builds and organizes a universe of potential acquirers for a sell-side M&A mandate. It identifies strategic buyers (competitors, adjacencies, integrators, platform builders) and financial sponsors, scores each on fit and capacity, and tiers them for a phased outreach. The output is an Excel workbook of tiered buyers with Tier-1 contact mapping plus a one-page buyer-universe summary.1installs10Catalyst CalendarCatalyst-calendar builds and maintains a calendar of upcoming catalysts across a coverage universe, including earnings dates, conferences, product launches, regulatory decisions, and macro events. It produces a sortable calendar view and a weekly forward-looking preview that flags impact level and position implications. Analysts use it to prioritize attention and position ahead of binary events.1installs11Cim BuilderCim-builder structures and drafts a Confidential Information Memorandum for sell-side M&A processes. It organizes source materials into a standard investor-ready document with executive summary, company and industry overviews, growth opportunities, customers, operations, and financials. It enforces a factual, data-driven narrative at 40-60 pages and outputs a formatted Word document with a separate Excel financial appendix.1installs12Clean Data XlsClean-data-xls cleans messy spreadsheet data by trimming whitespace, fixing inconsistent casing, converting numbers stored as text, standardizing dates, removing duplicates, and flagging mixed-type columns. It runs inside Excel via Office JS or against standalone .xlsx files via Python/openpyxl. It prefers auditable helper-column formulas over overwriting values and confirms before any destructive operation.1installs13Client ReportClient-report generates professional client-facing performance reports for wealth-management clients, suitable for quarterly or annual distribution. It assembles portfolio returns versus benchmark, allocation and holdings detail, activity summary, planning notes, and tailored market commentary. It outputs a firm-branded 8-12 page PDF plus Word and optional Excel appendix, with compliance disclaimers.1installs14Client ReviewClient-review prepares an advisor for a client review meeting by pulling account data into a concise meeting-ready pack. It assembles portfolio performance versus benchmark, current-versus-target allocation with drift flags, talking points, and proactive recommendations such as rebalancing and tax-loss harvesting. It outputs a one-page summary, performance table, allocation chart, and meeting agenda.1installs15Competitive AnalysisThis Claude skill builds competitive landscape and peer-comparison presentation decks. A developer or analyst invokes it to map an industry's competitors, benchmark a target against peers, and produce an investment-memo or strategic-review deck. It runs a scope-then-outline-then-build workflow and enforces citation and design standards throughout.1installs16Comps AnalysisThis Claude skill builds comparable company analyses (comps) as structured Excel spreadsheets. An analyst uses it to value a public company against peers, benchmark performance, or support an investment-committee presentation. It combines operating metrics, valuation multiples, and statistical benchmarking, and requires every derived value to be a live Excel formula rather than a pasted number.1installs17Datapack BuilderThis Claude skill builds standardized financial data packs as Excel workbooks for private equity, investment banking, and asset management. A developer or analyst uses it to extract and normalize financial data from source documents like CIMs and SEC filings into an investment-committee-ready workbook. It applies a fixed 8-tab structure, currency/number/percentage formatting rules, and a mandatory font-color scheme for inputs versus formulas.1installs18Dcf ModelThis Claude skill builds discounted cash flow (DCF) valuation models as Excel files. An analyst uses it to compute a company's intrinsic value with cash flow projections, WACC, terminal value, and sensitivity tables. It requires live Excel formulas for all derived cells and walks the user through stage-by-stage verification before proceeding.1installs19Dd ChecklistThis Claude skill generates and tracks due-diligence checklists tailored to a target company's sector, deal type, and complexity. A deal team uses it to organize a data-room review, track outstanding diligence items, and escalate red flags. It produces an Excel workbook with a tab per workstream, per-item status tracking, and a red-flag summary.1installs20Dd Meeting PrepThis Claude skill prepares diligence meetings such as management presentations, expert-network calls, and customer reference calls. A deal team uses it before any diligence meeting to generate a prioritized question list, relevant benchmarks, and specific red flags to probe. The output is a one-page prep document with objectives, questions, and follow-up items.1installs21Deal ScreeningThis Claude skill screens inbound deal flow such as CIMs, teasers, and broker materials against a fund's investment criteria. An investor uses it to extract key deal metrics, run a pass/fail framework, and decide whether to take a first call. The output is a one-page screening memo with a verdict, bull and bear cases, and key questions.1installs22Deal SourcingThis Claude skill runs a private-equity deal-sourcing workflow: discovering target companies in a sector, checking the firm's CRM and email for existing relationships, and drafting personalized founder outreach emails. An investor uses it to prospect and reach out to founders. It follows a three-step pipeline and never sends emails without explicit approval.1installs23Deal TrackerThis Claude skill tracks multiple live deals with milestones, deadlines, action items, and status updates. A deal team uses it to maintain a pipeline view, surface upcoming or overdue items, and prepare for weekly deal reviews. It outputs an Excel workbook with a pipeline overview, per-deal milestone tabs, and an action-item master list.1installs24Deck RefreshThis Claude skill updates the numbers across an existing presentation deck without rebuilding it, for quarterly refreshes, earnings updates, and comp rolls. An analyst uses it to swap figures like revenue and EBITDA across every slide, including chart data and footnotes, while preserving formatting. It runs a four-phase workflow with an approval gate before any edit.1installs25Earnings AnalysisThis Claude skill creates equity-research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. An analyst uses it for fast-turnaround post-earnings notes focused on beat/miss analysis, key metrics, and revised estimates. It follows institutional formatting and mandates cited, hyperlinked sources for every figure and table.1installs26Earnings PreviewThis Claude skill builds pre-earnings analysis before a company reports quarterly results. An analyst uses it to pull consensus estimates, define the key metrics to watch, set up bull/base/bear scenarios, and identify catalysts that will move the stock. The output is a one-page earnings preview with a scenario table and catalyst checklist.1installs27Earnings Preview SingleThis Claude skill generates a concise 4-5 page equity research earnings preview for a single company as a self-contained HTML file. It pulls the latest earnings transcript, competitor landscape, valuation, and recent news exclusively from the Kensho Grounding and S&P Global (kfinance) MCP tools. An analyst uses it before a company's earnings to build a dense, sourced preview where every number links back to its appendix reference.1installs28Equity ResearchThis Claude skill builds structured equity research snapshots by combining IBES analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context from MCP tools. It routes those tool outputs into standardized consensus, financials, and valuation tables and concludes with an investment thesis. An analyst uses it when researching a stock, comparing estimates to actuals, or building an investment case.1installs29Financial PlanThis Claude skill builds or updates a comprehensive personal financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. It gathers a client profile, runs Monte Carlo retirement simulations and scenario stress tests, and produces prioritized recommendations. A financial planner uses it for new client onboarding, annual plan reviews, or scenario modeling.1installs30Fixed Income PortfolioThis Claude skill reviews fixed income portfolios by pricing bonds, retrieving reference data, projecting cashflows, and running rate scenario analysis via MCP tools. It aggregates bond-level analytics into market-value weighted portfolio metrics such as duration and DV01 and stress tests parallel rate shifts. A fixed income analyst uses it to compute portfolio risk, build composition breakdowns, and assess scenario P&L against a benchmark.1installs31Fsi Strip ProfileThis Claude skill creates investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. It generates 1-4 information-dense slides with quadrant layouts, charts, and tables built via PptxGenJS, rendering each slide to an image for visual QC before proceeding. A banker uses it to produce a maximum-density company snapshot slide for a pitch or deal materials.1installs32Funding DigestThis Claude skill generates a one-page PowerPoint slide summarizing recent funding rounds and capital markets activity across a user's watched sectors or companies. It pulls deal and valuation data from S&P Global Capital IQ tools, applying entity-resolution rules to avoid empty results, and links each deal back to its Capital IQ profile. An analyst uses it for a weekly deal flow digest or capital markets briefing.1installs33Fx Carry TradeThis Claude skill evaluates FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends from MCP tools. It computes carry-to-vol ratios across tenors and overlays the vol surface to assess risk. An FX strategist uses it to compare forward curves, assess carry-to-vol, and recommend currency pair trades with position sizing.1installs34Gl ReconThis Claude skill reconciles a general ledger extract to a subledger extract for the same scope, matching at the position or transaction level and surfacing breaks. It normalizes both sides to a common key, full-outer-joins them, buckets each row, and classifies breaks by likely cause. A finance operations team uses it for daily or month-end reconciliation runs across asset classes.1installs35Ib Check DeckThis Claude skill performs quality control on an investment banking pitch deck across four dimensions: number consistency across slides, data-narrative alignment, language polish against IB standards, and visual formatting. It runs a number-extraction script to flag conflicting figures and reports findings by severity. A banker uses it for a final pass before sending client materials, catching mismatched numbers a human missed.1installs36Ic MemoThis Claude skill drafts a structured investment committee memo for private equity deal approval. It synthesizes due diligence findings, financial analysis, and deal terms into a standard nine-section IC format and outputs a professional Word document. A PE professional uses it when preparing for investment committee, writing up a deal, or creating a formal recommendation.1installs37Idea GenerationThis Claude skill sources new investment ideas through quantitative screens, thematic research, and pattern recognition to surface long and short candidates. It defines search criteria, runs style-specific screens (value, growth, quality, short, special situation), and does thematic sweeps of a value chain. An investor uses it when running screens or looking for new ideas, producing a prioritized shortlist with thesis summaries.1installs38Initiating CoverageThis Claude skill creates institutional-quality equity research initiation reports through a structured five-task workflow: company research, financial modeling, valuation analysis, chart generation, and final report assembly. Each task is executed individually with verified prerequisites and produces specific deliverables like markdown docs, Excel models, charts, or a DOCX report. An analyst uses it to build first-time coverage of a company following institutional standards.1installs39Investment ProposalInvestment-proposal is a skill that drafts a new-client investment proposal for a wealth-advisory firm. It gathers prospect context (goals, risk tolerance, assets, fee sensitivity) then assembles a six-section document covering the firm, the prospect's needs, proposed asset allocation, expected outcomes, fees, and onboarding. A developer or advisor uses it when pitching a prospect or presenting a new strategy, and it emits a slide deck, a PDF, and a follow-up summary.1installs40Kyc Doc ParseKyc-doc-parse is a skill that turns an investor or client onboarding packet into a structured KYC record. It inventories every document by type, extracts identity, beneficial-owner, control, tax-form, and source-of-funds fields into a single JSON object, and flags obvious gaps like expired IDs or missing UBO charts. It is the first step of a KYC pipeline, and its output feeds the kyc-rules scoring skill.1installs41Kyc RulesKyc-rules is a skill that applies a firm's KYC/AML rules grid to a parsed onboarding record. It computes a risk rating from jurisdiction, applicant type, ownership opacity, PEP exposure, and sanctions or adverse-media hits, checks required documents, and emits a disposition with every rule outcome cited. It runs after kyc-doc-parse and pulls screening results from a screening MCP, but it scores and routes only and never approves an applicant.1installs42Lbo ModelLbo-model is a skill that fills in and validates leveraged-buyout model templates in Excel for private-equity deals. It populates Sources and Uses, an operating model, a debt schedule, and returns analysis, enforcing that every calculation stays a live formula and applying the blue/black/purple/green font convention for inputs versus formulas versus links. A developer or analyst uses it when building deal materials or investment-committee decks, and it works in both a live Excel add-in and headless openpyxl mode.1installs43Macro Rates MonitorMacro-rates-monitor is a skill that builds macroeconomic and rates dashboards from MCP data tools. It pulls macro indicators, yield curves, inflation breakevens, and swap rates, then computes curve slopes, real-rate decomposition, and swap spreads before synthesizing a macro narrative on cycle position, policy outlook, and financial conditions. An analyst uses it to monitor macro conditions or assess where rates sit versus history.1installs44Merger ModelMerger-model is a skill that builds accretion/dilution analysis for M&A transactions. It gathers acquirer, target, and deal-term inputs, computes purchase price and sources-and-uses, then models pro forma EPS year by year with sensitivity tables across synergies, premium, and cash/stock mix. A banker uses it when evaluating an acquisition or preparing merger-consequences analysis, and it outputs an Excel workbook plus a one-page pitch-book summary.1installs45Model UpdateModel-update is a skill that refreshes an existing financial model with new data such as quarterly earnings, management guidance, or macro changes. It plugs in reported actuals, revises forward estimates with stated assumption changes, recalculates valuation and price targets, and summarizes whether the change is thesis-changing or noise. An equity analyst uses it after earnings or a guidance update to keep estimates and the rating current.1installs46Morning NoteMorning-note is a skill that drafts concise morning-meeting notes for a sell-side analyst's coverage universe. It scans overnight earnings, news, and market context, then formats a tight one-page note with a top call, per-name takes, key events, and trade ideas. An analyst uses it for 7am morning-call prep, and it outputs markdown for email or Slack, or a Word document for formal distribution.1installs47Nav TieoutNav-tieout is a skill that verifies a fund's LP capital-account statement against the period NAV pack. It recomputes beginning capital, contributions, distributions, allocated income, and carried interest from the NAV pack, compares each statement line at a 0.01 tolerance, and flags mismatches with the input that drove them. A fund operations reviewer uses it before LP statements are distributed, and it only reports flags without editing the statement.1installs48Option Vol AnalysisOption-vol-analysis is a skill that analyzes option volatility by combining vol-surface data, option pricing with Greeks, and historical prices from MCP tools. It pulls the vol surface, prices specific options for Greeks, computes realized volatility over multiple windows, and compares implied versus realized to judge whether options are rich or cheap. A derivatives analyst uses it when pricing options, reading surface shape, or evaluating vol trades.1installs49Pitch DeckPitch-deck is a skill that populates existing investment-banking PowerPoint templates with data from source files. It extracts and validates figures from Excel, CSV, or PDF sources, maps them to template sections, builds real table and shape objects, and runs a validate-fix-repeat loop rendering slides through LibreOffice to catch issues. A developer uses it to fill an empty pitch-deck template rather than to create a presentation from scratch.1installs50Portfolio MonitoringPortfolio-monitoring ingests a portfolio company's periodic financial package and extracts KPIs like revenue, EBITDA, cash and leverage. It compares actuals to budget and prior period, then flags variances on a Green/Yellow/Red scale. A developer or analyst uses it when reviewing portfolio company financials, preparing board materials, or checking covenant compliance.1installs51Portfolio RebalancePortfolio-rebalance compares a multi-account portfolio's current allocation to IPS targets and flags positions outside the rebalancing band. It generates a trade list to return to target while considering tax impact, transaction costs, and wash sale rules. An advisor uses it when a portfolio has drifted out of balance and trades need to be planned across taxable and tax-advantaged accounts.1installs52Ppt Template CreatorPpt-template-creator converts a user-provided PowerPoint template into a reusable skill rather than into a presentation. It analyzes the template with python-pptx to extract layouts, placeholder positions, and content-area boundaries, then writes a self-contained SKILL.md that packages the template. A developer uses it to make a firm's deck template into a skill that generates branded presentations later.1installs53Pptx AuthorPptx-author produces a PowerPoint deck as a file artifact rather than editing a live document, for headless managed-agent sessions. It writes a short python-pptx script to build the deck, saving it under ./out/ and returning the relative path. A developer uses it when the office MCP tools are unavailable and a .pptx must be delivered as a file.1installs54Process LetterProcess-letter drafts the letters that run a sell-side M&A process, including initial process letters, IOI instructions, final bid procedures, and management meeting invitations. It structures each letter type with the required sections and evaluation criteria, then outputs a formatted Word document. A banker uses it when preparing bid instructions to send to prospective buyers.1installs55Returns AnalysisReturns-analysis builds IRR and MOIC sensitivity tables for evaluating private equity deals. It takes entry, financing, operating, and exit assumptions, computes base-case returns with an attribution waterfall, and produces two-way sensitivity and scenario tables. An investor uses it when sizing up a deal, stress-testing assumptions, or preparing investment-committee returns exhibits.1installs56Roll ForwardRoll-forward builds a balance-sheet account roll-forward schedule where beginning balance plus activity less reversals equals ending balance. Every line ties to the general ledger via a cited GL query, and the schedule must foot or the gap is surfaced as an unexplained item. An accountant uses it for month-end close packages and audit support.1installs57Sector OverviewSector-overview creates industry landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. It works through market sizing, industry structure, a competitive company table, valuation context, and investment implications. An analyst uses it for client requests, sector initiations, thematic research pieces, or internal knowledge building.1installs58Skill CreatorSkill-creator is a guide for building effective Claude skills that extend the agent with specialized workflows, tool integrations, and domain knowledge. It explains the SKILL.md anatomy, how to match degrees of freedom to task fragility, and when to bundle scripts, references, and assets. A developer uses it when creating a new skill or updating an existing one.1installs59Swap Curve StrategySwap-curve-strategy analyzes the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and computing swap spreads and real rates. It calculates curve metrics like 2s10s and 5s30s slopes and recommends curve trades with DV01-neutral sizing and carry/roll-down estimates. A rates strategist uses it to assess curve shape and identify trade opportunities.1installs60Tax Loss HarvestingTax-loss-harvesting scans taxable accounts for positions with unrealized losses and estimates the tax savings from harvesting them. It suggests replacement securities that maintain exposure without triggering wash sales and tracks the 30-day wash sale window across all household accounts. An advisor uses it for year-end tax planning and ongoing loss harvesting.1installs61Tear SheetTear-sheet generates professional company one-pagers by pulling live S&P Capital IQ data via the Kensho / S&P Global MCP and formatting the result as a Word document. It tailors the output to four audiences: equity research, investment banking/M&A, corporate development, and sales/BD, and works for public and private companies. An analyst uses it to prepare a company profile, fact sheet, or meeting-prep document.1installs62TeaserTeaser drafts a one-page anonymous company profile used in sell-side M&A processes to gauge buyer interest before an NDA is signed. A developer or deal team invokes it to turn company inputs and financials into a formatted teaser with investment highlights and a financial summary. It also runs an anonymization check so the document does not reveal the company's identity.1installs63Thesis TrackerThesis-tracker maintains and updates investment theses for portfolio positions and watchlist names. An investor invokes it to log new data points, update a scorecard of thesis pillars and risks, and check whether a position's rationale still holds. It produces a concise thesis summary suitable for morning meetings or portfolio reviews.1installs64Value Creation PlanValue-creation-plan structures a post-acquisition roadmap that maps revenue, cost, and operational levers to a multi-year EBITDA bridge. A PE operating team invokes it to plan post-close execution, build a 100-day plan, and define KPI targets and owners. It outputs board-ready materials including the EBITDA bridge, lever detail, and an accountability matrix.1installs65Variance CommentaryVariance-commentary writes flux commentary for P&L and balance-sheet lines that exceed a materiality threshold, comparing current period against prior period and budget. A finance team invokes it during month-end close to explain each movement from the underlying activity rather than restating the number. It outputs a commentary table plus a short narrative of the biggest movers.1installs