anthropics/financial-services-plugins
28 skills28.7k installs948k starsGitHub
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npx skills add https://github.com/anthropics/financial-services-pluginsSkills in this repo
1Earnings AnalysisCreate professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/ --- name: earnings-analysis description: Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report. --- # Equity Research Earnings Update Create professional **EARNINGS UPDATE REPORTS** analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).1.9kinstalls2Equity ResearchGenerate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases. The equity-research skill documents workflows and patterns from the repository SKILL.md. --- name: equity-research description: Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases. --- # Equity Research Analysis You are an expert equity research analyst. Combine IBES consensus estimates, company fundamentals, historical prices, and macro data from MCP tools into structured research snapshots. Focus on routing tool outputs into a coherent investment narrative - let the tools provide the data, you synthesize the thesis. ## Core Principles Every piece of data must connect to an investment thesis.1.9kinstalls3Macro Rates MonitorThe macro-rates-monitor skill is designed for build macroeconomic and rates dashboards with yield curves, inflation breakevens, and swap rates. Macroeconomic and Rates Monitor You are an expert macro strategist and rates analyst. Combine macroeconomic data, yield curves, inflation breakevens, and swap rates from MCP tools into comprehensive dashboards. Invoke when the user monitors macro conditions, yield curve shape, inflation breakevens, or swap rates.1.4kinstalls4Competitive AnalysisThe competitive-analysis skill is designed for framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a. Competitive Landscape Mapping Build a complete competitive analysis deck. This is a two-phase process: gather requirements and get outline approval first, then build. Invoke when the user the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck.1.3kinstalls5Ppt Template CreatorThe ppt-template-creator skill is designed for 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. PPT Template Creator This skill creates SKILLS, not presentations. Use this when a user wants to turn their PowerPoint template into a reusable skill that can generate presentations later. Invoke when the user asks about ppt template creator or related SKILL.md workflows.1.3kinstalls6Dcf ModelThe dcf-model skill 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. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations. # DCF Model developers ## Overview This skill creates institutional-quality DCF models for equity valuation following investment banking standards. Each analysis produces a detailed Excel model (with sensitivity analysis included at the bottom of the DCF sheet). ## Tools - Default to using all of the information provided by the user and MCP servers available for data sourcing. ## Critical Constraints - Read These First These constraints apply throughout all DCF model building. Review before starting: **Environment: Office JS vs Python/openpyxl:** - **If running inside Excel (Office Add-in / Office JS environment):** Use Office JS directly - do NOT use Python/openpyxl.1.2kinstalls7Pitch DeckThe pitch-deck skill fills existing investment banking PowerPoint templates using source files such as Excel, CSV, PDF, Word, or web data rather than creating decks from scratch. It follows a five-phase workflow: extract and validate source figures, map content to template sections, populate slides with production formatting, validate via LibreOffice PDF conversion, and run a final quality checklist. Critical rules require actual PowerPoint table objects instead of pipe-separated text, removal of colored instruction placeholder boxes, readable text contrast, and consistent fonts across same-level boxes. Reference files cover formatting standards, slide templates, XML table patterns, and financial calculation formulas. Validation loops convert slides to images, fix issues for up to three cycles, and warn that LibreOffice rendering differs from Microsoft PowerPoint. Deliverables must include a disclaimer recommending PowerPoint review before distribution.1.2kinstalls8Comps AnalysisThe comps-analysis skill produces institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking exported to Excel or spreadsheet format. It structures peer selection, metric normalization, and multiple ranges for public company valuation workflows. Agents gather verified operating data and label estimates versus reported figures before populating comp tables. The skill suits equity research, M&A screening, and valuation decks requiring defensible peer benchmarking. Institutional comps tables with operating and valuation metrics. Peer selection and statistical multiple benchmarking. Excel or spreadsheet formatted comp output. Separates estimates from verified reported figures. Public company valuation and M&A screening workflows. Build institutional comparable company analyses with operating metrics and valuation multiples in Excel.1.1kinstalls9Option Vol AnalysisThe option-vol-analysis skill combines volatility surface data, option pricing with Greeks, and historical price series to assess implied versus realized volatility for derivatives desks. Agents act as derivatives analysts routing MCP tool calls for surfaces, greeks, and historical vol before synthesizing trade or hedge recommendations. Workflows emphasize data-backed vol assessments rather than invented implied vol figures. The skill triggers when users price options, analyze vol surfaces, or compare implied to realized volatility. Vol surface, Greeks, and historical price integration. Implied versus realized volatility assessment workflows. Derivatives analyst framing for options pricing tasks. MCP tool routing for vol and pricing data sources. Data-backed vol commentary without invented statistics. Analyze option volatility with vol surfaces, Greeks, and implied versus realized vol comparisons.1.1kinstalls10Clean Data XlsThe clean-data-xls skill sanitizes messy spreadsheet inputs by trimming whitespace, fixing inconsistent casing, converting numbers stored as text, standardizing dates, removing duplicates, and flagging mixed-type columns. It prepares financial and operational datasets before modeling, comps, or audit workflows run on unreliable exports. Agents scope cleanup to selected ranges, sheets, or entire workbooks based on user intent. The skill prevents garbage-in failures in downstream Excel analytics without altering source systems. Trims whitespace and fixes inconsistent text casing. Converts numbers-stored-as-text and standardizes dates. Removes duplicates and flags mixed-type columns. Scoped cleanup for ranges, sheets, or full workbooks. Prepares messy exports for financial modeling workflows. Clean messy spreadsheet data: trim whitespace, fix casing, dates, duplicates, and mixed types.1kinstalls113 Statement ModelThe 3-statement-model skill completes and populates integrated financial model templates linking Income Statement, Balance Sheet, and Cash Flow Statement with proper circularity and balance checks. Agents fill existing templates or structured blanks while preserving formula integrity across statements. Workflows ensure cash flow ties to balance sheet movements and net income flows correctly into equity rolls. The skill suits analysts finishing model shells received from clients or templates before scenario analysis. Integrated IS, Balance Sheet, and Cash Flow templates. Proper linkages and circularity across three statements. Populate or complete existing model templates. Balance sheet balancing and cash flow tie-out checks. Analyst workflows for integrated financial models. Complete integrated 3-statement financial model templates with IS, BS, and CFS linkages.1kinstalls12Audit XlsThe audit-xls skill audits spreadsheets for formula accuracy, common mistakes, and financial-model integrity checks such as balance sheet balancing. Scope can target a selected range, single sheet, or entire workbook with depth matched to the audit request. Agents flag broken links, inconsistent signs, circular references, and structural model errors before presentations or submissions. The skill supports risk review of inherited models without mutating source systems beyond marked findings. Formula accuracy and common spreadsheet mistake audits. Financial model integrity checks including balance sheet balance. Scoped audits: selection, sheet, or entire workbook. Flags circular refs, sign errors, and broken links. Risk review of inherited Excel models before delivery. Audit spreadsheets for formula errors, BS balance checks, and financial model integrity.991installs13Initiating CoverageThe initiating-coverage skill creates institutional-quality equity research initiation reports through a structured five-task workflow executed individually with verified prerequisites. Tasks cover company research, financial analysis, valuation, competitive landscape, and report assembly agents must not skip or merge blindly. Each task confirms inputs before proceeding to maintain auditability suitable for research desk standards. The skill produces initiation reports analogous to sell-side launch coverage with dense figures and sourced claims. Five-task initiation report workflow with verified prerequisites. Company research, financials, valuation, and competitive tasks. Tasks executed individually without skipping verification gates. Institutional-quality equity research initiation output. Sell-side style launch coverage report assembly. Create institutional equity initiation reports via verified 5-task workflow with prerequisites.962installs14Fixed Income PortfolioThe fixed-income-portfolio skill reviews bond portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario stress analysis via MCP tools. Agents synthesize portfolio-level yield, duration, and risk metrics with data-backed commentary rather than invented prices. Workflows support PM reviews, risk committee briefs, and hedge identification across government and corporate holdings. The skill triggers when users analyze bond portfolios, cashflow ladders, or FI scenario impacts. Multi-bond pricing and reference data integration. Cashflow projections and portfolio-level analytics. Scenario stress testing for fixed income books. MCP tool routing for pricing and reference feeds. PM and risk review briefs with data-backed metrics. Review bond portfolios with pricing, reference data, cashflows, and scenario stress tests.958installs15Earnings Preview SingleThe earnings-preview-single skill generates a concise four-to-five page equity research earnings preview for one company analyzing recent earnings transcripts, competitor landscape, valuation, and news into a self-contained HTML report. Output targets printed page density with figures and sourced data rather than vague narrative. Agents synthesize qualitative and quantitative signals ahead of the upcoming print. The skill suits research analysts producing single-name preview notes before quarterly results. Single-company 4-5 page earnings preview HTML report. Uses recent transcript, comps, valuation, and news inputs. Dense figures and data-driven preview narrative. Self-contained HTML suitable for print or PDF. Pre-earnings single-name equity research workflow. Generate 4-5 page single-company equity earnings preview HTML from transcripts and news.953installs16Lbo ModelThe lbo-model skill guides agents through completing Leveraged Buyout Excel models for private equity transactions, investment committee decks, and deal materials. It requires using an attached template or the standard LBO_Model.xlsx example covering Sources and Uses, Operating Model, Debt Schedule, and Returns Analysis. Every calculation must be an Excel formula referencing other cells, never hardcoded Python results, with blue/black/purple/green font conventions for inputs, formulas, same-tab links, and cross-sheet links. The workflow runs section by section with user verification at each step before proceeding. It supports both Office JS in live Excel workbooks and Python openpyxl for standalone files, including recalc.py for formula evaluation. Key problem areas include balancing Sources and Uses plugs, tax calculations, interest circularity via beginning balances, debt paydown waterfalls, and IRR or MOIC cash flow sign conventions. Agents clarify requirements, map template structure, and apply standard LBO modeling conventions when labels are ambiguous.933installs17Bond Futures BasisThe bond-futures-basis skill analyzes bond futures basis by pricing futures, identifying cheapest-to-deliver bonds, and comparing results with yield curves to assess delivery option value and basis trading opportunities. Agents route MCP tools for futures pricing, cash bond analytics, and curve data before synthesizing basis trade recommendations. Workflows emphasize CTD dynamics and historical basis tracking for rates desks. The skill triggers when users evaluate bond futures basis trades or delivery optionality. Bond futures basis and cheapest-to-deliver analysis. Futures pricing compared with yield curve data. Delivery option value and basis trade opportunity framing. MCP routing for futures, cash bonds, and curves. Rates desk basis trade research workflows. Analyze bond futures basis, cheapest-to-deliver, and yield curve delivery option value.925installs18Bond Relative ValueThe bond-relative-value skill performs fixed income relative value analysis by chaining MCP tools for bond pricing, government and swap yield curves, credit curves, scenario analysis, and optional historical pricing. The workflow prices target and comparison bonds via bond_price, computes G-spreads from interest_rate_curve, isolates credit components from credit_curve, runs parallel rate shock scenarios via yieldbook_scenario, and optionally adds historical Z-score context from tscc_historical_pricing_summaries. Spread decomposition breaks total G-spread into credit curve spread and residual liquidity or technicals. Scenario P&L tables show price change and per-100-notional P&L from minus 100bp through plus 100bp shifts. The rich or cheap summary states the primary spread metric, historical percentile, residual signal, and a clear recommendation with basis point sensitivity for view changes.905installs19Fx Carry TradeThe fx-carry-trade skill performs FX carry trade analysis by chaining MCP tools for spot pricing, forward rates, full forward curves, volatility surfaces, and historical spot data. Carry trades earn interest rate differentials while bearing FX spot risk; the carry-to-vol ratio comparing annualized carry to ATM implied vol is the key risk-adjusted metric. The six-step workflow gets spot via fx_spot_price, prices forwards at target tenor, maps the carry term structure across 1M through 1Y, assesses vol risk from fx_vol_surface including 25-delta risk reversals and butterflies, and adds historical context from tscc_historical_pricing_summaries. Output includes carry profile tables with forward points, annualized carry, ATM vol, carry-to-vol ratio, and risk reversal per tenor. Recommendations state pair direction, tenor, skew signal, key risks, and conviction level.898installs20Datapack BuilderThe datapack-builder skill transforms financial data from CIMs, offering memorandums, SEC filings, web search, or MCP server access into standardized Excel workbooks for private equity and investment banking. Zero tolerance data accuracy requires tracing every number to source with page references and using formula-based calculations exclusively without hardcoded values. Six essential formatting rules distinguish currency metrics with dollar signs, operational counts without currency, percentages at one decimal, years as text, mixed-context per-metric formatting, and formulas for all derived values. Professional presentation standards cover section headers, input cell shading, and consistent negative number conventions. The workflow uses the xlsx skill for all Excel manipulation. Cross-checks verify balance sheet balances, cash flow ties, and internal subtotal consistency. Deliverables are investment committee-ready with documented assumptions.891installs21Tear SheetPulls live company data via S&P Global MCP tools and formats audience-specific tear sheets (equity research, IB/M&A, corp dev, sales/BD) as Word documents using enforced docx-js component functions. Mandates intermediate file persistence as single source of truth, derived metric calculation with arithmetic validation, and no fabrication from training data. Includes navy header banner with two-column key-value layout, financial tables with ShadingType.CLEAR, synthesis bullets, and required AI disclaimer footer on every page. Private companies skip market fields; page budgets and cut orders vary by audience reference file.868installs22Funding DigestProduces an analyst-quality single-slide PowerPoint summarizing funding activity across watched sectors or companies for a defined period (default last 7 days). Uses S&P Global MCP tools with rigorous entity pre-validation, competitor expansion, batched funding round pulls, and fallback alias resolution to avoid silent empty results. Surfaces 3-5 data-backed takeaways, top deals table with announced/closed dates and valuations, and monochrome executive design via pptxgenjs. Includes logo pipeline (simple-icons + sharp fallback), mandatory AI disclaimer footer, and QA via markitdown and visual PDF inspection.866installs23Fsi Strip ProfileCreates professional investment banking strip profiles for pitch books, deal materials, and client presentations using PptxGenJS with maximum information density. Each profile uses four quadrants: Company Overview (6-8 bullets), Business & Positioning (6-8 bullets), Key Financials (table or chart), and ownership/developments (5-7 bullets). Enforces one textbox per section with PptxGenJS bullet formatting, slide-by-slide visual QA, and strict layout rules to avoid overlaps. Triggered via /one-pager [company]; supports 1-4 dense slides with charts on multi-slide profiles.864installs24Swap Curve StrategyExpert rates strategist workflow chaining ir_swap, interest_rate_curve, inflation_curve, tscc_historical_pricing_summaries, and qa_macroeconomic MCP tools. Builds full swap curve at standard tenors, overlays government yields for swap spreads, adds inflation breakevens for real rate decomposition, and computes 2s10s, 5s30s, and butterfly metrics. Output includes swap curve table, curve shape classification, real rate signals, and trade recommendations with DV01-neutral sizing, carry/roll-down, breakeven, target, and stop-loss. Tools price; the skill analyzes shape and recommends.863installs25Skill Creatorskill-creator is a skill-development utility from anthropics/financial-services-plugins that helps developers generate, package, and iterate reusable agent skills aligned with the Skillselion SKILL.md standard. The skill guides authoring workflow so new capabilities ship as structured SKILL.md files with consistent frontmatter, descriptions, and invocation patterns agents can discover. Developers reach for skill-creator when bootstrapping domain skills for Claude Code, Cursor, or similar agents instead of hand-writing boilerplate from scratch. It fits teams standardizing internal agent extensions across repositories. The plugin ships under Apache License 2.0, and skill-creator focuses on creation mechanics rather than runtime execution of financial workflows.848installs26Deck RefreshThe deck-refresh skill updates numbers in presentations for quarterly refreshes, earnings updates, comp rolls, and rebased market data. Phase one asks how new numbers arrive via pasted mapping, uploaded Excel, or stated values, and whether derived growth rates should recalculate. Phase two reads every slide and finds all instances of each old value including scale variants like $485M, $0.485B, chart axis labels, table cells, chart source data, footnotes, and speaker notes. Phase three presents a scannable change list with flagged possibly-derived items such as stale YoY percentages before any destructive edit. Phase four executes smallest possible edits preserving font, color, and chart series data so bars actually move. It works in PowerPoint add-in live edit mode or chat file regeneration mode. After completion it reports changed and still-flagged items and runs visual overflow checks when numbers grow longer.818installs27Ib Check DeckThe ib-check-deck skill performs comprehensive read-only QC on presentations across four dimensions. It works in PowerPoint add-in live deck mode or chat uploaded .pptx mode with identical workflow. Step one extracts text from every slide with slide markers into markdown for script processing. Step two runs extract_numbers.py to normalize units and flag conflicting metric categories, then manually verifies calculations, unit style consistency, and time period alignment. Step three maps narrative claims to supporting charts and data for trend statements, market position claims, and plausibility checks. Step four scans IB register for casual phrasing, contractions, and vague quantifiers using references/ib-terminology.md. Step five runs visual verification for missing chart sources, axis labels, typography drift, and overflow. Output follows references/report-format.md categorized as Critical, Important, or Minor with slide attribution on every finding.815installs28Pptx AuthorPptx-author is a skill that produces a PowerPoint file on disk in headless sessions instead of driving a live Office document. It writes a short python-pptx script to build the deck from a firm template or default layouts, saving to ./out and returning the file path for an orchestration layer to collect. A developer uses it in managed-agent runs with no open Office app, and it never emails or uploads the result.1installs