longbridge/financial-services-plugins
27 skills27 installsGitHub
Install
npx skills add https://github.com/longbridge/financial-services-pluginsSkills in this repo
13 Statement ModelFills out integrated 3-statement financial model templates using Excel formulas (not hardcoded values), linking IS, BS, and CF, and verifying balance and cash tie-out step by step in Office JS or openpyxl. Use it to complete or populate an existing financial model template.1installs2Audit XlsRuns scoped spreadsheet audits from formula-level checks (broken refs, hardcodes, off-by-one ranges) up to full model-integrity checks (balance sheet, cash tie-out, roll-forwards) by model type. Use it to QA a spreadsheet or debug a financial model before delivery.1installs3Bond Futures BasisChains MCP pricing tools to price a bond future, identify the CTD and delivery basket, compute gross/net basis and implied repo, and add yield-curve and historical context. Use it to analyze bond futures basis, CTD, and basis-trade opportunities.1installs4Bond Relative ValueDecomposes a bond's total spread into risk-free, credit, and residual components using MCP pricing and curve tools, then stress-tests the view under rate scenarios. A fixed income analyst uses it to assess bond richness/cheapness and compare bonds against curves.1installs5Clean Data XlsNormalizes and repairs messy spreadsheet data before analysis, handling whitespace, casing, number-as-text, dates, and duplicates. A developer uses it to prep a sheet whose data is inconsistent or dirty.1installs6Competitive Analysiscompetitive-analysis is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.1installs7Comps AnalysisProduces institutional-grade comps workbooks combining operating metrics, valuation multiples, and statistical peer benchmarking, sourcing data from finance MCPs over web search. An analyst uses it for public-company valuation, IPO/round pricing, or investment committee materials.1installs8Datapack BuilderBuilds standardized financial services data packs by extracting, normalizing, and formatting figures from deal documents and filings into structured Excel workbooks with documented assumptions. Used for M&A due diligence, private equity analysis, and investment committee materials.1installs9Dcf Modeldcf-model is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.1installs10Deck RefreshSwaps refreshed numbers across an existing deck for quarterly refreshes, earnings updates, and rebased market data. A developer uses it to roll a presentation forward without recreating it from scratch.1installs11Earnings Analysisearnings-analysis is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.1installs12Earnings Preview SingleProduces a dense single-company earnings preview covering the latest transcript, competitor landscape, valuation, and news as a self-contained HTML report. An analyst uses it to prep an equity research earnings preview sourced only from Kensho and S&P Global MCPs.1installs13Equity Researchequity-research is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.1installs14Fixed Income PortfolioPrices multiple bonds, retrieves reference data, and analyzes cashflow waterfalls to assess portfolio composition and stress-test rate scenarios. An analyst uses it to compute portfolio duration and DV01 and review bond portfolio risk.1installs15Fsi Strip ProfileBuilds company strip profiles for pitch books and deal materials, generating dense slides with financials, valuation multiples, ownership, and segment mix. An investment banker uses it to produce client-ready company profiles from filings and market data.1installs16Funding DigestGenerates a one-page PPTX summarizing recent funding rounds, valuations, and notable deals across a user's watched sectors or companies. A developer uses it for weekly deal-flow recaps and capital markets briefings.1installs17Fx Carry TradeAssesses currency carry trade opportunities using spot rates, forward curves, interest rate differentials, and vol surface analysis. A trader uses it to compute carry-to-vol ratios and compare currency pair opportunities.1installs18Ib Check DeckReviews a pitch deck or client presentation for cross-slide number consistency, data-narrative alignment, IB-standard language, and visual QC. A banker uses it as a final pass before sending client materials.1installs19Initiating CoverageBuilds institutional-quality initiation-of-coverage reports through a sequenced 5-task workflow with per-task deliverables and dependencies. An analyst uses it to move from company research through financial modeling, valuation, and a final DOCX report.1installs20Lbo ModelFills in leveraged buyout model templates in Excel, adding formulas, validating calculations, and applying formatting that adapts to any template structure. Used for private equity transactions, deal materials, and investment committee presentations.1installs21Macro Rates Monitormacro-rates-monitor is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.1installs22Option Vol AnalysisPrices options with Greeks and analyzes volatility surfaces against historical prices to assess implied versus realized volatility. A trader uses it to evaluate vol premiums and vol trading strategies.1installs23Pitch Deckpitch-deck is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.1installs24Ppt Template Creatorppt-template-creator is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.1installs25Skill Creatorskill-creator is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.1installs26Swap Curve StrategyPrices swaps at multiple tenors and overlays government and inflation curves to compute swap spreads and decompose real rates. A rates trader uses it to identify steepener, flattener, and butterfly trade opportunities.1installs27Tear SheetBuilds concise company one-pagers using S&P Capital IQ data through the Kensho MCP server, supporting equity research, M&A, corporate development, and sales audiences. A user uses it for meeting prep, target profiles, or a quick company snapshot.1installs