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Finance agent skills registry
Find a finance Skill. Check the evidence. Copy the install prompt.
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Indexed finance Skills
27 results
IndexedSnapshot quality 78/100Medium riskNeeds review
3-Statement Model
anthropics/financial-services
Complete and populate integrated 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) with proper linkages, formulas, and validation checks.
3-statement-modelincome-statementbalance-sheetcash-flowfinancial-modelingexcel
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 65/100Low riskNeeds review
Audit Spreadsheet
anthropics/financial-services
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model including financial-model integrity checks like BS balance, cash tie-out, and logic sanity.
audit-xlsspreadsheet-auditformula-checkmodel-integrityqafinancial-analysis
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 61/100Medium riskNeeds review
Buyer List
anthropics/financial-services
Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners.
buyer-listsell-side-mastrategic-buyersfinancial-sponsorsacquirer-screeninginvestment-banking
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 56/100Medium riskNeeds review
Catalyst Calendar
anthropics/financial-services
Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events.
catalyst-calendarearningseventsequity-researchmacropositioning
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 65/100Medium riskNeeds review
CIM Builder
anthropics/financial-services
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process.
cim-builderconfidential-information-memorandumsell-side-maoffering-memoranduminvestment-banking
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 80/100Medium riskNeeds review
Clean Spreadsheet Data
anthropics/financial-services
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis.
clean-data-xlsdata-cleaningspreadsheet-prepnormalizationdeduplicationfinancial-analysis
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 74/100Medium riskNeeds review
Comparable Company Analysis
anthropics/financial-services
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. Perfect for public company valuation, benchmarking performance, pricing IPOs, and supporting investment committee presentations.
comps-analysiscomparable-company-analysisvaluation-multiplespeer-benchmarkingev-ebitdafinancial-analysis
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 69/100Medium riskNeeds review
Competitive Landscape Mapping
anthropics/financial-services
Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck.
competitive-analysismarket-positioningcompetitor-mappingmoat-assessmentpeer-comparisonfinancial-analysis
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 76/100Medium riskNeeds review
Data Pack Builder
anthropics/financial-services
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies.
datapack-builderfinancial-data-packma-due-diligenceprivate-equityinvestment-committeeinvestment-banking
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 88/100Medium riskNeeds review
DCF Model
anthropics/financial-services
Build an Excel discounted cash flow valuation with WACC, scenario analysis, formula checks, and source notes.
dcfvaluationwaccfree-cash-flowsensitivity-analysisexcel
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 61/100Medium riskNeeds review
Deal Tracker
anthropics/financial-services
Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews.
deal-trackerdeal-pipelinema-process-trackingmilestone-trackinginvestment-banking
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 69/100Medium riskNeeds review
Deck Refresh
anthropics/financial-services
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to update the deck with new figures, refresh comps, roll forward, or swap values across an existing deck without rebuilding it.
deck-refreshpresentation-updatequarterly-refreshearnings-updatecomp-rollfinancial-analysis
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 76/100Medium riskNeeds review
Earnings Analysis
anthropics/financial-services
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.
earningsequity-researchbeat-missquarterly-resultsestimate-revisioninstitutional-research
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 56/100Medium riskNeeds review
Earnings Preview
anthropics/financial-services
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch before a company reports quarterly earnings.
earningspre-earningsscenario-analysisequity-researchpositioningcatalyst
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 79/100Medium riskNeeds review
IB Deck Checker
anthropics/financial-services
Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for number consistency, data-narrative alignment, language polish against IB standards, and visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck or client materials.
ib-check-deckpresentation-qcnumber-consistencydata-narrative-alignmentib-terminologyfinancial-analysis
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 56/100Medium riskNeeds review
Idea Generation
anthropics/financial-services
Systematic stock screening and investment idea sourcing combining quantitative screens, thematic research, and pattern recognition to surface new long and short ideas.
idea-generationstock-screeninglong-shortthematic-researchvaluegrowthspecial-situations
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 80/100Medium riskNeeds review
Initiating Coverage
anthropics/financial-services
Create comprehensive equity research initiation reports (30-50 pages, 10,000-15,000 words) for first-time coverage of a company, covering company research, financial modeling, valuation, chart generation, and report assembly.
initiating-coverageequity-researchfinancial-modelingdcf-valuationcomps-analysisinstitutional-researchreport-generation
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 77/100Medium riskNeeds review
LBO Model
anthropics/financial-services
Completes LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. Fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
lbo-modelleveraged-buyoutprivate-equitysources-and-usesdebt-scheduleirr-moicfinancial-analysis
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 57/100Medium riskNeeds review
Merger Model
anthropics/financial-services
Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms.
merger-modelaccretion-dilutionpro-forma-epsma-modelingsynergy-analysisinvestment-banking
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 56/100Medium riskNeeds review
Model Update
anthropics/financial-services
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes.
model-updateearningsestimate-revisionvaluationprice-targetequity-research
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 56/100Medium riskNeeds review
Morning Note
anthropics/financial-services
Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Tight, opinionated, actionable — designed for the 7am morning meeting format.
morning-notemorning-meetingovernight-developmentstrade-ideasearnings-reactionequity-research
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 86/100Medium riskNeeds review
Pitch Deck
anthropics/financial-services
Populate investment banking pitch deck templates with data from source files. Use when user provides a PowerPoint template to fill in, has source data (Excel/CSV) to populate into slides, mentions populating or filling a pitch deck template, or needs to transfer data into existing slide layouts. Not for creating presentations from scratch.
pitch-deckpresentation-templatespowerpoint-populationib-pitch-bookinvestment-banking
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 61/100Medium riskNeeds review
Process Letter
anthropics/financial-services
Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics.
process-letterbid-instructionsioi-lettersell-side-mainvestment-banking
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 59/100Medium riskNeeds review
Sector Overview
anthropics/financial-services
Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research, or internal knowledge building.
sector-overviewindustry-reportmarket-landscapecompetitive-analysisthematic-researchequity-research
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 74/100Medium riskNeeds review
Strip Profile
anthropics/financial-services
Create professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.
strip-profilecompany-profilepitch-bookpowerpoint-generationinvestment-banking
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 65/100Medium riskNeeds review
Teaser
anthropics/financial-services
Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company identity, designed to gauge buyer interest before NDA execution.
teaserblind-teaseranonymous-profilesell-side-mainvestment-banking
Snapshot assessment generated 2026-07-29 07:31 UTC
IndexedSnapshot quality 56/100Medium riskNeeds review
Thesis Tracker
anthropics/financial-services
Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact.
thesis-trackerinvestment-thesisportfolio-managementcatalyst-trackingconviction-trackingequity-research
Snapshot assessment generated 2026-07-29 07:31 UTC
Public Registry
Use the same records outside the page
These files are generated from the same typed records as the static pages. The Search Index contains only allowlisted summary fields.
Updated 2026-07-29 07:31 UTC
Snapshot scores describe captured Skill content. They are not user ratings, security guarantees, investment advice, or proof that the current upstream directory is unchanged. The install prompt requires a fresh review before any files or dependencies are installed.