Skills · category
Finance skills and plugins
Public Claude skills and plugins for finance, each with Waxell's security verdict and the findings behind it.
- 1,689 reviewed
- 1,328 no issues
- 336 to review
- 15 high risk
424 resultsFinance
sec-defaultAnthropicSecurity default for organizations: seated outermost, it keeps the organization's classic hooks, prompt content, settings, tool policy and… No issuesFinanceEngineering154k- analyzing-financial-statementsAnthropicThis skill calculates key financial ratios and metrics from financial statement data for investment analysis No issuesFinanceData & analytics54k
- creating-financial-modelsAnthropicThis skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario… No issuesFinanceData & analytics54k
- siegeAnthropicWork on one hard mathematics problem in rounds: each round a judge writes a few self-contained questions, independent workers answer them,… No issuesFinanceAI & agents46k
- claude-for-msft-365-installAnthropicProvision direct cloud access (Vertex AI, Bedrock, Azure AI Foundry, or LLM gateway) for the Claude Office add-in. Generates the… No issuesFinanceAI & agents41k
- verifyAnthropicVerify changes to the claude-for-msft-365-install admin scripts and commands by driving them against an isolated fake $HOME. No issuesFinanceAI & agents41k
- earnings-reviewerAnthropicEarnings call and filings to model update to note draft No issuesFinanceAI & agents41k
- audit-xlsAnthropicAudit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model… No issuesFinanceData & analytics41k
- earnings-analysisAnthropicCreate professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies… No issuesFinanceData & analytics41k
- earnings-previewAnthropicBuild pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly… No issuesFinanceData & analytics41k
- model-updateAnthropicUpdate financial models with new data: quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates,… No issuesFinanceData & analytics41k
- morning-noteAnthropicDraft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the… No issuesFinanceProductivity41k
- xlsx-authorAnthropicProduce a .xlsx file on disk (headless) instead of driving a live Excel workbook, for managed-agent sessions with no open Office app. No issuesFinanceData & analytics41k
- gl-reconcilerAnthropicFinds breaks, traces root cause, routes for sign-off No issuesFinanceAI & agents41k
- break-traceAnthropicRoot-cause a reconciliation break to its source transaction or posting, follow the audit trail from the break row back to the originating… No issuesFinanceAI & agents41k
- gl-reconAnthropicReconcile general ledger to subledger for a trade date or period, match at the position or transaction level, surface breaks, and classify… No issuesFinanceAI & agents41k
- kyc-screenerAnthropicParses onboarding docs, runs the rules engine, flags gaps No issuesFinanceAI & agents41k
- kyc-doc-parseAnthropicParse an investor or client onboarding packet into structured KYC fields, identity, ownership, control, source of funds, and document… No issuesFinanceDocuments41k
- kyc-rulesAnthropicApply the firm's KYC/AML rules grid to a parsed onboarding record, assign a risk rating, list every rule outcome with the rule cited, and… No issuesFinanceAI & agents41k
- market-researcherAnthropicSector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist No issuesFinanceResearch41k
- comps-analysisAnthropicBuild institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in… No issuesFinanceData & analytics41k
- idea-generationAnthropicSystematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to… No issuesFinanceResearch41k
- pptx-authorAnthropicProduce a .pptx file on disk (headless) instead of driving a live PowerPoint document, for managed-agent sessions with no open Office app. No issuesFinanceDocuments41k
- meeting-prep-agentAnthropicBriefing pack before every client meeting No issuesFinanceProductivity41k
- client-reportAnthropicGenerate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for… No issuesFinanceDocuments41k
- client-reviewAnthropicPrepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls… No issuesFinanceData & analytics41k
- investment-proposalAnthropicCreate professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and… No issuesFinanceProductivity41k
- model-builderAnthropicDCF, LBO, 3-statement, comps - live in Excel Review findingsFinanceData & analytics41k
- 3-statement-modelAnthropicComplete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when… No issuesFinanceData & analytics41k
- dcf-modelAnthropicReal DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds… Review findingsFinanceData & analytics41k
- lbo-modelAnthropicThis skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials,… No issuesFinanceDocuments41k
- month-end-closerAnthropicAccruals, roll-forwards, variance commentary No issuesFinanceAI & agents41k
- accrual-scheduleAnthropicBuild the period-end accrual schedule: for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end… No issuesFinanceProductivity41k
- roll-forwardAnthropicBuild a roll-forward schedule for a balance-sheet account, beginning balance plus activity less reversals equals ending balance, with each… No issuesFinanceProductivity41k
- variance-commentaryAnthropicWrite flux commentary for every P&L and balance-sheet line over threshold, current vs prior period and vs budget, with the driver… No issuesFinanceDocuments41k
- pitch-agentAnthropicComps, precedents, LBO to a branded pitch deck, end to end Review findingsFinanceDesign41k
- deck-refreshAnthropicUpdates a presentation with new numbers: quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user… No issuesFinanceDocuments41k
- ib-check-deckAnthropicInvestment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across… No issuesFinanceDocuments41k
- pitch-deckAnthropicPopulates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in,… No issuesFinanceDocuments41k
- statement-auditorAnthropicAudits pre-generated LP statements before distribution No issuesFinanceAI & agents41k
- nav-tieoutAnthropicTie an LP statement to the fund's NAV pack: recompute the LP's capital account from the NAV components and flag any line that doesn't… No issuesFinanceAI & agents41k
- valuation-reviewerAnthropicIngests GP packages, runs valuation template, stages LP reporting No issuesFinanceDocuments41k
- ic-memoAnthropicDraft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms… No issuesFinanceDocuments41k
- portfolio-monitoringAnthropicTrack and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs,… No issuesFinanceData & analytics41k
- returns-analysisAnthropicBuild quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and… No issuesFinanceData & analytics41k
- lsegAnthropicPrice bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and… No issuesFinanceData & analytics41k
- bond-futures-basisAnthropicAnalyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery… No issuesFinanceData & analytics41k
- bond-relative-valueAnthropicPerform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when… No issuesFinanceData & analytics41k
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