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
equity-researchAnthropicGenerate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and… No issuesFinanceResearch41k- fixed-income-portfolioAnthropicReview fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis.… No issuesFinanceData & analytics41k
- fx-carry-tradeAnthropicEvaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis,… No issuesFinanceData & analytics41k
- macro-rates-monitorAnthropicBuild macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when… No issuesFinanceData & analytics41k
- option-vol-analysisAnthropicAnalyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs… No issuesFinanceData & analytics41k
- swap-curve-strategyAnthropicAnalyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying… No issuesFinanceData & analytics41k
- sp-globalAnthropicS&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries Review findingsFinanceData & analytics41k
- earnings-preview-singleAnthropicGenerate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript,… No issuesFinanceData & analytics41k
- funding-digestAnthropicGenerate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity… Review findingsFinanceDocuments41k
- tear-sheetAnthropicGenerate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the… No issuesFinanceData & analytics41k
- equity-researchAnthropicEquity research tools: earnings analysis, initiating coverage reports, and research workflows Review findingsFinanceResearch41k
- catalyst-calendarAnthropicBuild and maintain a calendar of upcoming catalysts across a coverage universe, earnings dates, conferences, product launches, regulatory… No issuesFinanceProductivity41k
- initiating-coverageAnthropicCreate institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with… Review findingsFinanceData & analytics41k
- thesis-trackerAnthropicMaintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones… No issuesFinanceResearch41k
- financial-analysisAnthropicCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC Review findingsFinanceData & analytics41k
- clean-data-xlsAnthropicClean up messy spreadsheet data: trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove… No issuesFinanceData & analytics41k
- ppt-template-creatorAnthropicCreates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to… No issuesFinanceDocuments41k
- skill-creatorAnthropicGuide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that… No issuesFinanceData & analytics41k
- fund-adminAnthropicFund administration and finance ops skills: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out No issuesFinance41k
- investment-bankingAnthropicInvestment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management No issuesFinanceData & analytics41k
- buyer-listAnthropicBuild and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit,… No issuesFinanceSales & marketing41k
- cim-builderAnthropicStructure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional,… No issuesFinanceDocuments41k
- datapack-builderAnthropicBuild professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or… No issuesFinanceData & analytics41k
- deal-trackerAnthropicTrack multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces… No issuesFinanceSales & marketing41k
- merger-modelAnthropicBuild accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation.… No issuesFinanceData & analytics41k
- process-letterAnthropicDraft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final… No issuesFinanceProductivity41k
- fsi-strip-profileAnthropicCreates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations.… No issuesFinanceDocuments41k
- teaserAnthropicDraft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's… No issuesFinanceDesign41k
- operationsAnthropicOperational workflows: KYC document parsing and rules-grid evaluation No issuesFinanceDocuments41k
- private-equityAnthropicPrivate equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach No issuesFinanceSales & marketing41k
- ai-readinessAnthropicScan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates… No issuesFinanceAI & agents41k
- dd-checklistAnthropicGenerate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all… No issuesFinanceData & analytics41k
- dd-meeting-prepAnthropicPrepare for due diligence meetings: management presentations, expert network calls, customer references, and advisor sessions. Generates… No issuesFinanceProductivity41k
- deal-screeningAnthropicQuickly screen inbound deal flow: CIMs, teasers, and broker materials, against the fund's investment criteria. Extracts key deal metrics,… No issuesFinanceSales & marketing41k
- deal-sourcingAnthropicPE deal sourcing workflow: discover target companies, check CRM for existing relationships, and draft personalized founder outreach… No issuesFinanceSales & marketing41k
- unit-economicsAnthropicAnalyze unit economics for PE targets: ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall.… No issuesFinanceData & analytics41k
- value-creation-planAnthropicStructure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day… No issuesFinanceProductivity41k
acreadiness-generate-instructionsGitHubGenerate tailored AI agent instruction files via AgentRC instructions command. Produces .github/copilot-instructions.md (default,… No issuesFinanceEngineering41k- ad-campaign-analyzerGitHubUse this skill when the user shares ad campaign performance data and asks what to cut, scale, or test. Trigger for prompts like "analyze… No issuesFinanceData & analytics41k
- azure-pricingGitHubFetches real-time Azure retail pricing using the Azure Retail Prices API (prices.azure.com) and estimates Copilot Studio agent credit… No issuesFinanceData & analytics41k
- bug-receiptGitHubClose defects and incidents with a BUG RECEIPT and VERIFIED, PARTIAL, or BLOCKED status after diagnosis, repair, or recovery. No issuesFinanceSecurity41k
- datanalysis-credit-riskGitHubCredit risk data cleaning and variable screening pipeline for pre-loan modeling. Use when working with raw credit data that needs quality… No issuesFinanceData & analytics41k
- desk-journalGitHubWrite, append, or read desk journal entries. The journal is persistent memory, what survives session boundaries. A good entry has: what… No issuesFinanceDocuments41k
- github-codespaces-efficiencyGitHubAudit and improve GitHub Codespaces efficiency. Use this skill when a user wants faster Codespaces startup, lower Codespaces spend, slim… No issuesFinanceEngineering41k
- gtm-board-and-investor-communicationGitHubBoard meeting preparation, investor updates, and executive communication. Use when preparing board decks, writing investor updates,… No issuesFinanceSales & marketing41k
- gtm-partnership-architectureGitHubBuild and scale partner ecosystems that drive revenue and platform adoption. Use when building partner programs from scratch, tiering… No issuesFinanceSales & marketing41k
- gtm-product-led-growthGitHubBuild self-serve acquisition and expansion motions. Use when deciding PLG vs sales-led, optimizing activation, driving freemium… No issuesFinanceSales & marketing41k
- landing-page-conversion-auditGitHubAudit a landing page, sales page or checkout page for conversion leaks and return a fix list ordered by expected revenue impact. Use when… No issuesFinanceSales & marketing41k
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