financial-services: a set by anthropics

earnings-analysis official anthropics skill Builds quarterly earnings update reports with beat/miss analysis, revised estimates, key metrics, charts, and the effect on the investment thesis. Claude Code CX Codex Cursor +1 3,300installs equity-research official anthropics skill Builds a stock snapshot from analyst consensus, financials, price history and macro data. Useful when you need to size up a company fast. Claude Code CX Codex Cursor +1 3,200installs competitive-analysis official anthropics skill A framework for building competitor analysis decks in PowerPoint or chat. It clarifies project scope, then builds verified slides once the outline is approved. Claude Code CX Codex Cursor +1 2,400installs pitch-deck official anthropics skill Fills an existing investment banking deck template with data from source files. Use it to move figures into established slide layouts, not to build a deck from scratch. Claude Code CX Codex Cursor +1 2,400installs dcf-model official anthropics skill Builds an institutional-grade DCF valuation model: pulls data from SEC filings and analyst reports, computes WACC and cash flows, and outputs an Excel model with sensitivity analysis. Claude Code CX Codex Cursor +1 2,400installs ppt-template-creator official anthropics skill A skill that converts PowerPoint templates into self-contained, reusable skills. Analyze your .pptx, extract all layouts and placeholders with exact coordinates, and package everything as a ready-to-use skill. Claude Code CX Codex Cursor +1 2,300installs macro-rates-monitor official anthropics skill Builds macro and rates dashboards by combining inflation breakevens, yield curves, and swap spreads into a single analysis. Claude Code CX Codex Cursor +1 2,300installs audit-xls official anthropics skill Audits Excel sheets for formula errors, hardcoded values, and logic breaks. It checks financial model integrity before sharing work with clients or review committees. Claude Code CX Codex Cursor +1 2,200installs clean-data-xls official anthropics skill Automates cleanup of messy Excel and Google Sheets data: trims whitespace, unifies case, converts numbers stored as text, standardizes dates, removes duplicates, and flags mixed-type columns. Claude Code CX Codex Cursor +1 2,100installs 3-statement-model official anthropics skill Fills and links three-statement financial model templates in Excel using formulas across IS, BS, and Cash Flow. Claude Code CX Codex Cursor +1 2,100installs earnings-preview-single official anthropics skill Generates a 4-5 page HTML equity research earnings preview for a single company: analyzes the latest earnings transcript, competitors, valuation multiples, and recent news. Claude Code CX Codex Cursor +1 1,800installs bond-futures-basis official anthropics skill Evaluates bond futures basis, identifies the cheapest-to-deliver bond, and calculates implied repo rates to spot basis trading opportunities. Claude Code CX Codex Cursor +1 1,800installs fixed-income-portfolio official anthropics skill Skill for bond portfolio analysis: pricing, duration, DV01, rate scenarios and cashflow projections. Aggregates MCP tool outputs into risk metric reports. Claude Code CX Codex Cursor +1 1,800installs deck-refresh official anthropics skill Swaps figures across an existing presentation without rebuilding slides. For quarterly refreshes, earnings updates, comp rolls and rebased market data. Claude Code CX Codex Cursor +1 1,700installs swap-curve-strategy official anthropics skill Analyzes interest rate swap curves, overlays sovereign and inflation data, and recommends DV01-neutral curve trades like steepeners or butterflies. Claude Code CX Codex Cursor +1 1,700installs funding-digest official anthropics skill Builds a one-page PowerPoint slide from recent funding rounds and capital markets activity. Use it for a deal flow summary, weekly recap, or company and sector briefing. Claude Code CX Codex Cursor +1 1,700installs ib-check-deck official anthropics skill A skill that reviews pitch decks for number mismatches across slides, narrative-data gaps, IB language polish, and visual QC. Claude Code CX Codex Cursor +1 1,700installs tear-sheet official anthropics skill Creates audience-specific company tear sheets in Word using S&P Capital IQ data via the Kensho MCP server. Handy for M&A and sales prep. Claude Code CX Codex Cursor +1 1,700installs fx-carry-trade official anthropics skill Skill to evaluate FX carry trade opportunities: combines spot rates, forward points, interest rate differentials, and volatility surfaces. Finds the optimal tenor and computes risk-adjusted returns using carry-to-vol ratios. Claude Code CX Codex Cursor +1 1,700installs xlsx-author official anthropics skill Skill to create .xlsx files on disk without a running Excel when an agent operates headless. Use it to deliver a finished workbook as a file artifact instead of editing live. Claude Code CX Codex Cursor +1 1,400installs variance-commentary official anthropics skill Generates flux commentary for P&L and balance sheet lines against budget and prior periods. Useful for month-end close packages and management reporting. Claude Code CX Codex Cursor +1 1,300installs unit-economics official anthropics skill Analyzes unit economics for SaaS and subscription businesses in PE context: builds ARR cohorts, calculates LTV:CAC, net retention, payback periods, and margin waterfall. Claude Code CX Codex Cursor +1 1,300installs kyc-rules official anthropics skill Applies your firm's KYC/AML rules grid to a parsed onboarding record, assigns a risk rating, and routes the case — to doc request, enhanced due diligence, or decline. Works after kyc-doc-parse. Claude Code CX Codex Cursor +1 1,200installs roll-forward official anthropics skill Builds a balance-sheet roll-forward schedule that ties beginning balance and period activity directly to the general ledger. Claude Code CX Codex Cursor +1 1,200installs accrual-schedule official anthropics skill A skill that automates the accrual schedule for month-end close. For each accrual, it calculates the amount, cites the support, and drafts a journal entry for controller approval. Claude Code CX Codex Cursor +1 1,200installs