NeVibeCode · 1,189 items
Skills for Finance and business
Skills for Finance and business: what each one does, an install command and example prompts.
legal-response
official skill This skill drafts replies to common legal inquiries from configured templates and checks when a matter needs counsel. Use it for DSRs, NDAs, vendor questions, and subpoenas.
CX Codex +1
3,400installs
initiating-coverage
official skill This skill builds equity research initiation reports through five separate tasks, from company research and modeling to valuation, charts, and DOCX assembly.
CX Codex +1
1,900installs
creating-financial-models
official skill Skill for building DCF models, sensitivity analysis, Monte Carlo simulations, and scenario planning for investment decisions. Use it for M&A, project finance, and LBO valuation.
CX Codex +1
409installs
earnings-preview-single
official 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.
CX Codex +1
1,800installs
datapack-builder
official skill Turns CIMs, offering memorandums and filings into standardized Excel workbooks with formulas, ready for an investment committee.
CX Codex +1
1,800installs
bond-futures-basis
official skill Evaluates bond futures basis, identifies the cheapest-to-deliver bond, and calculates implied repo rates to spot basis trading opportunities.
CX Codex +1
1,800installs
fixed-income-portfolio
official skill Skill for bond portfolio analysis: pricing, duration, DV01, rate scenarios and cashflow projections. Aggregates MCP tool outputs into risk metric reports.
CX Codex +1
1,800installs
lbo-model
official skill Fills in an LBO model template in Excel with live formulas, checks the math and keeps formatting consistent. Handy when deal materials are due.
CX Codex +1
1,800installs
audit-support
official skill A skill with SOX 404 control testing methodology, sampling approaches and documentation standards. Useful for audit workpapers and sample selection.
CX Codex +1
3,200installs
process-optimization
official skill Analyzes business workflows to find bottlenecks and waiting times. Useful when a procedure takes too many steps or stalls on manual approvals.
CX Codex +1
3,200installs
variance-analysis
official skill Decomposes budget versus actual variances into underlying business drivers and writes narrative commentary for leadership. It helps analyze period-over-period revenue or expense shifts.
CX Codex +1
3,200installs
status-report
official skill Generates a structured status report for leadership: KPI metrics with green/yellow/red flags, risks, and decisions needed. Turns project tracker activity into a readable narrative.
CX Codex +1
3,100installs
fsi-strip-profile
official skill Builds company profile slides for pitch books and client presentations, with financial data, charts and tables. It asks for focus areas and approval before creating slides.
CX Codex +1
1,700installs
swap-curve-strategy
official skill Analyzes interest rate swap curves, overlays sovereign and inflation data, and recommends DV01-neutral curve trades like steepeners or butterflies.
CX Codex +1
1,700installs
funding-digest
official 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.
CX Codex +1
1,700installs
ib-check-deck
official skill A skill that reviews pitch decks for number mismatches across slides, narrative-data gaps, IB language polish, and visual QC.
CX Codex +1
1,700installs
tear-sheet
official 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.
CX Codex +1
1,700installs
fx-carry-trade
official 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.
CX Codex +1
1,700installs
bond-relative-value
official skill A Claude skill that breaks a bond's spread into components and stress-tests it under rate shifts to judge rich or cheap.
CX Codex +1
1,700installs
journal-entry-prep
official skill Prepares month-end journal entries with balanced debits and credits, calculation memos, and supporting documentation.
CX Codex +1
3,000installs
forecast
official skill Generates commit, best-case, and risk narratives for forecast reviews or manager 1:1s using live CRM data or pipeline exports.
CX Codex +1
3,000installs
close-management
official skill Plans the month-end close, maps task dependencies, and tracks blockers. Use it to organize the close calendar and review progress by day.
CX Codex +1
3,000installs
call-summary
official skill Turns a call transcript or notes into a customer follow-up draft, an internal summary, and proposed CRM updates.
CX Codex +1
2,900installs
org-planning
official skill Plans organizational structure, headcount, and hiring sequences. Useful when restructuring teams, balancing reporting lines, and modeling staffing costs.
CX Codex +1
2,900installs
stripe-integration skill This skill covers Stripe Checkout, subscriptions, webhooks, refunds, and saved payment methods. Use it when a project needs one-time or recurring payments.
CX Codex
13,404installs
pipeline-review
official skill Evaluates stage-by-stage pipeline health, aging deals, and coverage from CRM records or file exports. Handy for weekly sales reviews.
CX Codex +1
2,800installs
vendor-check
official skill Skill checks vendor agreements across CLM, CRM, email, and document storage in one report, flags missing contracts and expiration dates. Use when onboarding a vendor or renewing an agreement.
CX Codex +1
2,800installs
vendor-review
official skill Evaluates software and service vendors by modeling total cost of ownership, auditing vendor risk, and preparing negotiation points before signing.
CX Codex +1
2,800installs
comp-analysis
official skill Benchmarks salaries against market data, places roles in bands, and models equity grants. Shows whether an offer is competitive and where retention risks sit.
CX Codex +1
2,800installs
analyzing-financial-statements
official skill Computes key financial ratios and metrics from financial statements for investment analysis. Useful for inspecting profitability, liquidity, and equity valuation.
CX Codex +1
348installs
startup-financial-modeling skill Build startup financial models with revenue, costs, cash flow, and scenarios. Use it for planning runway, headcount, or a seed and Series A raise.
CX Codex
12,585installs
sox-testing
official skill Builds sample selections, testing workpapers, and control assessments for SOX 404. Use it to plan a control test for a specified period.
CX Codex +1
2,700installs
people-report
official skill Skill to generate headcount, attrition, diversity, and org health reports from HR data. Pulls snapshots by team, analyzes turnover trends and flight risk indicators across the organization.
CX Codex +1
2,700installs
journal-entry
official skill Prepares journal entries with debit and credit schedules for accruals, prepaid expenses, or revenue recognition.
CX Codex +1
2,800installs
azure-pricing
official skill Fetches current Azure retail prices and estimates usage costs. Use it to compare SKUs, regions, billing models, and Copilot Studio credits.
4,700installs
market-sizing-analysis skill Calculates TAM, SAM, and SOM for market opportunities with three methods. Use it to test a venture idea, estimate addressable revenue, or build pitch analysis.
CX Codex
11,715installs
xlsx-author
official 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.
CX Codex +1
1,400installs
contract-review
official skill Reviews NDAs, MSAs, and vendor contracts, flags risky terms, and creates a marked-up DOCX. Use it before signing an agreement.
CX Codex +1
2,600installs
billing-automation skill This skill helps build subscription billing, invoicing, and failed-payment recovery. Use it for SaaS products and services with recurring charges.
CX Codex
11,245installs
startup-metrics-framework skill This skill helps choose and calculate startup metrics such as CAC, LTV, burn multiple, retention, and growth. Use it for dashboards and investor reporting.
CX Codex
11,236installs
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