yuping322/financial-services-plugins-new
Plugin Claude Code
Plugin marketplace listing 7 plugins: financial-analysis, investment-banking, equity-research, private-equity, wealth-management.
yuping322/financial-services-plugins-new
Instructions file
Instructions for yuping322/financial-services-plugins-new, covering financial services plugins, repository structure, plugin structure, key files and development workflow.
yuping322/financial-services-plugins-new
Plugin Claude Code
Equity research tools: earnings analysis, initiating coverage reports, and research workflows.
yuping322/financial-services-plugins-new
Command
A command for viewing or updating a catalyst calendar, meaning a schedule of events that may affect an investment or market. Without a time range, it uses the next two weeks.
yuping322/financial-services-plugins-new
Command
A command for building a forward-looking company earnings analysis in Chinese, using market expectations, key metrics, and bull, base, and bear cases.
yuping322/financial-services-plugins-new
Command
Analyze quarterly earnings and create an earnings update report.
yuping322/financial-services-plugins-new
Command
A command that starts a five-task workflow for creating an initial institutional coverage report about a company. Institutional coverage means researching and following a company for professional investment analysis.
yuping322/financial-services-plugins-new
Command
A command for updating a financial model with new earnings, company guidance, or revised assumptions.
yuping322/financial-services-plugins-new
Command
A command for loading a morning market-note workflow and drafting a concise update. The note covers overnight developments, earnings reactions, the companies being followed, and possible trading ideas.
yuping322/financial-services-plugins-new
Command
A command for screening stocks or generating investment ideas. The available description does not specify which markets, measures, or data sources it uses.
yuping322/financial-services-plugins-new
Command
Create a sector overview report.
yuping322/financial-services-plugins-new
Command
Create or update an investment thesis.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
A catalyst calendar for tracking events that may affect covered companies or investments. These events include earnings, conferences, product launches, regulatory decisions, and economic releases.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
A skill for producing an 8–12-page quarterly earnings update for a company already covered by an analyst. It compares results with expectations, updates estimates, and explains what changed in the investment view.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
A workflow for preparing an investment preview before a company reports quarterly earnings, meaning its regular financial results.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
A stock-research workflow for finding possible investment ideas by screening companies, studying themes, and spotting patterns.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables…
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
A financial-model update workflow that incorporates new company results, guidance, analyst estimates, economic data, or major events.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
A template for concise morning meeting notes about overnight developments, trading ideas, and covered stocks. It is designed for a seven-o’clock market meeting and keeps the note short and action-focused.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
A workflow for creating reports about an industry or market sector, including its size, trends, competitors, business models, risks, and valuation. A market sector is a group of related businesses or products.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
A workflow for maintaining investment theses, which are written reasons for holding or watching a company or stock.
yuping322/financial-services-plugins-new
Plugin Claude Code
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "daloopa", hosted remotely at mcp.daloopa.com, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "morningstar", hosted remotely at mcp.morningstar.com, as configured in yuping322/financial-services-plugins-new.