yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "sp-global", hosted remotely at kfinance.kensho.com, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "factset", hosted remotely at mcp.factset.com, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "moodys", hosted remotely at api.moodys.com, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "mtnewswire", hosted remotely at vast-mcp.blueskyapi.com, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "aiera", hosted remotely at mcp-pub.aiera.com, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "lseg", hosted remotely at api.analytics.lseg.com, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "pitchbook", hosted remotely at premium.mcp.pitchbook.com, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "chronograph", hosted remotely at ai.chronograph.pe, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
MCP server Claude CodeCodexCursor +2
MCP server "egnyte", hosted remotely at mcp-server.egnyte.com, as configured in yuping322/financial-services-plugins-new.
yuping322/financial-services-plugins-new
Command
Fill out a 3-statement financial model template.
yuping322/financial-services-plugins-new
Command
QC a presentation deck for errors and consistency.
yuping322/financial-services-plugins-new
Command
Create a competitive landscape analysis.
yuping322/financial-services-plugins-new
Command
Build a comparable company analysis with trading multiples.
yuping322/financial-services-plugins-new
Command
Build a DCF valuation model with comps-informed terminal multiples.
yuping322/financial-services-plugins-new
Command
Debug and audit a financial model for errors.
yuping322/financial-services-plugins-new
Command
Build an LBO model for a PE acquisition.
yuping322/financial-services-plugins-new
Command
Create a reusable PPT template skill from a PowerPoint template file.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated…
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Investment banking presentation quality checker. Reviews pitch decks and client-ready presentations for: (1) Number consistency across slides, (2) Data-narrative alignment, (3) Language polish for IB standards, (4) Formatting QC. Use when asked to review, check, or QC any IB presentation, pitch deck, or client…
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Skill "check-model" from yuping322/financial-services-plugins-new, covering model checker, workflow, step 1: ingest the model, step 2: structural checks and step 3: integrity checks.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Framework for competitive landscape analysis across any industry. Use when creating competitor analysis, market positioning assessments, investment memos, strategic reviews, or any analysis requiring systematic evaluation of competitive dynamics. Triggers include requests for competitive landscape decks, peer…
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. Perfect for: Public company valuation (M&A, investment analysis) Benchmarking performance vs. industry peers Pricing IPOs or funding rounds Identifying valuation…
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users…
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.