yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.
yuping322/financial-services-plugins-new
Plugin Claude Code
Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management.
yuping322/financial-services-plugins-new
Command
Build a buyer universe for a sell-side process.
yuping322/financial-services-plugins-new
Command
Draft a Confidential Information Memorandum.
yuping322/financial-services-plugins-new
Command
Track and review live deal pipeline.
yuping322/financial-services-plugins-new
Command
Build an accretion/dilution merger model.
yuping322/financial-services-plugins-new
Command
Create a one-page company strip profile using branded PPT template.
yuping322/financial-services-plugins-new
Command
Draft a process letter or bid instructions.
yuping322/financial-services-plugins-new
Command
Draft an anonymous one-page teaser.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Skill "buyer-list" from yuping322/financial-services-plugins-new, covering buyer list, workflow, step 1: understand the target, step 2: strategic buyers and step 3: financial sponsors.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Skill "cim-builder" from yuping322/financial-services-plugins-new, covering cim builder, workflow, step 1: gather source materials, step 2: cim structure and step 3: drafting guidelines.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented…
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Skill "deal-tracker" from yuping322/financial-services-plugins-new, covering deal tracker, workflow, step 1: deal setup, step 2: milestone tracking and step 3: action items.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Skill "merger-model" from yuping322/financial-services-plugins-new, covering merger model, workflow, step 1: gather inputs, step 2: purchase price analysis and step 3: sources & uses.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not…
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Skill "process-letter" from yuping322/financial-services-plugins-new, covering process letter, workflow, step 1: determine letter type, step 2: initial process letter / ioi instructions and step 3: final bid / second round letter.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.
yuping322/financial-services-plugins-new
Skill Claude CodeCodex
Skill "teaser" from yuping322/financial-services-plugins-new, covering teaser, workflow, step 1: gather inputs, step 2: teaser structure and step 3: anonymization check.
yuping322/financial-services-plugins-new
Plugin Claude Code
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
yuping322/financial-services-plugins-new
Command
Analyze the bond futures basis with CTD identification, implied repo rate, and basis trade assessment.