yuping322/financial-services-plugins-new
Command
Analyze a bond's relative value vs yield curves and credit spreads with scenario stress testing.
Financial services plugins for Claude - investment banking, equity research, private equity, and wealth management
yuping322/financial-services-plugins-new
Command
Analyze a bond's relative value vs yield curves and credit spreads with scenario stress testing.
yuping322/financial-services-plugins-new
Command
Evaluate FX carry trade opportunities with spot, forwards, vol surface, and historical context.
yuping322/financial-services-plugins-new
Command
Analyze option volatility with vol surface, Greeks, and implied vs realized vol comparison.
yuping322/financial-services-plugins-new
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Analyze the swap curve with government and inflation overlays to identify curve trade opportunities.
yuping322/financial-services-plugins-new
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Build a macro and rates dashboard with economic indicators, yield curves, inflation, and swap spreads.
yuping322/financial-services-plugins-new
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Generate a comprehensive equity research snapshot with consensus estimates, fundamentals, and price performance.
yuping322/financial-services-plugins-new
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Review a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis.
yuping322/financial-services-plugins-new
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Generate a due diligence checklist.
yuping322/financial-services-plugins-new
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Prep for a diligence meeting or expert call.
yuping322/financial-services-plugins-new
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Draft an investment committee memo.
yuping322/financial-services-plugins-new
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Review portfolio company performance.
yuping322/financial-services-plugins-new
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Build IRR/MOIC sensitivity tables.
yuping322/financial-services-plugins-new
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Screen an inbound deal (CIM or teaser).
yuping322/financial-services-plugins-new
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Source deals — discover companies and draft founder outreach.
yuping322/financial-services-plugins-new
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Analyze unit economics (ARR cohorts, LTV/CAC, retention).
yuping322/financial-services-plugins-new
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Build a post-acquisition value creation plan.
yuping322/financial-services-plugins-new
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Generate a client performance report.
yuping322/financial-services-plugins-new
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Prep for a client review meeting.
yuping322/financial-services-plugins-new
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Build or update a financial plan.
yuping322/financial-services-plugins-new
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Create an investment proposal for a prospect.
yuping322/financial-services-plugins-new
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Analyze drift and generate rebalancing trades.
yuping322/financial-services-plugins-new
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Identify tax-loss harvesting opportunities.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: