anthropics/financial-services

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of claude-for-msft-365-install

Verify changes to the claude-for-msft-365-install admin scripts and commands by driving them against an isolated fake $HOME.

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of earnings-reviewer

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of earnings-reviewer

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of earnings-reviewer

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings"…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of earnings-reviewer

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of earnings-reviewer

Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of earnings-reviewer

Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of gl-reconciler

Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of gl-reconciler

Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely cause. Use for daily or month-end recon runs across asset classes.

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of kyc-screener

Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of kyc-screener

Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of market-researcher

Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of market-researcher

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…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of market-researcher

Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of market-researcher

Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of market-researcher

Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape"…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of meeting-prep-agent

Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of meeting-prep-agent

Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of meeting-prep-agent

Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of model-builder

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…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of model-builder

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…

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of model-builder

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.

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of month-end-closer

Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

anthropics/financial-services

Skill Claude CodeCodex ✓ vendor

Part of month-end-closer

Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.