Claude for Financial Services is a collection of agents, skills, commands, plugins, and data connectors for investment banking, equity research, private equity, and wealth-management workflows. Financial professionals use it to draft models, memos, research notes, and reconciliations for review by qualified people. The catalogue contains components from these workflows, including agents, skills, plugins, commands, and instructions.
Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add anthropics/financial-services --skill strip-profilegit clone --depth 1 https://github.com/anthropics/financial-servicesWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/anthropics/financial-services/strip-profile)<a href="https://agentmods.dev/skills/anthropics/financial-services/strip-profile"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/strip-profile/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/anthropics/financial-services/strip-profile"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/strip-profile.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00043 | $0.04701 |
| Opus 5 | $0.00022 | $0.02351 |
| Sonnet 5 | $0.00009 | $0.00940 |
| Haiku 4.5 | $0.00004 | $0.00470 |
Grade A, and why
fsi-strip-profile scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured today.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
Copies of this mod
4 near-identical copies found in the catalogue:
- fsi-strip-profile — 100% identical, 0 lines differ
- fsi-strip-profile — 100% identical, 0 lines differ
- fsi-strip-profile — 100% identical, 0 lines differ
- fsi-strip-profile — 100% identical, 0 lines differ
How it starts
The opening of the file, as written. The whole thing — 386 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Workflow
1. Clarify Requirements
- Ask the user: Single-slide or multi-slide (3-4 slides)?
- Ask the user: Any specific focus areas or topics to emphasize?
- Only after user confirms, proceed to research
2. Research & Planning
Data Sources:
- Primary: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
- Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
- Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
- News: Press releases from last 90 days, M&A activity, guidance changes
Required Metrics:
- Financials: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
- Valuation: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
- Growth: YoY growth rates (%)
- Ownership: Top 5 shareholders with % ownership
- Segments: Product mix and/or geographic mix (% breakdown)
Normalization:
- Convert all amounts to consistent currency
- Scale consistently ($mm or $bn throughout, not mixed)
Before Building:
- Print outline to chat with 4-5 bullet points per item (actual numbers, no placeholders)
- Print style choices: fonts, colors (hex codes), chart types for each data set
- Get user alignment: "Does this outline and visual strategy align with your vision?"
3. Slide-by-Slide Creation
CRITICAL: You MUST create ONE slide at a time and get user approval before proceeding to the next slide.
For EACH slide:
- Create ONLY this one slide with PptxGenJS
- MANDATORY: Convert to image for review - You MUST convert slides to images so you can visually verify them:
soffice --headless --convert-to pdf presentation.pptx pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide - MANDATORY VISUAL REVIEW: You MUST carefully examine the rendered slide image before proceeding:
- Text overlap check: Scan every text element - do any labels, bullets, or titles collide with each other?
- Text cutoff check: Is any text truncated at boundaries? Are all words fully visible?
- Chart boundary check: Do charts stay within their containers? Are ALL axis labels fully visible?
- Quadrant integrity: Does content in one quadrant bleed into adjacent quadrants?
- If ANY overlap or cutoff is detected: Fix immediately using these strategies in order:
- First: Reduce font size (go down 1-2pt)
- Second: Shorten text (abbreviate, remove less critical info)
- Third: Adjust element positions or container sizes
- Re-render and verify again - do not proceed until all text fits cleanly
- Show slide image to user with download link
- STOP and wait for explicit user approval before creating the next slide. Do NOT proceed until user confirms.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- today First seen · 386 lines · 43 tokens per session scan A 16ec4d605590
fsi-strip-profile is a skill published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed yesterday), licensed Apache-2.0. It adds 43 tokens to every session and 4,701 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-12.
Other skills, from other repositories
hps-y2k-chrome
OpenDesign's KPI decision brief: activation and retention drivers, what's working, and the one metric to move next. Built as a decision-grade data & finance deck for CRO, RevOps, leadership.
health
Runs a budget-aware agent-assisted engineering health audit for instruction/config drift, hooks/MCP, verifier surfaces, and AI maintainability. Use when users ask in any language to audit Claude, Codex, Pi, agent instructions, MCP or hooks, verifier coverage, or AI-maintainability drift. Not for debugging application…
ui-design
Design-quality reference for financial-research visual output: typography, color, composition, and avoiding generic AI aesthetics.
business-design
Read financials, map competitive landscapes, and argue design decisions in the language of value. Use when defending design to commercial stakeholders. For the live negotiation itself, use design-negotiation (designer-toolkit).
fin-arch-diagram
A tool for creating architecture diagrams, process flowcharts, and hierarchy trees. These show how system parts, business steps, decisions, or organizational levels relate to one another.
posthog-features-drive-revenue
Rank a PostHog user's product features by the revenue of the customers who use them (joins Stripe MRR/invoices to feature-usage events) and save it as a reusable PostHog insight. Use this whenever someone asks which features their highest-revenue or best customers use most, wants revenue-weighted feature adoption…