Curated, source-audited skills for AI agents and coding assistants.
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
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"…
Skill Claude CodeCodex
Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my…
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…
Skill Claude CodeCodex
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…
Skill Claude CodeCodex
Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this…
Skill Claude CodeCodex
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…
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…
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…
Skill Claude CodeCodex
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across…
Skill Claude CodeCodex
Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass…
Skill Claude CodeCodex needs its repo
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.
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.
Skill Claude CodeCodex
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
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.
Skill Claude CodeCodex
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP statements are distributed.
Skill Claude CodeCodex
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.
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: