Agent Skills

Trusted skills for AI agents from official vendors and established maintainers. Every skill is attributed to its author, scanned, and comes with install steps for your AI tool.

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92 skills

  • Macro Rates Monitor

    AnthropicOfficial

    A structured workflow for macro strategists to synthesize economic data, yield curves, and swap rates into comprehensive financial dashboards.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Portfolio Monitoring

    AnthropicOfficial

    Automate the analysis of portfolio company financial performance against budgets and covenants.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Client Review

    AnthropicOfficial

    A structured workflow for preparing comprehensive financial client review meetings.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Unit Economics

    AnthropicOfficial

    A comprehensive framework for analyzing unit economics and revenue quality for private equity targets and subscription-based businesses.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Accrual Schedule

    AnthropicOfficial

    Automate the preparation of period-end accrual schedules and draft journal entries for controller review.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Equity Research

    AnthropicOfficial

    Generate structured equity research snapshots by synthesizing consensus estimates, company fundamentals, and macroeconomic data.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Client Report

    AnthropicOfficial

    Generate professional, branded client performance reports including portfolio returns, asset allocation, and market commentary.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Earnings Analysis

    AnthropicOfficial

    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 user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Deal Screening

    AnthropicOfficial

    Streamline investment deal screening by extracting key metrics and evaluating them against fund criteria to generate a concise one-page memo.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Morning Note

    AnthropicOfficial

    Drafts concise, actionable morning meeting notes for financial analysts covering overnight market developments and trade ideas.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Bond Relative Value

    AnthropicOfficial

    Expert fixed income analysis tool for evaluating bond richness, cheapness, and relative value through spread decomposition and scenario stress testing.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Swap Curve Strategy

    AnthropicOfficial

    Expert rates strategist for analyzing swap curves, computing spreads, and identifying curve trade opportunities.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Dcf Model

    AnthropicOfficial

    Generates Discounted Cash Flow (DCF) equity valuation models with sensitivity analysis and executive summaries.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0Low riskHas scriptsGitHub stars of the source repository41.1k
  • Ic Memo

    AnthropicOfficial

    Drafts professional, structured investment committee memos for private equity deal approvals.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Investment Proposal

    AnthropicOfficial

    Generate professional, personalized investment proposals for prospective financial clients.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Comps Analysis

    AnthropicOfficial

    Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Option Vol Analysis

    AnthropicOfficial

    Expert derivatives analyst providing comprehensive volatility assessments through surface analysis, option pricing, and implied-vs-realized comparisons.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Roll Forward

    AnthropicOfficial

    Automate the creation of balance-sheet account roll-forward schedules tied directly to general ledger data.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • 3 Statement Model

    AnthropicOfficial

    A structured workflow for building, populating, and validating integrated 3-statement financial models in Excel.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository41.1k
  • Invoice Chase

    AnthropicOfficial

    Automates the drafting and management of overdue invoice reminders by syncing ledger data with payment processors and applying tone-matched communication.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository35.1k
  • Variance Analysis

    AnthropicOfficial

    A comprehensive framework for decomposing financial variances, generating narrative explanations, and visualizing performance bridges.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository35.1k
  • Payroll Prep

    AnthropicOfficial

    A comprehensive payroll preparation and validation workflow that flags anomalies and stages runs for owner approval.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository35.1k
  • Cash Flow Snapshot

    AnthropicOfficial

    Generates a 30/60/90-day cash flow forecast with risk analysis and confidence bands using integrated financial data.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository35.1k
  • Tax Prep

    AnthropicOfficial

    Automates the preparation of tax-ready financial packets by reconciling books and calculating estimated payments or 1099-NEC lists.

    Business and productivityClaude CodeClaude appsOpenAI Codex+14 more
    Apache-2.0GitHub stars of the source repository35.1k