Etiqueta: financial-analysis

Anthropic's financial-services plugin marketplace: skills, commands and agents for valuation models (DCF, LBO, comps), banking materials, sell-side research, private equity and fund ops, with FactSet, Morningstar and other connectors that may need vendor subscriptions or keys.

Anthropic's role-based skill collection covering sales, finance, legal, HR, support, marketing, product, design, operations and data analysis: over a hundred skills you can install one at a time. Works best with CRM, data warehouse and other connectors.

Multi-agent investment research framework where fundamental, sentiment, news and technical analysts, bull and bear researchers, a trader and risk managers debate a stock and produce a report and rating. Covers US, Hong Kong and A-shares. Needs Python and an LLM API key; not investment advice.

Official OpenBB MCP server exposing the OpenBB Platform's equity, ETF, macroeconomic, crypto and news data to agents; enable only the tool categories you need to save context. Needs uv locally; some data sources need your own API keys. Not investment advice.

Command-line edition of the open-source OpenBB investment research platform: query stock prices, financial statements, macroeconomic and other financial data from the terminal, and automate data pulls with Routine scripts. Officially maintained; some sources need API keys.

Multi-agent simulated hedge fund: agents modeled on investors like Buffett and Munger work with quant and risk modules to analyze stocks, with backtesting. Good for teaching investment frameworks. Needs Financial Datasets and model API keys; no real trading, not investment advice.

Startup business analysis plugin with 5 skills, 3 commands and a subagent: TAM/SAM/SOM market sizing, 3-5 year financial models, team and compensation planning and competitive landscape analysis, producing investor-ready business case documents.

Plans teams for seed to Series A startups: which roles to hire at each stage and in what order, org structure, plus salary, equity ranges and headcount budget. Compensation benchmarks are 2024 US market data; adjust for your market and have finance and legal review the plan.

Quant trading plugin from the wshobson/agents marketplace: quant analyst and risk manager subagents plus backtesting and risk metrics skills for strategy backtests, portfolio optimization and risk measures like VaR, Sharpe ratio and max drawdown. Needs local Python; not investment advice.

Completes and populates three-statement financial model templates, linking the income statement, balance sheet and cash flow with formulas and checking that the balance sheet balances and cash ties out, with no hardcoded values. Part of Anthropic's official financial-analysis plugin.

Builds M&A accretion/dilution models: sources and uses, pro forma EPS and goodwill amortization impact, with sensitivities on synergies, premium and cash/stock mix, in an Excel workbook. You supply share prices, EPS and deal terms. From Anthropic's investment-banking plugin; needs expert review.

Equity research plugin: writes earnings reviews and previews, initiating coverage reports, morning notes and sector overviews, updates models, and tracks theses and catalysts. Official Anthropic plugin; install financial-analysis first.

Anthropic's official investment banking plugin: drafts CIMs, blind teasers, process letters and buyer lists, builds one-page company profiles and pitch decks, runs accretion/dilution merger models and tracks deals. Installing the financial-analysis core plugin first is recommended.

Anthropic's official finance agent plugin: from a sector or theme it produces an industry overview, competitive landscape, peer valuation table and a 3-5 name shortlist as a research report, with optional slides. Valuations need CapIQ or FactSet subscriptions via the financial-analysis core plugin.

Partner plugin from Kensho, part of S&P Global: uses Capital IQ data to produce one- to two-page company tearsheets as Word docs, earnings previews, and M&A deal summaries by sector or company. Needs a Capital IQ Pro or S&P LLM-ready API subscription; needs expert review.

Anthropic's official fund admin agent plugin: reads GP valuation packages, reviews each portfolio company's valuation against the template, calculates fund NAV, carried interest and LP distributions, and assembles LP reports for review. Connect your own portfolio data sources.

Partner plugin from the London Stock Exchange Group: with LSEG data connected, 8 commands cover bond relative value, swap curves, FX carry, option volatility, fixed income portfolios, Treasury futures basis and macro rates analysis. Needs an LSEG account and data entitlements.

Anthropic's official financial services skills for investment banking, equity research, private equity, fund admin and wealth management: comps, DCF, LBO, three-statement models, CIMs, earnings reviews, IC memos, GL reconciliation and more. Outputs need expert review.

Anthropic's official finance agent plugin: reads earnings call transcripts and filings, updates actuals in your coverage model, builds a variance table against consensus and drafts an earnings note, all as drafts for review. Data comes from FactSet and Daloopa MCPs, which need subscriptions.

Anthropic's official investment banking agent plugin: for a target and deal situation, pulls comparable companies and precedent transactions, builds DCF, LBO and football field valuations, then fills the bank's PowerPoint template and checks the pitch. Data comes from the CapIQ MCP (subscription).

Anthropic's official finance agent plugin for fund accounting: reconciles the general ledger and subledger by trade date, lists breaks, traces causes and builds an exception report for sign-off without posting. Runs in Claude Code or Cowork; connect your own GL and subledger data via MCP.

Official Anthropic earnings skill: for a covered company, reads the quarterly report and call, compares results with consensus for a beat or miss, breaks down key metrics, updates estimates and thesis, and writes an 8-12 page update with charts. Needs analyst review; not investment advice.

Official Anthropic private equity skill: turns company, industry, financials, deal terms, diligence findings and returns into a standard IC memo with executive summary, key risks and mitigants, base, upside and downside returns and a clear recommendation, as a Word doc by default.

Official Anthropic initiating coverage skill: works in five separate steps (company research, financial model, valuation, charts, final report) to produce an Excel model, 25-35 charts and a 30-50 page Word report styled after bulge-bracket sell-side research. Needs analyst review.