Инструменты

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.

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.

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.

Official Anthropic finance skill that checks Excel for formula errors like #REF!, numbers hardcoded in formulas, sum ranges that miss rows and mixed units; on full models it also checks the balance sheet balances and cash ties. Lists issues and fixes and asks before changing anything.

Builds a DCF valuation in Excel: pulls figures from SEC filings and research, projects free cash flow, computes WACC and terminal value, and adds sensitivity tables. Derived values are formulas, inputs cite sources, and each step is confirmed with you. From Anthropic's financial-analysis plugin.

Official Anthropic LBO modeling skill: builds sources and uses, operating projections, debt schedule and IRR/MOIC returns in an Excel template, with every calculation as a formula and each section checked with you. Works in the Excel add-in or generates files with local Python; needs expert review.

Official Anthropic comparable company analysis skill: selects listed peers, compiles operating metrics and multiples like EV/EBITDA and P/E with percentiles, and outputs a comps table in Excel for valuation, IPO or financing pricing. Prefers paid sources like FactSet but can use SEC filings.

Official Anthropic fund admin skill: matches general ledger and subledger exports for a date or period line by line, lists mismatched amounts, quantities, posting dates and one-sided entries, suggests causes such as timing, FX or mapping, and writes a break report. Needs accountant review.

Helps finance teams with ratio analysis, DCF valuation, budget variance analysis and rolling forecasts, using bundled Python scripts so the numbers can be recomputed. Needs Python locally and financial data prepared as JSON; have a professional review the results.

Value investing research skills that turn the methods of Buffett, Munger, Duan Yongping and Li Lu into 20+ workflows: deep stock research, filing reviews, sector screens, portfolio reviews and thesis tracking, with clear conclusions and cross-checked data. Token-heavy. Not investment advice.

Finance skills for investment research: pulls quotes and financials via yfinance for DCF valuation, earnings previews and recaps, option payoff charts, and correlation and liquidity analysis, plus read-only feeds from Twitter, Discord and more. For research reference only.

Finance skills for US, Hong Kong and China A-share markets: news from 10+ sources, quotes and fundamentals, sentiment analysis, time-series forecasts, signal tracking, impact-chain diagrams and reports. Needs Python; some skills download PyTorch models. Not investment advice.

Trading workflow skills for time-constrained individual investors: market breadth and regime assessment, VCP stock screening, position sizing, trade journaling and reviews, and backtest critique. The starter path needs no paid data; screening skills need FMP or similar subscriptions.

Two-stage deep research: drafts an editable outline for the topic, then parallel subagents search the web item by item and compile a Markdown report. Good for literature reviews, competitor research and due diligence. Install by copying files per the README, plus pip install pyyaml.

Binance's official crypto skills: token info and candles, trending rankings, smart-money signals, wallet holdings and token security audits, plus spot and futures trading via binance-cli. Needs Node.js 22+; trading needs a Binance API key. Volatile and regionally regulated; not investment advice.

Skills for US stock and crypto investors: tech earnings teardowns with multi-school investment memos, a Buffett-style four-factor value score, US sentiment tracking, global liquidity alerts and a bitcoin cycle-bottom model. No API key, but the agent needs web search; not investment advice.

Answers macro questions with market data: combines 13 free sources including Polymarket and Kalshi prediction markets, US Treasury yields, CFTC positioning, SEC insider trades and A-share fund flows into probability estimates, reasoning and scenarios. No API key; needs uv. Not investment advice.

Builds a linked three-statement forecast (income statement, balance sheet, cash flow) from 2-3 years of financials and assumptions like growth and gross margin, with base, bull and bear cases, for budgeting and fundraising. Prompt-only; outputs Markdown tables. Have finance review it.

Writes in-depth stock reports and earnings reviews: nine chapters on business, competition, governance, earnings quality and valuation, with DCF and EPV recomputed by script and key figures sourced. PDF output; US, Hong Kong and A-shares. Needs web access and Python; get expert review.

68 trading and quant skills focused on crypto and DeFi: market and on-chain data, technical indicators, backtesting, position sizing and risk, prediction markets, and tax tools for cost basis and wash sales. Most need Python and data API keys (often free tiers); get expert review.

Official FinLab quant skill: lets agents use FinLab data (mainly Taiwan stocks, plus US, Japan, Korea and Hong Kong) to write stock-picking strategies, run backtests and analyze factors. Needs a FinLab account (free tier has a daily data cap), Python 3.10+ and uv. Not investment advice.