Skills Library
A free library of skills.
Ready-to-use prompts and agents for finance. Explore, copy, learn.
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24 results
Build a DCF model
Structures a discounted cash flow model with assumptions, WACC and terminal value.
Trading comparables analysis
Selects a peer panel and computes the relevant valuation multiples.
Write an investment memo
Generates a PE investment memo outline with thesis, risks and expected returns.
Due diligence checklist
Produces a financial, legal and operational due diligence checklist.
Score a startup
Evaluates a startup across team, market, product, traction and business model.
Analyze a term sheet
Breaks down the key clauses of a term sheet and their impact on the founder.
Write a market note
Synthesizes the macro and sector context into a structured market note.
Frame a strategy backtest
Defines the rules, universe and metrics of a systematic strategy backtest.
Build an annual budget
Structures an annual budget by cost center with assumptions and scenarios.
Analyze budget variances
Explains actual versus budget variances by price, volume and mix effect.
Prepare an accounts review
Lists the key controls by cycle to secure an accounting close.
Explain an accounting entry
Details the journal entry of a transaction and its accounting treatment.
Build a risk map
Identifies and rates risks by likelihood and impact with a mitigation plan.
Draft a KYC procedure
Formalizes the onboarding and AML-CFT due diligence steps.
Automate a financial report
Designs a pipeline to automate the production of a recurring report.
Turn a need into an Excel formula
Turns a business request into a robust, explained Excel formula.
Financial Analysis (core)
Anthropic's core plugin: comps, DCF, LBO, three-statement and Excel model auditing.
Investment Banking
CIMs, teasers, buyer lists, merger models and deal tracking for M&A processes.
Pitch Agent
Generates a full M&A pitch deck: comps, precedent transactions and a preliminary LBO.
Private Equity
Sourcing, screening, diligence checklists, IC memos and portfolio monitoring.
Equity Research
Earnings reviews, market notes, coverage initiations and catalyst tracking.
Market Researcher
From a sector or theme to an industry overview and competitive landscape.
GL Reconciler
Finds general-ledger breaks, traces the root cause and routes them for sign-off.
Fund Admin
Fund administration: close, roll-forwards, variance commentary and LP statement auditing.
Official Anthropic skills
Anthropic's open-source finance library (Apache 2.0), referenced and linked here. We are not affiliated with Anthropic.
Financial Analysis (core)
Anthropic's core plugin: comps, DCF, LBO, three-statement and Excel model auditing.
Investment Banking
CIMs, teasers, buyer lists, merger models and deal tracking for M&A processes.
Pitch Agent
Generates a full M&A pitch deck: comps, precedent transactions and a preliminary LBO.
Private Equity
Sourcing, screening, diligence checklists, IC memos and portfolio monitoring.
Equity Research
Earnings reviews, market notes, coverage initiations and catalyst tracking.
Market Researcher
From a sector or theme to an industry overview and competitive landscape.
GL Reconciler
Finds general-ledger breaks, traces the root cause and routes them for sign-off.
Fund Admin
Fund administration: close, roll-forwards, variance commentary and LP statement auditing.