AI Agent Skills

Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.

Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.

Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.

Prepare a pre-earnings briefing with consensus estimates, beat-miss history, and current market context.

VisualHFT is a WPF/C# desktop GUI that shows market microstructure in real time. You can track advanced limit‑order‑book dynamics and execution quality, then use its mod…

Assess business quality, economic moats, management, competitive positioning, and durable value creation.

Read TradingView desktop app for market data, news, alerts, watchlists, and screener results using opencli (read-only). Use this skill whenever the user wants quotes, op…

Claude Code skill plugins for financial services — 81 skills across 7 domain plugins covering investment management, compliance, advisory practice, trading, and operatio…