financial-analysis

By Anthropic

Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC

Plugin · by anthropics · runs in Claude Code, Cowork, claude.ai · 13 skills, 7 commands · listed 2026-05-05

Claude Code

claude plugin install financial-analysis

Source

Skills (13)

Skill 3-statement-model

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) .

Any agent
```
npx skills add anthropics/financial-services --skill 3-statement-model
```
Skill audit-xls

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance…

Any agent
```
npx skills add anthropics/financial-services --skill audit-xls
```
Skill clean-data-xls

Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns.

Any agent
```
npx skills add anthropics/financial-services --skill clean-data-xls
```
Skill competitive-analysis

Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis.

Any agent
```
npx skills add anthropics/financial-services --skill competitive-analysis
```
Skill comps-analysis

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

Any agent
```
npx skills add anthropics/financial-services --skill comps-analysis
```
Skill dcf-model

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC…

Any agent
```
npx skills add anthropics/financial-services --skill dcf-model
```
Skill deck-refresh

Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the…

Any agent
```
npx skills add anthropics/financial-services --skill deck-refresh
```
Skill ib-check-deck

Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against…

Any agent
```
npx skills add anthropics/financial-services --skill ib-check-deck
```
Skill lbo-model

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations.

Any agent
```
npx skills add anthropics/financial-services --skill lbo-model
```
Skill ppt-template-creator

Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template.

Any agent
```
npx skills add anthropics/financial-services --skill ppt-template-creator
```
Skill pptx-author

Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.

Any agent
```
npx skills add anthropics/financial-services --skill pptx-author
```
Skill skill-creator

Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge…

Any agent
```
npx skills add anthropics/financial-services --skill skill-creator
```
Skill xlsx-author

Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

Any agent
```
npx skills add anthropics/financial-services --skill xlsx-author
```

Commands (7)

Command 3-statement-model

Fill out a 3-statement financial model template
Command competitive-analysis

Create a competitive landscape analysis
Command comps

Build a comparable company analysis with trading multiples
Command dcf

Build a DCF valuation model with comps-informed terminal multiples
Command debug-model

Debug and audit a financial model for errors
Command lbo

Build an LBO model for a PE acquisition
Command ppt-template

Create a reusable PPT template skill from a PowerPoint template file

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.