Finance & Investment Banking Claude Skills — Page 2
Financial Model Auditor
Find spreadsheet formula errors and test financial-model integrity before review.
Reconciliation Break Tracer
Trace ledger breaks to source entries and state the operational root cause.
Investment Banking Pitch Deck Filler
Populate existing investment banking PowerPoint templates with validated data from Excel, CSV, and other source files.
OfficeCLI Financial Modeling Skill
An Excel financial-modeling layer for AI agents supporting 3-statement, DCF, and LBO models.
Model Checker for Financial Audits
Systematically audit financial models for circular refs, broken formulas, hardcoded overrides, and balance sheet imbalances before client or IC delivery.
Buffett Investment Thinking System
A Claude Code skill that turns 70 years of Warren Buffett's investing wisdom into structured buy/hold/sell analysis, from an 8-question quick screen to deep-dive company evaluations.
Charlie CFO Skill
CFO-grade financial frameworks for bootstrapped startups: cash management, runway math, unit economics, and capital allocation decisions.
Morning Meeting Brief
Turn overnight market developments into a concise, opinionated, actionable morning note.
Comparable Company Analysis Modeling Skill
Build institutional-grade comparable company analyses in Excel with operating metrics, valuation multiples, and statistical benchmarking.
M&A Buyer Universe Builder
Build and prioritize strategic and financial buyers for a sell-side M&A process.
Private Equity Unit Economics
Assess revenue quality and customer economics in software and subscription businesses.
Chart Annotation
Draw price lines, trendlines, zones, and event markers directly on a stock's price chart — no more prose descriptions.
Earnings Review: Deep Dive into Primary Sources
Read earnings reports like Buffett and Li Lu — primary sources only, no second-hand research, with actionable investment conclusions.
Industry Funnel (AI Berkshire)
From whole market to 3 picks: a value-investing funnel with 5 hard criteria and four-master deep analysis.
Macro Liquidity Monitoring System
A risk early-warning system that tracks global liquidity in real time via four core indicators and outputs liquidity ratings with response recommendations.
US Value Investing 4-Dimension Analysis Skill
A Buffett-style four-dimension scoring system (ROE, debt, free cash flow, moat) that tells you whether a US stock is worth holding long-term.
Financial Analyst Skill
Aggregates 14+ free APIs and 20+ RSS feeds to turn Claude into a professional stock analyst issuing ratings and price targets.
Private Equity Investment DD Skill
Turns pitch decks, interview notes, financials, and data-room files into evidence-driven PE due diligence reports and IC memos ready for investment committee.
RiseUp Finance CLI
Unofficial terminal and AI-agent access to the Israeli RiseUp personal finance app — query spending, income, and balances in natural language.
Deck Refresh
Refresh financial figures across an existing presentation without disturbing its established layout or styling.
Sell-Side CIM Builder
Structures and drafts investor-ready Confidential Information Memorandums for sell-side M&A processes.
M&A Accretion & Dilution Model
Quantify how a proposed acquisition changes pro forma EPS.
Private Equity Deal Screen
Quickly decide whether inbound deal flow merits a first look under your fund’s criteria.
3-Statement Financial Model Skill
Complete and validate linked income statement, balance sheet, and cash flow templates with proper financial statement integrity.