Claude Skills for a Finance & Investment Analyst — Page 11
DCF Valuation Model Builder
Build auditable DCF valuation models with WACC, scenarios, and sensitivity analysis.
Macro & Rates Monitor
Build macro and rates dashboards from economic data, yield curves, breakevens, and swaps.
Funding & Capital Markets Digest
Turns recent funding rounds and capital-markets activity into a drill-down-ready, one-slide PowerPoint briefing.
Financial Data Pack Builder
Turns deal documents and financial sources into standardized Excel workbooks ready for investment committee review.
Azure Data Explorer Kusto Analytics
Query, aggregate, and analyze Azure Data Explorer logs, telemetry, and time-series data with KQL.
RAGAS RAG Quality Evaluator
Benchmark retrieval-augmented generation quality against filesystem datasets.
TAO AOI Image Mining
Embed target and source images with one encoder, then mine deduplicated nearest-neighbour AOI images for augmentation.
Cloud SQL Essentials
Guides developers through creating and connecting managed MySQL, PostgreSQL, and SQL Server resources on Google Cloud.
Google Cloud Borderless Lakehouse Architect
Designs governed lakehouses that connect multicloud data to AI agents.
Financial Report Analyzer
Automatically extract key data from listed-company financial reports, compute ratios, generate charts, and produce professional analysis reports.
AIMM: OpenClaw Multi-Agent Trading Skill
A hedge-fund-style multi-agent crypto trading system packaged for OpenClaw, with a hard risk-control veto and quant-grade backtesting.
Policy Orchestrator
Centralized policy check and routing for the AIMM agentic trading system: decide whether a given ticker is allowed for a user, with reason and policy ID.
CSV Data Summarizer Skill
Upload any CSV and get instant statistical analysis and visualizations automatically — no back-and-forth asking what you want done.
Markov Hedge Fund Method (Regime Detection Skill)
Detects Bull / Bear / Sideways regimes on any asset and turns them into a tradeable signal or risk gate you can layer onto an existing strategy.
Taiwan Stock One-Click Financial Model & Investment Deck Generator
Enter any Taiwan stock ticker and it instantly gathers public filings and daily price data to build an auditable Excel model plus a full investment presentation.
India Equity Report Skill
Generates zero-hallucination, institutional-quality Buy/Sell/Hold research reports for NSE/BSE stocks, with source citations on every data point.
Investment Proposal Builder
Create personalized, compliance-reviewable investment proposals for prospective wealth-management clients.
Fixed-Income Portfolio Review
Assess bond portfolio risk through pricing, cashflow analysis, and interest-rate stress testing.
Equity Catalyst Calendar
Track market-moving events across a coverage universe so research teams can focus and position ahead of catalysts.
Equity Research Initiation Workflow
A five-task workflow for producing institutional-style equity research initiation reports.
Investment Thesis Tracker
Keep portfolio theses current, testable, and review-ready.
Investment Banking Deal Tracker
Keep every live deal, milestone, deadline, and action item in one review-ready pipeline.
Hugging Face Model Memory Estimator
Estimate inference memory without downloading model weights.
Agent Platform Model Tuning
A guided end-to-end workflow for fine-tuning open or Gemini models on Google Agent Platform.