Claude Skills for a Finance & Investment Analyst — Page 3
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.
Client Performance Report
Turn portfolio performance, allocation, holdings, and market context into a polished client-ready report.
Month-End Variance Commentary
Explain material P&L and balance-sheet movements for close and management reporting.
Option Volatility Analyst
Combines volatility surfaces, option Greeks, and price history to judge implied volatility against realized volatility.
Swap Curve Strategy Analyst
Builds swap curves, overlays government and inflation data, and identifies rate-curve trade structures.
Bond Relative Value Analyst
Assess bond richness and cheapness through pricing, curves, credit spreads, and rate-shock scenarios.
Comprehensive Financial Plan
Build a reviewable plan for retirement, education funding, estate needs, and household cash flow.
Claude Session Usage Report
Turn local Claude Code session data into an explorable HTML usage report.
Clinical Trial Protocol Builder
Generate research-informed clinical trial protocols for medical devices and drugs.
XLSX Spreadsheet Skill
Create, edit, analyze, and convert spreadsheet files with reliable formula checks.
FX Carry Trade Analyst
Evaluates FX carry opportunities through forward curves, rate differentials, volatility surfaces, and historical spot trends.
Financial Statement Ratio Analyst
Calculate and interpret core financial ratios from statements to assess company performance and investment value.
Single-Company Earnings Preview
Generate a professional 4–5-page HTML earnings preview for one public company from tightly controlled financial data sources.
Financial Modeling Suite
A financial modeling toolkit for valuation, risk assessment, and investment decisions.