Claude Skills for a Finance & Investment Analyst — Page 5
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.
Data Designer Synthetic Data Skill
Build synthetic datasets and data-generation pipelines from a natural-language specification.
DICOM Metadata Extractor
Extract selected metadata from one DICOM file and flag PHI in standard tags.
Clinical ASR Benchmark Builder
Build pronunciation-aware NeMo evaluation benchmarks for clinical speech recognition.
TAO Image Grounding
Convert image-caption pairs into phrase-grounded annotations with pixel-space bounding boxes.
TAO FoundationStereo Stereo Depth
Generate disparity maps from stereo images and manage FoundationStereo training, evaluation, and deployment for 3D reconstruction.
TAO PointPillars 3D Detection
Guides TAO workflows for training, evaluating, and deploying LiDAR-based PointPillars detectors.
TAO SegFormer Semantic Segmentation
Guidance for training, evaluating, exporting, and deploying TAO SegFormer models.
TAO Standard Training Workflow
Run a controlled TAO train, evaluate, and export workflow on labeled data.
VSS Video Q&A
Answers visual questions by having an agent inspect a recorded video clip.
I4H Mimic Dataset Augmentation
Augment an existing HDF5 recording by cloning trajectories with action and state noise.
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.
Headless Excel Workbook Builder
Generate deliverable .xlsx files in managed environments without an open Excel application.
Competitive Landscape Analyst
Turn competitive research into structured, review-ready market positioning decks.
Deck Refresh
Refresh financial figures across an existing presentation without disturbing its established layout or styling.