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Finance & accounting

1,852 skills

01

Apple Design

/apple-design

Designs minimalist, Apple-style pages with smooth animation and generous whitespace.

aphlo/babymom-diary
02

Amazon Product Research

/amazon-product-research

Analyzes demand, competition, and profit potential for Amazon products.

nexscope-ai/Amazon-Skills
03

Clarify

/clarify--ryanthedev

Identifies gaps and generates clarifying questions before implementation.

ryanthedev/code-foundations
04

Image

/image--starchild-ai-agent

Generates, edits, retouches, and upscales images with top hosted image models.

coreyhaines31/marketingskills
05

GPT Image 2

/gpt-image-2--glebis

Generates and edits images with OpenAI's GPT Image 2.

glebis/claude-skills
06

Analytics

/analytics--getsentry

Instrument and discover analytics events in Sentry's frontend UI.

coreyhaines31/marketingskills
07

Ads

/ads--ericrisco

Sets up and fixes Google and Meta ad campaigns with budget, creative, and break-even math.

coreyhaines31/marketingskills
08

Onboard

/onboard--weklund

Financial advisor intake — run when a user first sets up this project, says "onboard",.

weklund/fiduciary
09

Earnings Analysis

/earnings-analysis

Creates equity research earnings reports analyzing quarterly results.

by Anthropic
10

Creating Financial Models

/creating-financial-models

Builds financial models with DCF, sensitivity, and Monte Carlo analyses.

by Anthropic
11

Invoice Organizer

/invoice-organizer

Sorts and renames invoices and receipts for tax preparation.

davila7/claude-code-templates
12

Analyzing Financial Statements

/analyzing-financial-statements

Calculates key financial ratios from statements for investment analysis.

by Anthropic
13

Dcf Model

/dcf-model

Builds comprehensive DCF models with cash flow projections and sensitivity.

by Anthropic
14

3 Statement Model

/3-statement-model

Builds fully-integrated 3-statement Excel models with working capital schedules, D&A roll-forwards, and debt tracking.

by Anthropic
15

Comps Analysis

/comps-analysis

Builds comparable company analysis with valuation multiples.

by Anthropic
16

Lbo Model

/lbo-model

Completes leveraged buyout model templates in Excel for private equity analysis.

by Anthropic
17

Variance Analysis

/variance-analysis

Decompose financial variances into drivers with narrative explanationss and waterfalls.

by Anthropic
18

Journal Entry Prep

/journal-entry-prep

Prepares journal entries for month-end close with proper debits and credits.

by Anthropic
19

Merger Model

/merger-model

Builds M&A accretion and dilution analysis with synergy sensitivities.

by Anthropic
20

Reconciliation

/reconciliation--anthropics

Reconciles ledger balances against subledgers, bank statements, or third-party data.

by Anthropic
21

Close Management

/close-management

Manages the month-end close with task order and status tracking.

by Anthropic
22

Funding Digest

/funding-digest

Creates a one-page slide summarizing recent funding rounds in your sectors.

by Anthropic
23

Initiating Coverage

/initiating-coverage

Create institutional-quality equity research initiation reports through a 5-task workflow.

by Anthropic
24

Pitch Deck

/pitch-deck

Populates pitch deck templates with data.

by Anthropic
25

Tear Sheet

/tear-sheet

Generate professional company tear sheets using S&P Capital IQ data via the Kensho.

by Anthropic
26

Token Budget Advisor

/token-budget-advisor

Offers informed choices about response depth and token consumption.

affaan-m/ECC
27

Audit Support

/audit-support

Supports SOX 404 audits with control testing, sampling, and documentation.

by Anthropic
28

Audit Xls

/audit-xls

Audits a spreadsheet for formula errors and common mistakes.

by Anthropic
29

Bond Futures Basis

/bond-futures-basis

Prices bond futures, finds the cheapest-to-deliver, and reads basis trading opportunities.

by Anthropic
30

Bond Relative Value

/bond-relative-value

Perform relative value analysis on bonds by combining pricing, yield curve context.

by Anthropic
31

Clean Data Xls

/clean-data-xls

Cleans messy spreadsheet data by fixing spaces, casing, number formats, and dates.

by Anthropic
32

Datapack Builder

/datapack-builder

Build professional financial services data packs from various sources including CIMs,.

by Anthropic
33

Deck Refresh

/deck-refresh

Updates a presentation with new numbers — quarterly refreshes, earnings updates.

by Anthropic
34

Equity Research

/equity-research

Generates equity research with analyst consensus, fundamentals, and macroeconomics.

by Anthropic
35

Fixed Income Portfolio

/fixed-income-portfolio

Review fixed income portfolios by pricing multiple bonds, retrieving reference data,.

by Anthropic
36

Fsi Strip Profile

/fsi-strip-profile

Creates professional investment banking strip profiles (company profiles) for pitch.

by Anthropic
37

Fx Carry Trade

/fx-carry-trade

Evaluates currency carry trades using rates, forwards, and volatility.

by Anthropic
38

Ib Check Deck

/ib-check-deck

Checks a pitch deck for number consistency, narrative fit, language, and formatting.

by Anthropic
39

Macro Rates Monitor

/macro-rates-monitor

Builds macroeconomic and rates dashboards.

by Anthropic
40

Option Vol Analysis

/option-vol-analysis

Analyze option volatility by combining vol surface data, option pricing with Greeks,.

by Anthropic
41

Swap Curve Strategy

/swap-curve-strategy

Analyzes the interest rate swap curve by pricing swaps at multiple tenors.

by Anthropic
42

Usfiscaldata

/usfiscaldata

Treasury Fiscal Data REST API for federal financial data.

K-Dense-AI/scientific-agent-skills
43

Sox Testing

/sox-testing

Generates SOX 404 control testing workpapers.

by Anthropic
44

Financial Statements

/financial-statements

Generate financial statements (income statement, balance sheet, cash flow) with.

by Anthropic
45

Deal Screening

/deal-screening

Quickly screens deal flow against investment criteria.

by Anthropic
46

Startup Metrics Framework

/startup-metrics-framework

Tracks and improves the key metrics for SaaS, marketplace, and consumer startups.

wshobson/agents
47

Break Trace

/break-trace

Traces a reconciliation break back to its source transaction through the audit trail.

by Anthropic
48

Cim Builder

/cim-builder

Drafts a Confidential Information Memorandum for a sell-side M&A deal.

by Anthropic
49

Gl Recon

/gl-recon

Daily or month-end recon runs across asset classes.

by Anthropic
50

Morning Note

/morning-note

Drafts concise morning meeting notes on overnight developments.

by Anthropic
51

Nav Tieout

/nav-tieout

Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from.

by Anthropic
52

Roll Forward

/roll-forward

Builds a roll-forward schedule for a balance-sheet account with supporting detail.

by Anthropic
53

Teaser

/teaser

Drafts anonymous one-page company teasers for sell-side M&A processes.

by Anthropic
54How to AI

Invoice Chase

/invoice-chase

Escalates overdue invoices with graduated messages and prevention terms.

55

Stocks

/stocks

Returns stock quotes, history, and crypto via Yahoo.

NousResearch/hermes-agent
56

Executing Red Team Engagement Planning

/executing-red-team-engagement-planning

Builds a red team engagement plan with scope, rules, threat profile, and timeline.

mukul975/Anthropic-Cybersecurity-Skills
57

Excel Author

/excel-author

Builds auditable financial Excel workbooks from code.

NousResearch/hermes-agent
58

Customer Support

/customer-support

Handles customer support with automated ticketing and sentiment analysis.

rmyndharis/antigravity-skills
59

Signals Scout Revenue Analytics

/signals-scout-revenue-analytics

Signals scout for PostHog revenue analytics. Watches for upstream failures (Stripe sync.

PostHog/posthog
60

Datanalysis Credit Risk

/datanalysis-credit-risk

Clean credit data for modeling.

github/awesome-copilot