USP

This artifact offers a unique dual deployment model, allowing installation as a Claude Cowork plugin or deployment via the Claude Managed Agents API, using the same system prompt and skills. It provides pre-built, self-contained agents for…

Use cases

• 01Automating investment banking pitch deck creation
• 02Conducting market research and competitive analysis
• 03Streamlining earnings review and financial model updates
• 04Performing GL reconciliation and financial auditing
• 05Expediting KYC screening and client onboarding

Detected files (8)

• plugins/agent-plugins/earnings-reviewer/skills/earnings-analysis/SKILL.mdskill
  Show content (8684 bytes)

  ---
  name: earnings-analysis
  description: Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
  ---
  
  # Equity Research Earnings Update
  
  Create professional **EARNINGS UPDATE REPORTS** analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
  
  **Key Characteristics:**
  - **Length**: 8-12 pages
  - **Word Count**: 3,000-5,000 words
  - **Tables**: 1-3 summary tables (NOT comprehensive)
  - **Figures**: 8-12 charts
  - **Turnaround**: 1-2 days (within 24-48 hours of earnings)
  - **Audience**: Clients already familiar with the company
  - **Focus**: What's NEW - beat/miss, updated estimates, thesis impact
  - **Font**: Times New Roman throughout (unless user specifies otherwise)
  
  ## When to Use
  
  Use when the user requests:
  - "Create an earnings update for [Company] Q3 2024"
  - "Analyze [Company]'s quarterly results"
  - "Post-earnings report for [Company]"
  - "Q1/Q2/Q3/Q4 update for [Company]"
  
  **Do NOT use if:**
  - User requests "initiation report" → Use different skill
  - User requests "flash note" or "quick take" → Different format
  - Company is not already covered → Need initiation first
  
  ## Critical Requirements
  
  ### 1. Speed & Timeliness
  - Publish within 24-48 hours of earnings release
  - Focus on NEW information only
  - Don't rehash company background extensively
  
  ### 2. Beat/Miss Analysis
  - Lead with whether company beat or missed estimates
  - Quantify variances (e.g., "Revenue beat by $120M or 3%")
  - Explain WHY results differed from expectations
  
  ### 3. Summary Format
  - Keep tables to 1-3 (summary only, not comprehensive)
  - No full P&L/Cash Flow/Balance Sheet (just key metrics)
  - Assume reader has seen initiation report
  
  ### 4. Citations & Source Attribution ⭐⭐⭐ MANDATORY
  
  **CRITICAL**: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS.
  
  **Include specific citations WITH CLICKABLE LINKS in every figure and table:**
  
  ```
  Source: Q3 2024 10-Q filed November 8, 2024; Company earnings release
          [Hyperlink "10-Q" to: https://www.sec.gov/cgi-bin/viewer?accession=...]
          [Hyperlink "earnings release" to: https://investor.company.com/news/q3-2024]
  ```
  
  **HOW HYPERLINKS SHOULD APPEAR IN WORD:**
  - Document names appear as blue, underlined clickable links
  - Reader can Ctrl+Click to open source directly
  - Not plain text URLs - formatted hyperlinks with display text
  
  **REQUIRED SOURCES LIST:**
  
  Cite in every earnings update:
  - ✅ Earnings release (with date and URL)
  - ✅ 10-Q filing (with filing date and EDGAR link)
  - ✅ Earnings call transcript (with date)
  - ✅ Investor presentation/supplemental materials (if available)
  - ✅ Consensus estimates source (Bloomberg/FactSet/etc. with date)
  - ✅ Prior guidance (from previous quarter's materials)
  
  **REFERENCE SECTION WITH CLICKABLE HYPERLINKS:**
  
  Include "Sources" section at end of report:
  
  ```
  SOURCES & REFERENCES
  
  Earnings Materials (Q3 2024):
  • Earnings Release (November 7, 2024)
    [Hyperlink entire line to: https://investor.company.com/news/q3-2024-earnings]
  
  • Form 10-Q (Filed November 8, 2024)
    [Hyperlink to: https://www.sec.gov/cgi-bin/viewer?accession=...]
  
  • Earnings Call Transcript (November 7, 2024)
    [Hyperlink to: https://seekingalpha.com/article/...]
  
  • Investor Presentation (November 7, 2024)
    [Hyperlink to: https://investor.company.com/presentations/q3-2024.pdf]
  ```
  
  **VERIFICATION CHECKLIST:**
  - [ ] Every figure has source with specific document and date
  - [ ] Every table has source with document reference
  - [ ] Beat/miss analysis cites consensus source with date
  - [ ] Guidance changes cite current and prior guidance sources
  - [ ] Key statistics have footnotes
  - [ ] Sources section lists all materials with URLs
  - [ ] ALL URLs are CLICKABLE HYPERLINKS (not plain text)
  - [ ] All SEC filings hyperlinked to EDGAR viewer
  
  ### 5. Updated Estimates
  - Update forward estimates based on results
  - Show old vs. new estimates clearly
  - Explain what changed and why
  
  ## High-Level Workflow
  
  The earnings update process follows 5 phases:
  
  ### Phase 1: Data Collection (30-60 minutes)
  
  **🚨🚨🚨 CRITICAL: TRAINING DATA IS OUTDATED 🚨🚨🚨**
  
  **BEFORE STARTING - COMPLETE THESE 4 STEPS IN ORDER:**
  1. **CHECK TODAY'S DATE** - Write down the current date
  2. **SEARCH FOR LATEST** - Use web search: "[Company] latest earnings results"
  3. **VERIFY THE DATE** - Confirm earnings release is within last 3 months
  4. **CHECK TRANSCRIPT DATE** - Verify transcript date matches release date
  
  **COMMON MISTAKE**: Using outdated earnings calls from training data instead of searching for the latest.
  
  **REQUIREMENTS:**
  - ✅ Search for latest earnings - do NOT rely on training data
  - ✅ Write down today's date and the release date found
  - ✅ Verify release date is within 3 months of today
  - ✅ Verify transcript date matches release date
  - ✅ If dates don't match or are old (>3 months), search again
  
  **See [references/workflow.md](references/workflow.md)** for detailed search procedures and verification steps.
  
  ### Phase 2: Analysis (2-3 hours)
  - Beat/miss analysis for each key metric
  - Segment/geographic/product breakdown
  - Margin and guidance analysis
  - Update financial model and estimates
  
  **See [references/workflow.md](references/workflow.md)** for detailed analysis framework.
  
  ### Phase 3: Chart Generation (1-2 hours)
  Create 8-12 charts focusing on quarterly trends and what's new:
  - Quarterly revenue progression
  - Quarterly EPS progression
  - Quarterly margin trends
  - Revenue by segment/geography
  - Key operating metrics
  - Beat/miss summary
  - Estimate revisions
  - Valuation charts
  
  **See [references/workflow.md](references/workflow.md)** for chart specifications.
  
  ### Phase 4: Report Creation (2-3 hours)
  Create 8-12 page DOCX report with specific structure.
  
  **See [references/report-structure.md](references/report-structure.md)** for complete page-by-page templates and formatting requirements.
  
  **High-level structure:**
  - Page 1: Earnings summary with rating and price target
  - Pages 2-3: Detailed results analysis
  - Pages 4-5: Key metrics & guidance
  - Pages 6-7: Updated investment thesis
  - Pages 8-10: Valuation & estimates
  - Pages 11-12: Appendix (optional)
  
  ### Phase 5: Quality Check & Delivery (30 minutes)
  Verify content, formatting, accuracy, and timeliness before delivery.
  
  **See [references/best-practices.md](references/best-practices.md)** for quality checklist and common mistakes to avoid.
  
  ## Output Specification
  
  **Primary Deliverable**: DOCX report (8-12 pages)
  **File Name**: `[Company]_Q[Quarter]_[Year]_Earnings_Update.docx`
  **Example**: `Nike_Q2_FY24_Earnings_Update.docx`
  
  **Contents:**
  - Page 1: Summary with rating, price target, key takeaways
  - Pages 2-3: Detailed results analysis
  - Pages 4-5: Key metrics and guidance
  - Pages 6-7: Updated thesis assessment
  - Pages 8-10: Valuation and estimates
  - Pages 11-12: Appendix (optional)
  - 8-12 embedded charts
  - 1-3 summary tables
  - Complete sources section with clickable hyperlinks
  
  **Optional Deliverable**: XLS model update (optional for earnings updates)
  
  ## Key Differences from Initiation Report
  
  | Aspect | Earnings Update | Initiation Report |
  |--------|----------------|-------------------|
  | **Length** | 8-12 pages | 30-50 pages |
  | **Words** | 3,000-5,000 | 10,000-15,000 |
  | **Tables** | 1-3 summary | 12-20 comprehensive |
  | **Figures** | 8-12 | 25-35 |
  | **Turnaround** | 1-2 days | 3-6 weeks |
  | **Scope** | Quarterly results | Complete company |
  | **Focus** | What's NEW | Everything |
  | **Company Background** | Brief mention | 6-10 pages |
  | **XLS Model** | Optional | Required |
  
  ## Resources
  
  ### references/workflow.md
  Detailed Phase 1-5 instructions with step-by-step procedures for data collection, analysis, chart generation, and report creation.
  
  ### references/report-structure.md
  Complete page-by-page templates, table formats, and formatting requirements for the DOCX report.
  
  ### references/best-practices.md
  Examples of good/bad headlines, tips for success, common mistakes to avoid, and comprehensive quality checklist.
  
  ## Dependencies
  
  **Required:**
  - Python (matplotlib, pandas, seaborn) for chart generation
  - DOCX skill for report creation
  
  **Optional:**
  - XLS skill for model updates (not required for earnings updates)
  

• plugins/agent-plugins/gl-reconciler/skills/audit-xls/SKILL.mdskill
  Show content (6347 bytes)

  ---
  name: audit-xls
  description: Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
  ---
  
  # Audit Spreadsheet
  
  Audit formulas and data for accuracy and mistakes. Scope determines depth — from quick formula checks on a selection up to full financial-model integrity audits.
  
  ## Step 1: Determine scope
  
  If the user already gave a scope, use it. Otherwise **ask them**:
  
  > What scope do you want me to audit?
  > - **selection** — just the currently selected range
  > - **sheet** — the current active sheet only
  > - **model** — the whole workbook, including financial-model integrity checks (BS balance, cash tie-out, roll-forwards, logic sanity)
  
  The **model** scope is the deepest — use it for DCF, LBO, 3-statement, merger, comps, or any integrated financial model before sending to a client or IC.
  
  ---
  
  ## Step 2: Formula-level checks (ALL scopes)
  
  Run these regardless of scope:
  
  | Check | What to look for |
  |---|---|
  | Formula errors | `#REF!`, `#VALUE!`, `#N/A`, `#DIV/0!`, `#NAME?` |
  | Hardcodes inside formulas | `=A1*1.05` — the `1.05` should be a cell reference |
  | Inconsistent formulas | A formula that breaks the pattern of its neighbors in a row/column |
  | Off-by-one ranges | `SUM`/`AVERAGE` that misses the first or last row |
  | Pasted-over formulas | Cell that looks like a formula but is actually a hardcoded value |
  | Circular references | Intentional or accidental |
  | Broken cross-sheet links | References to cells that moved or were deleted |
  | Unit/scale mismatches | Thousands mixed with millions, % stored as whole numbers |
  | Hidden rows/tabs | Could contain overrides or stale calculations |
  
  ---
  
  ## Step 3: Model-integrity checks (MODEL scope only)
  
  If scope is **model**, identify the model type (DCF / LBO / 3-statement / merger / comps / custom) and run the appropriate integrity checks below.
  
  ### 3a. Structural review
  
  | Check | What to look for |
  |---|---|
  | Input/formula separation | Are inputs clearly separated from calculations? |
  | Color convention | Blue=input, black=formula, green=link — or whatever the model uses, applied consistently? |
  | Tab flow | Logical order (Assumptions → IS → BS → CF → Valuation)? |
  | Date headers | Consistent across all tabs? |
  | Units | Consistent (thousands vs millions vs actuals)? |
  
  ### 3b. Balance Sheet
  
  | Check | Test |
  |---|---|
  | BS balances | Total Assets = Total Liabilities + Equity (every period) |
  | RE rollforward | Prior RE + Net Income − Dividends = Current RE |
  | Goodwill/intangibles | Flow from acquisition assumptions (if M&A) |
  
  If BS doesn't balance, **quantify the gap per period and trace where it breaks** — nothing else matters until this is fixed.
  
  ### 3c. Cash Flow Statement
  
  | Check | Test |
  |---|---|
  | Cash tie-out | CF Ending Cash = BS Cash (every period) |
  | CF sums | CFO + CFI + CFF = Δ Cash |
  | D&A match | D&A on CF = D&A on IS |
  | CapEx match | CapEx on CF matches PP&E rollforward on BS |
  | WC changes | Signs match BS movements (ΔAR, ΔAP, ΔInventory) |
  
  ### 3d. Income Statement
  
  | Check | Test |
  |---|---|
  | Revenue build | Ties to segment/product detail |
  | Tax | Tax expense = Pre-tax income × tax rate (allow for deferred tax adj) |
  | Share count | Ties to dilution schedule (options, converts, buybacks) |
  
  ### 3e. Circular references
  
  - Interest → debt balance → cash → interest is a common intentional circ in LBO/3-stmt models
  - If intentional: verify iteration toggle exists and works
  - If unintentional: trace the loop and flag how to break it
  
  ### 3f. Logic & reasonableness
  
  | Check | Flag if |
  |---|---|
  | Growth rates | >100% revenue growth without explanation |
  | Margins | Outside industry norms |
  | Terminal value dominance | TV > ~75% of DCF EV (yellow flag) |
  | Hockey-stick | Projections ramp unrealistically in out-years |
  | Compounding | EBITDA compounds to absurd $ by Year 10 |
  | Edge cases | Model breaks at 0% or negative growth, negative EBITDA, leverage goes negative |
  
  ### 3g. Model-type-specific bugs
  
  **DCF:**
  - Discount rate applied to wrong period (mid-year vs end-of-year)
  - Terminal value not discounted back
  - WACC uses book values instead of market values
  - FCF includes interest expense (should be unlevered)
  - Tax shield double-counted
  
  **LBO:**
  - Debt paydown doesn't match cash sweep mechanics
  - PIK interest not accruing to principal
  - Management rollover not reflected in returns
  - Exit multiple applied to wrong EBITDA (LTM vs NTM)
  - Fees/expenses not deducted from Day 1 equity
  
  **Merger:**
  - Accretion/dilution uses wrong share count (pre- vs post-deal)
  - Synergies not phased in
  - Purchase price allocation doesn't balance
  - Foregone interest on cash not included
  - Transaction fees not in sources & uses
  
  **3-statement:**
  - Working capital changes have wrong sign
  - Depreciation doesn't match PP&E schedule
  - Debt maturity schedule doesn't match principal payments
  - Dividends exceed net income without explanation
  
  ---
  
  ## Step 4: Report
  
  Output a findings table:
  
  | # | Sheet | Cell/Range | Severity | Category | Issue | Suggested Fix |
  |---|---|---|---|---|---|---|
  
  **Severity:**
  - **Critical** — wrong output (BS doesn't balance, formula broken, cash doesn't tie)
  - **Warning** — risky (hardcodes, inconsistent formulas, edge-case failures)
  - **Info** — style/best-practice (color coding, layout, naming)
  
  For **model** scope, prepend a summary line:
  
  > Model type: [DCF/LBO/3-stmt/...] — Overall: [Clean / Minor Issues / Major Issues] — [N] critical, [N] warnings, [N] info
  
  **Don't change anything without asking** — report first, fix on request.
  
  ---
  
  ## Notes
  
  - **BS balance first** — if it doesn't balance, everything downstream is suspect
  - **Hardcoded overrides are the #1 source of silent bugs** — search aggressively
  - **Sign convention errors** (positive vs negative for cash outflows) are extremely common
  - If the model uses VBA macros, note any macro-driven calculations that can't be audited from formulas alone
  

• plugins/agent-plugins/earnings-reviewer/skills/morning-note/SKILL.mdskill
  Show content (3010 bytes)

  # Morning Note
  
  description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
  
  ## Workflow
  
  ### Step 1: Overnight Developments
  
  Scan for relevant events across coverage universe:
  
  **Earnings & Guidance**
  - Any coverage companies reporting overnight or pre-market?
  - Earnings surprises (beat/miss on revenue, EPS, key metrics)
  - Guidance changes (raised, lowered, maintained)
  
  **News & Events**
  - M&A announcements or rumors
  - Management changes
  - Product launches or regulatory decisions
  - Analyst upgrades/downgrades from competitors
  - Macro data or policy changes affecting the sector
  
  **Market Context**
  - Overnight futures / pre-market moves
  - Sector ETF performance
  - Relevant commodity or currency moves
  - Key economic data releases today
  
  ### Step 2: Morning Note Format
  
  Keep it tight — a morning note should be readable in 2 minutes:
  
  ---
  
  **[Date] Morning Note — [Analyst Name]**
  **[Sector Coverage]**
  
  **Top Call: [Headline — the one thing PMs need to hear]**
  - 2-3 sentences on the key development and why it matters
  - Stock impact: price target, rating reiteration/change
  
  **Overnight/Pre-Market Developments**
  - [Company A]: One-line summary of earnings/news + our take
  - [Company B]: One-line summary + our take
  - [Sector/Macro]: Relevant sector-wide development
  
  **Key Events Today**
  - [Time]: [Company] earnings call
  - [Time]: Economic data release (expectations vs. our view)
  - [Time]: Conference or investor day
  
  **Trade Ideas** (if any)
  - [Long/Short] [Company]: 1-2 sentence thesis + catalyst
  - Risk: What would make this wrong
  
  ---
  
  ### Step 3: Quick Takes on Earnings
  
  If a coverage company reported, provide a quick reaction:
  
  | Metric | Consensus | Actual | Beat/Miss |
  |--------|-----------|--------|-----------|
  | Revenue | | | |
  | EPS | | | |
  | [Key metric] | | | |
  | Guidance | | | |
  
  **Our Take**: 2-3 sentences — is this good or bad for the stock? Does it change our thesis?
  
  **Action**: Maintain / Upgrade / Downgrade rating? Adjust price target?
  
  ### Step 4: Output
  
  - Markdown text for email/Slack distribution
  - Word document if formal distribution is needed
  - Keep to 1 page max — PMs and traders won't read more
  
  ## Important Notes
  
  - Be opinionated — morning notes that just summarize news without a view are useless
  - Lead with the most important thing — don't bury the headline
  - "No news" is a valid morning note — say "nothing material overnight, maintaining positioning"
  - Distinguish between actionable events (earnings, M&A) and noise (minor analyst notes, non-events)
  - Time-stamp your takes — if you're writing at 6am, note that pre-market may change by open
  - If you're wrong, own it in the next morning note — credibility matters more than being right every time
  

• plugins/agent-plugins/earnings-reviewer/skills/earnings-preview/SKILL.mdskill
  Show content (2726 bytes)

  # Earnings Preview
  
  description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
  
  ## Workflow
  
  ### Step 1: Gather Context
  
  - Identify the company and reporting quarter
  - Pull consensus estimates via web search (revenue, EPS, key segment metrics)
  - Find the earnings date and time (pre-market vs. after-hours)
  - Review the company's prior quarter earnings call for any guidance or commentary
  
  ### Step 2: Key Metrics Framework
  
  Build a "what to watch" framework specific to the company:
  
  **Financial Metrics:**
  - Revenue vs. consensus (total and by segment)
  - EPS vs. consensus
  - Margins (gross, operating, net) — expanding or contracting?
  - Free cash flow
  - Forward guidance vs. consensus
  
  **Operational Metrics** (sector-specific):
  - Tech/SaaS: ARR, net retention, RPO, customer count
  - Retail: Same-store sales, traffic, basket size
  - Industrials: Backlog, book-to-bill, price vs. volume
  - Financials: NIM, credit quality, loan growth, fee income
  - Healthcare: Scripts, patient volumes, pipeline updates
  
  ### Step 3: Scenario Analysis
  
  Build 3 scenarios with stock price implications:
  
  | Scenario | Revenue | EPS | Key Driver | Stock Reaction |
  |----------|---------|-----|------------|----------------|
  | Bull | | | | |
  | Base | | | | |
  | Bear | | | | |
  
  For each scenario:
  - What would need to happen operationally
  - What management commentary would signal this
  - Historical context — how has the stock moved on similar prints?
  
  ### Step 4: Catalyst Checklist
  
  Identify the 3-5 things that will determine the stock's reaction:
  
  1. [Metric] vs. [consensus/whisper number] — why it matters
  2. [Guidance item] — what the buy-side expects to hear
  3. [Narrative shift] — any strategic changes, M&A, restructuring
  
  ### Step 5: Output
  
  One-page earnings preview with:
  - Company, quarter, earnings date
  - Consensus estimates table
  - Key metrics to watch (ranked by importance)
  - Bull/base/bear scenario table
  - Catalyst checklist
  - Trading setup: recent stock performance, implied move from options
  
  ## Important Notes
  
  - Consensus estimates change — always note the source and date of estimates
  - "Whisper numbers" from buy-side surveys are often more relevant than published consensus
  - Historical earnings reactions help calibrate expectations (search for "[company] earnings reaction history")
  - Options-implied move tells you what the market expects — compare to your scenarios
  

• plugins/agent-plugins/earnings-reviewer/skills/xlsx-author/SKILL.mdskill
  Show content (1807 bytes)

  ---
  name: xlsx-author
  description: Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
  ---
  
  # xlsx-author
  
  Use this skill when running **headless** (managed-agent / CMA mode) and you need to deliver an Excel workbook as a **file artifact** rather than editing a live workbook via `mcp__office__excel_*`.
  
  ## Output contract
  
  - Write to `./out/<name>.xlsx`. Create `./out/` if it does not exist.
  - Return the relative path in your final message so the orchestration layer can collect it.
  
  ## How to build the workbook
  
  Write a short Python script and run it with Bash. Use `openpyxl`:
  
  ```python
  from openpyxl import Workbook
  from openpyxl.styles import Font, PatternFill
  
  wb = Workbook()
  ws = wb.active; ws.title = "Inputs"
  ws["B2"] = "Revenue"; ws["C2"] = 1_250_000_000
  ws["C2"].font = Font(color="0000FF")           # blue = hardcoded input
  calc = wb.create_sheet("DCF")
  calc["C5"] = "=Inputs!C2*(1+Inputs!C3)"        # black = formula
  wb.save("./out/model.xlsx")
  ```
  
  ## Conventions (mirror `audit-xls`)
  
  - **Blue / black / green.** Blue = hardcoded input, black = formula, green = link to another sheet/file.
  - **No hardcodes in calc cells.** Every calculation cell is a formula; every input lives on an Inputs tab.
  - **Named ranges** for any value referenced from a deck or memo.
  - **Balance checks.** Include a Checks tab that ties (BS balances, CF ties to cash, etc.) and surfaces TRUE/FALSE.
  - **One model per file.** Do not append to an existing workbook unless explicitly asked.
  
  ## When NOT to use
  
  If `mcp__office__excel_*` tools are available (Cowork plugin mode), use those instead — they drive the user's live workbook with review checkpoints. This skill is the file-producing fallback for headless runs.
  

• plugins/agent-plugins/earnings-reviewer/skills/model-update/SKILL.mdskill
  Show content (3327 bytes)

  # Model Update
  
  description: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
  
  ## Workflow
  
  ### Step 1: Identify What Changed
  
  Determine the update trigger:
  - **Earnings release**: New quarterly actuals to plug in
  - **Guidance change**: Company updated forward outlook
  - **Estimate revision**: Analyst changing assumptions based on new data
  - **Macro update**: Interest rates, FX, commodity prices changed
  - **Event-driven**: M&A, restructuring, new product, management change
  
  ### Step 2: Plug New Data
  
  #### After Earnings
  Update the model with reported actuals:
  
  | Line Item | Prior Estimate | Actual | Delta | Notes |
  |-----------|---------------|--------|-------|-------|
  | Revenue | | | | |
  | Gross Margin | | | | |
  | Operating Expenses | | | | |
  | EBITDA | | | | |
  | EPS | | | | |
  | [Key metric 1] | | | | |
  | [Key metric 2] | | | | |
  
  **Segment Detail** (if applicable):
  - Update each segment's revenue and margin
  - Note any segment mix shifts
  
  **Balance Sheet / Cash Flow Updates**:
  - Cash and debt balances
  - Share count (buybacks, dilution)
  - Capex actual vs. estimate
  - Working capital changes
  
  ### Step 3: Revise Forward Estimates
  
  Based on the new data, adjust forward estimates:
  
  | | Old FY Est | New FY Est | Change | Old Next FY | New Next FY | Change |
  |---|-----------|-----------|--------|------------|------------|--------|
  | Revenue | | | | | | |
  | EBITDA | | | | | | |
  | EPS | | | | | | |
  
  **Key Assumption Changes:**
  - What assumptions are you changing and why?
  - Revenue growth rate: old → new (reason)
  - Margin assumption: old → new (reason)
  - Any new items (restructuring charges, one-time gains, etc.)
  
  ### Step 4: Valuation Impact
  
  Recalculate valuation with updated estimates:
  
  | Valuation Method | Prior | Updated | Change |
  |-----------------|-------|---------|--------|
  | DCF fair value | | | |
  | P/E (NTM EPS × target multiple) | | | |
  | EV/EBITDA (NTM EBITDA × target multiple) | | | |
  | **Price Target** | | | |
  
  ### Step 5: Summary & Action
  
  **Estimate Change Summary:**
  - One paragraph: what changed, why, and what it means for the stock
  - Is this a thesis-changing event or noise?
  
  **Rating / Price Target:**
  - Maintain or change rating?
  - New price target (if changed) with methodology
  - Upside/downside to current price
  
  ### Step 6: Output
  
  - Updated Excel model (if user provides the existing model)
  - Estimate change summary (markdown or Word)
  - Updated price target derivation
  
  ## Important Notes
  
  - Always reconcile your estimates to the company's reported figures before projecting forward
  - Note any non-recurring items and whether your estimates are GAAP or adjusted
  - Track your estimate revision history — it shows your analytical progression
  - If the quarter was noisy, separate signal from noise in your estimate changes
  - Check consensus after updating — how do your revised estimates compare to the Street?
  - Share count matters — dilution from stock comp, converts, or buybacks can materially affect EPS
  

• plugins/agent-plugins/earnings-reviewer/skills/audit-xls/SKILL.mdskill
  Show content (6347 bytes)

  ---
  name: audit-xls
  description: Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
  ---
  
  # Audit Spreadsheet
  
  Audit formulas and data for accuracy and mistakes. Scope determines depth — from quick formula checks on a selection up to full financial-model integrity audits.
  
  ## Step 1: Determine scope
  
  If the user already gave a scope, use it. Otherwise **ask them**:
  
  > What scope do you want me to audit?
  > - **selection** — just the currently selected range
  > - **sheet** — the current active sheet only
  > - **model** — the whole workbook, including financial-model integrity checks (BS balance, cash tie-out, roll-forwards, logic sanity)
  
  The **model** scope is the deepest — use it for DCF, LBO, 3-statement, merger, comps, or any integrated financial model before sending to a client or IC.
  
  ---
  
  ## Step 2: Formula-level checks (ALL scopes)
  
  Run these regardless of scope:
  
  | Check | What to look for |
  |---|---|
  | Formula errors | `#REF!`, `#VALUE!`, `#N/A`, `#DIV/0!`, `#NAME?` |
  | Hardcodes inside formulas | `=A1*1.05` — the `1.05` should be a cell reference |
  | Inconsistent formulas | A formula that breaks the pattern of its neighbors in a row/column |
  | Off-by-one ranges | `SUM`/`AVERAGE` that misses the first or last row |
  | Pasted-over formulas | Cell that looks like a formula but is actually a hardcoded value |
  | Circular references | Intentional or accidental |
  | Broken cross-sheet links | References to cells that moved or were deleted |
  | Unit/scale mismatches | Thousands mixed with millions, % stored as whole numbers |
  | Hidden rows/tabs | Could contain overrides or stale calculations |
  
  ---
  
  ## Step 3: Model-integrity checks (MODEL scope only)
  
  If scope is **model**, identify the model type (DCF / LBO / 3-statement / merger / comps / custom) and run the appropriate integrity checks below.
  
  ### 3a. Structural review
  
  | Check | What to look for |
  |---|---|
  | Input/formula separation | Are inputs clearly separated from calculations? |
  | Color convention | Blue=input, black=formula, green=link — or whatever the model uses, applied consistently? |
  | Tab flow | Logical order (Assumptions → IS → BS → CF → Valuation)? |
  | Date headers | Consistent across all tabs? |
  | Units | Consistent (thousands vs millions vs actuals)? |
  
  ### 3b. Balance Sheet
  
  | Check | Test |
  |---|---|
  | BS balances | Total Assets = Total Liabilities + Equity (every period) |
  | RE rollforward | Prior RE + Net Income − Dividends = Current RE |
  | Goodwill/intangibles | Flow from acquisition assumptions (if M&A) |
  
  If BS doesn't balance, **quantify the gap per period and trace where it breaks** — nothing else matters until this is fixed.
  
  ### 3c. Cash Flow Statement
  
  | Check | Test |
  |---|---|
  | Cash tie-out | CF Ending Cash = BS Cash (every period) |
  | CF sums | CFO + CFI + CFF = Δ Cash |
  | D&A match | D&A on CF = D&A on IS |
  | CapEx match | CapEx on CF matches PP&E rollforward on BS |
  | WC changes | Signs match BS movements (ΔAR, ΔAP, ΔInventory) |
  
  ### 3d. Income Statement
  
  | Check | Test |
  |---|---|
  | Revenue build | Ties to segment/product detail |
  | Tax | Tax expense = Pre-tax income × tax rate (allow for deferred tax adj) |
  | Share count | Ties to dilution schedule (options, converts, buybacks) |
  
  ### 3e. Circular references
  
  - Interest → debt balance → cash → interest is a common intentional circ in LBO/3-stmt models
  - If intentional: verify iteration toggle exists and works
  - If unintentional: trace the loop and flag how to break it
  
  ### 3f. Logic & reasonableness
  
  | Check | Flag if |
  |---|---|
  | Growth rates | >100% revenue growth without explanation |
  | Margins | Outside industry norms |
  | Terminal value dominance | TV > ~75% of DCF EV (yellow flag) |
  | Hockey-stick | Projections ramp unrealistically in out-years |
  | Compounding | EBITDA compounds to absurd $ by Year 10 |
  | Edge cases | Model breaks at 0% or negative growth, negative EBITDA, leverage goes negative |
  
  ### 3g. Model-type-specific bugs
  
  **DCF:**
  - Discount rate applied to wrong period (mid-year vs end-of-year)
  - Terminal value not discounted back
  - WACC uses book values instead of market values
  - FCF includes interest expense (should be unlevered)
  - Tax shield double-counted
  
  **LBO:**
  - Debt paydown doesn't match cash sweep mechanics
  - PIK interest not accruing to principal
  - Management rollover not reflected in returns
  - Exit multiple applied to wrong EBITDA (LTM vs NTM)
  - Fees/expenses not deducted from Day 1 equity
  
  **Merger:**
  - Accretion/dilution uses wrong share count (pre- vs post-deal)
  - Synergies not phased in
  - Purchase price allocation doesn't balance
  - Foregone interest on cash not included
  - Transaction fees not in sources & uses
  
  **3-statement:**
  - Working capital changes have wrong sign
  - Depreciation doesn't match PP&E schedule
  - Debt maturity schedule doesn't match principal payments
  - Dividends exceed net income without explanation
  
  ---
  
  ## Step 4: Report
  
  Output a findings table:
  
  | # | Sheet | Cell/Range | Severity | Category | Issue | Suggested Fix |
  |---|---|---|---|---|---|---|
  
  **Severity:**
  - **Critical** — wrong output (BS doesn't balance, formula broken, cash doesn't tie)
  - **Warning** — risky (hardcodes, inconsistent formulas, edge-case failures)
  - **Info** — style/best-practice (color coding, layout, naming)
  
  For **model** scope, prepend a summary line:
  
  > Model type: [DCF/LBO/3-stmt/...] — Overall: [Clean / Minor Issues / Major Issues] — [N] critical, [N] warnings, [N] info
  
  **Don't change anything without asking** — report first, fix on request.
  
  ---
  
  ## Notes
  
  - **BS balance first** — if it doesn't balance, everything downstream is suspect
  - **Hardcoded overrides are the #1 source of silent bugs** — search aggressively
  - **Sign convention errors** (positive vs negative for cash outflows) are extremely common
  - If the model uses VBA macros, note any macro-driven calculations that can't be audited from formulas alone
  

• .claude-plugin/marketplace.jsonmarketplace
  Show content (4501 bytes)

  {
    "name": "claude-for-financial-services",
    "owner": {
      "name": "Matt Piccolella"
    },
    "plugins": [
      {
        "name": "financial-analysis",
        "source": "./plugins/vertical-plugins/financial-analysis",
        "description": "Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC"
      },
      {
        "name": "investment-banking",
        "source": "./plugins/vertical-plugins/investment-banking",
        "description": "Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management"
      },
      {
        "name": "equity-research",
        "source": "./plugins/vertical-plugins/equity-research",
        "description": "Equity research tools: earnings analysis, initiating coverage reports, and research workflows"
      },
      {
        "name": "private-equity",
        "source": "./plugins/vertical-plugins/private-equity",
        "description": "Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach"
      },
      {
        "name": "wealth-management",
        "source": "./plugins/vertical-plugins/wealth-management",
        "description": "Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting"
      },
      {
        "name": "fund-admin",
        "source": "./plugins/vertical-plugins/fund-admin",
        "description": "Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out"
      },
      {
        "name": "operations",
        "source": "./plugins/vertical-plugins/operations",
        "description": "Operational workflows: KYC document parsing and rules-grid evaluation"
      },
      {
        "name": "pitch-agent",
        "source": "./plugins/agent-plugins/pitch-agent",
        "description": "Comps, precedents, LBO to a branded pitch deck, end to end"
      },
      {
        "name": "market-researcher",
        "source": "./plugins/agent-plugins/market-researcher",
        "description": "Sector or theme to industry overview, competitive landscape, peer comps, and ideas shortlist"
      },
      {
        "name": "earnings-reviewer",
        "source": "./plugins/agent-plugins/earnings-reviewer",
        "description": "Earnings call and filings to model update to note draft"
      },
      {
        "name": "meeting-prep-agent",
        "source": "./plugins/agent-plugins/meeting-prep-agent",
        "description": "Briefing pack before every client meeting"
      },
      {
        "name": "model-builder",
        "source": "./plugins/agent-plugins/model-builder",
        "description": "DCF, LBO, 3-statement, comps - live in Excel"
      },
      {
        "name": "gl-reconciler",
        "source": "./plugins/agent-plugins/gl-reconciler",
        "description": "Finds breaks, traces root cause, routes for sign-off"
      },
      {
        "name": "kyc-screener",
        "source": "./plugins/agent-plugins/kyc-screener",
        "description": "Parses onboarding docs, runs the rules engine, flags gaps"
      },
      {
        "name": "valuation-reviewer",
        "source": "./plugins/agent-plugins/valuation-reviewer",
        "description": "Ingests GP packages, runs valuation template, stages LP reporting"
      },
      {
        "name": "month-end-closer",
        "source": "./plugins/agent-plugins/month-end-closer",
        "description": "Accruals, roll-forwards, variance commentary"
      },
      {
        "name": "statement-auditor",
        "source": "./plugins/agent-plugins/statement-auditor",
        "description": "Audits pre-generated LP statements before distribution"
      },
      {
        "name": "lseg",
        "source": "./plugins/partner-built/lseg",
        "description": "Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics."
      },
      {
        "name": "sp-global",
        "source": "./plugins/partner-built/spglobal",
        "description": "S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries"
      },
      {
        "name": "claude-for-msft-365-install",
        "source": "./claude-for-msft-365-install",
        "description": "Provision direct cloud access (Vertex AI, Bedrock, or LLM gateway) for the Claude Microsoft 365 add-in. Generates the customized manifest, walks through Azure admin consent, and writes per-user config via Graph extension attributes."
      }
    ]
  }
  

README

plugins/
  agent-plugins/               # Named agents — one self-contained plugin each
  vertical-plugins/            # Skill + command bundles by FSI vertical, plus MCP connectors
  partner-built/               # Partner-authored plugins (LSEG, S&P Global)
managed-agent-cookbooks/       # Claude Managed Agent cookbooks — one dir per agent
claude-for-msft-365-install/   # Admin tooling to provision the Claude Microsoft 365 add-in
scripts/                       # deploy-managed-agent.sh · check.py · validate.py · orchestrate.py · sync-agent-skills.py

# Add the marketplace
claude plugin marketplace add anthropics/claude-for-financial-services

# Core skills + connectors (install first)
claude plugin install financial-analysis@claude-for-financial-services

# Named agents — pick the ones you want
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install gl-reconciler@claude-for-financial-services
claude plugin install market-researcher@claude-for-financial-services

# Vertical skill bundles
claude plugin install investment-banking@claude-for-financial-services
claude plugin install equity-research@claude-for-financial-services

export ANTHROPIC_API_KEY=sk-ant-...
scripts/deploy-managed-agent.sh gl-reconciler

claude plugin install claude-for-msft-365-install@claude-for-financial-services
/claude-for-msft-365-install:setup