Find the best CLAUDE.md, AGENTS.md and Claude skills

AnthropicSkill

bond-relative-value

anthropics/financial-services/plugins/partner-built/lseg/skills/bond-relative-value/SKILL.md

Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios.

AnthropicSkill

equity-research

anthropics/financial-services/plugins/partner-built/lseg/skills/equity-research/SKILL.md

Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.

AnthropicSkill

fixed-income-portfolio

anthropics/financial-services/plugins/partner-built/lseg/skills/fixed-income-portfolio/SKILL.md

Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.

AnthropicSkill

fx-carry-trade

anthropics/financial-services/plugins/partner-built/lseg/skills/fx-carry-trade/SKILL.md

Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends. Use when analyzing carry trades, comparing FX forward curves, assessing carry-to-vol ratios, or evaluating currency pair opportunities.

AnthropicSkill

macro-rates-monitor

anthropics/financial-services/plugins/partner-built/lseg/skills/macro-rates-monitor/SKILL.md

Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions.

AnthropicSkill

option-vol-analysis

anthropics/financial-services/plugins/partner-built/lseg/skills/option-vol-analysis/SKILL.md

Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks, assessing vol premiums, or evaluating vol trading strategies.

AnthropicSkill

swap-curve-strategy

anthropics/financial-services/plugins/partner-built/lseg/skills/swap-curve-strategy/SKILL.md

Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads, decomposing real rates, identifying steepener/flattener/butterfly trades, or comparing swap rates across currencies.

AnthropicSkill

earnings-preview-single

anthropics/financial-services/plugins/partner-built/spglobal/skills/earnings-preview-beta/SKILL.md

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.

AnthropicSkill

funding-digest

anthropics/financial-services/plugins/partner-built/spglobal/skills/funding-digest/SKILL.md

Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links.

AnthropicSkill

tear-sheet

anthropics/financial-services/plugins/partner-built/spglobal/skills/tear-sheet/SKILL.md

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.

AnthropicSkill

catalyst-calendar

anthropics/financial-services/plugins/vertical-plugins/equity-research/skills/catalyst-calendar/SKILL.md

Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".

AnthropicSkill

initiating-coverage

anthropics/financial-services/plugins/vertical-plugins/equity-research/skills/initiating-coverage/SKILL.md

Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.

AnthropicSkill

thesis-tracker

anthropics/financial-services/plugins/vertical-plugins/equity-research/skills/thesis-tracker/SKILL.md

Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".

AnthropicSkill

clean-data-xls

anthropics/financial-services/plugins/vertical-plugins/financial-analysis/skills/clean-data-xls/SKILL.md

Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data", "fix formatting", "dedupe", "standardize this column", "this data is messy".

AnthropicSkill

ppt-template-creator

anthropics/financial-services/plugins/vertical-plugins/financial-analysis/skills/ppt-template-creator/SKILL.md

Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.

AnthropicSkill

skill-creator

anthropics/financial-services/plugins/vertical-plugins/financial-analysis/skills/skill-creator/SKILL.md

Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.

Often used withtaskflow-inbox-triage·mermaid-diagram-generator·ecosystem-reference

AnthropicSkill

buyer-list

anthropics/financial-services/plugins/vertical-plugins/investment-banking/skills/buyer-list/SKILL.md

Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".

AnthropicSkill

cim-builder

anthropics/financial-services/plugins/vertical-plugins/investment-banking/skills/cim-builder/SKILL.md

Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".

AnthropicSkill

datapack-builder

anthropics/financial-services/plugins/vertical-plugins/investment-banking/skills/datapack-builder/SKILL.md

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

AnthropicSkill

deal-tracker

anthropics/financial-services/plugins/vertical-plugins/investment-banking/skills/deal-tracker/SKILL.md

Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".