Add the marketplace
One paste in Claude Cowork, or one command in Claude Code. Install financial-analysis first — it carries the connectors the other four rely on.
Free cheatsheet
Claude for Finance · Volume IV
Claude Financial Plugins
Every Skill and Slash Command, on Two Pages
A printable reference to Anthropic’s open-source financial-services plugins — all forty-four skills across five practice areas, each with the slash command that runs it and one line on what it produces.
PDF · 7 KB2 pages · 44 skills2026 edition
Written for
- Analysts and associates installing the plugins for the first time
- Desk leads deciding which plugins their team actually needs
- Anyone who keeps re-reading the repo to find a command name
What it covers
Anthropic built the plugins. This is the map. Five plugins ship in the financial-services marketplace, and between them they carry forty-four skills. The repo documents them one folder at a time; the sheet puts the whole surface on two sides of paper.
Find the skill
Scan the column for the job in front of you — a comps set, an IC memo, a rebalance — and read across for the slash command that runs it.
Run it and review
Claude drafts the model, memo or deck. What comes back is analyst work product for a qualified person to check, not a finished deliverable.
Inside the sheet
44 skills, across five plugins. Every row is a skill, the command that runs it, and what it produces. A skill with no command is one Claude reaches for on its own when the work calls for it.
Financial analysis
10 skills
The core plugin. Install it first — it carries the connectors the others rely on.
comps-analysis
/comps
Comparable company analysis with trading multiples
dcf-model
/dcf
DCF valuation with WACC build and sensitivity tables
lbo-model
/lbo
Leveraged buyout model
3-statement-model
/3-statement-model
Populate linked three-statement model templates
competitive-analysis
/competitive-analysis
Competitive landscape and market positioning
audit-xls
/debug-model
Formula tracing, hardcode detection, balance checks
ppt-template-creator
/ppt-template
Turn your branded deck into a reusable template
clean-data-xls
No command — runs automatically
Normalize and clean tabular data in Excel
deck-refresh
No command — runs automatically
Re-link and refresh charts and tables across a deck
ib-check-deck
No command — runs automatically
QC a deck for errors and consistency
Equity research
09 skills
The sell-side publishing cycle, from screen to initiation to the quarterly roll.
earnings-analysis
/earnings
Post-earnings quarterly update reports
earnings-preview
/earnings-preview
Pre-earnings scenarios and key metrics to watch
initiating-coverage
/initiate
Institutional-quality initiation reports
model-update
/model-update
Roll the model on new actuals and guidance
morning-note
/morning-note
Morning meeting notes and trade ideas
sector-overview
/sector
Industry landscape and thematic reports
thesis-tracker
/thesis
Maintain and update investment theses
catalyst-calendar
/catalysts
Track upcoming catalysts across coverage
idea-generation
/screen
Stock screening and idea sourcing
Investment banking
09 skills
Sell-side process work — the profile, the teaser, the CIM and the tracker.
strip-profile
/one-pager
One-page company profiles for pitch books
cim-builder
/cim
Draft Confidential Information Memorandums
teaser
/teaser
Anonymous one-page company teasers
buyer-list
/buyer-list
Strategic and financial buyer universe
merger-model
/merger-model
Accretion and dilution M&A analysis
process-letter
/process-letter
Bid instructions and process correspondence
deal-tracker
/deal-tracker
Track live deals, milestones and action items
pitch-deck
No command — runs automatically
Populate pitch deck templates with data
datapack-builder
No command — runs automatically
Build data packs from CIMs and filings
Private equity
10 skills
The deal funnel end to end, then the portfolio work after it closes.
deal-sourcing
/source
Discover companies, check CRM, draft outreach
deal-screening
/screen-deal
Quick pass or fail on inbound CIMs and teasers
dd-checklist
/dd-checklist
Diligence checklists by workstream
dd-meeting-prep
/dd-prep
Prep for management presentations and expert calls
unit-economics
/unit-economics
ARR cohorts, LTV and CAC, net retention
returns-analysis
/returns
IRR and MOIC sensitivity tables
ic-memo
/ic-memo
Investment committee memo drafting
portfolio-monitoring
/portfolio
Track portfolio company KPIs and variances
value-creation-plan
/value-creation
100-day plans and EBITDA bridges
ai-readiness
/ai-readiness
Assess a portfolio company's AI readiness
Wealth management
06 skills
Client-facing work: the review, the plan, the rebalance and the report.
client-review
/client-review
Prep meetings with performance and talking points
financial-plan
/financial-plan
Retirement, education, estate and cash flow
portfolio-rebalance
/rebalance
Allocation drift and tax-aware rebalancing
client-report
/client-report
Client-facing performance reports
investment-proposal
/proposal
Proposals for prospective clients
tax-loss-harvesting
/tlh
Identify TLH opportunities, manage wash sales
Installing
Two ways in, both about a minute. The marketplace is Anthropic's own, open source under Apache 2.0. Install the plugins for the seat you actually sit in and leave the rest.
In Claude Cowork
Settings → Plugins → Add plugin, then paste github.com/anthropics/financial-services. Install financial-analysis first; it carries the connectors.
In Claude Code
Run claude plugin marketplace add anthropics/financial-services, then install the plugins for the seat you actually sit in.
Also in the marketplace
Two more plugins, listed without commands. The repo reference does not publish slash commands for these, so the sheet names what they do and tells you to check after install rather than inventing any.
fund-admin
GL reconciliation, break tracing, accruals, roll-forwards, variance commentary and NAV tie-out.
operations
KYC document parsing.
Source and disclaimer
The plugins are Anthropic’s own, published at github.com/anthropics/financial-services under Apache 2.0. We did not write them — this sheet is an independent reference to them, and the marketplace changes, so treat the command list as current to this edition rather than permanent. Nothing the plugins produce constitutes investment, legal, tax, or accounting advice: every output is a draft for review by a qualified professional.