Financial Analysis Plugin

What is Financial Analysis?

Financial analysis is the practice of evaluating businesses, projects, and investments to make informed decisions about their value and performance. It is the foundation of virtually every role in finance — investment bankers use it to advise on deals, equity researchers use it to recommend stocks, private equity professionals use it to evaluate acquisitions, and corporate finance teams use it to plan strategy. At its core, financial analysis answers a simple question: “What is this business worth, and why?” But answering that question rigorously requires multiple disciplines:

Valuation — Determining what a company is worth using methods like discounted cash flow (DCF) analysis, comparable company analysis (comps), and leveraged buyout (LBO) modeling.
Financial modeling — Building integrated spreadsheets that project a company’s financial statements (income statement, balance sheet, cash flow statement) into the future.
Competitive intelligence — Understanding a company’s market position, competitors, and strategic dynamics.
Quality assurance — Ensuring that models are accurate, presentations are consistent, and data is clean.

The financial-analysis plugin is the core plugin for Claude for Financial Services. It covers all of these disciplines and provides the shared foundation — including all 11 MCP data connectors — that other plugins depend on.

Version: 0.1.0 | Author: Anthropic FSI | Type: Core (required)

How the Pieces Fit Together

Here is how the skills and commands in this plugin relate to each other in a typical workflow:

Data Sources (MCP)
    |
    v
Comparable Company Analysis (/comps)
    |
    v
DCF Valuation (/dcf) <---- Comps inform terminal multiple and assumptions
    |
    v
LBO Model (/lbo) <--------- For PE acquisition scenarios
    |
    v
3-Statement Model (/3-statement-model) <-- Detailed financial projections
    |
    v
Competitive Analysis (/competitive-analysis) <-- Strategic context
    |
    v
Quality Assurance:
  - /check-deck (QC presentations)
  - /debug-model (audit spreadsheets)
  - /ppt-template (branded templates)

What Each Discipline Involves

Valuation Modeling

What: Determine what a company is worth using DCF, comps, and LBO analysis. Who uses it: Investment bankers, equity researchers, PE professionals, corporate development teams. Key outputs: DCF models, comps sheets, LBO models — all as Excel workbooks.

Financial Statement Modeling

What: Build integrated 3-statement models that project the income statement, balance sheet, and cash flow statement. Who uses it: Analysts and associates across all financial disciplines. Key outputs: Populated model templates with proper formula linkages and scenario analysis.

Competitive Intelligence

What: Analyze a company’s competitive position — market dynamics, competitor profiles, moats, and vulnerabilities. Who uses it: Investment banking deal teams, equity researchers, PE due diligence teams. Key outputs: Competitive landscape presentations with market sizing, positioning visualizations, and strategic synthesis.

Quality Assurance

What: Check presentations for data consistency and models for formula errors. Who uses it: Everyone — but especially junior analysts whose work gets reviewed by senior bankers. Key outputs: QC reports identifying critical issues, warnings, and formatting suggestions.

Commands

Slash commands you invoke explicitly. Each command loads the appropriate skill(s) and guides Claude through a structured workflow.

Command	What You Will Learn	Argument
`/dcf`	How to value a company using discounted cash flows	`[company name or ticker]`
`/comps`	How to compare a company to its peers using trading multiples	`[company name or ticker]`
`/lbo`	How private equity firms evaluate leveraged buyouts	`[company name or deal details]`
`/3-statement-model`	How to build integrated financial statement models	`[path to template file]`
`/competitive-analysis`	How to analyze competitive dynamics and market positioning	`[company or industry]`
`/check-deck`	How to QC a presentation for errors before client delivery	`[path to .pptx file]`
`/debug-model`	How to audit a financial model for formula errors and logic issues	`[path to .xlsx model file]`
`/ppt-template`	How to create reusable branded presentation templates	`[path to .pptx or .potx file]`

Skills

Skills encode domain expertise and best practices. Claude draws on them automatically when relevant — you do not always need to invoke a slash command. Each skill page includes a Finance 101 explanation of the underlying concept.

Skill	What You Will Learn
`dcf-model`	Time value of money, free cash flow, WACC, terminal value, sensitivity analysis
`comps-analysis`	Peer selection, valuation multiples (EV/EBITDA, P/E), statistical benchmarking
`lbo-model`	Leveraged buyouts, debt structures, IRR/MOIC, cash sweep mechanics
`3-statement-model`	The three financial statements, how they link together, and how to model them
`competitive-analysis`	Porter’s Five Forces, moat analysis, market mapping, strategic positioning
`ib-check-deck`	Presentation QC standards, number consistency, data-narrative alignment
`deck-refresh`	Updating presentations with new data while preserving formatting
`audit-xls`	Excel auditing — finding formula errors, hardcodes, and broken references
`clean-data-xls`	Data cleaning for financial models — whitespace, dates, duplicates, mixed types
`ppt-template-creator`	Creating branded presentation templates as reusable skills

MCP Data Connectors

The financial-analysis plugin centralizes all data source connections, which are shared across every add-on plugin. See the MCP Integrations page for detailed configuration instructions.

Provider	Data Coverage
Daloopa	Standardized financial data, earnings models
Morningstar	Fund data, equity research, ratings
S&P Global	Capital IQ data, credit ratings, market intelligence
FactSet	Financial data, analytics, consensus estimates
Moody’s	Credit ratings, risk assessment
MT Newswires	Real-time financial news
Aiera	Earnings call transcripts, event intelligence
LSEG	Market data, fixed income, FX analytics
PitchBook	Private market data, VC/PE transactions
Chronograph	Private equity portfolio monitoring
Egnyte	Document management, file storage

Getting Started with This Plugin

Claude Cowork
Claude Code

Install from claude.com/plugins — search for financial-analysis.

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

# Install the core plugin
claude plugin install financial-analysis@financial-services-plugins

This plugin must be installed before any add-on plugins (investment-banking, equity-research, private-equity, wealth-management). Add-on plugins share the MCP connectors and base skills from this core plugin.

After installation, try your first analysis:

# Start with a comps analysis to learn the basics
/comps Salesforce

# Then build a DCF that uses those comps to inform assumptions
/dcf Salesforce

# Or describe your task in natural language
"Build a comparable company analysis for enterprise cloud software companies"

Overview