# Finance Context

## Docs

- [Making It Your Own](https://financecontext.com/en/customization.md): A detailed guide to customizing Claude for Financial Services plugins for your firm's workflows, data sources, templates, and terminology.
- [/catalysts](https://financecontext.com/en/equity-research/commands/catalysts.md): Build or review the catalyst calendar across your coverage universe
- [/earnings](https://financecontext.com/en/equity-research/commands/earnings.md): Analyze quarterly earnings and create a professional 8-12 page earnings update report
- [/earnings-preview](https://financecontext.com/en/equity-research/commands/earnings-preview.md): Build a pre-earnings preview with consensus estimates, key metrics to watch, and bull/base/bear scenarios
- [/initiate](https://financecontext.com/en/equity-research/commands/initiate.md): Launch the 5-task workflow to create an institutional-quality initiating coverage report
- [/model-update](https://financecontext.com/en/equity-research/commands/model-update.md): Update a financial model with new earnings actuals, guidance changes, or revised assumptions
- [/morning-note](https://financecontext.com/en/equity-research/commands/morning-note.md): Draft a concise morning meeting note covering overnight developments, earnings reactions, and trade ideas
- [/screen](https://financecontext.com/en/equity-research/commands/screen.md): Run a stock screen or generate investment ideas based on quantitative criteria or thematic angles
- [/sector](https://financecontext.com/en/equity-research/commands/sector.md): Create a sector overview report covering market sizing, competitive dynamics, and investment implications
- [/thesis](https://financecontext.com/en/equity-research/commands/thesis.md): Create a new investment thesis or update an existing one with new data points
- [Equity Research Plugin](https://financecontext.com/en/equity-research/overview.md): Professional equity research tools for earnings analysis, initiating coverage reports, and end-to-end research workflows
- [catalyst-calendar](https://financecontext.com/en/equity-research/skills/catalyst-calendar.md): Build and maintain a calendar of upcoming catalysts across a coverage universe -- earnings, conferences, regulatory decisions, and macro events
- [earnings-analysis](https://financecontext.com/en/equity-research/skills/earnings-analysis.md): Create professional 8-12 page equity research earnings update reports analyzing quarterly results for companies under coverage
- [earnings-preview](https://financecontext.com/en/equity-research/skills/earnings-preview.md): Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch before a company reports
- [idea-generation](https://financecontext.com/en/equity-research/skills/idea-generation.md): Systematic stock screening and investment idea sourcing using quantitative screens, thematic research, and pattern recognition
- [initiating-coverage](https://financecontext.com/en/equity-research/skills/initiating-coverage.md): 5-task workflow for creating institutional-quality equity research initiation reports (30-50 pages)
- [model-update](https://financecontext.com/en/equity-research/skills/model-update.md): Update financial models with new quarterly data, guidance changes, or revised assumptions and recalculate valuation
- [morning-note](https://financecontext.com/en/equity-research/skills/morning-note.md): Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks
- [sector-overview](https://financecontext.com/en/equity-research/skills/sector-overview.md): Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends
- [thesis-tracker](https://financecontext.com/en/equity-research/skills/thesis-tracker.md): Maintain and update investment theses for portfolio positions and watchlist names with pillar scorecards and conviction tracking
- [3-Statement Model Command](https://financecontext.com/en/financial-analysis/commands/3-statement-model.md): Populate a 3-statement financial model template -- learn how the income statement, balance sheet, and cash flow statement connect.
- [Check Deck Command](https://financecontext.com/en/financial-analysis/commands/check-deck.md): QC a presentation deck for errors and consistency -- learn why quality control is critical before client-facing deliveries in investment banking.
- [Competitive Analysis Command](https://financecontext.com/en/financial-analysis/commands/competitive-analysis.md): Create a competitive landscape analysis -- learn how to evaluate market positioning, competitor dynamics, and strategic moats.
- [Comps Command](https://financecontext.com/en/financial-analysis/commands/comps.md): Build a comparable company analysis -- learn why comparing companies to their peers is one of the most widely used valuation methods in finance.
- [DCF Command](https://financecontext.com/en/financial-analysis/commands/dcf.md): Build a DCF valuation model -- learn how discounted cash flow analysis works and why it is the gold standard for intrinsic valuation.
- [Debug Model Command](https://financecontext.com/en/financial-analysis/commands/debug-model.md): Audit a financial model for errors -- learn why model integrity matters and how to systematically find formula errors, balance sheet breaks, and logic issues.
- [LBO Command](https://financecontext.com/en/financial-analysis/commands/lbo.md): Build an LBO model for a PE acquisition -- learn how leveraged buyouts work and how private equity firms evaluate deals.
- [PPT Template Command](https://financecontext.com/en/financial-analysis/commands/ppt-template.md): Create a reusable PPT template skill -- learn why branded consistency matters in financial services and how to teach Claude your firm's presentation standards.
- [Financial Analysis Plugin](https://financecontext.com/en/financial-analysis/overview.md): Learn the core disciplines of financial analysis -- valuation, modeling, competitive intelligence, and quality assurance -- and how the financial-analysis plugin helps you master each one.
- [3-Statement Model Skill](https://financecontext.com/en/financial-analysis/skills/3-statement-model.md): Learn the three financial statements -- Income Statement, Balance Sheet, and Cash Flow Statement -- how they link together, why modeling them matters, and how to build integrated models.
- [Audit XLS Skill](https://financecontext.com/en/financial-analysis/skills/audit-xls.md): Learn why Excel auditing matters in finance, the common errors that plague financial models, and how to systematically audit spreadsheets from formula checks to full model integrity reviews.
- [Clean Data XLS Skill](https://financecontext.com/en/financial-analysis/skills/clean-data-xls.md): Learn why data cleaning matters for financial models, common data quality issues in financial spreadsheets, and how to systematically clean messy data while maintaining an audit trail.
- [Competitive Analysis Skill](https://financecontext.com/en/financial-analysis/skills/competitive-analysis.md): Learn competitive analysis frameworks -- Porter's Five Forces, SWOT, moat analysis, market mapping -- and how to build professional competitive landscape decks.
- [Comps Analysis Skill](https://financecontext.com/en/financial-analysis/skills/comps-analysis.md): Learn comparable company analysis from scratch -- why we compare companies, how to select peers, key multiples like EV/EBITDA and P/E, and how to interpret results for investment decisions.
- [DCF Model Skill](https://financecontext.com/en/financial-analysis/skills/dcf-model.md): Learn discounted cash flow analysis from scratch -- the time value of money, projecting cash flows, WACC, terminal value, and sensitivity analysis -- then see how to build institutional-quality DCF models.
- [Deck Refresh Skill](https://financecontext.com/en/financial-analysis/skills/deck-refresh.md): Learn what presentation refreshes are in financial services, why updating numbers across a deck is more complex than find-replace, and how to do it correctly.
- [IB Check Deck Skill](https://financecontext.com/en/financial-analysis/skills/ib-check-deck.md): Learn what presentation QC is, why it matters in investment banking, and how to systematically check decks for number consistency, data-narrative alignment, language polish, and formatting quality.
- [LBO Model Skill](https://financecontext.com/en/financial-analysis/skills/lbo-model.md): Learn leveraged buyouts from scratch -- what an LBO is, how debt creates returns, the LBO math (entry, operations, exit), IRR/MOIC, and how to build institutional-quality LBO models.
- [PPT Template Creator Skill](https://financecontext.com/en/financial-analysis/skills/ppt-template-creator.md): Learn why branded presentation templates matter in financial services, how template analysis works, and how to create reusable template skills that ensure every deck matches your firm's style guide.
- [Getting Started](https://financecontext.com/en/getting-started.md): A beginner-friendly guide to installing and configuring Claude for Financial Services plugins, with explanations of Cowork, Claude Code, and MCP.
- [Introduction](https://financecontext.com/en/introduction.md): A Finance 101 learning resource and practical guide to using AI-powered plugins for financial services workflows — investment banking, equity research, private equity, and wealth management.
- [/buyer-list](https://financecontext.com/en/investment-banking/commands/buyer-list.md): Build a tiered buyer universe of potential strategic and financial acquirers for a sell-side process
- [/cim](https://financecontext.com/en/investment-banking/commands/cim.md): Draft a Confidential Information Memorandum for a sell-side M&A process
- [/deal-tracker](https://financecontext.com/en/investment-banking/commands/deal-tracker.md): Track and review the live deal pipeline with milestones, action items, and weekly deal review summaries
- [/merger-model](https://financecontext.com/en/investment-banking/commands/merger-model.md): Build an accretion/dilution merger consequences analysis
- [/one-pager](https://financecontext.com/en/investment-banking/commands/one-pager.md): Create a one-page company strip profile for pitch books using a branded PPT template
- [/process-letter](https://financecontext.com/en/investment-banking/commands/process-letter.md): Draft a process letter or bid instructions for any stage of a sell-side M&A process
- [/teaser](https://financecontext.com/en/investment-banking/commands/teaser.md): Draft an anonymous one-page blind teaser for a sell-side M&A process
- [Investment Banking Plugin](https://financecontext.com/en/investment-banking/overview.md): Investment banking productivity tools for deal materials, presentations, financial analysis, and transaction management
- [buyer-list](https://financecontext.com/en/investment-banking/skills/buyer-list.md): Build and organize a tiered universe of potential acquirers for sell-side M&A processes -- strategic buyers and financial sponsors
- [cim-builder](https://financecontext.com/en/investment-banking/skills/cim-builder.md): Structure and draft a Confidential Information Memorandum for sell-side M&A processes (40-60 pages)
- [datapack-builder](https://financecontext.com/en/investment-banking/skills/datapack-builder.md): Build professional financial data packs from CIMs, SEC filings, web search, or MCP servers -- 8-tab Excel workbooks ready for investment committee review
- [deal-tracker](https://financecontext.com/en/investment-banking/skills/deal-tracker.md): Track multiple live deals with milestones, action items, and weekly deal review summaries across an entire deal pipeline
- [merger-model](https://financecontext.com/en/investment-banking/skills/merger-model.md): Build accretion/dilution analysis for M&A transactions with synergy sensitivities and purchase price allocation
- [pitch-deck](https://financecontext.com/en/investment-banking/skills/pitch-deck.md): Populate investment banking pitch deck templates with data from source files using a 5-phase validation workflow
- [process-letter](https://financecontext.com/en/investment-banking/skills/process-letter.md): Draft process letters and bid instructions for sell-side M&A processes -- IOI instructions, final bid procedures, and management meeting logistics
- [strip-profile](https://financecontext.com/en/investment-banking/skills/strip-profile.md): Create professional investment banking strip profiles for pitch books and deal materials -- 1-4 information-dense slides with quadrant layouts, charts, and tables
- [teaser](https://financecontext.com/en/investment-banking/skills/teaser.md): Draft anonymous one-page company teasers for sell-side M&A processes that generate buyer interest before NDA execution
- [MCP Integrations](https://financecontext.com/en/mcp-integrations.md): Understand what MCP is, why data connections are critical in finance, and how to configure each provider for your workflows.
- [/analyze-bond-basis](https://financecontext.com/en/partner-built/lseg/commands/analyze-bond-basis.md): Analyze the bond futures basis with CTD identification, implied repo rate, and basis trade assessment
- [/analyze-bond-rv](https://financecontext.com/en/partner-built/lseg/commands/analyze-bond-rv.md): Analyze a bond's relative value vs yield curves and credit spreads with scenario stress testing
- [/analyze-fx-carry](https://financecontext.com/en/partner-built/lseg/commands/analyze-fx-carry.md): Evaluate FX carry trade opportunities with spot, forwards, vol surface, and historical context
- [/analyze-option-vol](https://financecontext.com/en/partner-built/lseg/commands/analyze-option-vol.md): Analyze option volatility with vol surface, Greeks, and implied vs realized vol comparison
- [/analyze-swap-curve](https://financecontext.com/en/partner-built/lseg/commands/analyze-swap-curve.md): Analyze the swap curve with government and inflation overlays to identify curve trade opportunities
- [/macro-rates](https://financecontext.com/en/partner-built/lseg/commands/macro-rates.md): Build a macro and rates dashboard with economic indicators, yield curves, inflation, and swap spreads
- [/research-equity](https://financecontext.com/en/partner-built/lseg/commands/research-equity.md): Generate a comprehensive equity research snapshot with consensus estimates, fundamentals, and price performance
- [/review-fi-portfolio](https://financecontext.com/en/partner-built/lseg/commands/review-fi-portfolio.md): Review a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis
- [LSEG Connectors](https://financecontext.com/en/partner-built/lseg/connectors.md): Complete tool reference for the LFA MCP Server — all LSEG financial analytics tools available in the plugin
- [LSEG Financial Analytics Plugin](https://financecontext.com/en/partner-built/lseg/overview.md): Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics
- [Bond Futures Basis Analysis](https://financecontext.com/en/partner-built/lseg/skills/bond-futures-basis.md): Analyze bond futures basis by pricing futures, identifying CTD bonds, and evaluating basis trading opportunities
- [Bond Relative Value Analysis](https://financecontext.com/en/partner-built/lseg/skills/bond-relative-value.md): Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing
- [Equity Research Analysis](https://financecontext.com/en/partner-built/lseg/skills/equity-research.md): Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context
- [Fixed Income Portfolio Analysis](https://financecontext.com/en/partner-built/lseg/skills/fixed-income-portfolio.md): Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis
- [FX Carry Trade Analysis](https://financecontext.com/en/partner-built/lseg/skills/fx-carry-trade.md): Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends
- [Macroeconomic and Rates Monitor](https://financecontext.com/en/partner-built/lseg/skills/macro-rates-monitor.md): Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates
- [Option Volatility Analysis](https://financecontext.com/en/partner-built/lseg/skills/option-vol-analysis.md): Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility
- [Swap Curve Strategy Analysis](https://financecontext.com/en/partner-built/lseg/skills/swap-curve-strategy.md): Analyze the interest rate swap curve, overlay government and inflation curves, and identify curve trade opportunities
- [S&P Global Plugin](https://financecontext.com/en/partner-built/spglobal/overview.md): AI-powered financial research with S&P Capital IQ data — tearsheets, earnings previews, and funding digests
- [Earnings Preview (Beta)](https://financecontext.com/en/partner-built/spglobal/skills/earnings-preview-beta.md): Generate concise 4-5 page equity research earnings previews using S&P Capital IQ data
- [Funding Digest](https://financecontext.com/en/partner-built/spglobal/skills/funding-digest.md): Generate professional one-page PowerPoint slides summarizing deal flow and funding rounds using S&P Capital IQ data
- [Tear Sheet Generator](https://financecontext.com/en/partner-built/spglobal/skills/tear-sheet.md): Generate professional company tear sheets using S&P Capital IQ data with audience-specific formatting
- [/ai-readiness](https://financecontext.com/en/private-equity/commands/ai-readiness.md): Scan the portfolio for the highest-leverage AI opportunities ranked by EBITDA impact
- [/dd-checklist](https://financecontext.com/en/private-equity/commands/dd-checklist.md): Generate a comprehensive, sector-tailored due diligence checklist with status tracking
- [/dd-prep](https://financecontext.com/en/private-equity/commands/dd-prep.md): Prep for a diligence meeting or expert call with targeted questions and red flags
- [/ic-memo](https://financecontext.com/en/private-equity/commands/ic-memo.md): Draft a structured investment committee memo synthesizing due diligence findings
- [/portfolio](https://financecontext.com/en/private-equity/commands/portfolio.md): Review portfolio company performance against plan — KPIs, variances, and red flags
- [/returns](https://financecontext.com/en/private-equity/commands/returns.md): Build IRR/MOIC sensitivity tables across entry multiple, leverage, exit multiple, and growth scenarios
- [/screen-deal](https://financecontext.com/en/private-equity/commands/screen-deal.md): Screen an inbound deal (CIM or teaser) against your fund's investment criteria
- [/source](https://financecontext.com/en/private-equity/commands/source.md): Source deals — discover companies and draft founder outreach
- [/value-creation](https://financecontext.com/en/private-equity/commands/value-creation.md): Build a post-acquisition value creation plan with EBITDA bridge and 100-day plan
- [Private Equity Plugin](https://financecontext.com/en/private-equity/overview.md): Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
- [Portfolio AI Readiness](https://financecontext.com/en/private-equity/skills/ai-readiness.md): Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time
- [Due Diligence Checklist](https://financecontext.com/en/private-equity/skills/dd-checklist.md): Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity
- [Diligence Meeting Prep](https://financecontext.com/en/private-equity/skills/dd-meeting-prep.md): Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions
- [Deal Screening](https://financecontext.com/en/private-equity/skills/deal-screening.md): Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria
- [Deal Sourcing](https://financecontext.com/en/private-equity/skills/deal-sourcing.md): PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails
- [Investment Committee Memo](https://financecontext.com/en/private-equity/skills/ic-memo.md): Draft a structured investment committee memo for PE deal approval, synthesizing due diligence findings, financial analysis, and deal terms
- [Portfolio Monitoring](https://financecontext.com/en/private-equity/skills/portfolio-monitoring.md): Track and analyze portfolio company performance against plan — KPI extraction, variance analysis, and covenant compliance
- [Returns Analysis](https://financecontext.com/en/private-equity/skills/returns-analysis.md): Build IRR/MOIC sensitivity tables for PE deal evaluation across entry multiple, leverage, exit multiple, growth, and hold period scenarios
- [Unit Economics Analysis](https://financecontext.com/en/private-equity/skills/unit-economics.md): Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall
- [Value Creation Plan](https://financecontext.com/en/private-equity/skills/value-creation-plan.md): Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge
- [/client-report](https://financecontext.com/en/wealth-management/commands/client-report.md): Generate a professional client-facing performance report with returns, allocation, and market commentary
- [/client-review](https://financecontext.com/en/wealth-management/commands/client-review.md): Prep for a client review meeting with portfolio performance summary, allocation analysis, and talking points
- [/financial-plan](https://financecontext.com/en/wealth-management/commands/financial-plan.md): Build or update a comprehensive financial plan covering retirement, education, estate, and cash flow projections
- [/proposal](https://financecontext.com/en/wealth-management/commands/proposal.md): Create a personalized investment proposal for a prospective client
- [/rebalance](https://financecontext.com/en/wealth-management/commands/rebalance.md): Analyze portfolio allocation drift and generate tax-aware rebalancing trade recommendations
- [/tlh](https://financecontext.com/en/wealth-management/commands/tlh.md): Identify tax-loss harvesting opportunities, suggest replacement securities, and manage wash sale windows
- [Wealth Management Plugin](https://financecontext.com/en/wealth-management/overview.md): Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting
- [Client Report](https://financecontext.com/en/wealth-management/skills/client-report.md): Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary
- [Client Review Prep](https://financecontext.com/en/wealth-management/skills/client-review.md): Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items
- [Financial Plan](https://financecontext.com/en/wealth-management/skills/financial-plan.md): Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis
- [Investment Proposal](https://financecontext.com/en/wealth-management/skills/investment-proposal.md): Create professional investment proposals for prospective clients covering the firm's approach, proposed allocation, expected outcomes, and fee structure
- [Portfolio Rebalance](https://financecontext.com/en/wealth-management/skills/portfolio-rebalance.md): Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts, considering tax implications and wash sale rules

## OpenAPI Specs

- [openapi](https://financecontext.com/api-reference/openapi.json)