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By Changhochien
S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries
npx claudepluginhub changhochien/pi-financial-services --plugin sp-globalGenerate 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.
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.
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.
External network access
Connects to servers outside your machine
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v9.40.3 — Hardened multi-LLM council with extracted benchmark routing, capability-aware role fit, CLI-visible warnings, diversity, veto, quorum, and implementation gates. Run /octo:setup.
Permanent coding companion for Claude Code — survives any update. MCP-based terminal pet with ASCII art, stats, reactions, and personality.
Semantic search for Claude Code conversations. Remember past discussions, decisions, and patterns.
Briefing pack before every client meeting
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
Equity research tools: earnings analysis, initiating coverage reports, and research workflows
Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management
Earnings call and filings to model update to note draft
A collection of Pi agent skills for financial services professionals, adapted from Anthropic's financial-services project.
⚠️ Note: This is not a pure copy. Skills have been adapted for the Pi agent ecosystem with proper
SKILL.mdformatting, pi package manifest, and workspace installation support.
| Category | Skills |
|---|---|
| Investment Banking | Pitch decks, teasers, CIMs, deal tracking, M&A modeling |
| Equity Research | DCF, comps, LBO, sector analysis, earnings reports |
| Fixed Income | Swap curves, bond analysis, FX carry, options vol |
| Private Equity | IC memos, portfolio monitoring, returns analysis |
| Wealth Management | Investment proposals, client reports, rebalancing |
| Accounting | GL reconciliation, accruals, variance commentary |
| Compliance | KYC document parsing, AML rules |
# Install as workspace package (recommended for teams)
pi install npm:@hcchang/pi-financial-services -l
# Or global
pi install npm:@hcchang/pi-financial-services
Simply ask naturally:
Skills are organized in plugins/:
partner-built/ - LSEG, S&P Global data connectorsvertical-plugins/ - Core skills by vertical (IB, ER, PE, WM, etc.)Originally created by Anthropic. Adapted for Pi agent by @hcchang.
MIT