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By Changhochien
Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting
npx claudepluginhub changhochien/pi-financial-services --plugin wealth-managementGenerate a client performance report
Prep for a client review meeting
Build or update a financial plan
Create an investment proposal for a prospect
Analyze drift and generate rebalancing trades
Share bugs, ideas, or general feedback.
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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