Changhochien/financial-services-hermes - Page 2

fsi-command-financial-plan

Use when financial-services work requires build or update a financial plan.

fsi-command-ic-memo

Use when financial-services work requires draft an investment committee memo.

fsi-command-initiate

Use when financial-services work requires create an initiating coverage report.

fsi-command-lbo

Use when financial-services work requires build an LBO model for a PE acquisition.

fsi-command-macro-rates

Use when financial-services work requires build a macro and rates dashboard with economic indicators, yield curves, inflation, and swap spreads.

fsi-command-merger-model

Use when financial-services work requires build an accretion/dilution merger model.

fsi-command-model-update

Use when financial-services work requires update a financial model with new data.

fsi-command-morning-note

Use when financial-services work requires draft a morning meeting note.

fsi-command-one-pager

Use when financial-services work requires create a one-page company strip profile using branded PPT template.

fsi-command-portfolio

Use when financial-services work requires review portfolio company performance.

fsi-command-ppt-template

Use when financial-services work requires create a reusable PPT template skill from a PowerPoint template file.

fsi-command-process-letter

Use when financial-services work requires draft a process letter or bid instructions.

fsi-command-proposal

Use when financial-services work requires create an investment proposal for a prospect.

fsi-command-rebalance

Use when financial-services work requires analyze drift and generate rebalancing trades.

fsi-command-research-equity

Use when financial-services work requires generate a comprehensive equity research snapshot with consensus estimates, fundamentals, and price performance.

fsi-command-returns

Use when financial-services work requires build IRR/MOIC sensitivity tables.

fsi-command-review-fi-portfolio

Use when financial-services work requires review a fixed income portfolio with pricing, reference data, cashflows, and scenario analysis.

fsi-command-screen-deal

Use when financial-services work requires screen an inbound deal (CIM or teaser).

fsi-command-screen

Use when financial-services work requires run a stock screen or generate investment ideas.

fsi-command-sector

Use when financial-services work requires create a sector overview report.

fsi-command-source

Use when financial-services work requires source deals — discover companies and draft founder outreach.

fsi-command-teaser

Use when financial-services work requires draft an anonymous one-page teaser.

fsi-command-thesis

Use when financial-services work requires create or update an investment thesis.

fsi-command-tlh

Use when financial-services work requires identify tax-loss harvesting opportunities.

fsi-command-unit-economics

Use when financial-services work requires analyze unit economics (ARR cohorts, LTV/CAC, retention).

fsi-command-value-creation

Use when financial-services work requires build a post-acquisition value creation plan.

3-statement-model

Use when financial-services work requires complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate…

audit-xls

Use when financial-services work requires audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and…

clean-data-xls

Use when financial-services work requires clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or…

competitive-analysis

Use when financial-services work requires framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer…

comps-analysis

Use when financial-services work requires build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format..

dcf-model

Use when financial-services work requires real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs…

deck-refresh

Use when financial-services work requires updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this…

ib-check-deck

Use when financial-services work requires investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4)…

lbo-model

Use when financial-services work requires this skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates…

ppt-template-creator

Use when financial-services work requires creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use…

pptx-author

Use when financial-services work requires produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app..

skill-creator

Use when financial-services work requires guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool…

xlsx-author

Use when financial-services work requires produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app..

accrual-schedule

Use when financial-services work requires build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting..