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[PAID — vendor subscription required] FactSet -- multi-asset financial data, analytics, and portfolio tools via FactSet MCP
Mit Codex oder Claude installieren Kopieren Sie diesen Prompt, fügen Sie ihn in Codex, Claude oder einen anderen Assistant ein und lassen Sie die Skill-Seite prüfen und installieren.
Basierend auf der SOC-Berufsklassifikation
CFA Chief Analyst skill: institutional-grade coordinator for financial analysis. Decomposes prompts, delegates to 8 CFA specialist agents (equity, credit, fixed-income, derivatives, quant-risk, macro, private-markets, esg-regulatory) via delegate_to_<id> virtual tools, and aggregates their outputs into audit-traceable memos.
CFA Credit Analyst skill: institutional credit analysis covering credit metrics, synthetic ratings, debt capacity sizing, covenant compliance, Altman Z-score distress screening, credit scoring, credit derivatives (CDS, CVA), and credit portfolio analytics.
CFA Derivatives Analyst skill: option pricing, implied volatility, forwards/futures, swaps, option strategies, volatility surface construction, SABR calibration, convertible bonds, structured products, real options, and Monte Carlo simulation.
CFA Equity Analyst skill: institutional equity research covering DCF valuation, WACC, trading comps, SOTP, target price, multistage DDM, H-Model DDM, payout sustainability, TSR, earnings quality (Beneish, Piotroski, accrual/revenue quality), three-statement modelling, Monte Carlo DCF, and financial forensics.
CFA ESG and Regulatory Analyst skill: ESG scoring, carbon markets, regulatory capital (Basel III), compliance reporting (MiFID II, GIPS), AML/KYC, FATCA/CRS, economic substance, fund structuring, transfer pricing, tax treaty optimisation, and regulatory reporting (AIFMD, Form PF).
CFA Fixed Income Analyst skill: bond pricing, yield curve construction, duration/convexity, credit spreads, interest rate models, TIPS, repo financing, mortgage analytics, municipal bonds, and sovereign debt analysis.
| name | vendor-factset |
| description | [PAID — vendor subscription required] FactSet -- multi-asset financial data, analytics, and portfolio tools via FactSet MCP |
FactSet provides multi-asset financial data, analytics, and portfolio tools. This is an OPTIONAL premium integration -- users must have their own FactSet subscription and API credentials.
Package: @corp-finance/vendor-factset
Authentication: Basic auth (username + API key)
Environment Variables:
FACTSET_USERNAME -- FactSet account usernameFACTSET_API_KEY -- FactSet API key| Tool | Purpose |
|---|---|
factset_fundamentals | Standardised financial statements, ratios, and key metrics across 70,000+ companies |
factset_estimates | Broker estimates, consensus forecasts, estimate revisions, and earnings surprise history |
factset_company_search | Search for companies by name, ticker, ISIN, CUSIP, or SEDOL |
factset_prices | Global equity, fixed income, and FX pricing -- end-of-day and intraday |
factset_bond_pricing | Bond pricing, yield analytics, spread decomposition, and duration/convexity |
factset_ownership | Institutional ownership, 13F holdings, and ownership concentration |
factset_institutional | Institutional investor profiles, AUM, allocation, and investment style |
factset_portfolio_analytics | Attribution analysis, risk decomposition, and compliance monitoring |
factset_risk_model | Multi-factor risk model exposures, covariance matrices, and risk forecasts |
factset_factor_exposure | Factor library exposures: value, momentum, quality, size, volatility |
factset_supply_chain | Company supply chain relationships, revenue exposure, and supplier/customer links |
factset_geo_revenue | Geographic revenue breakdown by country and region |
factset_events | Corporate events calendar: earnings dates, ex-dividend dates, conferences |
factset_people | Executive and board member profiles, compensation, and biographical data |
factset_ma_deals | M&A transaction data: deal terms, multiples, advisors, and structure |
factset_batch_request | Batch multiple FactSet API requests into a single call for efficiency |
factset_fundamentals and factset_estimatesfactset_ownership and factset_institutionalfactset_portfolio_analytics, factset_risk_model, and factset_factor_exposurefactset_supply_chain and factset_geo_revenuefactset_bond_pricing and factset_pricesfactset_batch_requestFactSet subscription required. Data subject to FactSet licence terms, including redistribution and usage restrictions. FactSet excels at consensus estimates, institutional ownership, and multi-asset portfolio analytics.