Skills dans ce dépôt
SkillsMP a collecté 119 skills depuis fall-development-rob/corp_finance. Ouvrez un skill pour examiner sa source et ses détails.
fall-development-rob/corp_financeAffichage de 40 skills collectés sur 119.
WHAT: Standard confidentiality notices, NDA language, legal disclaimers, distribution controls, and recipient tracking for institutional financial deliverables — CIM/teaser cover pages, footer banners, final-page legal riders, and copy-control procedures.…
Langue du texte source : anglais
WHAT: Source annotation and provenance metadata for every value in a financial dataset — recording the originating extract, transformation chain, FX rate (if translated), analyst approval, and timestamp so that any downstream model cell can be traced back to…
Langue du texte source : anglais
WHAT: Statistical outlier detection across financial datasets — univariate (z-score, IQR, p1/p99), cross-sectional (peer-relative), time-series (moving-average spike), and factor-residual methods. Outliers are flagged with a review_flag column; they are never…
Langue du texte source : anglais
WHAT: Composite quality gate that aggregates the outputs of outlier detection, unit reconciliation, and lineage tracking into a single pass/fail checklist before a dataset is consumed by a financial model. Routes to cfa-chief-analyst for data-quality…
Langue du texte source : anglais
WHAT: Unit scale, sign convention, frequency, and currency normalisation for financial datasets — converting 000s/millions/billions, aligning income statement sign conventions, aggregating/disaggregating time series to a uniform frequency, translating…
Langue du texte source : anglais
WHAT: Formal citation rules for all data sources used in institutional financial deliverables — SEC filings, earnings materials, market data (FMP), corp-finance-mcp tool outputs, third-party research, and vendor data — with exact format strings for each…
Langue du texte source : anglais
WHAT: Number formatting, currency display, multiple notation, percentage conventions, date formats, table layout standards, and financial statement colour-coding rules for institutional financial deliverables across IB, PE, equity research, and wealth…
Langue du texte source : anglais
WHAT: Pre-delivery quality control checklist for institutional financial deliverables — numerical integrity, formatting compliance, documentation completeness, confidentiality marking, version control, and final editorial review checks. Issues a pass/fail…
Langue du texte source : anglais
WHAT: Competitive landscape analysis — Porter's Five Forces industry assessment, TAM/SAM/SOM market sizing, competitive positioning matrix, financial benchmarking via comps, and moat assessment. WHEN: Invoke when asked to perform a competitive analysis,…
Langue du texte source : anglais
WHAT: Pitch deck context refresh and data update — date-stamp scanning, rate-environment staleness detection, comp-set staleness checks, market context updates, recipient-context dependencies, structured refresh list, and number update execution with approval…
Langue du texte source : anglais
WHAT: Pitch deck and IB presentation QA — number consistency across slides, data-narrative alignment, language and terminology standards, formatting review, and pre-publication sign-off checklist. WHEN: Invoke when asked to review, QA, or check a pitch deck,…
Langue du texte source : anglais
WHAT: Excel financial model authoring conventions — runtime detection (Office JS vs openpyxl), computation via cfa-core MCP tools, merged-cell pitfall fix pattern, formulas-over-hardcodes constraint, colour conventions, and step-by-step confirmation gates.…
Langue du texte source : anglais
WHAT: Financial model audit — balance sheet integrity, circular reference detection, formula consistency, sign convention, growth rate sanity, three-statement linkage, credit checks, and terminal value reasonableness. WHEN: Invoke when asked to check, audit,…
Langue du texte source : anglais
WHAT: Formula consistency audit across financial model worksheet rows — detects broken formula rows (numeric value where neighbour cells are formulas), formula drift (formula changes mid-row without rationale), and row-level formula logic inconsistencies.…
Langue du texte source : anglais
WHAT: Detection and classification of hardcoded values in financial models — numeric literals in formula rows (broken formulas), rate/multiple/growth literals embedded inside formula strings (shadow hardcodes), and shadow hardcodes that replicate tool output…
Langue du texte source : anglais
WHAT: Dependency-graph construction and circular-reference assessment for financial model worksheets — directed cell/formula link tracing, cycle detection, and classification of legitimate vs pathological circular references. WHEN: Invoke when a financial…
Langue du texte source : anglais
WHAT: Independent re-derivation of financial model outputs using corp-finance-mcp tools as the 128-bit Decimal ground truth — covers DCF/WACC, LBO/debt schedule/returns/waterfall, three-statement model, merger accretion/dilution, and sensitivity/scenario…
Langue du texte source : anglais
WHAT: Three-statement model articulation audit — IS/BS/CF tie-out using corp-finance-mcp `three_statement_model` as ground truth, balance sheet balance check (Assets = Liabilities + Equity at zero tolerance), the four canonical cross-statement linkage rules,…
Langue du texte source : anglais
WHAT: Comps table and sensitivity slide templates for financial decks — trading comparables table layout (ticker, market cap, EV, EV/Revenue, EV/EBITDA, P/E, revenue growth, EBITDA margin, median and target rows), 2D sensitivity grid with base-case marking,…
Langue du texte source : anglais
WHAT: Slide-deck structural conventions for headless pitch and research deck authoring — slide-break syntax (`
Langue du texte source : anglais
WHAT: Binding layer that maps a finalised markdown deck (authored per `workflow-pptx-deck-structure`) to a `SlideDeckSpec` JSON object and calls `office_pptx_write` to produce a binary `.pptx` terminal deliverable; covers the four supported slide kinds…
Langue du texte source : anglais
WHAT: Valuation slide templates for financial decks — bull/base/bear scenario table with probability weights, company overview headline-metrics box, and financial-profile slide layout; all numbers sourced from corp-finance-mcp tools (`dcf_model`,…
Langue du texte source : anglais
WHAT: Formula column and cross-reference conventions for headless Excel-equivalent tables — rendering formula intent as literal `=CELL` text strings, cross-referencing other sheets with `->Sheet!Label` arrows, and maintaining the canonical numeric value…
Langue du texte source : anglais
WHAT: Named-range substitutes in headless markdown-tabular deliverables — heading anchor declarations, `->Sheet#anchor` reference syntax, and how named-range anchors map to `defined_names` entries in the `office_xlsx_write` MCP tool. WHEN: Invoke when a…
Langue du texte source : anglais
WHAT: Core markdown-table layout conventions for headless Excel-equivalent deliverables — header row, units row, source-of-truth column, negatives in parentheses, totals rows with separator, and one-sheet-per-H2-section structure for multi-sheet workbooks.…
Langue du texte source : anglais
WHAT: Binary `.xlsx` file generation via the `office_xlsx_write` MCP tool — mapping markdown-tabular sections to a WorkbookSpec JSON, cell value types, formula injection, defined names, frozen panes, and column widths. The output is a terminal deliverable; do…
Langue du texte source : anglais
WHAT: Asset-liability matching for pension / insurance balance sheets; duration matching, key-rate duration matching, and immunization. WHEN: Pension / insurance ALM construction, LDI strategy formulation, surplus risk minimization.
Langue du texte source : anglais
WHAT: Price corporate and government bonds; compute YTM, duration (Macaulay / modified / effective), convexity, and DV01. WHEN: Bond MTM runs, single-name credit screening, yield-curve relative-value setup, portfolio risk attribution prep.
Langue du texte source : anglais
WHAT: Decompose a bond yield into government, swap, and credit components; compute Z-spread, OAS, I-spread, and G-spread; perform credit-spread relative value. WHEN: Credit relative-value trades, sector rotation decisions, single-name credit screening.
Langue du texte source : anglais
WHAT: Price TIPS and global inflation-linked bonds; derive real-yield curves and inflation breakevens; price inflation swaps, caps, and floors. WHEN: TIPS / linker portfolio MTM, inflation hedge sizing, breakeven trade entry / exit signals.
Langue du texte source : anglais
WHAT: Model MBS prepayment (PSA ramp, CPR), compute OAS, effective duration adjusted for prepayment risk, and convexity adjustment. WHEN: MBS portfolio MTM, prepayment-risk hedging, agency RMBS / CMBS investment analysis.
Langue du texte source : anglais
WHAT: Sovereign bond analysis with country risk premium overlay; EM hard- vs local-currency comparison; capital-controls cost estimation. WHEN: EM sovereign credit research, hard-vs-local-currency allocation, country risk premium derivation.
Langue du texte source : anglais
WHAT: Bootstrap a spot (zero-coupon) curve from par yields; fit Nelson-Siegel-Svensson term structure; extract forward rates. WHEN: Pricing illiquid bonds, curve trading setup, hedge construction requiring curve-risk decomposition.
Langue du texte source : anglais
Transforms Claude into a CFA-level financial analyst for valuation, credit analysis, deal modelling, portfolio construction, fund structuring, three-statement modelling, Monte Carlo simulation, scenario analysis, earnings quality assessment, dividend policy…
Langue du texte source : anglais
Transforms Claude into a CFA-level financial analyst for fixed income analysis, derivatives pricing, yield curve analysis, volatility surface calibration, interest rate modelling, mortgage/MBS analytics, inflation-linked instruments, repo financing,…
Langue du texte source : anglais
Transforms Claude into a CFA-level financial analyst for quantitative risk analysis, portfolio optimization, risk budgeting, market microstructure, quantitative strategies, behavioral finance, performance attribution, credit portfolio analytics, macro…
Langue du texte source : anglais
WHAT: Root-cause tracing of individual GL reconciliation breaks — audit trail from GL journal entry to subledger transaction, attribute diffing, single-sentence root-cause statements, and owner/action assignment. WHEN: Invoke after GL Reconciliation has…
Langue du texte source : anglais
WHAT: FP&A variance commentary — flagging P&L and balance-sheet lines exceeding materiality threshold or on the always-comment list, sourcing driver explanations from GL journal breakdowns, and producing commentary tables plus period narrative. WHEN: Invoke…
Langue du texte source : anglais
WHAT: General ledger reconciliation against subledger or custodian extracts — full outer join matching, break classification into standard buckets, materiality assessment, and break report production. WHEN: Invoke when reconciling GL balances against…
Langue du texte source : anglais
WHAT: NAV tie-out for LP capital account statements — independent recomputation of fund NAV, GP economics, and per-LP capital account movements against draft LP statements, with validation report and distribution block. WHEN: Invoke before distributing LP…
Langue du texte source : anglais