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financial-services-plugins-new

financial-services-plugins-new 收录了来自 yuping322 的 4 个 skills,并提供仓库级职业覆盖和站内 skill 详情页。

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2026-03-11
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4
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1 个职业分类 · 已分类 100%
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这个仓库中的 skills

earnings-analysis
财务和投资分析师

创建专业股票研究盈利更新报告(8-12 页,3,000-5,000 字)分析已覆盖公司的季度结果。快速周转格式,重点关注超/未达预期分析、关键指标、更新的估计和修订的论文。包括 1-3 个汇总表和 8-12 个图表。用户请求"盈利更新"、"季度更新"、"盈利分析"、"Q1/Q2/Q3/Q4 结果"或盈利后报告时使用。

2026-03-11
check-model
财务和投资分析师

Debug and audit financial models for errors — circular references, broken formulas, hardcoded overrides, balance sheet imbalances, cash flow mismatches, and logic gaps. Use when a model isn't tying, producing unexpected results, or before sending to a client or IC. Triggers on "debug model", "model check", "audit model", "model won't balance", "something's off in my model", "check my model", "QA model", or "model review".

2026-02-23
fsi-comps-analysis
财务和投资分析师

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models

2026-02-23
lbo-model
财务和投资分析师

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 calculations, and ensures professional formatting standards that adapt to any template structure.

2026-02-23