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金融・投資アナリスト

職業

金融・投資アナリスト

7577 スキル

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7577 スキル

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営業・マーケティング

Investor Materials

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

営業・マーケティング

Investor Outreach

Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising. Use when the user wants outreach to angels, VCs, strategic investors, or accelerators and needs concise, personalized, investor-facing messaging.

営業・マーケティング

Investor Materials

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

営業・マーケティング

Investor Outreach

Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising. Use when the user wants outreach to angels, VCs, strategic investors, or accelerators and needs concise, personalized, investor-facing messaging.

営業・マーケティング

Investor Materials

创建和更新宣传文稿、一页简介、投资者备忘录、加速器申请、财务模型和融资材料。当用户需要面向投资者的文件、预测、资金用途表、里程碑计划或必须在多个融资资产中保持内部一致性的材料时使用。

金融・投資

Creating Financial Models

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

anthropics41.0k

Analyzing Financial Statements

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

anthropics41.0k

データ分析

Startup Financial Modeling

Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use this skill when creating financial projections, calculating burn rate or runway, modeling fundraising scenarios, or preparing investor-ready financials for a seed or Series A raise.

金融・投資

Startup Business Analyst Financial Projections

Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios

金融・投資

Startup Financial Modeling

Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.

金融・投資

Financial Model Skill

Use this skill when the user wants to build a financial model, 3-statement model, DCF valuation, cap table, scenario analysis, or financial projections in Excel. Trigger on: 'financial model', '3-statement model', 'DCF', 'cap table', 'pro forma', 'projections', 'sensitivity analysis', 'waterfall', 'debt schedule', 'break-even', 'discounted cash flow', 'capitalization table', 'fundraising model', 'WACC calculation', 'scenario analysis model'. Input is a text prompt with assumptions. Output is a single .xlsx file with formula-driven, interconnected statement sheets.

金融・投資

Dcf Valuation

Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share. Triggers when user asks for fair value, intrinsic value, DCF, valuation, "what is X worth", price target, undervalued/overvalued analysis, or wants to compare current price to fundamental value.

自動化ツール

Ai Trader Copytrade

Follow top traders and automatically copy their positions.

金融・投資

Ai Trader

AI-Trader - AI Trading Signal Platform. Publish trading signals, follow traders. Use when user mentions trading signals, copy trading, stock trading, or follow traders.

生産性・インテグレーション

Ai Trader Tradesync

Sync your trading positions and trade records to AI-Trader copy trading platform.

Munger Perspective

查理·芒格的思维框架与表达方式。基于《穷查理宝典》、伯克希尔/Daily Journal股东会、 USC/哈佛演讲、访谈记录、外部批评等50+来源的深度调研，提炼5个核心心智模型、8条决策启发式和完整的表达DNA。用途：作为思维顾问，用芒格的视角分析问题、审视决策、提供反馈。当用户提到「用芒格的视角」「芒格会怎么看」「芒格模式」「munger perspective」时使用。也适用于：投资决策审视、认知偏误检查、跨学科思考训练、逆向思考练习。即使用户只是说「逆向思考一下」「这有什么认知偏误」「Lollapalooza效应」「能力圈之外」「激励结构是什么」也可触发。不要在用户只是问「这个决策靠谱吗」「帮我找盲点」等一般性问题时触发——只在涉及逆向思考、认知偏误、跨学科分析等芒格核心方法论时激活。

alchaincyf12.5k

金融・投資

Trader Setup

One-time onboarding for the financial trader workflow — real-time alerts, position-aware relevance, decision journaling with outcome tracking. After successful setup this skill is excluded from selection until the marker file is deleted.

営業・マーケティング

Ma Playbook

M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.

alirezarezvani11.7k

金融・投資

Business Investment Advisor

Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.

alirezarezvani11.7k

金融・投資

Finance Skills

Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

alirezarezvani11.7k

金融・投資

Forecast

Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Use when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit vs. call upside, or checking pipeline coverage against your number.

anthropics11.3k

金融・投資

Finance Core Analysis

Generate stage-2 publishable deep financial analysis markdown from a daily-finance brief plus current web verification, using liquidity, interest rates, risk appetite, capital flows, policy, and balance-sheet constraints. Use when user wants a deeper 公众号-style markdown analysis based on daily-finance output, core macro/market mechanism analysis, or the second step of the daily finance pipeline before finance-explosive-article.

金融・投資

Daily Finance

Generate stage-1 publishable daily financial news markdown by accessing current web data, filtering reliable macro/market news, validating numbers and article logic, and writing a source-backed brief. Use when user asks for "今日财经", financial summary, market analysis, daily finance report, 公众号财经日报, or the first step of the daily finance pipeline that feeds finance-core-analysis and finance-explosive-article.

金融・投資

Equity Research Earnings Update

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

金融・投資

Comparable Company Analysis

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

ナレッジベース

Pitch Deck

Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.

金融・投資

Fixed Income Portfolio

Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.

営業・マーケティング

Fsi Strip Profile

Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.

金融・投資

Initiating Coverage

Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.

金融・投資

3-Statement Financial Model Template Completion

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 financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

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