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 logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
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.
Earnings Preview
Model Update
Morning Note
Uses power tools
Uses Bash, Write, or Edit tools
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A collection of Pi agent skills for financial services professionals, adapted from Anthropic's financial-services project.
⚠️ Note: This is not a pure copy. Skills have been adapted for the Pi agent ecosystem with proper
SKILL.mdformatting, pi package manifest, and workspace installation support.
| Category | Skills |
|---|---|
| Investment Banking | Pitch decks, teasers, CIMs, deal tracking, M&A modeling |
| Equity Research | DCF, comps, LBO, sector analysis, earnings reports |
| Fixed Income | Swap curves, bond analysis, FX carry, options vol |
| Private Equity | IC memos, portfolio monitoring, returns analysis |
| Wealth Management | Investment proposals, client reports, rebalancing |
| Accounting | GL reconciliation, accruals, variance commentary |
| Compliance | KYC document parsing, AML rules |
# Install as workspace package (recommended for teams)
pi install npm:@hcchang/pi-financial-services -l
# Or global
pi install npm:@hcchang/pi-financial-services
Simply ask naturally:
Skills are organized in plugins/:
partner-built/ - LSEG, S&P Global data connectorsvertical-plugins/ - Core skills by vertical (IB, ER, PE, WM, etc.)Originally created by Anthropic. Adapted for Pi agent by @hcchang.
MIT
npx claudepluginhub changhochien/pi-financial-services --plugin earnings-reviewerEquity research tools: earnings analysis, initiating coverage reports, and research workflows
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
Fund administration and finance ops skills: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out
Operational workflows: KYC document parsing and rules-grid evaluation
Briefing pack before every client meeting
Ultra-compressed communication mode. Cuts ~75% of tokens while keeping full technical accuracy by speaking like a caveman.
Comprehensive UI/UX design plugin for mobile (iOS, Android, React Native) and web applications with design systems, accessibility, and modern patterns
Multi-model consensus engine integrating OpenAI Codex CLI, Gemini CLI, and Claude CLI for collaborative code review and problem-solving.
Curate auto-memory, promote learnings to CLAUDE.md and rules, extract proven patterns into reusable skills.