By Changhochien
Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management
Build a buyer universe for a sell-side process
Draft a Confidential Information Memorandum
Track and review live deal pipeline
Build an accretion/dilution merger model
Create a one-page company strip profile using branded PPT template
Buyer List
CIM Builder
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.
Deal Tracker
Merger Model
Own this plugin?
Verify ownership to unlock analytics, metadata editing, and a verified badge. GitHub access is read-only (username + org membership).
Sign in to claimOwn this plugin?
Verify ownership to unlock analytics, metadata editing, and a verified badge. GitHub access is read-only (username + org membership).
Sign in to claimBased on adoption, maintenance, documentation, and repository signals. Not a security audit or endorsement.
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 investment-bankingBriefing pack before every client meeting
Equity 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
Earnings call and filings to model update to note draft
Comprehensive feature development workflow with specialized agents for codebase exploration, architecture design, and quality review
A growing collection of Claude-compatible academic workflow bundles. Covers scientific figures, manuscript writing and polishing, reviewer assessment, citation retrieval, data availability, paper reading, literature search, response letters, paper-to-PPTX conversion, and evidence-grounded Chinese invention patent drafting. Rules are organized as reusable skill folders with explicit workflows and quality checks.
Harness-native ECC operator layer - 67 agents, 271 skills, 92 legacy command shims, reusable hooks, rules, selective install profiles, and production-ready workflows for Claude Code, Codex, OpenCode, Cursor, and related agent harnesses
Comprehensive skill pack with 66 specialized skills for full-stack developers: 12 language experts (Python, TypeScript, Go, Rust, C++, Swift, Kotlin, C#, PHP, Java, SQL, JavaScript), 10 backend frameworks, 6 frontend/mobile, plus infrastructure, DevOps, security, and testing. Features progressive disclosure architecture for 50% faster loading.
Tools to maintain and improve CLAUDE.md files - audit quality, capture session learnings, and keep project memory current.
Upstash Context7 MCP server for up-to-date documentation lookup. Pull version-specific documentation and code examples directly from source repositories into your LLM context.