By Changhochien
S&P Global - Financial data and analytics skills including company tearsheets, earnings previews, and transaction summaries
Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links.
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.
External network access
Connects to servers outside your machine
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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 sp-globalBriefing 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
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