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cti-financial-agents
Five investment-grade finance skills (Pitch Builder, Model Builder, Earnings Reviewer, KYC Screener, Valuation Reviewer) that complement Anthropic's Financial Agent Templates and the existing CTI finance plugin.
What's Inside
Skills5
earnings-reviewer
/earnings-reviewer
Analyze earnings transcripts, press releases, and SEC filings to extract guidance changes, segment performance, Q&A red flags, and model-impact recommendations. Trigger with "review [company] earnings", "Q[N] [year] earnings call", "what changed in [company]'s earnings", "earnings transcript analysis", "post-earnings update", "guidance change at [company]", or when a 10-Q / 10-K / 8-K just dropped on a tracked name.
kyc-screener
/kyc-screener
Automate Know Your Customer / Customer Due Diligence (KYC/CDD) compliance reviews — entity verification, beneficial ownership extraction, sanctions/PEP/adverse-media screening, document-quality grading, and risk classification. Trigger with "KYC on [entity]", "screen [entity] for compliance", "ownership structure of [entity]", "AML check on [entity]", "CDD review", "EDD review", "onboarding review for [client]", "sanctions screen", "beneficial owner check".
model-builder
/model-builder
Build and maintain financial models from filings and data feeds — 3-statement models, DCF valuations, LBO models, operating models, and budget/forecast workbooks. Trigger with "build a model for [company]", "create a DCF", "3-statement model", "LBO model", "operating model", "budget model", "update the model with the latest filing", or when sourcing financial projections from 10-K/10-Q/8-K data.
pitch-builder
/pitch-builder
Generate investment banking pitchbooks — target lists, comparable company analysis, valuation summaries, and recommendation slides. Trigger with "build a pitch", "draft pitchbook", "comps for [company]", "M&A targets for [sector]", "pitch deck for [meeting]", "buyside list", "sellside list", or when assembling materials for a banker meeting, board pitch, or strategic review.
valuation-reviewer
/valuation-reviewer
Validate valuations against methodology, comparable companies, and sensitivity bounds — DCF QC, comp-set defensibility, transaction-comp checks, fairness opinion review, mark-to-market validation, and IC sign-off prep. Trigger with "review this valuation", "validate the [company] valuation", "is this fair value", "check the comps for [company]", "DCF review", "fairness opinion check", "valuation second look", "mark review", or when a valuation is heading to IC, board, or auditor.
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Version1.0.0
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MaintenanceFair
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