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entrevista-inicial | analisis-financiero

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analisis-financiero
entrevista-inicial

Skill

entrevista-inicial

From analisis-financiero

Entrevista para configurar plantillas de modelado — moneda, norma contable, plantilla de DCF/comps/LBO, formato Excel/PPT, fuentes de datos. Triggers en "entrevista inicial", "primer uso", "configurar modelos".

Invocation

How this skill is triggered — by the user, by Claude, or both

Slash command

/analisis-financiero:entrevista-inicial

User invocable

Model invocable

Inline context

Default effort

Context Preview

The summary Claude sees in its skill listing — used to decide when to auto-load this skill

1. Moneda principal (EUR / USD / GBP / otra)

SKILL.md

44 lines · ~390 tokens

Stats

LanguagePython

Parent stars0

MaintenanceGood

Last CommitMay 25, 2026

Actions

View Source View Plugin View on GitHub View README

Stats

LanguagePython

Parent stars0

MaintenanceGood

Last CommitMay 25, 2026

Actions

View Source View Plugin View on GitHub View README

Entrevista inicial — Análisis financiero

Modo rápido (2 min)

Moneda principal (EUR / USD / GBP / otra)
Norma contable (IFRS, PGC, US GAAP)
Plantilla Excel propia o usar la del plugin
Formato PPT (16:9, 4:3, plantilla casa)
Fuente de datos principal (Bloomberg, FactSet, Capital IQ, ninguna)

Modo completo (10–15 min)

1 — Contexto

Rol (IB, PE/VC, research, wealth, freelance)
Cliente final del modelo (IC, partner, cliente externo)

2 — Convenciones

Moneda y FX rates
Norma contable (IFRS, PGC, GAAP) — si IFRS, también ¿IFRS 15, 16, 17 aplicables?
Periodo fiscal (calendar year vs split year)
Unidades (miles, millones)

3 — Plantillas

DCF: ¿tienes plantilla propia? (cargar para usarla de base)
Comparables: lista de múltiplos preferidos por sector
LBO: tramos típicos de financiación y términos
3-statement: macros / VBA / pure formula

4 — Output

Excel: estructura (tabs ordenados, code de colores, conventions)
PPT: plantilla, fuente, paleta
Word: cuando aplica (memos)

5 — Conectores

Bloomberg / FactSet / Capital IQ / Refinitiv / Visible Alpha / Crunchbase
Si ninguno: aceptación de [verificar] en cifras externas

Guardar perfil

En ~/.claude/plugins/config/servicios-financieros/analisis-financiero/CLAUDE.md.

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npx claudepluginhub betobetico/claude-para-servicios-financieros --plugin analisis-financiero