Finance & Investment Banking

Financial Analysis

Version

0.1.0

Publisher

Anthropic FSI

What it does

Automates the construction of professional financial models used in investment banking and equity research. Analysts can generate discounted cash flow valuations, comparable company analyses, leveraged buyout models, and integrated 3-statement models with live Excel formulas, sensitivity tables, and sourced cell comments. The plugin also includes presentation QC, data cleaning, and deck refresh tools for end-to-end deal workflow support.

What you can ask

PromptWhat you get

“Build a DCF model for NVIDIA with bear/base/bull scenarios”

Excel workbook with 5-year cash flow projections, WACC calculations, three sensitivity tables, and an implied share price with upside/downside to market

“Run a comps analysis on cloud infrastructure companies — CrowdStrike, Datadog, Snowflake, Cloudflare”

Formatted Excel with operating metrics, valuation multiples, and statistical benchmarks (median, quartiles) across all peers

“Check my pitch deck for number consistency before the client meeting”

Slide-by-slide QC report flagging conflicting figures, stale growth rates, and data-narrative misalignment

Inputs

•Excel template file (optional for LBO, 3-statement — uses built-in templates if not provided)

•Historical financial data or SEC filing references (optional — fetches from web/MCP if not provided)

Output

•Excel workbooks (.xlsx) with live formulas, color-coded inputs, sensitivity tables, and cell comments citing data sources —

•QC reports summarizing findings by category (number consistency, narrative alignment, language, formatting) —

•Refreshed presentation decks with updated figures across all slides —

Tools & Integrations

Works standalone with web search for financial data. Enhanced when connected to S&P Kensho MCP, FactSet MCP, or Daloopa MCP for institutional-grade data sourcing. Also works inside the Excel Office Add-in for live formula editing.

How it works

Retrieves financial data from SEC filings, analyst reports, or connected data providers, then validates inputs against historical trends and cross-references before modeling begins. —

Builds every projection, discount factor, and valuation output as a live Excel formula — never a pre-computed number — so the model updates automatically when any assumption changes.

Structures bear, base, and bull scenarios in separate assumption blocks, using conditional formulas that switch the entire model between cases from a single selector cell. —

Generates sensitivity tables by programmatically writing full DCF recalculation formulas into each cell of a grid, showing how valuation changes across combinations of key assumptions. —

Attaches source citations as cell comments to every hard-coded input, creating an audit trail that traces each number back to a specific filing, page, or data provider. —

Skills

SkillDescriptionType

DCF ModelBuilds discounted cash flow valuations with WACC, terminal value, and sensitivity analysisInvocable

Comps AnalysisConstructs comparable company analyses with operating metrics and valuation multiplesInvocable

LBO ModelCompletes leveraged buyout model templates with debt schedules and returns analysisInvocable

3-Statement ModelPopulates integrated income statement, balance sheet, and cash flow templatesInvocable

Competitive AnalysisBuilds competitive landscape presentation decks with market positioning and peer deep-divesInvocable

Audit SpreadsheetAudits formulas for errors, inconsistencies, and financial model integrityInvocable

Clean DataCleans messy spreadsheet data — trims, fixes casing, converts types, removes duplicatesInvocable

IB Deck CheckerReviews investment banking presentations for consistency and alignmentInvocable

Deck RefreshUpdates presentation figures across all slides, tables, charts, and footnotesInvocable

PPT Template CreatorCreates reusable PowerPoint template skills from user-provided templatesInvocable

Skill CreatorGuide for creating new skills that extend the plugin's capabilitiesReference-only

Install

Cowork

1.Open the Claude Desktop app and switch to Cowork

2.Click Customize in the left sidebar, then Browse plugins

3.Search for "Financial Analysis" and click Install