Anthropic

Reconcile general ledger and subledger extracts for the same entity, asset class, and date. Match transactions or positions, report differences in amounts, quantities, or posting dates, and summarize likely causes alongside the matching rate.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Running daily ledger reconciliations
• Checking ledger differences at month-end
• Finding entries recorded in only one ledger

Review portfolio company financial reports in Excel, PDF, or CSV, compare key measures with budgets and prior periods, and summarize performance trends, warning signs, and compliance with financial conditions in loan agreements.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing monthly performance against budget
• Preparing financial summaries for board meetings
• Checking financial conditions in loan agreements

Build dashboards that combine economic indicators, bond yields, market inflation expectations, and swap rates. Summarize the economic cycle, policy outlook, and financial conditions, including real interest rates, which account for expected inflation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Monitoring a country's economic conditions
• Analyzing the shape of a government yield curve
• Separating nominal rates into inflation expectations and real rates

Turn current, prior-period, and budget figures into a financial variance commentary table. It identifies lines needing explanation, traces changes to underlying business activity, and adds a short narrative covering the period's largest movements.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing month-end close commentary
• Explaining actual results against budget
• Reviewing major balance-sheet movements

Turn a supplied PowerPoint template into a reusable agent skill. Analyze layouts and content boundaries, bundle the template with self-contained instructions, validate it with a sample presentation, and package the skill for later presentation creation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Turning a company PowerPoint template into a reusable skill
• Documenting layouts and safe content areas
• Bundling a template with presentation creation instructions

Create a single PowerPoint slide summarizing recent funding activity in selected sectors or companies. Using S&P Global Capital IQ data, it highlights funding totals, company valuations, major investors, key trends, and links to individual deals.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Weekly funding recaps for selected sectors
• Tracking funding rounds at watched companies
• Briefing colleagues on major deals and valuation changes

Create stock research notes combining analyst forecasts, reported financials, price history, and economic conditions. Compare market expectations with business performance, present valuation measures, and summarize an investment case with positive scenarios, risks, and potential catalysts.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing an initial research note on a stock
• Comparing analyst forecasts with reported results
• Reviewing financial trends and stock valuation

Review a bond portfolio by combining prices, yields, sensitivity to interest rates, holdings breakdowns, and projected payments. Produce portfolio summaries and scenario tables that show how rate changes could affect gains and losses.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing a bond portfolio's composition
• Assessing sensitivity to interest rate changes
• Checking quarterly coupon and principal payments

Create a personalized investment proposal for a prospective client, covering goals, asset allocation, projected outcomes, fees, and transition steps. Outputs include a branded PowerPoint presentation, a PDF version, and a one-page summary for follow-up.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing an investment proposal for a prospective client
• Presenting a new investment strategy
• Explaining fees and projected outcomes

Prepare for investment client meetings by organizing account performance, comparing current and target asset allocations, and identifying discussion points. Create a one-page review summary, performance tables, allocation charts, an agenda, and recommended actions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing materials for quarterly or annual client reviews
• Explaining portfolio returns and their main drivers
• Checking asset allocation against agreed targets

Prepare an initial equity research report through five separate tasks covering company research, financial forecasts, valuation, charts, and report assembly. Outputs include research notes, an Excel financial model, chart files, and a detailed Word report.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Researching a company’s business, competitors, and risks
• Building financial forecasts with three scenarios
• Estimating a price target using multiple valuation methods

Prepare concise Word profiles of public or private companies using S&P Capital IQ data. It adapts business and financial information for equity research, M&A, acquisition planning, or sales meetings, with checked calculations and clearly marked missing data.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a company summary for equity research
• Profiling an M&A or acquisition target
• Preparing company background for a sales meeting

Update financial models after earnings, new company guidance, or changes in assumptions. Revise forecasts, recalculate valuation and price targets, and summarize significant changes with their reasons and implications for the investment view.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Updating a financial model after quarterly earnings
• Revising forecasts after changes in company guidance
• Reflecting interest rate and currency changes in valuation

Evaluates currency trades that aim to earn interest rate differences. It combines spot and forward prices, expected volatility, and historical trends to compare potential returns against risk across holding periods and present trade recommendations.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Comparing currency pairs for interest rate carry
• Choosing a trade tenor using forward curves
• Comparing carry returns against expected volatility

Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Complete a partially filled financial model
• Link forecasts across three financial statements
• Check balance sheet and cash flow consistency

Prepare spreadsheet data for analysis by finding extra spaces, inconsistent capitalization, numbers stored as text, mixed date formats, and duplicates. Review proposed fixes, apply traceable formula-based changes, and compare results before and after cleanup.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Cleaning spreadsheet data before analysis
• Standardizing dates and text capitalization
• Finding duplicate rows and mixed data types

Prepare a one-page morning briefing on covered stocks, overnight news, earnings, and the day's key events. Add a clear view of stock implications, plus trade ideas and risks when relevant, for a quick team discussion.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a stock market briefing for a morning meeting
• Summarizing overnight earnings and company news
• Listing earnings calls and economic releases for the day

Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking formulas in a selected range
• Investigating a balance sheet that does not balance
• Reviewing a financial model before client delivery

Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing an accrual schedule for month-end close
• Calculating audit fee, bonus, or utilities accruals
• Drafting journal entries with supporting references

Investigate a mismatch between the general ledger and a supporting ledger by tracing both sides to their original entries. Compare transaction details and return a concise cause, responsible team, expected resolution date, and recommended action.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Investigating a classified ledger reconciliation mismatch
• Comparing posting dates and exchange rates on both sides
• Identifying account mapping errors or duplicate transactions

Create client investment reports covering portfolio returns, asset allocation, holdings, market commentary, and account activity. Prepare quarterly or annual reports with firm branding in PDF or Word, with an optional Excel data appendix.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing quarterly investment reports for clients
• Summarizing annual returns across household accounts
• Explaining asset allocation and market developments

Create quarterly earnings reports for companies already being followed. Compare results with market expectations, explain differences, revise forecasts, and assess the investment case in a Word document with charts, summary tables, and linked sources.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Writing a report after a quarterly earnings release
• Explaining results above or below market expectations
• Revising forecasts after new company guidance

Analyze interest rate swaps, contracts that exchange interest payments, across maturities. Compare swap rates with government yields and inflation expectations, then present curve measures and trade proposals with balanced interest rate exposure, holding returns, and risk limits.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Comparing swap rates and government yields across maturities
• Estimating real rates using inflation expectations
• Assessing trades based on changes in the curve’s slope

Prepare for one company's upcoming earnings announcement with a compact HTML report. It combines the latest earnings call, competitor comparisons, valuation measures, and recent news, with links to supporting sources and calculation details.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a company earnings preview
• Comparing valuation with listed competitors
• Reviewing management guidance and key risks