Anthropic

Check investor statements against a fund's NAV pack, the records of its net asset value. Recalculate each investor's capital balance, compare statement lines, and report discrepancies with their causes before statements are distributed.

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• Checking investor statements before distribution
• Tracing differences in allocated profit or loss
• Checking capital balances across reporting periods

Extract identity, ownership, control, and source-of-funds details from investor or client onboarding documents into a structured JSON record. Inventory the submitted documents and flag obvious missing or expired items before passing the information to KYC screening rules.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Organize investor onboarding documents
• Extract beneficial owners and controlling persons
• Check for missing or expired documents

Build a PowerPoint file with Python when no Office app is open. It uses python-pptx, applies a supplied firm template when available, and saves the deck locally with a path for collection by the surrounding workflow.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Creating slides in an environment without an open Office app
• Building a deck from a supplied firm template
• Delivering model-based slides as a local file

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 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

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

Fill an existing investment banking PowerPoint template with data from Excel, CSV, and other source documents. The workflow maps content to slides, checks figures, formats tables and shapes, and reviews consistency across the finished presentation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Filling a pitch deck template with spreadsheet data
• Updating figures in existing slides
• Fixing table and text formatting

Maintain the reasoning behind portfolio holdings and watchlist companies. Record new developments, assess whether they support or weaken each argument, and produce an updated scorecard with confidence levels, upcoming events, and possible position changes.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Recording the rationale for a new investment
• Updating an investment thesis after earnings or news
• Reviewing arguments that support or challenge a holding

Verify changes to Office add-in administration scripts using a temporary home directory. It covers syntax checks, cache-clearing behavior, identifier handling, and storage comparisons to check that removing add-in manifests preserves chat history.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Testing cache-clearing changes in a temporary home directory
• Checking that deletion affects only the selected add-in
• Checking that chat history remains after manifest removal

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

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

Embed Zoom meetings inside a chosen area of a web application. This guide covers initialization, joining, layout customization, meeting controls, and event handling, with React examples and asynchronous APIs that let code wait for operations to finish.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Embedding Zoom meetings in a web application
• Building a React meeting component
• Adjusting meeting display size and adding toolbar buttons

Help integrate the familiar full-page Zoom meeting interface into a web application. Covers SDK setup, joining meetings, interface options, event handling, and troubleshooting issues such as hidden meeting screens or invalid optional parameters.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Embed the standard Zoom meeting interface in a web app
• Implement SDK initialization and meeting entry
• Handle participant and meeting status events

Guide web integrations for Zoom Contact Center, including chat and video embeds. Covers engagement events, app context, and Smart Embed messaging between a page and its embedded frame, with integration checks and troubleshooting references.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Embedding chat or video in a website
• Connecting engagement events to app state
• Implementing Smart Embed message handling

Set up access to Zoom Whiteboard through MCP, a connector interface for agent tools. Find authentication requirements, choose the correct board identifier, and follow workflows for listing and retrieving whiteboards, with a catalog of creation and metadata tools.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Listing accessible Zoom whiteboards through MCP
• Retrieving a specific whiteboard by its identifier
• Configuring authentication and read permissions

Plan AI workflows over Zoom data by deciding whether MCP, a way for AI clients to use tools, fits the task. Define REST API responsibilities, authentication constraints, and a minimal proof of concept.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Planning an AI workflow that uses Zoom data
• Choosing between MCP and REST API
• Defining responsibilities in a hybrid architecture

Guide embedding Zoom Virtual Agent in an Android WebView, a browser view inside an app. Covers communication with Java or Kotlin, URL routing, support handoff events, and embedding that accounts for the WebView lifecycle.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Embedding Zoom Virtual Agent in an Android app
• Receiving JavaScript callbacks in Java or Kotlin
• Routing links from a WebView to native app handling

Turn a Zoom integration idea into a recommended architecture and implementation path. The skill identifies the task, selects the appropriate Zoom technology, and routes requests to focused skills for authentication, meetings, bots, AI workflows, or debugging.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Choosing Zoom technology for a new integration
• Planning how to embed a Zoom meeting
• Finding the implementation path for a meeting bot

Support Zoom meeting integration in Unreal Engine projects using C++ and Blueprint wrappers, intermediary code that calls the SDK. Consult guides for SDK mappings, initialization and meeting flows, compatibility, and troubleshooting.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Embedding Zoom meetings in an Unreal Engine project
• Checking how C++ or Blueprint wrappers map to the SDK
• Reviewing meeting join and start implementation patterns

Build Zoom Team Chat integrations for user messages or interactive bots. Guides API selection, authentication, message cards with buttons and forms, and webhooks that receive commands and user actions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Sending build notifications to Zoom Team Chat
• Building approval requests with interactive buttons
• Creating bots that respond to slash commands

Help embed Zoom Virtual Agent chat in a website using its web SDK, a developer toolkit. Cover campaign or entry ID launch, event-based controls, user context updates, readiness checks, and browser content security policy requirements.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Embedding Zoom Virtual Agent chat in a website
• Choosing campaign or entry ID chat launch
• Controlling chat through events and updating user context

Plan authentication for a Zoom integration by choosing an app type, selecting an authorization flow, and defining minimum permissions. Work through token storage, renewal, and authentication failures with a clear implementation approach.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Choosing an authentication flow for a Zoom integration
• Defining minimum permissions for an app
• Planning token storage and renewal

Build Zoom meeting features into native macOS apps, using either the default interface or a custom one. The skill guides authentication, host start and join flows, and meeting feature controls, with references for setup and troubleshooting.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Embed Zoom meetings in a native macOS app
• Choose between default and custom meeting interfaces
• Implement authentication and meeting start or join flows

Build custom macOS video session apps with Zoom Video SDK. The skill guides native interface control, joining with an access token, and desktop media and device workflows, with references for architecture, compatibility, and troubleshooting.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Building a custom macOS video session app
• Implementing session joining with an access token
• Reviewing native UI and media device workflows