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cccskills
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sector-overview

Create an industry report covering market size, growth drivers, major competitors, and valuation levels. Organize findings into Word or PowerPoint with charts and company comparisons, plus an Excel appendix containing detailed company data.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".

anthropics/financial-services
설치 방법 보기

이럴 때 유용합니다

  • Preparing an industry overview for a client
  • Building internal knowledge of an unfamiliar sector
  • Researching an investment theme
  • Exploring acquisition targets or market entry

포함된 파일(1)

  • SKILL.md3.4 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

Sector Overview

Workflow

Step 1: Define Scope

  • Sector / subsector: What industry and how narrowly defined?
  • Purpose: Client report, internal research, pitch material, idea generation
  • Depth: High-level overview (5-10 pages) or deep dive (20-30 pages)
  • Angle: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
  • Universe: Public companies only, or include private?

Step 2: Market Overview

Market Size & Growth

  • Total addressable market (TAM) with source
  • Historical growth rate (5-year CAGR)
  • Forecast growth rate and key assumptions
  • Market segmentation (by product, geography, end market, customer type)

Industry Structure

  • Fragmented vs. consolidated — top 5 market share
  • Value chain map — where does value accrue?
  • Business model types (subscription, transaction, licensing, services)
  • Barriers to entry (capital, regulatory, technical, network effects)

Key Trends & Drivers

  • Secular tailwinds (3-5 major trends)
  • Headwinds and risks
  • Technology disruption vectors
  • Regulatory developments
  • M&A activity and consolidation trends

Step 3: Competitive Landscape

Company Profiles (for top 5-10 players):

CompanyRevenueGrowthEBITDA MarginMarket ShareKey Differentiator

For each company, brief profile:

  • Business description (2-3 sentences)
  • Strategic positioning and moat
  • Recent developments (earnings, M&A, product launches)
  • Valuation snapshot (P/E, EV/EBITDA, EV/Revenue)

Competitive Dynamics

  • How do companies compete? (price, product, service, distribution)
  • Who is gaining/losing share and why?
  • Disruption risk from new entrants or adjacent players

Step 4: Valuation Context

  • Sector trading multiples (current and historical range)
  • Premium/discount drivers (growth, margins, market position)
  • Recent M&A transaction multiples
  • How does the sector compare to the broader market?

Step 5: Investment Implications

  • Where are the best risk/reward opportunities?
  • What thematic bets can be expressed through this sector?
  • Key debates in the sector (bull vs. bear arguments)
  • Catalysts that could change the sector narrative

Step 6: Output

  • Word document or PowerPoint with:
    • Market overview and sizing
    • Competitive landscape map
    • Company comparison table
    • Valuation summary
    • Key charts: market growth, share trends, valuation history
  • Excel appendix with detailed company data

Important Notes

  • Source all market size data — cite the research firm or methodology
  • Distinguish between TAM hype and realistic addressable market
  • Sector overviews age fast — note the date and flag data that may be stale
  • Charts are essential — market size waterfall, competitive positioning matrix, valuation scatter plot
  • If for a client, tailor the "so what" to their specific situation (M&A target identification, competitive positioning, market entry)

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같은 저장소의 스킬

3-statement-model

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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
anthropics/financial-services4만2026년 9월 22일 업데이트

accrual-schedule

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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
anthropics/financial-services4만2026년 9월 22일 업데이트

ai-readiness

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Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Quarterly reviews of AI opportunities across portfolio companies
  • Prioritizing companies for AI investment and operational support
  • Finding ways to reuse successful AI projects across companies
anthropics/financial-services4만2026년 9월 22일 업데이트

audit-xls

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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
anthropics/financial-services4만2026년 9월 22일 업데이트

bond-futures-basis

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Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Comparing bond futures with cash bond prices
  • Identifying the cheapest bond to deliver
  • Comparing implied financing rates with market rates
anthropics/financial-services4만2026년 9월 22일 업데이트

bond-relative-value

무료

Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Comparing the relative value of candidate bonds
  • Separating credit risk from other yield differences
  • Estimating gains and losses under interest rate shifts
anthropics/financial-services4만2026년 9월 22일 업데이트

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