「services」の検索結果

Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".

日本語の概要は準備中です。原文の説明を表示しています。

Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends. Use when analyzing carry trades, comparing FX forward curves, assessing carry-to-vol ratios, or evaluating currency pair opportunities.

日本語の概要は準備中です。原文の説明を表示しています。

Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.

日本語の概要は準備中です。原文の説明を表示しています。

Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data", "fix formatting", "dedupe", "standardize this column", "this data is messy".

日本語の概要は準備中です。原文の説明を表示しています。

Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios.

日本語の概要は準備中です。原文の説明を表示しています。

Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

日本語の概要は準備中です。原文の説明を表示しています。

Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.

日本語の概要は準備中です。原文の説明を表示しています。

Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".

日本語の概要は準備中です。原文の説明を表示しています。

Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks, assessing vol premiums, or evaluating vol trading strategies.

日本語の概要は準備中です。原文の説明を表示しています。

Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".

日本語の概要は準備中です。原文の説明を表示しています。

Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.

日本語の概要は準備中です。原文の説明を表示しています。

Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".

日本語の概要は準備中です。原文の説明を表示しています。

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.

日本語の概要は準備中です。原文の説明を表示しています。

Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads, decomposing real rates, identifying steepener/flattener/butterfly trades, or comparing swap rates across currencies.

日本語の概要は準備中です。原文の説明を表示しています。

Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".

日本語の概要は準備中です。原文の説明を表示しています。

Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP statements are distributed.

日本語の概要は準備中です。原文の説明を表示しています。

Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.

日本語の概要は準備中です。原文の説明を表示しています。

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

日本語の概要は準備中です。原文の説明を表示しています。

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models

日本語の概要は準備中です。原文の説明を表示しています。

Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".

日本語の概要は準備中です。原文の説明を表示しています。

Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.

日本語の概要は準備中です。原文の説明を表示しています。

Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.

日本語の概要は準備中です。原文の説明を表示しています。

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".

日本語の概要は準備中です。原文の説明を表示しています。

Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.

日本語の概要は準備中です。原文の説明を表示しています。