Anthropic

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.

中文简介正在准备中。当前显示英语简介。

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

Draft investment committee memos for private equity deals, investments in privately held companies. Combine due diligence findings, financial analysis, deal terms, return scenarios, and risks into a structured document with a clear recommendation.

中文简介正在准备中。当前显示英语简介。

• Preparing approval materials for an investment committee
• Combining due diligence findings into a deal memo
• Comparing base, upside, and downside return scenarios

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.

中文简介正在准备中。当前显示英语简介。

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

Reviews client presentations for conflicting numbers, claims that do not match the data, language issues, and visual problems. Findings identify the affected slides and are ranked by severity to help prioritize fixes before delivery.

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• Checking a presentation before sending it to a client
• Reconciling figures across multiple slides
• Verifying that charts support written claims

Find stock investment candidates by combining financial filters with research into investment themes. Produce five to ten long or short ideas, each with a rationale and risks, plus a comparison table and priorities for further research.

中文简介正在准备中。当前显示英语简介。

• Finding stocks that meet value, growth, or quality criteria
• Identifying companies that benefit from an investment theme
• Screening short candidates for business or accounting concerns

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.

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

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.

中文简介正在准备中。当前显示英语简介。

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

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.

中文简介正在准备中。当前显示英语简介。

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

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.

中文简介正在准备中。当前显示英语简介。

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

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.

中文简介正在准备中。当前显示英语简介。

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

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.

中文简介正在准备中。当前显示英语简介。

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

Assess stock, index, or currency options by comparing expected price variability implied by option prices with actual historical variability. Summarize pricing, risk sensitivities, and patterns across expiry dates and exercise prices to inform strategy choices.

中文简介正在准备中。当前显示英语简介。

• Comparing implied and historical volatility
• Examining volatility across expiries and exercise prices
• Reviewing option prices and risk sensitivities

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.

中文简介正在准备中。当前显示英语简介。

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

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.

中文简介正在准备中。当前显示英语简介。

• 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

Complete Excel templates for leveraged buyouts, acquisitions financed partly with debt. Add linked formulas for funding, operations, debt repayment, and investment returns, then check calculations and formatting while reviewing each major section with the user.

中文简介正在准备中。当前显示英语简介。

• Completing an existing Excel buyout model template
• Checking funding totals and debt repayment priorities
• Calculating investment returns for committee materials

Builds an Excel model to estimate a company’s equity value from future cash flows. It calculates financing costs, compares three business scenarios, and shows how changes in growth, margins, and other assumptions affect valuation.

中文简介正在准备中。当前显示英语简介。

• Estimating a company’s value from future cash flows
• Comparing bear, base, and bull scenarios
• Testing how growth and financing costs affect valuation

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.

中文简介正在准备中。当前显示英语简介。

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

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.

中文简介正在准备中。当前显示英语简介。

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

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.

中文简介正在准备中。当前显示英语简介。

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

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.

中文简介正在准备中。当前显示英语简介。

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

Generate an Excel workbook file in an agent session without an open Office app. Use Python and openpyxl to organize inputs, formulas, and checks, then save the .xlsx file and return its relative path.

中文简介正在准备中。当前显示英语简介。

• Creating an Excel file without opening Office
• Keeping model inputs and calculations on separate sheets
• Adding a sheet for financial consistency checks

Prepare a one-page briefing before a company's quarterly earnings report. Gather market estimates, rank key metrics, and outline optimistic, baseline, and pessimistic scenarios, including the developments that could influence the stock's reaction.

中文简介正在准备中。当前显示英语简介。

• Preparing a briefing before quarterly earnings
• Prioritizing company-specific metrics to watch
• Comparing optimistic, baseline, and pessimistic scenarios

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.

中文简介正在准备中。当前显示英语简介。

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

Estimate private equity deal returns across purchase prices, borrowing levels, growth assumptions, exit prices, and holding periods. Produce Excel sensitivity tables showing annualized returns and investment multiples, plus scenario comparisons and a one-page investment committee summary.

中文简介正在准备中。当前显示英语简介。

• Estimate returns for a potential acquisition
• Compare purchase and exit valuation assumptions
• Stress-test growth and borrowing assumptions