Financial Services Plugins

Earnings Analysis

Generate professional 8-12 page earnings update reports with beat/miss analysis and charts

Equity Research

Turn stock data into clear investment theses with AI-powered research snapshots

Macro Rates Monitor

Monitor macro conditions, yield curves, and swap rates with clear dashboards

Competitive Analysis

Build a competitive landscape deck with structured research and outline approval

Ppt Template Creator

Turn your PowerPoint template into a reusable skill for consistent presentations

Dcf Model

Value any company with a professional DCF model built from real data

Pitch Deck

Populate investment banking pitch decks using data from Excel and CSV files

Comps Analysis

Build institutional-grade comparable company analyses with operating metrics valuation multiples and statistical benchmarking

Option Vol Analysis

Analyze option volatility using surface data, option pricing, and historical price comparisons

Clean Data Xls

Clean messy spreadsheet data fast with step by step fixes and formulas

3 Statement Model

Automatically fills financial models with formulas and professional formatting

Audit Xls

Audit spreadsheet formulas and financial models for accuracy and hidden errors

Initiating Coverage

Build institutional equity research reports one task at a time with clear outputs

Fixed Income Portfolio

Quickly review fixed income portfolios using bond pricing, cashflow analysis, and scenario stress testing

Earnings Preview Single

Create a professional earnings preview report for a single company fast

Bond Futures Basis

Analyze bond futures basis and find trading opportunities with clear data

Lbo Model

Complete LBO model templates with formulas validation and professional formatting

Bond Relative Value

Spot rich or cheap bonds using spread breakdown and rate shock tests

Fx Carry Trade

Analyze FX carry trade opportunities using forward curves, volatility, and historical data

Datapack Builder

Transform financial documents into polished Excel workbooks for investment committee review

Funding Digest

Create a polished one-page slide from weekly funding and deal flow data

Tear Sheet

Create professional company tear sheets with live financial data in seconds

Fsi Strip Profile

Create clear investment banking company profiles with dense slides fast

Swap Curve Strategy

Analyze swap curves, compute spreads, and find curve trade opportunities with precision

Skill Creator

Learn to build focused AI skills with clear guides and smart resource bundling

Deck Refresh

Update deck numbers accurately without rebuilding slides Keep formatting and get approval

Ib Check Deck

Check your pitch deck for number consistency, language polish, and visual QC