Deploy and manage CFA managed-agent cookbooks to the Anthropic Managed Agents API. Validate cookbooks, list by cost tier (free vs paid-vendor), audit skill coverage, assemble deployment payloads, and route handoff events. All logic in deterministic Rust (corp-finance-core::managedagent); this skill is documentation only.
EnglishUse the corp-finance-mcp server tools for quantitative risk and analytics calculations. Invoke when performing quantitative risk analysis (factor models, Black-Litterman, risk parity, stress testing), portfolio optimization (Markowitz mean-variance, Black-Litterman portfolio), risk budgeting (factor-based risk decomposition, tail risk VaR/CVaR), market microstructure (bid-ask spread analysis, optimal execution), quantitative strategies (pairs trading, momentum), behavioral finance (prospect theory, market sentiment), performance attribution (Brinson-Fachler, factor-based), credit portfolio analytics (credit VaR, rating migration), macro economics (Taylor rule, Phillips curve, Okun's law, recession risk, PPP, interest rate parity, balance of payments), credit scoring (logistic regression scorecard, Merton structural model, intensity model, PD calibration, scoring validation), capital allocation (economic capital, RAROC, Euler allocation, Shapley allocation, limit management), index construction (weighting, rebalancing, tracking error, smart beta, reconstitution). All computation uses 128-bit decimal precision.
EnglishTransforms Claude into a CFA-level financial analyst for valuation, credit analysis, deal modelling, portfolio construction, fund structuring, three-statement modelling, Monte Carlo simulation, scenario analysis, earnings quality assessment, dividend policy analysis, and financial forensics. Use when any valuation (DCF, WACC, comps), credit assessment, PE/LBO modelling, M&A accretion/dilution, fund economics, GP/LP splits, GAAP/IFRS reconciliation, withholding tax, NAV calculation, UBTI screening, financial modelling, Monte Carlo DCF, portfolio analytics, scenario/sensitivity analysis, earnings quality screening (Beneish, Piotroski, accrual/revenue quality), dividend valuation (DDM, buyback, payout sustainability, TSR), or financial forensics (Benford's Law, DuPont, Z-scores, peer benchmarking, red flags) is required. Pairs with corp-finance-mcp tools for computation.
English[FREEMIUM — free tier with API key] Use the fmp-mcp-server SEC filing, insider trading, and institutional ownership tools for regulatory compliance analysis, insider activity monitoring, and 13F ownership tracking. Invoke when researching SEC filings, monitoring insider buying/selling, tracking institutional positions, or performing compliance due diligence.
English[FREE — public data, free API key required] Environmental disaster and hazard data -- GDACS disaster alerts, USGS earthquakes, NASA FIRMS fire detection, NASA EONET natural…
EnglishWHAT: Period-over-period balance-sheet account roll-forward — opening balance to closing balance bridge with documented transaction categories, three-statement articulation check, and mandatory disclosure of unexplained variances. WHEN: Invoke when reconciling any balance-sheet account from period start to period end; when producing close package supporting schedules for investments at fair value, accrued income, payables, capital accounts, debt, or fixed assets; when the roll-forward schedule must tie beginning to ending balance.
English
AGENT SKILLS ATLASIncludes Cfa Managed Agent, Corp Finance Tools Risk & Quant, Financial Analyst Core, and other workflows.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLISupported by the Atlas install prompt. Skill-specific requirements vary.
Pack stats
What’s included
Cfa Managed Agent
Deploy and manage CFA managed-agent cookbooks to the Anthropic Managed Agents API. Validate cookbooks, list by cost tier (free vs paid-vendor), audit skill coverage, assemble deployment payloads, and route handoff events. All logic in deterministic Rust (corp-finance-core::managedagent); this skill is documentation only.
Corp Finance Tools Risk & Quant
Use the corp-finance-mcp server tools for quantitative risk and analytics calculations. Invoke when performing quantitative risk analysis (factor models, Black-Litterman, risk parity, stress testing), portfolio optimization (Markowitz mean-variance, Black-Litterman portfolio), risk budgeting (factor-based risk decomposition, tail risk VaR/CVaR), market microstructure (bid-ask spread analysis, optimal execution), quantitative strategies (pairs trading, momentum), behavioral finance (prospect theory, market sentiment), performance attribution (Brinson-Fachler, factor-based), credit portfolio analytics (credit VaR, rating migration), macro economics (Taylor rule, Phillips curve, Okun's law, recession risk, PPP, interest rate parity, balance of payments), credit scoring (logistic regression scorecard, Merton structural model, intensity model, PD calibration, scoring validation), capital allocation (economic capital, RAROC, Euler allocation, Shapley allocation, limit management), index construction (weighting, rebalancing, tracking error, smart beta, reconstitution). All computation uses 128-bit decimal precision.
Financial Analyst Core
Transforms Claude into a CFA-level financial analyst for valuation, credit analysis, deal modelling, portfolio construction, fund structuring, three-statement modelling, Monte Carlo simulation, scenario analysis, earnings quality assessment, dividend policy analysis, and financial forensics. Use when any valuation (DCF, WACC, comps), credit assessment, PE/LBO modelling, M&A accretion/dilution, fund economics, GP/LP splits, GAAP/IFRS reconciliation, withholding tax, NAV calculation, UBTI screening, financial modelling, Monte Carlo DCF, portfolio analytics, scenario/sensitivity analysis, earnings quality screening (Beneish, Piotroski, accrual/revenue quality), dividend valuation (DDM, buyback, payout sustainability, TSR), or financial forensics (Benford's Law, DuPont, Z-scores, peer benchmarking, red flags) is required. Pairs with corp-finance-mcp tools for computation.
FMP SEC & Compliance
[FREEMIUM — free tier with API key] Use the fmp-mcp-server SEC filing, insider trading, and institutional ownership tools for regulatory compliance analysis, insider activity monitoring, and 13F ownership tracking. Invoke when researching SEC filings, monitoring insider buying/selling, tracking institutional positions, or performing compliance due diligence.
Geopolitical Environment
[FREE — public data, free API key required] Environmental disaster and hazard data -- GDACS disaster alerts, USGS earthquakes, NASA FIRMS fire detection, NASA EONET natural events
Workflow Fund Period Rollforward
WHAT: Period-over-period balance-sheet account roll-forward — opening balance to closing balance bridge with documented transaction categories, three-statement articulation check, and mandatory disclosure of unexplained variances. WHEN: Invoke when reconciling any balance-sheet account from period start to period end; when producing close package supporting schedules for investments at fair value, accrued income, payables, capital accounts, debt, or fixed assets; when the roll-forward schedule must tie beginning to ending balance.
Quick start
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After installation, start with a request like:
Use the Cfa Managed Agent skill to help with my task.
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