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.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryGeneralStars0
About this skill
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.
Quick start
Copy the install prompt. Use the green button above this README.
Send it to your agent. Paste it into your coding agent’s chat and send.
Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
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.
About this listing
Category
General
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI