Claude for Financial Services

The S&P Global Plugin integrates S&P Global's financial data and analytics into AI workflows via pre-built skills. It is designed for financial professionals to perform AI-assisted research, analysis, and document generation using authoritative data from S&P Capital IQ.

Key characteristics:

• Standardized: Built on open standards (MCP) and designed to work across various AI platforms and agent frameworks.
• Platform-Agnostic: While it follows the Claude Cowork standard, the skills and data layer can be used in other environments.
• Customizable: Users are encouraged to adapt prompts, outputs, and workflows to fit specific firm processes and templates.

Warning: Generated outputs and data are not guaranteed to be correct. Always verify LLM-generated outputs for correctness.

The equity-research skill is designed to generate comprehensive equity research snapshots. It combines IBES consensus estimates, company fundamentals, historical prices, and macroeconomic context into a structured investment narrative.

Use this skill when you need to:

• Research specific stocks.
• Compare analyst consensus estimates to actual reported figures.
• Analyze company financials and business quality.
• Assess equity valuations.
• Build investment cases or theses.

The competitive-analysis skill is a framework for building competitive landscape decks, including market positioning, competitor deep-dives, comparative analysis, and strategic synthesis.

Triggering the skill: Use this skill when you need to:

• Build a competitive landscape or market map.
• Perform competitor analysis or peer comparison.
• Conduct a market positioning assessment or strategic review.
• Prepare an investment memo deck.
• Answer questions like "who are the competitors to X" or "benchmark X against peers".

Environment Support:

• Add-in: Builds slides directly into an open PowerPoint deck.
• Chat: Generates a .pptx file or builds into an uploaded file.

The 3-statement-model skill is used to complete, populate, and link integrated financial model templates, including the Income Statement (IS), Balance Sheet (BS), and Cash Flow Statement (CF). It is triggered by requests to fill in, complete, or populate existing model frameworks or to link integrated statements within a template structure.

--- 
name: 3-statement-model
description: Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template
---

The pitch-deck skill is designed to populate investment banking PowerPoint templates with data from source files (Excel, CSV, PDF, Word, etc.).

Use this skill when:

• A user provides a PowerPoint template to fill in.
• A user has source data (Excel/CSV) to populate into slides.
• A user mentions populating or filling a pitch deck template.
• A user needs to transfer data into existing slide layouts.

Do NOT use this skill for:

• Creating presentations from scratch.

The fx-carry-trade skill is designed for expert FX strategists to evaluate carry trade opportunities. It automates the process of combining spot rates, forward curves, volatility surfaces, and historical data to compute risk-adjusted metrics like the carry-to-vol ratio (annualized carry / ATM implied vol).

Use this skill when you need to:

• Analyze FX carry trades.
• Compare FX forward curves.
• Assess carry-to-vol ratios.
• Evaluate specific currency pair opportunities.

The macro-rates-monitor skill is designed for building macroeconomic and rates dashboards. It allows you to combine macro indicators, yield curves, inflation breakevens, and swap rates into a coherent narrative.

Use this skill when you need to:

• Monitor macro conditions (GDP, employment, PMI).
• Analyze yield curve shape and slope.
• Decompose nominal rates into real vs. inflation-breakeven rates.
• Assess central bank policy rate expectations.
• Evaluate financial conditions using swap spreads.

The fixed-income-portfolio skill enables an expert fixed income portfolio analyst persona. It allows for reviewing bond portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis.

Use this skill when you need to:

• Compute portfolio duration and DV01.
• Analyze cashflow waterfalls.
• Stress test rate scenarios.
• Assess portfolio composition.
• Price bonds and retrieve reference data for risk exposure analysis.

The option-vol-analysis skill is designed for expert derivatives analysis. It enables an agent to analyze option volatility by combining volatility surface data, option pricing (including Greeks), and historical price data to assess the relationship between implied volatility (IV) and realized volatility (RV).

Use this skill when you need to:

• Price options and compute Greeks (delta, gamma, vega, theta, rho).
• Analyze volatility surfaces (skew, smile, term structure).
• Assess volatility premiums (IV vs RV).
• Evaluate volatility trading strategies.

The datapack-builder skill is designed to build professional, standardized financial data packs for private equity, investment banking, and asset management. It transforms data from sources like CIMs, offering memorandums, SEC filings, web search, or MCP servers into polished Excel workbooks.

Use Cases:

• M&A due diligence
• Private equity analysis
• Investment committee materials
• Standardizing financial reporting across portfolio companies

Note: Do not use this skill for simple financial calculations or for working with already-completed data packs. For all Excel file creation and manipulation, you must use the xlsx skill.

The pitch-deck skill is designed to populate investment banking PowerPoint templates with data from source files (Excel, CSV, PDF, Word, etc.).

Use this skill when:

• You have a PowerPoint template that needs to be filled.
• You have source data (Excel/CSV) that needs to be transferred into existing slide layouts.
• You need to populate or fill a pitch deck template.

Do NOT use this skill for:

• Creating presentations from scratch.

name: pitch-deck
description: "Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch."