Description
fsi-strip-profile is an agent skill from Anthropic's financial-services collection, listed on skills.sh. It creates investment banking strip profiles, which are company profile slides for pitch books, deal materials and client presentations. The output is either a single slide or a set of three to four. Before any research the skill asks whether the user wants one slide or several, and whether there are focus areas to emphasise. Its sources are company filings, with the business description and MD&A sections named, investor presentations and the company website. Market data comes from Bloomberg, FactSet or CapIQ for price, shares, market cap, net debt, enterprise value and ownership. Consensus estimates cover next-twelve-month revenue, EBITDA and EPS, and press releases from the last 90 days supply M&A activity and guidance changes. It is for bankers preparing company profile slides who want the figures traced to those sources.…
Highlights
- One slide or a set of three to four
- Asks for focus areas before research
- Filings, market data and consensus as sources
- News from the last 90 days, including M&A
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fsi-strip-profile FAQ
What does the fsi-strip-profile skill create?
Company profile slides, called strip profiles, for pitch books and deal materials. The user chooses one slide or a set of three to four.
How do I install it?
Run: npx skills add https://github.com/anthropics/financial-services --skill fsi-strip-profile
What does it ask before researching?
Whether the output should be a single slide or three to four slides, and whether there are specific topics to emphasise.
Which data providers does it use?
Bloomberg, FactSet or CapIQ for market data and consensus. Company filings, investor presentations and the company website are the primary sources.
Has it been checked for security?
skills.sh lists three audits: Gen Agent Trust Hub Pass, Socket Pass and Snyk Warn. A Warn or Fail is worth reading before you install.
What are the best fsi-strip-profile alternatives?
Popular alternatives to fsi-strip-profile include xlsx, finance-billing-ops and deck-refresh. See all fsi-strip-profile alternatives