Claude Skills by CaseMark

Structures exotic option analysis with barrier, Asian, lookback, and digital option pricing methodologies. Use when pricing exotic options, modeling path-dependent payoffs, or analyzing exotic structures.

Decomposes portfolio factor exposures (value, growth, momentum, quality, size) with benchmark relative analysis. Use when analyzing factor tilts, decomposing returns, or managing style exposure.

Evaluates fairness opinion analyses with valuation methodology review and conclusion assessment. Use when reviewing fairness opinions, analyzing board-level valuations, or evaluating transaction fairness.

Structures financial conditions index analysis with credit, equity, funding, and volatility component tracking. Use when analyzing financial conditions, tracking financial stress, or assessing market tightness.

Computes and interprets liquidity, profitability, leverage, and efficiency ratios with peer benchmarking. Use when analyzing financial statements, building comparable analyses, or evaluating company health metrics.

Evaluates government fiscal policy with budget impact, multiplier effects, and deficit/debt trajectory analysis. Use when analyzing fiscal policy, evaluating budget proposals, or assessing government spending impact.

Structures FX option and forward pricing with cross-currency basis analysis and volatility assessment. Use when pricing FX derivatives, analyzing currency options, or evaluating cross-currency basis.

Structures geopolitical risk assessment with scenario planning, market impact analysis, and portfolio implications. Use when analyzing geopolitical events, assessing political risk, or evaluating conflict scenarios.

Structures capital flow analysis with BOP interpretation, hot money tracking, and flow dynamics assessment. Use when analyzing capital flows, interpreting BOP data, or tracking cross-border investment.

Evaluates health insurance plan structures with actuarial value, network analysis, and cost projection. Use when analyzing health plans, comparing coverage, or projecting healthcare costs.

Structures high-yield credit analysis with recovery rate estimation and distressed debt evaluation. Use when analyzing high-yield bonds, estimating recovery rates, or evaluating distressed credits.

Structures hotel and hospitality investment analysis with RevPAR, ADR, and operational benchmarking. Use when analyzing hotel investments, benchmarking hospitality metrics, or evaluating hotel performance.

Structures housing market analysis with price trends, inventory dynamics, and affordability metrics. Use when analyzing housing data, tracking home prices, or assessing affordability.

Structures industrial real estate analysis with logistics market assessment and tenant credit evaluation. Use when analyzing industrial properties, evaluating warehouse investments, or assessing logistics demand.

Maps industry supply chain dynamics with upstream/downstream exposure and competitive positioning. Use when analyzing supply chains, assessing industry structure, or evaluating competitive moats.

Structures inflation analysis with component decomposition, expectations tracking, and Phillips curve assessment. Use when analyzing inflation, decomposing CPI/PCE, or tracking inflation expectations.

Evaluates TIPS and inflation-linked securities with breakeven analysis and real yield assessment. Use when analyzing inflation bonds, calculating breakeven inflation, or evaluating real return.

Structures insider trading analysis with pattern identification and significance assessment. Use when tracking insider activity, analyzing Form 4 filings, or evaluating insider buying/selling patterns.

Structures insurance company financial analysis with combined ratio, reserve adequacy, and capital metrics. Use when analyzing insurance financials, evaluating combined ratios, or assessing reserve strength.

Evaluates insurance company investment portfolios with ALM considerations and regulatory constraints. Use when analyzing insurer investments, managing ALM, or evaluating portfolio compliance.

Evaluates insurtech business models with distribution innovation, underwriting technology, and claims automation. Use when analyzing insurtech, evaluating digital insurance, or assessing insurance technology.

Evaluates international tax structures with BEPS considerations, treaty analysis, and repatriation planning. Use when planning international tax, analyzing tax treaties, or structuring cross-border operations.

Evaluates just transition implications of decarbonization with workforce impact and community assessment. Use when analyzing just transition, assessing workforce impacts, or evaluating community effects.

Structures employment data analysis with payroll, wage, and participation rate interpretation. Use when analyzing employment, interpreting jobs data, or assessing labor market conditions.

Evaluates commercial lease terms with net effective rent, concession analysis, and tenant credit assessment. Use when analyzing leases, calculating effective rents, or comparing lease structures.

Structures leveraged loan analysis with covenant assessment, amendment tracking, and repricing risk. Use when analyzing leveraged loans, reviewing loan covenants, or evaluating loan market dynamics.

Evaluates life insurance product structures with cash value analysis, cost comparisons, and suitability assessment. Use when analyzing life products, comparing insurance costs, or assessing product suitability.

Assesses portfolio liquidity with redemption stress testing and market impact estimation. Use when analyzing liquidity risk, stress testing redemptions, or evaluating market impact.

Evaluates loss reserve adequacy with development triangle analysis and actuarial methods. Use when analyzing reserves, interpreting loss triangles, or assessing reserve adequacy.

Evaluates tax implications of acquisition structures with 338(h)(10), 368 reorganization, and step-up analysis. Use when analyzing deal tax, structuring tax-efficient acquisitions, or evaluating tax-free reorganizations.

Extracts forward-looking signals from management commentary with sentiment analysis and guidance tracking. Use when analyzing earnings transcripts, tracking guidance changes, or assessing management credibility.

Evaluates and selects investment managers with quantitative screening and qualitative assessment. Use when selecting fund managers, conducting manager due diligence, or evaluating strategy fit.

Structures central bank policy analysis with rate decision assessment, forward guidance interpretation, and market impact. Use when analyzing Fed policy, interpreting FOMC statements, or assessing monetary policy impact.

Evaluates multi-asset investment strategies with regime analysis and dynamic allocation models. Use when analyzing multi-asset funds, evaluating tactical allocation, or assessing regime-based strategies.

Structures multifamily property analysis with rent comps, expense benchmarking, and value-add assessment. Use when analyzing apartment investments, comparing rent levels, or evaluating value-add opportunities.

Evaluates municipal credit with revenue source analysis, tax considerations, and state/local economic assessment. Use when analyzing municipal bonds, evaluating GO vs revenue bonds, or assessing muni credit.

Structures neobank business analysis with customer economics, funding structure, and growth sustainability. Use when analyzing neobanks, evaluating digital bank models, or assessing challenger bank viability.

Evaluates tax-exempt organization compliance with Form 990, UBIT, and private foundation requirements. Use when managing nonprofit tax, reviewing Form 990, or analyzing UBIT exposure.

Structures operating leverage analysis with fixed/variable cost decomposition and breakeven modeling. Use when analyzing operating leverage, modeling breakeven, or assessing cost structure.

Evaluates partnership tax arrangements with allocation waterfall, basis tracking, and carried interest treatment. Use when analyzing partnership tax, modeling distribution waterfalls, or tracking outside basis.

Structures payment system analysis with transaction flow mapping, interchange economics, and settlement timing. Use when analyzing payment systems, mapping transaction flows, or understanding interchange.

Structures actuarial pricing analysis with loss cost estimation, expense loading, and rate adequacy testing. Use when analyzing premium rates, calculating rate indications, or assessing pricing adequacy.

Structures private market allocation strategy with commitment pacing, J-curve modeling, and liquidity planning. Use when allocating to private markets, modeling commitment pacing, or planning illiquid allocations.

Structures productivity analysis with labor productivity, TFP estimation, and growth accounting decomposition. Use when analyzing productivity, estimating TFP, or decomposing growth drivers.

Evaluates P&C insurance lines with market cycle analysis, loss cost trending, and competitive assessment. Use when analyzing P&C markets, tracking insurance cycles, or evaluating line profitability.

Structures real estate valuation with income, comparable sales, and cost approaches. Use when valuing properties, performing appraisal analysis, or comparing valuation methodologies.

Structures real estate market analysis with supply/demand dynamics, absorption rates, and rent growth projections. Use when analyzing real estate markets, forecasting market conditions, or evaluating market fundamentals.

Evaluates real estate tax strategies including 1031 exchanges, opportunity zones, and cost segregation. Use when planning real estate tax, structuring 1031 exchanges, or analyzing cost segregation studies.

Evaluates REIT financial performance with FFO, AFFO, NAV, and leverage metrics. Use when analyzing REITs, calculating FFO/AFFO, or comparing REIT valuations.

Structures retail property analysis with tenant sales productivity, co-tenancy evaluation, and redevelopment potential. Use when analyzing retail properties, evaluating tenant performance, or assessing redevelopment.