Claude Skills by infometa

Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".

Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.

Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios.

Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.

Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.

Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends. Use when analyzing carry trades, comparing FX forward curves, assessing carry-to-vol ratios, or evaluating currency pair opportunities.

Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions.

Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks, assessing vol premiums, or evaluating vol trading strategies.

Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads, decomposing real rates, identifying steepener/flattener/butterfly trades, or comparing swap rates across currencies.

Search, download, and customize Lucide icons (1000+ beautiful SVG icons). Supports SVG and TypeScript React component generation with full customization options.

Tools for building modern React webapps with TypeScript, Tailwind CSS and shadcn/ui. Best suited for applications with complex UI components and state management.

implement ppt(powerpoint) project with best practices, start's with "ppt" template. Trigger keywords include "web ppt", "网页ppt", "html ppt", "生成ppt", "制作ppt", "制作教案", "write a ppt about", or any request to create presentations on specific topics.

Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".

Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".

PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".

Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".

Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".

Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".

Analyze competitors with feature comparison matrices, positioning analysis, and strategic implications. Use when researching a competitor, comparing product capabilities, assessing competitive positioning, or preparing a competitive brief for product strategy.

Write structured product requirements documents (PRDs) with problem statements, user stories, requirements, and success metrics. Use when speccing a new feature, writing a PRD, defining acceptance criteria, prioritizing requirements, or documenting product decisions.

Define, track, and analyze product metrics with frameworks for goal setting and dashboard design. Use when setting up OKRs, building metrics dashboards, running weekly metrics reviews, identifying trends, or choosing the right metrics for a product area.

Complete product management workflows including feature specs, roadmap management, stakeholder updates, user research synthesis, competitive analysis, and metrics review

Plan and prioritize product roadmaps using frameworks like RICE, MoSCoW, and ICE. Use when creating a roadmap, reprioritizing features, mapping dependencies, choosing between Now/Next/Later or quarterly formats, or presenting roadmap tradeoffs to stakeholders.

Plan a sprint — scope work, estimate capacity, set goals, and draft a sprint plan. Use when kicking off a new sprint, sizing a backlog against team availability (accounting for PTO and meetings), deciding what's P0 vs. stretch, or handling carryover from the last sprint.

Draft stakeholder updates tailored to audience — executives, engineering, customers, or cross-functional partners. Use when writing weekly status updates, monthly reports, launch announcements, risk communications, or decision documentation.

Synthesize qualitative and quantitative user research into structured insights and opportunity areas. Use when analyzing interview notes, survey responses, support tickets, or behavioral data to identify themes, build personas, or prioritize opportunities.

Search, filter, and download royalty-free background music from ccMixter for Remotion videos. Supports keyword search, tag presets, license filtering (CC BY / CC BY-SA only), and auto-generates attribution. Downloads MP3 directly to project directory.

Automatically detects and configures the Remotion video generation environment. Use when user requests video creation and dependencies (Node.js, FFmpeg, Remotion packages) need verification or installation. Checks system requirements, installs missing tools, initializes Remotion project structure, and validates the setup is ready for video generation.

Search, download, and customize Lucide icons (1000+ beautiful SVG icons). Supports SVG and TypeScript React component generation with full customization options.

Best practices for Remotion - Video creation in React

Creates detailed video storyboards and scene breakdowns for Remotion video generation. Analyzes user requirements, determines video type, selects appropriate template, and outputs structured scene plans with visual specifications, timing, animation details, and asset requirements. Use when planning video structure before code generation.

Orchestrates complete Remotion video generation workflow from user request to MP4 output. Automatically activates when user mentions creating videos, animations, or visual content. Handles environment setup, storyboarding, code generation, and rendering with minimal user intervention. Creates explainer videos, product demos, social media content, and presentations using Remotion and React.

从零生成 Excel/xlsx 工作簿。当用户请求"创建/生成/新建/做一份/from scratch" 一个 XLSX 文件、且**没有源 .xlsx/.csv 文件**时使用。支持纯文字需求，也支持 以 pdf/docx/pptx 附件作为内容参考（由 `extract.py` 抽取为 markdown）。 本 skill 在主代理侧准备 schema 与骨架文件，然后委派 sheet-agent 子代理完成单元格填充。

处理 Excel/xlsx/xls/csv 表格文件的读写、查询、数据分析、公式构造、 图表生成、透视表、行列增删、合并/排序/筛选、格式设置、清洗整理等一切表格操作。 当用户上传、引用或需要创建/编辑/分析任何 .xlsx/.xls/.csv 表格文件时使用。 提供比 openpyxl 更强大的表格处理能力，支持复杂数据分析和可视化。

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.

Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or an...

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise sin...

多角色辩论式交易智能体 — 主协调器（Orchestrator）。调度11个专业角色 Agent， 通过并行 Agent Team 执行系统性投资分析，输出 BUY/SELL/HOLD 建议。 数据源：NeoData 金融数据服务（neodata-financial-search skill）。 触发词：交易分析、投资分析、股票分析、买卖决策、多空分析、风险评估、 技术分析、基本面分析、投资建议、买入卖出、持有建议、投资决策、 该不该买、能不能卖、要不要持有、看好看空、仓位建议、加仓减仓、 投资价值、值不值得买、完整分析、深度分析、 trading analysis、investment decision、buy sell hold。

Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".

Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".

Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update".

Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".

Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".

Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".

Build production Apache Airflow DAGs with best practices for operators, sensors, testing, and deployment. Use when creating data pipelines, orchestrating workflows, or scheduling batch jobs.

Implement data quality validation with Great Expectations, dbt tests, and data contracts. Use when building data quality pipelines, implementing validation rules, or establishing data contracts.

Master dbt (data build tool) for analytics engineering with model organization, testing, documentation, and incremental strategies. Use when building data transformations, creating data models, or implementing analytics engineering best practices.