Claude Skills by lev-os

Evaluates dividend policy with payout sustainability, peer comparison, and investor preference analysis across growth and value contexts. Use when analyzing dividend policy, evaluating payout ratios, or designing dividend programs.

Evaluates Dutch auction mechanics with optimal pricing strategy, odd-lot proration, and shareholder base analysis. Use when analyzing Dutch auctions, modeling tender strategies, or evaluating self-tender economics.

Assesses earnings quality through accruals analysis, cash conversion, and accounting red flag identification. Use when evaluating earnings quality, detecting accounting anomalies, or analyzing accruals.

Structures economic indicator analysis with leading, coincident, and lagging indicator interpretation. Use when analyzing economic data, interpreting economic releases, or tracking macro indicators.

Evaluates embedded finance opportunities with distribution economics and regulatory framework analysis. Use when analyzing embedded finance, evaluating BaaS models, or assessing embedded lending/insurance.

Monitors EM capital flow dynamics with FDI, portfolio flows, reserve changes, and balance of payments analysis. Use when analyzing EM flows, tracking capital movement, or assessing EM investment conditions.

Structures EM economic analysis with growth, inflation, external vulnerability, and political risk assessment. Use when analyzing emerging markets, assessing EM risk, or evaluating developing economy outlook.

Structures epidemiologic analysis with incidence, prevalence, rate calculations, and statistical inference. Use when calculating disease rates, analyzing epi data, or interpreting population statistics.

Evaluates convertible bond and mandatory convertible structures with equity sensitivity, credit floor, and Greeks analysis. Use when analyzing convertible offerings, pricing equity-linked instruments, or modeling conversion economics.

Evaluates market breadth with advance-decline analysis, new high/low tracking, and sector participation assessment. Use when analyzing market breadth, assessing rally quality, or identifying divergences.

Evaluates ERISA plan asset rules with 25% test, VCOC/REOC exemptions, and benefit plan investor tracking. Use when analyzing ERISA compliance, structuring plan asset exemptions, or managing benefit plan investor thresholds.

Integrates ESG factors into investment analysis with scoring methodology and impact measurement. Use when implementing ESG integration, scoring ESG factors, or measuring sustainability impact.

Evaluates ESG strategy with materiality assessment, stakeholder analysis, and value creation linkage for corporate decision-making. Use when analyzing ESG strategy, assessing material ESG factors, or linking sustainability to value.

Evaluates non-traditional securitization collateral including solar, data centers, digital infrastructure, and IP royalties. Use when analyzing esoteric ABS, evaluating non-standard collateral, or structuring novel asset classes.

Evaluates ETF market mechanics with premium/discount analysis, authorized participant activity, and creation unit arbitrage. Use when analyzing ETF trading, evaluating NAV premiums, or understanding creation/redemption flows.

Measures implementation shortfall with paper portfolio comparison, delay cost attribution, and execution quality assessment. Use when measuring implementation shortfall, analyzing execution quality, or attributing trading costs.

Evaluates assumption, rejection, and assignment decisions for executory contracts and unexpired leases in bankruptcy. Use when analyzing contract decisions, evaluating lease rejections, or modeling cure cost exposure.

Evaluates exit alternatives (IPO, strategic sale, secondary, recapitalization) with timing and return analysis. Use when planning exits, evaluating exit routes, or modeling exit scenarios.

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 factor timing strategies with macro regime indicators, valuation spreads, and momentum signals for factor rotation. Use when analyzing factor timing, evaluating rotation signals, or designing tactical factor allocation.

Evaluates fairness opinion methodologies across DCF, trading comps, and precedent transactions for board-level decisions. Use when reviewing fairness opinions, preparing board materials, or analyzing transaction fairness.

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.

Evaluates bond market liquidity with bid-ask spread analysis, dealer inventory assessment, and electronic trading penetration. Use when analyzing bond liquidity, assessing execution conditions, or evaluating venue selection.

Evaluates secondary offering types including overnight blocks, marketed deals, ATMs, and bought deals with dilution analysis. Use when analyzing follow-on options, structuring secondary offerings, or evaluating dilution impact.

Evaluates fraudulent conveyance risk for leveraged transactions with solvency analysis and reasonably equivalent value assessment. Use when analyzing fraudulent transfer risk, conducting solvency tests, or evaluating historical transactions.

Evaluates frontier market opportunities with liquidity constraints, custody risk, settlement infrastructure, and governance assessment. Use when analyzing frontier markets, assessing operational risk, or evaluating frontier market access.

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.

Evaluates geopolitical risk impact on investment portfolios with sanctions exposure, conflict risk, and supply chain disruption analysis. Use when analyzing geopolitical risk, assessing sanctions impact, or evaluating political event exposure.

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 sales efficiency with CAC payback, sales cycle analysis, channel economics, and pipeline conversion metrics. Use when assessing GTM efficiency, analyzing sales productivity, or evaluating distribution strategy.

Evaluates management buyouts and take-private proposals with fairness assessment, minority squeeze-out mechanics, and appraisal rights analysis. Use when analyzing going-private deals, evaluating MBO fairness, or assessing minority shareholder protections.

Evaluates GP capital commitment levels with co-invest obligations, management company funding, and alignment assessment. Use when analyzing GP commitment, assessing alignment, or structuring GP capital contributions.

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

Evaluates high-yield issuance with call schedules, change of control puts, and restricted payment baskets. Use when analyzing HY bonds, comparing HY vs leveraged loan terms, or assessing issuer flexibility.

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.

Values infrastructure assets with DCF, regulated asset base, and comparable transaction methodologies adjusted for regulatory and contractual frameworks. Use when valuing infrastructure assets, analyzing regulated utilities, or benchmarking infra transactions.

Evaluates insider purchase patterns with cluster buying identification, historical signal analysis, and conviction scoring. Use when analyzing insider buying, assessing management confidence signals, or tracking insider activity patterns.

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.

Maps institutional investor targeting with AUM analysis, sector allocation preferences, and historical participation patterns. Use when targeting investors, analyzing demand profiles, or building investor marketing lists.