Claude skills you can use with no code (page 3 of 72)
3,443 skills and plugins that need no coding at all. Most popular first.
Client Meeting Prep Kit
Creates a briefing pack before every client or investor meeting.
Client Performance Report
Generates a client-ready investment performance report with returns and allocation details.
Client Review Prep
Pulls together a client's account data into a concise meeting prep summary.
Company Profile Slides
Creates polished one-page company profile slides for pitch books and client presentations.
Company Tear Sheet Maker
Generates a professional one-page company profile document tailored to your audience.
Comparable Company Analysis
Builds a spreadsheet comparing a company's valuation and metrics against its industry peers.
Competitive Landscape Deck Builder
Builds a PowerPoint deck comparing a company or market against its competitors.
DCF Valuation Model Builder
Builds a discounted cash flow valuation model in Excel with projections and sensitivity analysis.
Deal Pipeline Tracker
Keeps every active deal's milestones, deadlines, and action items organized in one place.
Deal Process Letters
Drafts bid instruction letters and meeting invitations for a company sale process.
Deal Returns Calculator
Builds IRR and return sensitivity tables for evaluating a potential investment deal.
Deal Screening Memo
Screens incoming investment deals against your criteria and summarizes the verdict.
Deal Sourcing Assistant
Finds target companies, checks for prior contact, and drafts outreach to founders.
Diligence Meeting Prep
Prepares targeted questions and talking points before a due diligence meeting or call.
Due Diligence Checklist
Builds a full due diligence checklist tailored to the deal and tracks what's still outstanding.
Earnings Call Reviewer
Reviews earnings calls and filings, then updates models and drafts notes.
Earnings Preview Builder
Prepares a before-earnings briefing with expectations, scenarios, and what to watch.
Earnings Update Report
Writes a professional report analyzing a company's latest quarterly earnings.
Equity Research Initiation Builder
Produces a full institutional-style equity research report through guided research stages.
Equity Research Toolkit
Creates earnings analysis, coverage reports, and research notes for analysts.
Excel File Builder
Creates a formatted Excel workbook file from scratch when no spreadsheet app is open.
Financial Data Pack Builder
Turns raw financial documents into a polished, standardized Excel data pack.
Financial Model Builder
Builds DCF, LBO, and comps models directly inside Excel.
Financial Model Updater
Updates a financial model with new earnings, guidance, or assumption changes.
Financial Modeling Toolkit
Builds financial models, comparisons, and polished slide decks for finance teams.
Fund Administration Toolkit
Automates fund accounting tasks like reconciliations, accruals, and NAV checks.
Fund Valuation Reviewer
Reviews fund data and prepares investor valuation reports.
FX Carry Trade Analyzer
Evaluates currency carry trade opportunities using rates, forwards, and volatility data.
General Ledger Reconciler
Finds accounting discrepancies and traces them back to the source.
GL Reconciliation Helper
Matches general ledger entries to subledger records and lists every discrepancy found.
Investment Banking Toolkit
Builds pitch decks, deal trackers, buyer lists, and deal materials.
Investment Committee Memo Writer
Drafts a structured deal memo for private equity investment committee approval.
Investment Idea Screener
Screens stocks for new investment ideas based on the style and criteria you choose.
Investment Proposal Writer
Drafts a professional investment proposal for a prospective client.
Investment Thesis Tracker
Keeps your investment thesis for a stock up to date as new information comes in.
KYC Document Reader
Pulls identity, ownership, and funding details out of client onboarding paperwork.
KYC Document Screener
Checks onboarding documents against compliance rules and flags issues.
KYC Risk Scorer
Scores a client's onboarding record against your firm's compliance rules and risk levels.
LBO Model Builder
Fills out a leveraged buyout model template with sources, debt schedule, and returns.
LP Statement Auditor
Checks investor statements for errors before they go out.
LP Statement Tie-Out
Checks that an investor's capital account statement matches the fund's official NAV records.
M&A Buyer List Builder
Builds a prioritized list of potential buyers for a company being sold.
Macro Rates Dashboard
Builds a dashboard combining economic indicators, yield curves, and rate data for macro analysis.
Market & Sector Researcher
Builds an industry overview with competitors, comps, and new ideas.
Merger Impact Model
Builds an accretion or dilution analysis to show how a merger affects earnings per share.
Month-End Close Assistant
Handles accruals, roll-forwards, and variance notes for month-end close.
Morning Market Note
Drafts a short, sharp morning note summarizing overnight news and trade ideas.
Option Volatility Reviewer
Analyzes option pricing and volatility to assess whether options look cheap or expensive.