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analyst-playbook

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Structure financial analysis with sector-specific playbooks.

Finance & Accounting#financial modeling#financial analysis#analysis planning#sector conventions#fiscal calendars
Authormohitjandwani
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps you structure comprehensive financial analyses by aligning deliverables, calendars, units, and conventions, reducing errors in your research.

Core Features & Use Cases

  • Analysis Planning: Determines the type of deliverable (report/deck vs financial model) and aligns fiscal calendars and data frequencies.
  • Normalization: Normalizes units and routes data series to the appropriate skills.
  • Sector Conventions: Applies per-sector playbooks to ensure proper analysis within specific sectors.
  • Use Case: For a deep dive on a particular company, use the skill to plan the analysis, considering the sector playbook for specific conventions.

Quick Start

Run 'analyst-playbook' to start structuring your financial analysis.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: analyst-playbook
Download link: https://github.com/mohitjandwani/analyst-kit/archive/main.zip#analyst-playbook

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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