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competitive-analysis

Generate competitive landscape analyses with cited financial comparisons and PowerPoint charts.

17|4|Updated Mar 11, 2026
Search Tags:#presentation#citation#data-extraction#competitive-analysis#peer-benchmarking#financial-research#market-mapping
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill competitive-analysis-yuping322
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: competitive-analysis
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/financial-analysis/skills/competitive-analysis
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill competitive-analysis-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill helps analysts and deal teams produce consistent, audit-ready competitive landscape analyses and investor-facing materials by enforcing strict data fidelity, comparable metrics, and presentation-quality standards.

Core Features & Use Cases

  • Structured workflow: A 10-step analysis process from scope clarification through synthesis to ensure comprehensive, repeatable outputs.
  • Source-first data handling: Rules for source-file primacy, currency normalization, matched fiscal periods, and mandatory citations for every numeric value.
  • Presentation-grade deliverables: Requirements for embedded PowerPoint charts, exact slide titles, typography, spacing, and export-ready competitor tables and visualizations.
  • Use Cases: Building peer benchmarking tables for equity research, preparing competitive sections of CIMs or pitch decks, and creating market positioning slides for investment memos.

Quick Start

Create a competitive landscape slide deck for Company X that compares revenue, EBITDA, and positioning across named peers using the attached financial spreadsheets and include a source citation for every number.

Frequently Asked Questions about competitive-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a competitive analysis slide deck with peer benchmarking tables?▼

To build a competitive analysis deck, apply a 10-step process from scope clarification to synthesis, generating peer benchmarking tables with embedded PowerPoint charts, exact slide titles, and mandatory source citations for every numeric value to ensure audit-ready deliverables.

What is the best way to ensure fiscal-period comparability in peer benchmarking tables?▼

To ensure fiscal-period comparability in peer benchmarking, enforce source-file primacy, apply currency normalization, and match fiscal periods across all competitor data points before generating structured comparative tables and market positioning visualizations.

Can I use financial spreadsheets to generate market positioning slides for investment memos?▼

Yes, you can use attached financial spreadsheets to generate market positioning slides for investment memos, applying source-first data handling rules that enforce exact citations, standardized formatting, and embedded charts for presentation-grade outputs.

How do I create competitor comparison tables with explicit citations for every number?▼

To create competitor comparison tables with explicit citations, apply strict data fidelity rules enforcing source-file primacy, matched fiscal periods, and mandatory citation formatting for every numeric value included in the presentation slides.

Does competitive mapping require standardized formatting for equity research pitch decks?▼

Yes, competitive mapping for equity research pitch decks requires standardized formatting guidelines including exact slide and section titles, typography, spacing rules, and embedded PowerPoint charts to produce consistent, presentation-grade investor-facing materials.

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