CBANK
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The Claude skill layer forfinancial services

CBANK is the connective layer that brings Claude AI skills to every financial desk — investment banking, equity research, private equity, and wealth management.

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Goldman Sachs
Morgan Stanley
BlackRock
Citadel
Bridgewater
JP Morgan
Two Sigma
AQR Capital
Vanguard
KKR
Apollo
Carlyle
Blackstone
PIMCO
Fidelity
Goldman Sachs
Morgan Stanley
BlackRock
Citadel
Bridgewater
JP Morgan
Two Sigma
AQR Capital
Vanguard
KKR
Apollo
Carlyle
Blackstone
PIMCO
Fidelity
55
Production-ready skills — ready to install today
7
Financial verticals
10
End-to-end agents
0
Lines of code to install
The connective layer

Connecting every
financial desk

CBANK provides the institutional-grade Claude skills that keep analysts productive across every desk — from IB pitch decks to fund admin reconciliations, from equity morning notes to private equity IC memos.

Investment Banking · M&A, CIM, pitches
Equity Research · Morning notes, initiations
Private Equity · Deal screening, IC memos
Fund Administration · NAV tie-outs, GL recon
claude — CBANK Skills
›
Featured skills

The full workflow, one command at a time

Purpose-built for each desk. Download one skill or an entire vertical from GitHub.

IB/cim-builder
CIM Builder
Draft a 60-page CIM from a data room in hours.
Equity/morning-note
Morning Note
Post-earnings research note before the market opens.
PE/ic-memo
IC Memo
From DD findings to IC-ready memo in one command.
Fin Analysis/dcf-model
DCF Model
5-year DCF with WACC sensitivity from a 10-K.
Fund Admin/nav-tieout
NAV Tie-Out
Catch LP statement errors before they reach investors.
Wealth/fin-plan
Financial Plan
Full retirement plan from a client intake form.
View all 55 skills →
How it works

Three steps. No setup.

Click any node to explore what happens at each step.

Choose vertical

Browse 7 financial desk categories

Select skills

One skill or the full vertical

Download ZIP

From GitHub in one click

↓
Upload to Claude

claude.ai/customize/skills

Run command

Type /dcf, /cim-builder, /ic-memo...

Get output

Excel, PDF, DOCX — ready to use

↑ click any node to explore

Why CBANK

The foundation for financial AI.

⬡
Purpose-built
Every skill was designed for a specific financial workflow — not adapted from a generic template.
○
Zero setup
Download a ZIP, upload it to Claude. No API keys, no infrastructure, no code.
◇
Apache-2.0
Open source and modifiable. Fork the repo, edit the SKILL.md files, upload your version.
□
Desk-specific
Install what your team needs. IB, equity research, PE, fund admin — each vertical is independent.
All verticals

Install only what your team needs

Each vertical is a self-contained plugin — install one skill, one vertical, or all seven.

6 skillsv0.1.1
Financial Analysis
The modeling foundation every desk runs on.
claude plugin install anthropic/financial-analysis
6 skillsv0.2.1
Investment Banking
From mandate to close — the full deal workflow.
claude plugin install anthropic/investment-banking
6 skillsv0.1.2
Equity Research
Publish research at the speed of the market.
claude plugin install anthropic/equity-research
6 skillsv0.1.2
Private Equity
Screen more deals. Write better memos. Close faster.
claude plugin install anthropic/private-equity
6 skillsv0.1.0
Fund Administration
Close the books faster, with fewer errors.
claude plugin install anthropic/fund-admin
6 skillsv0.1.2
Wealth Management
Deliver personalized advice at scale.
claude plugin install anthropic/wealth-management

Ready to install your first skill? Start in minutes.

Start with Financial Analysis — the foundation every other skill builds on.

Start with Financial AnalysisRead the install guide

Requires Claude for Work (Teams or Enterprise) · Free · Apache-2.0