Financial modeling
Thefinancial_tools plugin produces investor-grade artifacts.
Advanced analysis & valuation
Theanalyst_tools plugin covers valuation, statistics, and data work.
Valuation models
Valuation models
CREATE_DCF_MODEL (WACC, FCF, terminal value) · CREATE_LBO_MODEL (debt schedules,
exit, IRR) · CREATE_THREE_STATEMENT_MODEL (linked IS/BS/CF) ·
CREATE_SENSITIVITY_TABLE (5×5 data table) · GENERATE_COMPS_TABLE (public comps) ·
CALCULATE_CAP_TABLE_WATERFALL (exit payouts).Market & financial data
Market & financial data
GET_MARKET_DATA (live prices, P/E via yfinance) · GET_FINANCIALS (real historical
income statement, balance sheet, cash flow). Try: “pull TSLA’s last 3 years of
financials.”Data analysis & ML
Data analysis & ML
CLEAN_DATA (missing values, dedupe) · PROFILE_DATA (full EDA) ·
TRANSFORM_DATA (feature engineering via pandas eval) · RUN_AB_TEST_ANALYSIS
(t-test significance) · FORECAST_FINANCIALS_STATISTICAL (linear-regression forecast)
· GENERATE_CHART_IMAGE (matplotlib PNG: bar/line/scatter/pie/heatmap).Legal due diligence
Legal due diligence
EXTRACT_CONTRACT_TERMS: flags risky clauses in PDF/DOCX contracts.“build a DCF for a company with $10M revenue growing 30%, 70% gross margin, and a 10% discount rate.”
Live analyst dashboards
Beyond files, the shell has analyst-oriented dashboards (analysts_dashboard,
crew_war_room) and you can compose live financial widgets directly:
- “AAPL stock with a chart” →
live_stock - “convert 5000 EUR to USD” →
currency_converter - “a comparison table of these three companies” → comparison widget
Compliance & governance
Thecompliance_tools plugin generates standardized governance documents.
For fresh regulatory context,
intelligence_tools (SEARCH_WEB_DUCKDUCKGO) pulls recent
ISO/cyber/regulatory updates from the web.
Document pipelines
These tools shine in workflows that combine extraction and modeling:“Read the income-statement PDF, then build a 3-statement model from it.” →EXTRACT_INCOME_STATEMENT_PDF→CREATE_THREE_STATEMENT_MODEL.