Finance & Analysis
Financial models, market data, data analysis, and compliance documents.
MeghaOS ships a serious analyst toolkit: build valuation models, pull live market data, run exploratory data analysis, and generate compliance documentation — most of it output as polished Excel and Word files.
Financial modeling
The financial_tools plugin produces investor-grade artifacts.
| Ask for… | Tool | Output |
|---|---|---|
| "a 3-scenario financial model" | CREATE_FINANCIAL_MODEL | .xlsx (base/bull/bear, 12-mo) |
| "calculate our ARR and MRR" | CALCULATE_ARR_MRR | .xlsx (growth, churn, NRR) |
| "a cap table" | CREATE_CAP_TABLE | .xlsx (ownership, dilution, options) |
| "an investor update" | CREATE_INVESTOR_UPDATE | .docx (KPIs, highlights) |
| "a buy/sell agreement" | CREATE_BUY_SELL_AGREEMENT | .docx template |
| "a consolidated financial report" | CREATE_FINANCIAL_REPORT | .xlsx (P&L, BS, CF) |
Advanced analysis & valuation
The analyst_tools plugin covers valuation, statistics, and data work.
"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
The compliance_tools plugin generates standardized governance documents.
| Document | Tool | Format |
|---|---|---|
| Risk register | CREATE_RISK_REGISTER | .xlsx |
| Risk mitigation plan | CREATE_RISK_MITIGATION_PLAN | .docx |
| Incident report | CREATE_INCIDENT_REPORT | .docx (timeline, RCA) |
| Incident response plan | CREATE_INCIDENT_RESPONSE_PLAN | .docx |
| Internal audit report | CREATE_INTERNAL_AUDIT_REPORT | .docx |
| Management review | CREATE_MANAGEMENT_REVIEW | .docx |
| ISO documentation | CREATE_ISO_DOCUMENTATION | templates |
| Data protection record (RoPA) | CREATE_DATA_PROTECTION_RECORD | .xlsx (GDPR/CCPA) |
| Regulatory tracker | CREATE_REGULATORY_TRACKER | .xlsx |
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.