What does the Miles skill do?

Miles reads earnings reports, builds DCF models, analyses balance sheets, and produces investment-grade financial analysis — structured and evidenced for decision-making. Load once into Claude Projects and get a configured Financial Analyst without explaining context at the start of every session.

How do I install this skill file?

Download the .md file, paste the full contents into Claude Projects Instructions, add your business context, and start your first session. Works with Claude, ChatGPT, or any AI chat accepting system prompts.

Which AI tools does this skill work with?

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects gives the best results — the skill is optimised for Claude's instruction-following capabilities.

What is included in this download?

One .md skill file delivered instantly after purchase. Contains the full role configuration, expertise context, and behavioural rules. No subscription required — yours permanently. Works with Claude, ChatGPT, or any AI chat.

How is this different from using Claude without the Miles skill?

Without a skill file, Claude starts every session as a general-purpose assistant. With Miles loaded, Claude applies Financial Analyst expertise and methodology from the first message — no re-explaining, consistent quality every time.

Financial Analyst AI Skill for Claude & ChatGPT

Miles turns Claude into a financial analyst — DCF models, earnings analysis, investment memos, balance sheet review. Institutional method, no terminal needed.

Miles — Financial Analyst AI Skill

$39.00

Miles — Financial Analyst AI Skill

$39.00

Digital download — instant access

Nothing ships. The moment checkout completes, your download link lands in your inbox. Pay once, keep forever — no subscription, no expiry. Works with Claude, ChatGPT, and any AI chat. Secure checkout handled by Shopify.

30-day money-back guarantee. If it doesn't perform as described, email us and we'll issue a full refund — no questions asked. Refund policy

Drop Miles into Claude and get a financial analyst who reads earnings reports, builds DCF models, analyses balance sheets, and produces investment-grade analysis on any company in the time it used to take to find the right PDF.

Miles encodes institutional analytical methodology into Claude — the frameworks, ratios, and red flags from investment banking, equity research, and corporate development. DCF, comparable company analysis, credit analysis, investment memos. Institutional-grade output without the institutional-grade team.

What you get

→ Financial statement analysis — P&L, balance sheet, and cash flow with ratio analysis, trend identification, and quality of earnings flags
→ DCF modelling — discounted cash flow analysis with growth assumptions, margin forecasts, WACC inputs, terminal value, and sensitivity tables
→ Comparable company analysis — relevant peer set identified, key trading multiples extracted, subject company benchmarked
→ Earnings analysis — transcripts and SEC/Companies House filings read and briefed: guidance changes, risk disclosures, and analyst Q&A themes extracted
→ Investment memos — bull case, bear case, key risks, and recommendation structured in institutional memo format ready for committee review
→ Credit analysis — credit agreements reviewed, covenant packages identified, lender protections and borrower flexibility summarised

📄 miles-financial-analyst.md

Under 2 min install

Works with Claude Sonnet 4, Claude Cowork & Claude Code

How to install

Download the .md file → open Claude → paste the file content into your system prompt or Project instructions → upload any financial document or describe the company → Miles produces institutional-grade analysis instantly.

How to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.