Setting Up "Integrated Financial Modeling" Skill in Claude Projects

🎯 Quick Setup Guide

This guide walks you through creating a Claude Project dedicated to building institutional-grade financial models for Indian listed companies.

STEP 1: Create New Claude Project

1. Go to Claude.ai
2. Click on "Projects" in the left sidebar
3. Click "+ New Project"
4. Name: "Integrated Financial Modeling"
5. Description: "Build comprehensive 3-statement financial models with DCF valuation for BSE/NSE listed companies"

STEP 2: Upload Reference Files

Upload these files to the project (one-time setup):

Primary Reference:

✓ Jk_Paper_Ltd_-Financial_Model-01-04-2025.xlsx

• This is your template model
• Claude will reference this structure for all future models

Documentation (Optional but Recommended):

✓ indian_financial_modeling_skill_guide.md

• Comprehensive 100+ page guide