A 3-statement financial modeling workflow for completing integrated Income Statement, Balance Sheet, and Cash Flow Statement templates. It covers template structure analysis, formula integrity, cross-statement validation, scenario analysis, credit metrics, SEC filings data extraction, and staged user review at each statement.
Snapshot quality
78/100
Risk
Medium
Audit
Needs review
Assessment time
2026-07-29 07:31 UTC
The copied prompt tells your agent to scan the complete current directory before installing it.
Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.
Discovery
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Trust
This is a content snapshot assessment. It does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not provide enough evidence for a Yes or No conclusion.
GitHub reports the repository license as Apache License 2.0.
FilesystemRead
YesThe workflow reads existing template structures and financial input data.
FilesystemWrite
YesThe workflow populates and writes Excel workbook templates.
NetworkAccess
YesThe SEC filings reference instructs retrieving data from SEC EDGAR.
ShellExecution
YesThe standalone path requires running Python and recalc.py before delivery.
CodeExecution
YesThe workflow supports Python/openpyxl and Office JS execution paths.
ExternalCredentials
Not verifiedNo credential contract is defined; SEC EDGAR is public but optional data providers may need credentials.
Python
Python 3 for standalone workbook generation
Required for the standalone openpyxl path.
openpyxl
Referenced in instructions but not declared in a manifest
Reads, writes, and populates Excel workbook templates.
recalc.py
Required by the delivery checklist
The helper is referenced but not included in the captured directory.
SEC EDGAR
Optional, for public company data extraction
Public filings source for historical financial data.
User-provided financial data
Historical financials, assumptions, and template structure supplied by the user.
SEC EDGAR filings
Public regulatory filings for historical financial data.
Snapshot assessment
78/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk. Needs review.
Skill structure
100/100Instruction clarity
100/100Dependency transparency
50/100Permission transparency
75/100Safety guardrails
54/100Finance task fit
100/100Medium
Installation should preserve an explicit approval boundary before Python, Office JS, or recalc.py runs.
Medium
openpyxl is referenced in the instructions but no requirements.txt or equivalent manifest is included in the captured directory.
Medium
The instructions require recalc.py before delivery, but that file is not present in the captured directory.
Low
SEC EDGAR retrieval is referenced for public company data; credential requirements and provider availability are not fully specified.
Low
The workflow contains strong model checks but no explicit investment advice boundary.
Content
Skill
Repository
topic
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agent
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collection
P0 relation label. No public page yet.
guide
P0 relation label. No public page yet.
Registry
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
