Finance tasks
Audit xlsExcel financial modeling
Indexedanthropics/financial-services
Audit SpreadsheetFinance Skill
A checklist for reviewing a selected range, one sheet, or a whole financial workbook and reporting cell-level findings by severity. The host must supply spreadsheet inspection tools. It reports before making changes, permits fixes on request, and flags macro calculations that formula inspection cannot cover; it is not an executable validator or an assurance opinion.
- Assessment score
- 65/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Fundamental analysisPublic equities
Topics
audit-xlsspreadsheet-auditformula-checkmodel-integrityqafinancial-analysis
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
Apache-2.0Yes
GitHub reports the repository license as Apache License 2.0.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-audit-xls-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads spreadsheet files to audit formulas, check model integrity, and inspect cell values.
FilesystemWrite
YesThe initial audit is read-only, but the workflow allows workbook changes when the user explicitly requests fixes.
NetworkAccess
NoNo network access or web search is required by the workflow.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
NoNo code files or code execution instructions are present in the captured directory.
ExternalCredentials
NoNo external credentials or paid data sources are required for spreadsheet auditing.
Dependencies
Excel spreadsheet
User-provided Excel file to audit
An Excel workbook file is required as input for auditing.
Data sources named by the Skill
User-provided spreadsheet
The user provides the spreadsheet file to be audited.
Snapshot assessment
65/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
50/100Safety guardrails
65/100Finance task fit
100/100Audit findings
Medium
Instructions are not an executable workbook validator
The directory contains only a checklist. The host must provide workbook and formula inspection tools; macro-driven calculations may remain unreviewed. An initial audit reports findings, while requested fixes can write to the workbook. A clean report does not establish that all financial assumptions or formulas are correct.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory.
Low
No financial advice boundary
The workflow audits financial models but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Audit spreadsheet
agent
Claude Code
collection
Financial analysis
guide
Reviewing finance skills before install
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:anthropics/financial-services:plugins/vertical-plugins/financial-analysis/skills/audit-xls
- Snapshot ID
- fsh-audit-xls-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.