A financial analysis workflow for building institutional-grade comparable company analyses (comps) in Excel. It covers document structure, operating statistics (revenue, growth, margins, EBITDA), valuation multiples (EV/Revenue, EV/EBITDA, P/E), statistical benchmarking with quartiles, industry-specific metric selection, data source hierarchy (MCP first), formula transparency, and quality control with sanity checks and output checklists.
Snapshot quality
74/100
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 uploaded template files and may read existing Excel files for data.
FilesystemWrite
YesThe workflow generates Excel/spreadsheet files with formulas, formatting, and cell comments.
NetworkAccess
Not verifiedThe workflow references MCP data sources (S&P Kensho, FactSet, Daloopa) and Bloomberg Terminal, SEC EDGAR for financial data. Network access is implied for MCP sources but not explicitly required if user provides data.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
NoThe workflow references Office JS and Python/openpyxl for Excel generation but no code files are included in the captured directory.
ExternalCredentials
Not verifiedMCP data sources (S&P Kensho, FactSet, Daloopa) and Bloomberg Terminal may require paid subscriptions, but no credential contract is specified.
openpyxl
Python library for standalone .xlsx file generation
Python openpyxl library for generating Excel files with formulas and formatting.
MCP data sources
MCP data sources provide verified, institutional-grade data with proper citations.
SEC filings
10-K and 10-Q filings for audited financial data.
User-provided data
User-provided template files and competitor data.
Snapshot assessment
74/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk. Needs review.
Skill structure
80/100Instruction clarity
100/100Dependency transparency
50/100Permission transparency
56/100Safety guardrails
74/100Finance task fit
100/100Medium
MCP data sources (S&P Kensho, FactSet, Daloopa), Bloomberg Terminal, and SEC EDGAR are referenced for financial data. Credential requirements and provider availability are not fully specified.
Medium
No requirements.txt or equivalent manifest is included in the captured directory, though openpyxl is referenced in the instructions.
Low
The instructions reference examples/comps_example.xlsx but the file is not present in the captured directory.
Low
The workflow produces valuation analysis for investment decisions but includes no explicit investment advice disclaimer.
Content
Skill
Repository
topic
P0 relation label. No public page yet.
agent
P0 relation label. No public page yet.
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.
