Finance tasks
Comps analysisExcel financial modeling
Indexedanthropics/financial-services
Comparable Company AnalysisFinance Skill
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
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
Discovery
What this Skill helps an agent do.
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Domains and assets
Fundamental analysisPublic equities
Search aliases and tags
comparable company analysiscompspeer analysistrading compspublic compsvaluation multiplescomps-analysiscomparable-company-analysisvaluation-multiplespeer-benchmarkingev-ebitdafinancial-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-comps-analysis-2026-07-29-001
Permissions
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.
Dependencies
openpyxl
Python library for standalone .xlsx file generation
Python openpyxl library for generating Excel files with formulas and formatting.
Data sources named by the Skill
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
100/100Audit findings
Medium
External data and credential needs vary
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
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory, though openpyxl is referenced in the instructions.
Low
Referenced example file is not included
The instructions reference examples/comps_example.xlsx but the file is not present in the captured directory.
Low
Financial advice boundary is absent
The workflow produces valuation analysis for investment decisions but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Comparable company analysis
P0 relation label. No public page yet.
agent
Claude Code
P0 relation label. No public page yet.
collection
Financial analysis
P0 relation label. No public page yet.
guide
Reviewing finance skills before install
P0 relation label. No public page yet.
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/comps-analysis
- Snapshot ID
- fsh-comps-analysis-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.