An investment banking workflow for building standardized financial data packs from CIMs, SEC filings, web search, and MCP servers. It covers six phases: document processing and data extraction, data normalization (restructuring charges, SBC, acquisition costs, legal settlements, related party adjustments), Excel workbook building (8-tab structure), scenario building (management/base/downside cases), quality control (5 check categories), and final delivery. Includes industry-specific adaptations for SaaS, manufacturing, real estate, and healthcare.
Snapshot quality
76/100
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 source materials including uploaded documents, SEC filings, and data from MCP servers.
FilesystemWrite
YesThe workflow outputs Excel workbooks with standardized financial data packs.
NetworkAccess
YesThe workflow references web search for public filings and MCP server data access as input sources.
ShellExecution
NoNo shell commands or scripts are included in the captured directory, though the xlsx skill referenced may use Python/openpyxl.
CodeExecution
YesThe workflow references using the xlsx skill for Excel file creation and includes Python code examples for row reference tracking and formula writing.
ExternalCredentials
NoNo external credentials are required, though MCP server access may require configuration depending on the data source.
xlsx skill
External xlsx skill for all Excel file creation and manipulation
The xlsx skill provides Excel file creation, formatting, and formula writing capabilities used throughout the workflow.
User-provided documents
User provides source documents such as CIMs, offering memorandums, and historical financials.
Web search
Web search can be used to access public SEC filings and market data.
MCP server data
MCP servers can provide structured financial data from external providers.
Snapshot assessment
76/100
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
75/100Safety guardrails
60/100Finance task fit
100/100Medium
No requirements.txt or equivalent manifest is included in the captured directory, though the xlsx skill and Python/openpyxl are referenced.
Medium
The workflow explicitly requires the xlsx skill for all Excel file creation and manipulation, but this skill is not present in the captured directory.
Low
The workflow produces investment committee materials 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.
