Finance tasks
Datapack builderExcel financial modeling
Indexedanthropics/financial-services
Data Pack BuilderFinance Skill
Instructions for extracting financials, reconciling adjustments, and organizing an eight-tab workbook with management, base, and optional downside cases. The required xlsx skill is absent from the snapshot. Review currencies and units, recurring-cost adjustments, and each scenario assumption; formatting rules and formula-based cells do not establish data accuracy or investment-committee approval.
- Assessment score
- 70/100
- 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
datapack-builderfinancial-data-packma-due-diligenceprivate-equityinvestment-committeeinvestment-banking
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-datapack-builder-2026-07-29-001
Permissions
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
Not verifiedNo shell command is supplied here, but the required external xlsx skill is absent and its execution requirements have not been reviewed.
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
Not verifiedThe selected MCP provider may require credentials; no provider-specific authentication contract is included.
Dependencies
xlsx skill
External xlsx skill for all Excel file creation and manipulation
The source delegates Excel creation and manipulation to an external xlsx skill; its implementation is not part of this reviewed directory.
Data sources named by the Skill
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
70/100
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
30/100Permission transparency
75/100Safety guardrails
49/100Finance task fit
100/100Audit findings
Medium
Currency must follow the source data
The source defaults financial values to dollar formatting and also says operational metrics have no currency symbol. Currency-denominated operational measures such as revenue per employee still need a currency unit. Formatting a value with a dollar sign does not convert foreign currency; preserve or explicitly convert the source currency and label the rate and date.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory, though the xlsx skill and Python/openpyxl are referenced.
Medium
Referenced xlsx skill is not included
The workflow explicitly requires the xlsx skill for all Excel file creation and manipulation, but this skill is not present in the captured directory.
Medium
Recurring costs need an explicit adjustment policy
The source calls adding back stock compensation an industry standard for PE analysis. This is an analyst adjustment, not a universal EBITDA rule or removal of its economic cost. Keep reported and adjusted measures reconciled, label management assumptions, and assess recurrence and dilution instead of automatically accepting every add-back.
Low
Financial advice boundary is absent
The workflow produces investment committee materials but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Data pack builder
agent
Claude Code
collection
Investment banking
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/investment-banking/skills/datapack-builder
- Snapshot ID
- fsh-datapack-builder-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.