Finance tasks
Deal trackerExcel financial modeling
Indexedanthropics/financial-services
Deal TrackerFinance Skill
An investment banking workflow for tracking M&A deal pipelines. It covers five steps: deal setup (name, client, type, role, size, stage, team, key dates), milestone tracking (18 milestones from engagement to close with status), action items (running list with owner, due date, priority), weekly deal review (per-deal status and pipeline summary), and producing an Excel workbook with pipeline overview, milestone tracker tabs, action item list, and weekly review summary.
- Snapshot quality
- 61/100
- 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
deal statuswhere are we onprocess updatedeal pipelineweekly deal reviewdeal-trackerdeal-pipelinema-process-trackingmilestone-trackinginvestment-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-deal-tracker-2026-07-29-001
Permissions
FilesystemRead
NoNo filesystem read access is required. The workflow operates on user-provided deal information.
FilesystemWrite
YesThe workflow outputs an Excel workbook with pipeline overview, per-deal milestone tracker tabs, action item master list, and weekly review summary, plus an optional Markdown summary.
NetworkAccess
NoNo network access is required or referenced. The workflow relies on user-provided deal information.
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 referenced.
Dependencies
No dependencies were named in this captured record.
Data sources named by the Skill
User-provided deal information
User provides deal setup information and ongoing milestone updates.
Snapshot assessment
61/100
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
15/100Permission transparency
50/100Safety guardrails
40/100Finance task fit
100/100Audit findings
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory.
Low
Financial advice boundary is absent
The workflow tracks M&A deal pipelines but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Deal tracker
P0 relation label. No public page yet.
agent
Claude Code
P0 relation label. No public page yet.
collection
Investment banking
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/investment-banking/skills/deal-tracker
- Snapshot ID
- fsh-deal-tracker-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.