Finance tasks
Deal trackerExcel financial modeling
Indexedanthropics/financial-services
Deal TrackerFinance Skill
Instructions for preparing a deal-pipeline workbook, milestone tabs, action items, and weekly review notes from supplied deal updates. The directory does not implement background monitoring, automatic reminders, or email/Slack delivery. Existing tracker access and spreadsheet tooling must be provided by the host; closing likelihood is an assumption rather than booked revenue.
- Assessment score
- 61/100
- 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
deal-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
Not verifiedUpdating or archiving an existing tracker may require reading a workbook; the source does not specify storage or access mechanics.
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 2026-10-20 00:00 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
Updates depend on supplied deal information
The directory is a workflow checklist with no scheduler, CRM connector, message sender, or workbook-generation implementation. Weekly updates and deadline flags require a host workflow and current user inputs. A closing-likelihood field is a judgment, not a calibrated probability or committed revenue.
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
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/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.