Indexedanthropics/financial-services

Deck Refresh Finance Skill

A financial analysis workflow for updating numbers across existing presentation decks. It covers four phases: getting new data from user mappings or uploaded files, reading every slide to find all number variants, presenting a change plan for approval, and executing with formatting preservation. Handles scale variants, precision variants, unit style variants, embedded numbers in charts and footnotes, and flags derived numbers that may become stale.

Snapshot quality

69/100

Risk

Medium

Audit

Needs review

Assessment time

2026-07-29 07:31 UTC

Install with a fresh review

The copied prompt tells your agent to scan the complete current directory before installing it.

View current source

Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.

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.

Finance tasks

Deck refreshExcel financial modeling

Domains and assets

Fundamental analysisPublic equities

Search aliases and tags

update the deckrefresh the compsroll this forwardswap in the new earningsdeck updatepresentation refreshdeck-refreshpresentation-updatequarterly-refreshearnings-updatecomp-rollfinancial-analysis

Trust

Evidence from the captured directory

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.

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

Snapshot ID
fsh-deck-refresh-2026-07-29-001
Files reviewed
1
Captured
2026-07-29 07:31 UTC

Permissions

FilesystemRead

Yes

The workflow reads the existing deck file and any uploaded Excel files with new data.

FilesystemWrite

Yes

The workflow edits the deck in-place (add-in) or regenerates affected slides and writes the result back (chat).

NetworkAccess

No

No network access is required or referenced. All data comes from user-provided mappings or uploaded files.

ShellExecution

No

No shell commands or scripts are included or referenced in the captured directory.

CodeExecution

No

No code files or code execution instructions are present in the captured directory.

ExternalCredentials

No

No external credentials or paid data sources are referenced.

Dependencies

PowerPoint or .pptx editor

PowerPoint add-in or .pptx file editing capability

Yes

Works in PowerPoint add-in (Office JS) or chat (regenerate and write back .pptx file).

Data sources named by the Skill

User-provided mapping

User provides old-to-new value mappings via paste, uploaded Excel, or direct statement.

Snapshot assessment

69/100

Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.

Medium risk. Needs review.

Skill structure

80/100

Instruction clarity

100/100

Dependency transparency

35/100

Permission transparency

50/100

Safety guardrails

65/100

Finance task fit

100/100

Audit 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 updates financial figures in presentation decks but includes no explicit investment advice disclaimer.

Content

The pages and relations around this Skill

Skill

Deck Refresh

Repository

anthropics/financial-services

topic

Deck refresh

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/deck-refresh
Snapshot ID
fsh-deck-refresh-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.