Finance tasks
Deck refreshExcel financial modeling
Indexedanthropics/financial-services
Deck RefreshFinance Skill
Instructions for mapping old values to new ones, locating their variants across slides, obtaining approval, and reporting changes. The host must provide a deck editor and visual checks; this directory does not supply a tested editing engine. Derived ratios and changed narrative claims need explicit review, and formatting preservation is a requirement rather than a demonstrated guarantee.
- Assessment score
- 69/100
- 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
deck-refreshpresentation-updatequarterly-refreshearnings-updatecomp-rollfinancial-analysis
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-deck-refresh-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads the existing deck file and any uploaded Excel files with new data.
FilesystemWrite
YesThe workflow edits the deck in-place (add-in) or regenerates affected slides and writes the result back (chat).
NetworkAccess
NoNo network access is required or referenced. All data comes from user-provided mappings or uploaded files.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
Not verifiedThe workflow edits through a PowerPoint add-in or regenerates slides in a file; no implementation or library is specified.
ExternalCredentials
NoNo external credentials or paid data sources are referenced.
Dependencies
PowerPoint or .pptx editor
PowerPoint add-in or .pptx file editing capability
Describes a PowerPoint add-in or file-editing workflow; no specific editor API or library is supplied.
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 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
35/100Permission transparency
50/100Safety guardrails
65/100Finance task fit
100/100Audit findings
Medium
Editing instructions do not prove complete preservation
The source requires a reviewed value mapping, an approval gate, and visual checks. It contains no deck-editing implementation or tests showing that charts, notes, embedded objects, and formatting survive regeneration. Confirm what the host can inspect and preserve; flag any unreviewed objects and derived figures.
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.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Deck refresh
agent
Claude Code
collection
Financial analysis
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/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.