Finance tasks
Ib check deckExcel financial modeling
Indexedanthropics/financial-services
IB Deck CheckerFinance Skill
A read-and-report workflow for checking slide figures, narrative claims, wording, and formatting. Its Python helper reads extracted text, but loses signs and currency identity and mis-scales basis points. It also groups unlike periods and entities. Use original-slide reconciliation and preserve attribution; this directory does not provide a dependable automated financial or visual audit.
- Assessment score
- 75/100
- Snapshot risk
- High
- 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
ib-check-deckpresentation-qcnumber-consistencydata-narrative-alignmentib-terminologyfinancial-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
- 4
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-ib-check-deck-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads the presentation file (.pptx) and writes extracted text to a temporary file for the number-checking script.
FilesystemWrite
YesThe workflow writes extracted deck text to a temporary file (e.g. /tmp/deck_content.md) for the extraction script to process.
NetworkAccess
NoNo network access is required. The workflow operates on the uploaded or open deck file only.
ShellExecution
YesThe workflow runs a Python script (scripts/extract_numbers.py) via shell to extract and check numbers from the deck content.
CodeExecution
YesA Python script (scripts/extract_numbers.py, 306 lines) is included in the captured directory and executed as part of the workflow.
ExternalCredentials
NoNo external credentials or paid data sources are referenced.
Dependencies
Python 3
Python 3 runtime for executing extract_numbers.py
Python 3 with standard library only (argparse, json, re, sys, collections, dataclasses, pathlib, typing). No third-party packages required.
Data sources named by the Skill
User-provided presentation
User provides the pitch deck or client-ready presentation for QC review.
Snapshot assessment
75/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
High risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
65/100Permission transparency
75/100Safety guardrails
21/100Finance task fit
85/100Audit findings
High
The numeric parser cannot establish agreement
The number regex omits negative signs and accounting parentheses, every currency symbol is labeled USD, and the unit multiplier matches the b in bps as billion. Reconcile signs, currencies, and units against original slides before using its output. These are static code findings; the script was not executed.
Medium
Context and source extraction need separate checks
The script reads Markdown text, not a PowerPoint file. A host must extract slide text and inspect visuals. It groups numbers by broad categories without matching issuer, period, or metric, and applies a 5% tolerance; valid historical or peer differences can be flagged while smaller material errors are missed.
Medium
Included Python script requires execution
The skill includes a 306-line Python script (scripts/extract_numbers.py) that is executed as part of the workflow. The script uses only Python standard library modules but must be reviewed before installation.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory, though Python 3 is required to run the extraction script.
Medium
Language edits must preserve attribution
The terminology reference suggests replacing We think with Management believes. That changes the source of an opinion unless management actually made it. Likewise, a low market-share percentage alone cannot disprove leadership in a fragmented market; verify the defined market and comparator data.
Low
Financial advice boundary is absent
The workflow checks IB presentation quality but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
IB deck check
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/ib-check-deck
- Snapshot ID
- fsh-ib-check-deck-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.