Finance tasks
Ib check deckExcel financial modeling
Indexedanthropics/financial-services
IB Deck CheckerFinance Skill
A financial analysis workflow for quality-checking investment banking presentations. It covers four QC dimensions: number consistency (with an automated Python extraction script that normalizes units and flags conflicts), data-narrative alignment (verifying claims against supporting data), language polish (IB terminology standards with replacement patterns), and visual formatting QC. Output is a structured report with severity classification (critical, important, minor). Includes reference files for IB terminology and report format.
- Snapshot quality
- 79/100
- 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
check my numbersreconcile figures across slidesis this client-readywhat am I missing before I send this outdeck checkpitch deck qcpresentation proofib-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
79/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
65/100Permission transparency
75/100Safety guardrails
40/100Finance task fit
100/100Audit findings
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.
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
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/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.