Finance tasks
Idea generation
Indexedanthropics/financial-services
Idea GenerationFinance Skill
Instructions for selecting a universe, applying value/growth/quality filters, researching themes, and presenting a prioritized shortlist with thesis, risks, and further diligence. The directory has no screening engine or tested investment record. Data sources and access methods are unspecified; the thresholds identify candidates for research rather than prove mispricing.
- Assessment score
- 48/100
- Snapshot risk
- Low
- 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
Equity researchFundamental analysisPublic equities
Topics
idea-generationstock-screeninglong-shortthematic-researchvaluegrowthspecial-situations
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-idea-generation-2026-07-29-001
Permissions
FilesystemRead
NoThe workflow does not require reading files from the filesystem.
FilesystemWrite
Not verifiedThe output is a shortlist and comparison table; the source does not require saving files rather than returning text.
NetworkAccess
Not verifiedResearch requires current data, but no retrieval tool or network contract is specified; data could be supplied by the user or host.
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
Not verifiedNo data vendor or credential contract is specified. Access depends on the data sources chosen by the host.
Dependencies
No dependencies were named in this captured record.
Data sources named by the Skill
Market data for screens
Financial metrics need dated source data; the directory does not name a vendor or include a connector.
Ownership and short interest data
Ownership data, short interest, and analyst coverage from market data providers.
Insider transaction data
Insider transaction data from SEC filings or data aggregators.
Snapshot assessment
48/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
Low risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
13/100Safety guardrails
4/100Finance task fit
100/100Audit findings
Medium
External data and credential needs vary
Quantitative screens, ownership data, and short interest may require paid data sources, while credential requirements and provider availability are not fully specified.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory.
Medium
Screen thresholds do not establish mispricing
The listed valuation, growth, ownership, and insider-activity filters are research starting points. The directory supplies no screener implementation, point-in-time dataset, or tested hit rate. Match dates and metric definitions, investigate the economic reason for each result, and treat long/short labels as research directions rather than executable trade instructions.
Low
Financial output needs independent review
The workflow produces investment ideas with thesis and catalyst recommendations but includes no explicit investment advice boundary.
Low
No formal validation checks
The directory includes no validation scripts or formal quality control beyond informal guidance notes.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Idea generation
agent
Claude Code
collection
Equity research
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/equity-research/skills/idea-generation
- Snapshot ID
- fsh-idea-generation-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.