Finance tasks
Idea generation
Indexedanthropics/financial-services
Idea GenerationFinance Skill
An equity research workflow for generating investment ideas through quantitative screens (value, growth, quality, short, special situation), thematic sweeps, and pattern recognition. It produces a prioritized shortlist with one-page summaries, comparison tables, and suggested next steps for diligence.
- Snapshot quality
- 56/100
- 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
Equity researchFundamental analysisPublic equities
Search aliases and tags
stock screenfind ideaswhat looks interestingnew ideaspitch me somethingidea-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
YesThe workflow outputs a shortlist of ideas with one-page summaries and a comparison table.
NetworkAccess
YesThe workflow requires web search for quantitative screens, thematic research, ownership data, and short interest.
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 verifiedScreening data may come from paid sources such as Bloomberg or FactSet, but no credential contract is specified.
Dependencies
No dependencies were named in this captured record.
Data sources named by the Skill
Market data for screens
Market data for financial metrics from Bloomberg, FactSet, or web sources.
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
56/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
50/100Safety 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.
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
P0 relation label. No public page yet.
agent
Claude Code
P0 relation label. No public page yet.
collection
Equity research
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/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.