Indexedanthropics/financial-services

Pitch Deck Finance Skill

An investment banking workflow for populating pitch deck PowerPoint templates with financial data. It covers five phases: data extraction (backup, identify sources, validate numbers, standardize units), content mapping (analyze template, map data to sections), template population (remove placeholder boxes, populate content, apply formatting, create table objects), validate-fix-repeat (visual validation via LibreOffice, 9-point checklist, 3-cycle fix protocol), and final verification. Includes four reference files for formatting standards, slide templates, XML patterns, and calculation standards.

Snapshot quality

86/100

Risk

Medium

Audit

Needs review

Assessment time

2026-07-29 07:31 UTC

Install with a fresh review

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View current source

Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.

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.

Finance tasks

Pitch deckExcel financial modeling

Domains and assets

Fundamental analysisPublic equities

Search aliases and tags

populate pitch deckfill pitch deck templatepitch bookpresentation templateslide populationpitch-deckpresentation-templatespowerpoint-populationib-pitch-bookinvestment-banking

Trust

Evidence from the captured directory

This is a content snapshot assessment. It does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not provide enough evidence for 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

Snapshot ID
fsh-pitch-deck-2026-07-29-001
Files reviewed
5
Captured
2026-07-29 07:31 UTC

Permissions

FilesystemRead

Yes

The workflow reads source materials including Excel, CSV, PDF reports, Word documents, and PowerPoint templates.

FilesystemWrite

Yes

The workflow modifies PowerPoint files directly, including creating backups and populating template slides with data.

NetworkAccess

No

No network access is required. The workflow references web sources as optional input but does not require network access for the core workflow.

ShellExecution

Yes

The workflow uses shell commands for validation: soffice --headless --convert-to pdf and pdftoppm for converting slides to images for visual validation.

CodeExecution

Yes

The workflow involves direct XML editing of PowerPoint files and references XML patterns for tables, shapes, and arrows.

ExternalCredentials

No

No external credentials or paid data sources are required.

Dependencies

LibreOffice (soffice)

LibreOffice is used for visual validation by converting PPTX to PDF/images

Yes

LibreOffice is used for validation only, not for editing. Alternative: libreoffice --headless command.

pdftoppm

pdftoppm converts PDF slides to JPEG images for visual validation

Yes

pdftoppm is part of poppler-utils and is used for visual validation only.

Data sources named by the Skill

User-provided PowerPoint template

User provides the PowerPoint template to be populated.

User-provided source data

User provides source data files (Excel, CSV, PDF reports, Word documents) for populating the template.

Snapshot assessment

86/100

Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.

Medium risk. Needs review.

Skill structure

100/100

Instruction clarity

100/100

Dependency transparency

65/100

Permission transparency

75/100

Safety guardrails

85/100

Finance task fit

100/100

Audit findings

Medium

Dependency manifest is absent from the snapshot

No requirements.txt or equivalent manifest is included in the captured directory, though soffice (LibreOffice) and pdftoppm are referenced for validation.

Low

Financial advice boundary is absent

The workflow produces IB pitch deck materials but includes no explicit investment advice disclaimer.

Content

The pages and relations around this Skill

Skill

Pitch Deck

Repository

anthropics/financial-services

topic

Pitch deck

P0 relation label. No public page yet.

agent

Claude Code

P0 relation label. No public page yet.

collection

Investment banking

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/investment-banking/skills/pitch-deck
Snapshot ID
fsh-pitch-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.