Finance tasks
Pitch deckExcel financial modeling
Indexedanthropics/financial-services
Pitch DeckFinance Skill
Instructions for mapping supplied data into an existing slide template, preserving source references, checking calculations, and reviewing exported slides. The references use python-pptx for ordinary edits and LibreOffice/poppler for one validation path. Source aggregation and rounding need review; exported-image checks do not establish financial correctness or complete PowerPoint compatibility.
- Assessment score
- 80/100
- Snapshot risk
- Medium
- 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
pitch-deckpresentation-templatespowerpoint-populationib-pitch-bookinvestment-banking
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
- 5
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-pitch-deck-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads source materials including Excel, CSV, PDF reports, Word documents, and PowerPoint templates.
FilesystemWrite
YesThe workflow modifies PowerPoint files directly, including creating backups and populating template slides with data.
NetworkAccess
Not verifiedThe core file workflow can be local; optional web-source searches are explicitly allowed, so network behavior depends on the task and host.
ShellExecution
YesThe workflow uses shell commands for validation: soffice --headless --convert-to pdf and pdftoppm for converting slides to images for visual validation.
CodeExecution
YesThe workflow involves direct XML editing of PowerPoint files and references XML patterns for tables, shapes, and arrows.
ExternalCredentials
Not verifiedLocal files need no external data credentials; any optional database or web source may impose its own access requirements, which are not specified.
Dependencies
python-pptx
Python library for ordinary table, shape, image, and text edits
Not included or version-pinned; the host must provide a compatible runtime.
LibreOffice (soffice)
LibreOffice is used for visual validation by converting PPTX to PDF/images
LibreOffice is used for validation only, not for editing. Alternative: libreoffice --headless command.
pdftoppm
pdftoppm converts PDF slides to JPEG images for visual validation
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
80/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
65/100Permission transparency
56/100Safety guardrails
74/100Finance task fit
100/100Audit findings
Medium
Do not label arbitrary trimming as consensus
The calculation reference drops the highest and lowest growth estimates, then allows a 16–19% central range to become 16–17% as a conservative choice. Those choices are not evidence that observations are outliers or that the remaining estimates form market consensus. Align market definitions, base years, currencies, and methods; disclose any exclusions and label a chosen scenario as an assumption.
Medium
Rendering checks do not certify PowerPoint fidelity
The XML reference prefers python-pptx for ordinary edits and limits direct XML changes to properties its API does not expose. The workflow requires backups and visual review, but the directory contains no tested editing engine. Check slide objects and rendered pages in the target application; exported images alone cannot prove that a table remains editable.
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.
Medium
Rounding needs a stated precision rule
Rounding a 27.7% share to either 25% or 30% can change comparisons materially. Preserve adequate precision and source uncertainty; do not alter the conclusion to fit a slide. CAGR formulas also need valid positive endpoint inputs and a meaningful period rather than being applied blindly to losses or zero bases.
Low
Financial advice boundary is absent
The workflow produces IB pitch deck materials but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Pitch deck
agent
Claude Code
collection
Investment banking
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/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.