Finance tasks
Pitch deckExcel financial modeling
Indexedanthropics/financial-services
Pitch DeckFinance 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
- 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
populate pitch deckfill pitch deck templatepitch bookpresentation templateslide populationpitch-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
NoNo network access is required. The workflow references web sources as optional input but does not require network access for the core workflow.
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
NoNo external credentials or paid data sources are required.
Dependencies
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
86/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
65/100Permission transparency
75/100Safety guardrails
85/100Finance task fit
100/100Audit 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.
Sources and relations
Context around this Skill.
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.