An investment banking workflow for creating professional company strip profiles. It covers three steps: clarifying requirements (single vs multi-slide, focus areas), research and planning (SEC filings, Bloomberg, FactSet, CapIQ for financials, valuation, growth, ownership, segments), and slide-by-slide creation with PptxGenJS (4:3 format, quadrant layouts, charts, tables, mandatory visual review via soffice/pdftoppm, per-slide user approval gates). Includes detailed formatting standards, font sizes, chart code examples, and a quality checklist at IB standard.
Snapshot quality
74/100
Risk
Medium
Audit
Needs review
Assessment time
2026-07-29 07:31 UTC
The copied prompt tells your agent to scan the complete current directory before installing it.
Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.
Discovery
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Trust
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.
GitHub reports the repository license as Apache License 2.0.
FilesystemRead
NoNo filesystem read access is required. The workflow operates on researched data from web sources and market data providers.
FilesystemWrite
YesThe workflow generates PowerPoint files using PptxGenJS and converts them to PDF/images for visual validation.
NetworkAccess
YesThe workflow requires web search for company brand colors and references data sources including BamSEC, SEC EDGAR, Bloomberg, FactSet, and CapIQ for market data and consensus estimates.
ShellExecution
YesThe workflow uses shell commands for visual validation: soffice --headless --convert-to pdf and pdftoppm for converting slides to images for visual review.
CodeExecution
YesThe workflow uses PptxGenJS (JavaScript library) for programmatic PowerPoint generation, including charts, tables, shapes, and text formatting.
ExternalCredentials
YesThe workflow references Bloomberg, FactSet, and CapIQ as market data sources, which require paid subscriptions.
PptxGenJS
JavaScript library for programmatic PowerPoint file generation
PptxGenJS is a JavaScript library for creating PowerPoint files programmatically.
LibreOffice (soffice)
LibreOffice is used for visual validation by converting PPTX to PDF
LibreOffice is used for validation only, not for editing.
pdftoppm
pdftoppm converts PDF slides to JPEG images for visual validation
pdftoppm is part of poppler-utils and is used for visual validation only.
SEC EDGAR / BamSEC
SEC EDGAR and BamSEC for company filings and business descriptions.
Bloomberg / FactSet / CapIQ
Paid market data terminals for financial metrics and consensus estimates.
Web search
Web search for brand colors, press releases, M&A activity, and guidance changes.
Snapshot assessment
74/100
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
30/100Permission transparency
75/100Safety guardrails
70/100Finance task fit
100/100Medium
No requirements.txt or equivalent manifest is included in the captured directory, though PptxGenJS, soffice, and pdftoppm are referenced.
Low
The SKILL.md references examples/Nike_Strip_Profile_Example.pptx for layout inspiration, but this file is not included in the captured directory.
Low
The workflow produces IB pitch book materials but includes no explicit investment advice disclaimer.
Content
Skill
Repository
topic
P0 relation label. No public page yet.
agent
P0 relation label. No public page yet.
collection
P0 relation label. No public page yet.
guide
P0 relation label. No public page yet.
Registry
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
