Finance tasks
Strip profile
Indexedanthropics/financial-services
Strip ProfileFinance Skill
Instructions for researching a company and creating one to four profile slides with PptxGenJS, charts, tables, sources, and user review. An example deck and referenced PPTX skill are absent. Code figures are layout samples, and the render command needs the correct page selection for every slide; neither the examples nor named-bank styling prove output accuracy.
- Assessment score
- 74/100
- 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
strip-profilecompany-profilepitch-bookpowerpoint-generationinvestment-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
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-strip-profile-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads generated presentation/PDF/image files for conversion and visual review and references an example deck that is absent.
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.
Dependencies
PPTX skill
External presentation-creation skill referenced by the workflow
Availability and behavior must be checked in the host environment.
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.
Data sources named by the Skill
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 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
30/100Permission transparency
75/100Safety guardrails
70/100Finance task fit
100/100Audit findings
Medium
Replace sample figures with dated company data
The code examples mix company-profile text and financial arrays without supporting source links or as-of dates. Treat them as layout samples, not verified company data. Reconcile actuals, forecasts, ownership dates, and currency conversion before reuse; fill missing inputs explicitly rather than adding facts to meet density targets.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory, though PptxGenJS, soffice, and pdftoppm are referenced.
Medium
The snippets do not constitute a tested deck generator
The directory combines PptxGenJS snippets with a python-pptx-style helper and references an absent PPTX skill and example deck. It pins no runtime versions and supplies no completed output. Current PptxGenJS still exposes the older charts/shapes aliases, so their presence alone is not proof of failure; verify the chosen runtime and rendered result. Named-bank quality claims and a 30-second comprehension target are untested.
Medium
The render command selects only page one
The repeated validation example uses pdftoppm -f 1 -l 1. For a cumulative multi-slide deck, that reviews only the first slide. Select the current page or export all pages, then inspect each final slide. User approval of one rendered image does not validate the remaining slides.
Low
Referenced example file is not included
The SKILL.md references examples/Nike_Strip_Profile_Example.pptx for layout inspiration, but this file is not included in the captured directory.
Low
Financial advice boundary is absent
The workflow produces IB pitch book materials but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Strip profile
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/strip-profile
- Snapshot ID
- fsh-strip-profile-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.