Indexedanthropics/financial-services

Strip ProfileFinance Skill

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
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.

Finance tasks

Strip profileExcel financial modeling

Domains and assets

Fundamental analysisPublic equities

Search aliases and tags

company profilestrip profile slidesib company profilepitch book profilestrip-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

No filesystem read access is required. The workflow operates on researched data from web sources and market data providers.

FilesystemWrite

Yes

The workflow generates PowerPoint files using PptxGenJS and converts them to PDF/images for visual validation.

NetworkAccess

Yes

The 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

Yes

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

CodeExecution

Yes

The workflow uses PptxGenJS (JavaScript library) for programmatic PowerPoint generation, including charts, tables, shapes, and text formatting.

ExternalCredentials

Yes

The workflow references Bloomberg, FactSet, and CapIQ as market data sources, which require paid subscriptions.

Dependencies

PptxGenJS

JavaScript library for programmatic PowerPoint file generation

Yes

PptxGenJS is a JavaScript library for creating PowerPoint files programmatically.

LibreOffice (soffice)

LibreOffice is used for visual validation by converting PPTX to PDF

Yes

LibreOffice is used for validation only, not for editing.

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

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

80/100

Instruction clarity

100/100

Dependency transparency

30/100

Permission transparency

75/100

Safety guardrails

70/100

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 PptxGenJS, soffice, and pdftoppm are referenced.

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

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/strip-profile
Snapshot ID: fsh-strip-profile-2026-07-29-001

Registry JSON

Registry NDJSON

Search Index JSON

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.