Finance tasks
Teaser
Indexedanthropics/financial-services
TeaserFinance Skill
A four-step outline for gathering company information, drafting a one-page sell-side teaser, checking identifying details, and preparing Word/PDF output. The anonymization checklist cannot guarantee that a combination of sector, region and financial metrics will conceal the company. The directory provides no document-generation engine or recipient-tracking integration; client and legal review remains required before distribution.
- Assessment score
- 65/100
- 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
teaserblind-teaseranonymous-profilesell-side-mainvestment-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-teaser-2026-07-29-001
Permissions
FilesystemRead
Not verifiedCompany information can be supplied in the conversation; reading source documents depends on the input method, which is not specified.
FilesystemWrite
YesThe workflow outputs a Word document (.docx), a PDF version for distribution, and an optional PowerPoint version (single slide).
NetworkAccess
NoNo network access is required or referenced.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
Not verifiedWord, PDF and optional PowerPoint output are requested without a generation implementation. Runtime execution requirements depend on the host agent.
ExternalCredentials
NoNo external credentials or paid data sources are referenced.
Dependencies
No dependencies were named in this captured record.
Data sources named by the Skill
User-provided company information
User provides all company information for the teaser drafting.
Snapshot assessment
65/100
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
15/100Permission transparency
50/100Safety guardrails
65/100Finance task fit
100/100Audit findings
Medium
Anonymization and financial descriptions require judgment
Removing names and using ranges does not establish anonymity: combined sector, region and operating metrics may still identify the company. Substantiate leadership and growth claims; label currency, reporting periods, EBITDA adjustments and CAGR endpoints. The source asks for client/legal review and recipient tracking but supplies no confidentiality test or outreach integration.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory.
Low
Financial advice boundary is absent
The workflow drafts M&A teaser materials but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Teaser
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/teaser
- Snapshot ID
- fsh-teaser-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.