anthropics/financial-services

ib-check-deck

Investment banking presentation quality checker.

ソースを見る

使い方

  1. インストールコマンドをコピーし、自分の環境へ導入する前にソースを確認します。
  2. 必要なツール、認証情報、対応環境を原文で確認します。
  3. 入力と成果物を指定し、出力を資料と照合します。
npx skills add https://github.com/anthropics/financial-services --skill ib-check-deck

開始前の確認

  • 導入にはモデル契約、API枠、ファイルへのアクセス許可は含まれません。
  • スター数や導入数は活動の指標であり、独立した品質・安全性試験ではありません。
リポジトリの原文

見出し、例、コード、表、リンク、参照画像を含む原文を表示しています。

IB Deck Checker

Perform comprehensive QC on the presentation across four dimensions. Read every slide, then report findings.

Environment check

This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting:

  • Add-in — read from the live open deck.
  • Chat — read from the uploaded .pptx file.

This is read-and-report only — no edits — so the workflow is identical in both.

Workflow

Read the deck

Pull text from every slide, keeping track of which slide each line came from. You'll need slide-level attribution for every finding ("$500M appears on slides 3 and 8, but slide 15 shows $485M"). A deck with 30 slides is too much to hold in working memory reliably — write the extracted text to a file so the number-checking script can process it.

The script expects markdown-ish input with slide markers. Format as:

## Slide 1
[slide 1 text content]

## Slide 2
[slide 2 text content]

1. Number consistency

Run the extraction script on what you collected:

bash
python scripts/extract_numbers.py /tmp/deck_content.md --check

It normalizes units ($500M vs $500MM vs $500,000,000 → same number), categorizes values (revenue, EBITDA, multiples, margins), and flags when the same metric category shows conflicting values on different slides. This is the part most likely to catch something a human missed on the fifth read-through.

Beyond what the script flags, verify:

  • Calculations are correct (totals sum, percentages add up, growth rates match the endpoints)
  • Unit style is consistent — the deck should pick one of $M or $MM and stick with it
  • Time periods are aligned — FY vs LTM vs quarterly, explicitly labeled

2. Data-narrative alignment

Map claims to the data that's supposed to support them. This is where decks go wrong quietly — someone edits the chart on slide 7 and forgets the narrative on slide 4.

  • Trend statements ("declining margins") → does the chart actually go that direction?
  • Market position claims ("#1 player") → revenue and share data support it?
  • Plausibility — "#1 in a $100B market" with $200M revenue is 0.2% share; that's not #1

3. Language polish

IB decks have a register. Scan for anything that breaks it: casual phrasing ("pretty good", "a lot of"), contractions, exclamation points, vague quantifiers without numbers, inconsistent terminology for the same concept.

See references/ib-terminology.md for replacement patterns.

4. Visual and formatting QC

Run standard visual verification checks on each slide. You're looking for: missing chart source citations, missing axis labels, typography inconsistencies, number formatting drift (1,000 vs 1K within the same deck), date format drift, footnote and disclaimer gaps.

Visual verification catches overlaps, overflow, and contrast issues that don't show up in text extraction. Don't skip it — a chart with no source citation looks the same as a properly sourced one in the text dump.

Output

Use references/report-format.md as the structure. Categorize by severity:

  • Critical — number mismatches, factual errors, data contradicting narrative. These block client delivery.
  • Important — language, missing sources, terminology drift. Should fix.
  • Minor — font sizes, spacing, date formats. Polish.

Lead with criticals. If there aren't any, say so explicitly — "no number inconsistencies found" is a finding, not an absence of one.

タスクに関連する項目

同じリポジトリから

関連する Skills

すべての Skills
anthropics
公式

earnings-analysis

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

導入数
2
GitHub Stars
4.1万
更新日
9月21日
anthropics
公式

comps-analysis

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. Perfect for: - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports Not ideal for: - Private companies without comparable public

導入数
1
GitHub Stars
4.1万
更新日
9月21日
anthropics
公式

pitch-deck

Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.

導入数
1
GitHub Stars
4.1万
更新日
9月21日
anthropics
公式

sector-overview

Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".

導入数
1
GitHub Stars
4万
更新日
9月21日