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From financial-analysis
Reviews investment banking pitch decks for number consistency across slides, data-narrative alignment, IB language standards, and formatting QC. Use to check client-ready presentations before delivery.
npx claudepluginhub yuping322/financial-services-plugins-new --plugin financial-analysisHow this skill is triggered — by the user, by Claude, or both
Slash command
/financial-analysis:check-deckThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Perform comprehensive QC on investment banking presentations across four dimensions.
Reviews pitch decks and client presentations for number consistency, data-narrative alignment, language polish, and visual formatting QC. Use when checking, proofing, or doing a final pass on investment banking materials.
Audits PowerPoint decks for layout bugs, design inconsistencies, accessibility issues, AI-generation tells, and silent generator failures. Run after creating presentations or when reviewing uploaded .pptx files.
Populates investment banking pitch deck templates with data from Excel/CSV source files. Validates formatting and financial calculations.
Share bugs, ideas, or general feedback.
Perform comprehensive QC on investment banking presentations across four dimensions.
Extract presentation content before checking:
python -m markitdown presentation.pptx > content.md
For visual inspection, convert to images using the pptx skill workflow.
Extract numbers with slide references:
python scripts/extract_numbers.py content.md --check
Verify:
Flag pattern:
ISSUE: Revenue mismatch
- $500M on Slides 3, 8
- $485M on Slide 15 (DCF input)
ACTION: Reconcile figures
Map claims to supporting data:
Flag contradictions:
ISSUE: Narrative contradicts data
- Slide 4: "declining margins"
- Slide 7 chart: margins 18% → 22%
ACTION: Update narrative or verify data
Check plausibility (e.g., "#1 player in $100B market" with $200M revenue = 0.2% share).
Scan for:
See references/ib-terminology.md for replacement patterns.
Flag pattern:
ISSUE: Casual language (Slide 12)
- "This deal is a no-brainer"
→ "The transaction presents a compelling value proposition"
Audit each slide for:
Present findings using the template in references/report-format.md.
Categorize by severity: