datapack-builder
OfficialBuild professional financial data packs.
Finance & Accounting#financial modeling#due diligence#excel automation#private equity#investment banking#data pack
Authoranthropics
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the creation of standardized, professional financial data packs from various sources, saving significant time and reducing errors in financial analysis.
Core Features & Use Cases
- Data Extraction & Normalization: Extracts financial and operational data from sources like CIMs, SEC filings, and web searches.
- Standardized Formatting: Creates Excel workbooks with consistent structure, professional formatting (color schemes, fonts, underlines), and formula-based calculations.
- Scenario Modeling: Builds management, base, and downside case scenarios for financial projections.
- Use Case: A private equity analyst needs to build a financial model for a potential acquisition. They can use this Skill to ingest the CIM and SEC filings, extract historical financials and projections, normalize the data, and generate a multi-tab Excel model with clear assumptions and formatting, ready for investment committee review.
Quick Start
Use the datapack-builder skill to create a financial data pack from the provided company documents.
Dependency Matrix
Required Modules
xlsx
Components
scriptsreferencesassets
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: datapack-builder Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#datapack-builder Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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