القائمة
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
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.
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
| name | anthropic-fs-financial-analysis-pptx-author |
| description | Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app. |
Use this skill when running headless (managed-agent / CMA mode) and you need to deliver a PowerPoint deck as a file artifact rather than editing a live document via mcp__office__powerpoint_*.
./out/<name>.pptx. Create ./out/ if it does not exist.Write a short Python script and run it with Bash. Use python-pptx:
from pptx import Presentation
from pptx.util import Inches, Pt
prs = Presentation("./templates/firm-template.pptx") # if a template is provided
# or: prs = Presentation()
slide = prs.slides.add_slide(prs.slide_layouts[5]) # title-only
slide.shapes.title.text = "Valuation Summary"
# ... add tables / charts / text boxes ...
prs.save("./out/pitch-<target>.pptx")
pitch-deck skill)./out/model.xlsx, footnote the sheet and cell../templates/; otherwise default layouts.If mcp__office__powerpoint_* tools are available (Cowork plugin mode), use those instead — they drive the user's live document with review checkpoints. This skill is the file-producing fallback for headless runs.
Imported from Anthropic Financial Services: https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/pptx-author