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datapack-builder

Self-hosted alternatives to datapack-builder

5 self-hosted AI Skills apps to use instead, best rated first.

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About datapack-builder

D

datapack-builder

Build professional financial services data packs

datapack-builder is an agent skill from the anthropics/financial-services collection for building standardized financial data packs for private equity, investment banking and asset management. It turns information from confidential information memorandums, offering memorandums, SEC filings, web search or financial data servers into a polished Excel workbook for investment committee review. The skill sets critical success factors that every pack must meet, and it treats failure on any of them as making the deliverable unusable. The first is data accuracy with zero tolerance for errors: every number is traced to its source document with a page reference, all calculations are formulas rather than typed values, subtotals and totals are cross-checked, the balance sheet must balance, and cash flow must tie to the balance sheet changes. The skill uses the spreadsheet skill for all Excel work. It is useful for deal and investment teams who need a consistent, auditable data pack from a set of source documents. The numbers in a pack support a real investment decision, so every figure should be checked against its source, and the pack should be reviewed by the deal team before it goes to a committee. The skill is installed with the skills CLI from the anthropics/financial-services repository. Its skills.sh page showed about 1.7K installs, with Gen Agent Trust Hub and Socket passing and Snyk showing a warning at the time of the scan.

View datapack-builderAll AI Skills apps
Price
Free
Made by
anthropics
Category
AI Skills
Website
github.com/anthropics/financial-services/datapack-builder