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Standardised financial data pack in Excel v1.0.0

Use this resource to build a standardised financial data pack in Excel from documents or market data

New

  • 480 downloads
  • 194 likes
  • 109 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install financial-data-pack-excel

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent extracts and normalises financial statements, operating metrics and assumptions, then places them in consistent tabs with their sources. You get a documented Excel workbook ready for an investment committee.

Mostly picked by

Updated November 2, 2026

Card for the “Standardised financial data pack in Excel” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: accuracy and presentation rules for the workbook
  • SKILL.md: tabs (summary, income statement, balance sheet, cash flow, KPIs)

Good fit for

  • An acquisition target whose accounts arrive in mixed formats
  • Harmonising figures across several portfolio companies

Not for

    Tags

    • data pack
    • Excel
    • committee
    • normalisation

    About

    You say

    “Build the target's data pack from its CIM and its 2022–2025 accounts, in the committee's standard format.”

    Card for the “Standardised financial data pack in Excel” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to build a standardised financial data pack in Excel from documents or market data
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md24.1 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/investment-banking/skills/datapack-builder
    Licence
    Apache-2.0

    Notice

    « datapack-builder » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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