datapack-builder
anthropics1.7k installs
Turn raw financial sources into committee-ready data packs.
What it does
Builds investment committee-ready Excel data packs from financial source material.
When to use it
Use for investment due diligence, committee materials, and standardized portfolio reporting, but not simple calculations or completed data packs.
How to use it
Give it a target company and accessible financial sources; it saves a conventionally named Excel data pack to outputs.
What you provide
- the target company
Latest review
What you need · 1
The xlsx skill is required for all Excel file creation and manipulation in the workflow.
Access · 2
This skill
SEC filings
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Reads SEC filings
MCP server data
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Reads MCP server data