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Vendor Anthropic financial skills: data-free (21) + data-backed wired to Rebyte data (14)#3

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Vendor Anthropic financial skills: data-free (21) + data-backed wired to Rebyte data (14)#3
zeroxaa wants to merge 2 commits into
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vendor-anthropic-data-backed-skills

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@zeroxaa zeroxaa commented Jul 5, 2026

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This branch stacks on vendor-anthropic-data-free-skills (previously pushed, unmerged), so the PR delivers both batches from anthropics/financial-services (Apache 2.0, pinned commit 4aa51ed).

Commit 1 — data-free skills (21)

Skills with no external-data dependency, vendored as-is: output/check engines (xlsx-author, pptx-author, audit-xls, clean-data-xls, ib-check-deck, deck-refresh), model math (lbo-model, merger-model, returns-analysis, unit-economics), document drafting/process (ic-memo, teaser, process-letter, cim-builder, dd-checklist, dd-meeting-prep, deal-screening, deal-tracker, investment-proposal, kyc-doc-parse, kyc-rules). Two upstream-referenced-but-never-shipped assets supplied locally (lbo-model recalc script + template).

Commit 2 — data-backed skills (14), wired to our data

Each of the 17 upstream data-dependent candidates was assessed against our actual catalog (financial/sql lake: us.fundamentals / us.eod / us.bars_1m / us.news + cn.* Tushare tables; financial/search semantic news; live proxies stocks=Polygon, cn-stocks=Tushare). The 14 whose core workflow our data powers are vendored, each with an appended "Data sources (Rebyte)" section in SKILL.md that maps workflow steps to concrete tables/operations and explicitly marks unpowerable inputs (analyst consensus, earnings calendar, 13F/ownership, M&A deal DBs, TAM) as user-supplied:

  • Equity research: earnings-analysis, idea-generation, initiating-coverage, model-update, morning-note, sector-overview, thesis-tracker
  • Financial analysis: comps-analysis, dcf-model, 3-statement-model, competitive-analysis
  • Investment banking: strip-profile, datapack-builder, pitch-deck

Excluded (core input is data we lack): catalyst-calendar, earnings-preview, buyer-list.

Local fixes in commit 2: dcf-model's cross-skill recalc.py dependency satisfied by copying lbo-model's script and repointing references; two dangling upstream example-file references (comps-analysis, strip-profile) rewritten to state no example is bundled. ATTRIBUTION.md documents both batches, the wiring convention, and every exclusion with its reason.

🤖 Generated with Claude Code

zeroxaa and others added 2 commits July 2, 2026 09:15
Import 21 skills from anthropics/financial-services (Apache 2.0, commit 4aa51ed)
that carry no external-data dependency — they run purely on user-supplied inputs,
logic, or formatting. They sit as top-level siblings to the repo's own data/ and
backtesting/ skills.

- Output/check engines: xlsx-author, pptx-author, audit-xls, clean-data-xls,
  ib-check-deck, deck-refresh
- Model math: lbo-model, merger-model, returns-analysis, unit-economics
- Doc drafting/process: ic-memo, teaser, process-letter, cim-builder,
  dd-checklist, dd-meeting-prep, deal-screening, deal-tracker,
  investment-proposal, kyc-doc-parse, kyc-rules

Excluded meta-skills (skill authoring, not finance): skill-creator,
ppt-template-creator.

Supplied runtime assets the source referenced but never shipped:
- lbo-model/scripts/recalc.py (replaces /mnt/skills/public/xlsx/recalc.py)
- lbo-model/examples/LBO_Model.xlsx (standard LBO template skeleton)

Add LICENSE.anthropic-skills (Apache 2.0) and ATTRIBUTION.md.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Import 14 skills from anthropics/financial-services (Apache 2.0, commit 4aa51ed)
whose external-data dependency our stack can serve. Each SKILL.md gets an
appended "Data sources (Rebyte)" section mapping its workflow steps to the
financial/sql lake (us.fundamentals, us.eod, us.bars_1m, us.news + cn.* tables),
financial/search semantic news search, and the live REST proxies (stocks =
Polygon US, cn-stocks = Tushare CN). Inputs we cannot power (analyst consensus,
earnings calendar, 13F/ownership, M&A deal databases, TAM estimates) are
explicitly marked user-supplied in each wiring section.

- Equity research: earnings-analysis, idea-generation, initiating-coverage,
  model-update, morning-note, sector-overview, thesis-tracker
- Financial analysis: comps-analysis, dcf-model, 3-statement-model,
  competitive-analysis
- Investment banking: strip-profile, datapack-builder, pitch-deck

Excluded after assessment (core input is data we lack): catalyst-calendar
(forward event calendar), earnings-preview (consensus + earnings date +
implied move), buyer-list (PE fund DB, 13F, M&A transaction DB).

Local fixes: dcf-model recalc.py dependency satisfied by copying
lbo-model/scripts/recalc.py (references repointed); dangling upstream example
references in comps-analysis / strip-profile rewritten as not bundled.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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