Portfolio-wide AI opportunity scanner for operating partners. Ingests
quarterly materials across portcos, runs a go/wait gate on each
(data ready? owner? 30-day pilot?), ranks quick wins by EBITDA impact,
and surfaces replays that hit multiple companies at once.
Substring matching checked 'T' before 'thousand', so 't' matched inside
'thousand' and returned the 1e12 multiplier instead of 1e3. Sort keys by
length descending so longer, more specific units always win.
- Rewrite competitive-analysis: cleaner prose, explain-the-why over imperatives
- Rename check-deck -> ib-check-deck with the same rewrite treatment
- Add deck-refresh: updates figures across an existing deck without rebuilding,
with a four-phase workflow (get data -> find all -> approve -> execute)
Adds critical principles across all Excel model-building skills (dcf-model, lbo-model, comps-analysis, 3-statements, clean-data-xls): prefer live formulas over computed values, verify step-by-step with user, Office JS environment support with merge-cell pitfall fix, minimal blue/grey color palette, and odd-grid sensitivity tables with highlighted base-case center cell. Merges check-model into audit-xls as a scope-based workflow (selection/sheet/model) so there's a single audit entry point.
- clean-data-xls: clean messy spreadsheet data (whitespace, casing,
numbers-as-text, date formats, duplicates, mixed types, encoding)
- audit-xls: audit formulas for accuracy and mistakes; scopes to sheet,
whole model, or selection; reuses check-model for full-workbook audits
- Created partner-built/ directory for plugins maintained by data partners
- Moved lseg/ and spglobal/ into partner-built/
- Updated marketplace.json source paths
- Added Partner-Built Plugins section to README
- Replace employee names (Matt Piccolella, Nicholas Lin) with Anthropic
- Replace Anthropic example in initiating-coverage templates with
generic Acme Health company
- Remove anthropic-fsi- and anthropic-initiation-coverage prefixes
from all skill names and references
- Clean skill names: 3-statements, competitive-analysis, pitch-deck,
datapack-builder, initiating-coverage
- Replace all fsi-plugins-dev/anthropic-experimental references with
anthropics/financial-services-plugins
- Update marketplace.json name
- Clean up IB README to reflect actual skills in that plugin
(removed cross-references to equity-research and financial-analysis skills)
Nicholas Lin