Indexado en Registry

pitch-deck

Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck

Revisar el código fuente Ver en GitHub

Precio sin confirmar★ 203 Estrellas de GitHubRegistro actualizado · 9 sept 2026agent-skill

Resumen

Leer documentación completa

Documentación de origen, no instrucciones para este sitio. Revisa los permisos antes de ejecutar comandos.

pitch-deck

Triggers

Investment pitch deck
investment committee presentation
buy-side pitch
sell-side pitch
investment thesis slides
executive summary presentation
financial presentation
board deck
investor presentation
strategy deck

Defaults

Parameter	Default Value	Rationale
ticker	(required)	Stock symbol to analyze
lookback_quarters	4	Standard lookback for this skill type

Methodology

1. Retrieval Scope

This skill operates with retrieval_scope: structured_only. It performs structured data retrieval only (XBRL facts, financials, earnings calendar) — no unstructured document search. Document-retrieval tools are excluded from allowed_tools.

2. Retrieval Strategy

Follows the retrieval strategy decision tree in contracts/retrieval.md. Primary branch: (a) Structured Data Query. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call.

3. Temporal Scope

Default lookback: 4 fiscal quarter(s); maximum: 8. The default balances recency against the trend window this analysis requires.

4. Tool Allowlist

Per frontmatter allowed_tools:

search_companies — ticker resolution + company context (entity-alias fuzzy match)
search_xbrl_facts — primary structured financial facts (is_primary default)
get_company_financials — consolidated IS/BS/CF highlights
get_company_profile — sector/industry classification + metadata
search_earnings_calendar — EPS actual/estimate/surprise + report dates
list_xbrl_concepts — XBRL concept discovery for non-standard line items (namespace param; default us-gaap — use ifrs-full for foreign filers)

5. Protocol

Pre-flight (mandatory): call get_company_fiscal_calendar/{ticker} then get_ticker_coverage/{ticker}; route on coverage.
Concept discovery (non-standard concepts only): list_xbrl_concepts(query=<term>, ticker=<T>).
Structured retrieval: search_xbrl_facts(ticker, concept=[...], fiscal_year=[...]) (is_primary default) and/or get_company_financials/{ticker}.
Batch rule: 3+ same-tool queries → consolidate via batch_search (≤8 sub-queries).
Output: write the deliverable per ## Output File, then append to agentii.md.

Deliverable Chain

Inputs → Build → Validate → Output → Next

Inputs: resolved ticker + structured facts (search_xbrl_facts, get_company_financials) and any filing pages from the three-layer protocol.
Build: write a self-contained Python script using python-pptx that creates the .pptx deck per ## Output Structure. Execute via Bash: python3 script.py. Verify the .pptx file exists at the output path. If python-pptx is absent, fall back to .md slide spec per contracts/office-tooling.md.
Validate: run the ## Validation Gates below.
Output: write the artifact path per ## Output File.
Next: append to agentii.md; hand off to a downstream pitch/review skill if requested.

Output File

Primary deliverable: {ticker}/{YYYY-MM-DD_HHMM}_pitch-deck_{affix}.pptx — real PowerPoint binary via Bash + python-pptx per contracts/office-tooling.md. Degraded fallback: {ticker}/{YYYY-MM-DD_HHMM}_pitch-deck_{affix}.md when python-pptx is absent (FR-044).

Output Structure

Executive Summary (≤200 words) — headline conclusions for the analysis.
Data Sources — filings + structured endpoints used, with {ticker} {citation_id} page<N> citations.
Analysis — the core findings, tables, and commentary for this dimension.
Key Metrics — the quantitative results with QoQ/YoY context where relevant.
Coverage Gaps & Citations — data not retrievable + citation index.

Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.

Preflight

Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.

Memory & Snapshot

Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see contracts/memory-load.md.
Structured output frontmatter: emit the FR-090 block (key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as [FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
Session archival: record the run under sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.

Final Summary (TUI)

End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.

Error Handling

Error	Action
Ticker not found	Suggest checking spelling or trying list_coverage
No data available	Flag in Coverage Gaps, proceed with available data
API key invalid	Direct user to agentii.ai/api-keys
MCP server unreachable	Retry once; if persistent, halt with AGENTII_MCP_UNREACHABLE

Ver fuente ↗

Metadatos del archivo

name: pitch-deck
multi_ticker_semantics: single_target
description: Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck
temporal_scope:
 default_quarters: 4
 max_quarters: 8
 description: "Typical lookback: 4 quarters, max: 8"
allowed_tools:
 - search_companies
 - search_xbrl_facts
 - get_company_financials
 - get_company_profile
 - search_earnings_calendar
 - list_xbrl_concepts
 - Bash
retrieval_scope: structured_only
min_tool_diversity: 5

Ver texto original

---
name: pitch-deck
multi_ticker_semantics: single_target
description: Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck
temporal_scope:
 default_quarters: 4
 max_quarters: 8
 description: "Typical lookback: 4 quarters, max: 8"
allowed_tools:
 - search_companies
 - search_xbrl_facts
 - get_company_financials
 - get_company_profile
 - search_earnings_calendar
 - list_xbrl_concepts
 - Bash
retrieval_scope: structured_only
min_tool_diversity: 5
---

# pitch-deck

## Triggers

- Investment pitch deck
- investment committee presentation
- buy-side pitch
- sell-side pitch
- investment thesis slides
- executive summary presentation
- financial presentation
- board deck
- investor presentation
- strategy deck

## Defaults

| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| ticker | (required) | Stock symbol to analyze |
| lookback_quarters | 4 | Standard lookback for this skill type |

## Methodology

### 1. Retrieval Scope

This skill operates with `retrieval_scope: structured_only`. It performs structured data retrieval only (XBRL facts, financials, earnings calendar) — no unstructured document search. Document-retrieval tools are excluded from `allowed_tools`.

### 2. Retrieval Strategy

Follows the retrieval strategy decision tree in `contracts/retrieval.md`. Primary branch: **(a) Structured Data Query**. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call.

### 3. Temporal Scope

Default lookback: 4 fiscal quarter(s); maximum: 8. The default balances recency against the trend window this analysis requires.

### 4. Tool Allowlist

Per frontmatter `allowed_tools`:

- `search_companies` — ticker resolution + company context (entity-alias fuzzy match)
- `search_xbrl_facts` — primary structured financial facts (is_primary default)
- `get_company_financials` — consolidated IS/BS/CF highlights
- `get_company_profile` — sector/industry classification + metadata
- `search_earnings_calendar` — EPS actual/estimate/surprise + report dates
- `list_xbrl_concepts` — XBRL concept discovery for non-standard line items (`namespace` param; default `us-gaap` — use `ifrs-full` for foreign filers)

### 5. Protocol

1. **Pre-flight (mandatory)**: call `get_company_fiscal_calendar/{ticker}` then `get_ticker_coverage/{ticker}`; route on coverage.
2. **Concept discovery** (non-standard concepts only): `list_xbrl_concepts(query=<term>, ticker=<T>)`.
3. **Structured retrieval**: `search_xbrl_facts(ticker, concept=[...], fiscal_year=[...])` (is_primary default) and/or `get_company_financials/{ticker}`.
4. **Batch rule**: 3+ same-tool queries → consolidate via `batch_search` (≤8 sub-queries).
5. **Output**: write the deliverable per `## Output File`, then append to `agentii.md`.

## Deliverable Chain

**Inputs** → **Build** → **Validate** → **Output** → **Next**

1. **Inputs**: resolved ticker + structured facts (`search_xbrl_facts`, `get_company_financials`) and any filing pages from the three-layer protocol.
2. **Build**: write a self-contained Python script using `python-pptx` that creates the `.pptx` deck per `## Output Structure`. Execute via `Bash: python3 script.py`. Verify the `.pptx` file exists at the output path. If `python-pptx` is absent, fall back to `.md` slide spec per `contracts/office-tooling.md`.
3. **Validate**: run the `## Validation Gates` below.
4. **Output**: write the artifact path per `## Output File`.
5. **Next**: append to `agentii.md`; hand off to a downstream pitch/review skill if requested.

## Output File

Primary deliverable: `{ticker}/{YYYY-MM-DD_HHMM}_pitch-deck_{affix}.pptx` — real PowerPoint binary via `Bash` + `python-pptx` per `contracts/office-tooling.md`. Degraded fallback: `{ticker}/{YYYY-MM-DD_HHMM}_pitch-deck_{affix}.md` when `python-pptx` is absent (FR-044).

## Output Structure

1. **Executive Summary** (≤200 words) — headline conclusions for the analysis.
2. **Data Sources** — filings + structured endpoints used, with `{ticker} {citation_id} page<N>` citations.
3. **Analysis** — the core findings, tables, and commentary for this dimension.
4. **Key Metrics** — the quantitative results with QoQ/YoY context where relevant.
5. **Coverage Gaps & Citations** — data not retrievable + citation index.

**Citations & memory**: follow `contracts/citation-and-memory.md` — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` link; a bottom **Citations** section provides a non-duplicative roll-up index; the closing TUI reply includes a compact **Key Citations** list (headline 5–10 facts) of clickable `/v/` URLs; and append the run to `agentii.md` per `contracts/agentii-md-schema.md`.

## Preflight

Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace `style.md` override, memory load, and coverage check. See `contracts/preflight.md`.

Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md`.

## Memory & Snapshot

- **Memory load** (pre-flight): load prior workspace context for the ticker before retrieval — see `contracts/memory-load.md`.
- **Structured output frontmatter**: emit the FR-090 block (`key_metrics`, `conclusions`, `facts_count`, `deducted_count`, `views_count`, `citation_count`) per `contracts/output-frontmatter-schema.md`.
- **Snapshot synthesis**: after writing the deliverable, update the two-tier snapshot and classify findings as `[FACT]`/`[DEDUCTED]`/`[VIEW]` — see `contracts/snapshot-synthesis.md`.
- **Session archival**: record the run under `sessions/{YYYY-MM-DD}/` and update `sessions/INDEX.md` per `contracts/session-format.md`.

## Final Summary (TUI)

End the closing chat reply with a compact **Key Citations** list (headline 5–10 facts), each a clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` link, so the user can cmd+click straight to the exact SEC page. See `contracts/citation-and-memory.md`.

## Error Handling

| Error | Action |
|-------|--------|
| Ticker not found | Suggest checking spelling or trying list_coverage |
| No data available | Flag in Coverage Gaps, proceed with available data |
| API key invalid | Direct user to agentii.ai/api-keys |
| MCP server unreachable | Retry once; if persistent, halt with AGENTII_MCP_UNREACHABLE |

Revisar el código fuente

Precio y costes de ejecución

Obtener el skill: Precio sin confirmar
Ejecutarlo: Requisitos sin confirmar. Consulta los costes del agente, API y servicios en la fuente.
Licencia: Apache-2.0
Precio sin confirmar: No hemos confirmado el precio. Los enlaces existentes al código y a la instalación siguen disponibles.

Obtener gratis no significa ejecutar gratis. El precio no es una evaluación de seguridad. Enviar información de precio →

Fuente del skill registrada

La ruta de instrucciones está registrada. No implica pruebas de ejecución, seguridad ni compatibilidad.

Revisar antes de instalar: Evitar instalación automática

Licencia: Apache-2.0

Dependency or permission surface needs review
Permission surface may require sandboxing
Financial research output is not financial advice; require human review before any live investment decision
Falta aprobación de revisión por IA
Financial research output is not financial advice; require human review before any live investment decision.
Quality score needs review
Permission surface needs review: secrets or environment access, shell or command execution
Stars/forks activity: 203 stars, 16 forks; issue activity unavailable in current metadata
Dependency/runtime risk: command execution surface, credential or environment access
Permission surface: secrets or environment access, shell or command execution
Review status: AI review approval is missing

Abrir auditoría completa

Las herramientas son indicios de metadatos, no compatibilidad probada. Los prompts son sugerencias.

Empieza con una tarea pequeña

1Lee la fuente y confirma entradas, resultados, dependencias y permisos.
2Pide un plan al agente. Aprueba la configuración y los costes antes de probar en un entorno aislado.
3Comprueba resultados y archivos modificados. Informa solo de lo ejecutado y conserva la revisión de la fuente.

Consulta dependencias, claves API y costes externos en la fuente. Un repositorio público no implica servicios gratuitos.

Fuente y notas de uso

IndexadoRevisión estática

Los metadatos y revisiones son orientativos. Popularidad, descubrimiento y ejecución correcta son hechos distintos.

Repositorio fuente: agentii-ai/agentii-investment-intelligence
Licencia: Apache-2.0
Versión: Unknown
Último push de GitHub: 9 sept 2026
Registro actualizado: 9 sept 2026
Ruta de instrucciones: plugins/vertical-plugins/models-and-pitches/skills/agentii/pitch-deck/SKILL.md @ 302c64aaba68

Versión declarada en el registro; consulta las versiones de la fuente.

Calidad

62/100

Prometedor

Confianza

60/100

Solo sandbox

Auditoría

72/100

Requiere revisión

Abrir auditoría completa Ver informe de evaluación

Dependency or permission surface needs review
Permission surface may require sandboxing
Financial research output is not financial advice; require human review before any live investment decision
Falta aprobación de revisión por IA
Financial research output is not financial advice; require human review before any live investment decision.
Quality score needs review
Permission surface needs review: secrets or environment access, shell or command execution
Stars/forks activity: 203 stars, 16 forks; issue activity unavailable in current metadata
Dependency/runtime risk: command execution surface, credential or environment access
Permission surface: secrets or environment access, shell or command execution
Review status: AI review approval is missing

Verified installs: —
Resultados: —

Copiar no es instalar. Los recuentos requieren un informe de instalación correcta, no garantizan calidad general.

Acceso para agentes

La API Registry expone señales de decisión, confianza, auditoría, casos de uso e instalación sin raspar la interfaz.

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Más detalles

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      "notRelevant": 0,
      "avgOutputQuality": null,
      "avgTimeToUsefulMs": null,
      "productionOutcomes": 0,
      "humanReviewRequired": 0,
      "uniqueAgents": 0,
      "lastOutcomeAt": null
    },
    "signals": [],
    "penalties": [
      "No real agent outcome evidence yet"
    ]
  },
  "audit": {
    "score": 72,
    "risk_level": "needs_review",
    "risk_label": "Needs review",
    "warnings": [
      "Dependency or permission surface needs review",
      "Permission surface may require sandboxing",
      "Financial research output is not financial advice; require human review before any live investment decision",
      "AI review approval is missing",
      "Financial research output is not financial advice; require human review before any live investment decision.",
      "Quality score needs review",
      "Permission surface needs review: secrets or environment access, shell or command execution",
      "Stars/forks activity: 203 stars, 16 forks; issue activity unavailable in current metadata"
    ]
  },
  "safety_gate": {
    "tier": "blocked",
    "label": "Blocked for auto-install",
    "auto_install_policy": "block",
    "auto_install_allowed": false,
    "human_review_required": true,
    "blocked": true,
    "recommended_action": "Do not auto-install. Inspect the source, dependencies, and permission surface first."
  },
  "quality": {
    "score": 62,
    "label": "Promising"
  },
  "supply": {
    "track": "Presentation and deck workflows",
    "scenario": "Presentation generation",
    "maintenance": "1mo since push",
    "risk": "Needs review"
  },
  "alternative_skills": [
    {
      "slug": "addsumtech-slides-maker",
      "name": "Slides_maker",
      "url": "https://www.openagentskill.com/skills/addsumtech-slides-maker",
      "stars": 523,
      "install_command": "",
      "trust_score": 85,
      "audit_score": 89
    }
  ],
  "do_not_use_when": [
    "teams that need a vendor-supported SLA",
    "high-compliance environments without internal security review",
    "No major risk signals from current metadata",
    "High-risk permission hints: Shell or command execution, Secrets or environment access",
    "Dependency or permission surface needs review",
    "Permission surface may require sandboxing",
    "Financial research output is not financial advice; require human review before any live investment decision",
    "AI review approval is missing"
  ],
  "agent_contract": {
    "task_input": "Use pitch-deck in an agent workflow",
    "recommended_action": "Do not auto-install. Inspect the source, dependencies, and permission surface first.",
    "install_policy": "block",
    "minimum_review_before_use": [
      "Trust: 68/100 Manual review",
      "Audit: 72/100 Needs review",
      "Safety: 28/100 Avoid automatic install",
      "Review repository, license, install command, and permission surface before production use."
    ],
    "expected_agent_output": {
      "selected_skill": "agentii-ai-pitch-deck (pitch-deck)",
      "install_command": "npx skills add agentii-ai/agentii-investment-intelligence --skill pitch-deck",
      "risk_summary": "Needs review; Blocked for auto-install; Review before production",
      "verification_result": "Report the smallest successful task, files touched, warnings, and any missing setup."
    }
  },
  "outcome_feedback": {
    "endpoint": "https://www.openagentskill.com/api/agent/outcome",
    "method": "POST",
    "requires_resolve_event_id": true,
    "event_id_source": "Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.",
    "expected_outcomes": [
      "success",
      "failed",
      "not_relevant",
      "blocked_by_risk",
      "setup_required"
    ],
    "payload_template": {
      "event_id": "<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>",
      "skill_slug": "agentii-ai-pitch-deck",
      "task": "Use pitch-deck in an agent workflow",
      "agent": "codex",
      "outcome": "success",
      "install_used": true,
      "risk_blocked": false,
      "setup_required": false,
      "task_success": true,
      "output_quality": 4,
      "error_type": null,
      "human_review_required": false,
      "workspace": "sandbox",
      "time_to_useful_ms": 120000,
      "notes": "Report the smallest successful task, setup friction, files touched, and risk notes."
    }
  },
  "endpoints": {
    "web": "https://www.openagentskill.com/skills/agentii-ai-pitch-deck",
    "api": "https://www.openagentskill.com/api/agent/skills/agentii-ai-pitch-deck",
    "audit": "https://www.openagentskill.com/skills/agentii-ai-pitch-deck/audit",
    "eval": "https://www.openagentskill.com/api/agent/evals?slug=agentii-ai-pitch-deck&task=Use%20pitch-deck%20in%20an%20agent%20workflow&max_risk=medium",
    "resolve": "https://www.openagentskill.com/api/agent/resolve?task=Use%20pitch-deck%20in%20an%20agent%20workflow&agent=codex&max_risk=medium",
    "receipt": "https://www.openagentskill.com/api/agent/receipt?task=Use%20pitch-deck%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text",
    "install": "https://www.openagentskill.com/api/skills/agentii-ai-pitch-deck/install",
    "manifest": "https://www.openagentskill.com/api/registry/manifest/agentii-ai-pitch-deck"
  }
}

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Creador: agentii-ai
Fuente: agentii-ai/agentii-investment-intelligence
Indexado por: Índice comunitario de OpenAgentSkill

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[![Listed on OpenAgentSkill](https://www.openagentskill.com/api/badge/agentii-ai-pitch-deck?metric=listed&label=Listed)](https://www.openagentskill.com/skills/agentii-ai-pitch-deck?ref=github&utm_source=github&utm_medium=referral&utm_campaign=creator_badge)
[![OpenAgentSkill Trust](https://www.openagentskill.com/api/badge/agentii-ai-pitch-deck?metric=trust&label=Trust)](https://www.openagentskill.com/skills/agentii-ai-pitch-deck?ref=github&utm_source=github&utm_medium=referral&utm_campaign=creator_badge)
[![OpenAgentSkill Audit](https://www.openagentskill.com/api/badge/agentii-ai-pitch-deck?metric=audit&label=Audit)](https://www.openagentskill.com/skills/agentii-ai-pitch-deck/audit)
[![Agent Proven](https://www.openagentskill.com/api/badge/agentii-ai-pitch-deck?metric=proven&label=Agent%20Proven)](https://www.openagentskill.com/skills/agentii-ai-pitch-deck?ref=github&utm_source=github&utm_medium=referral&utm_campaign=creator_badge)

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Resumen

pitch-deck

Triggers

Defaults

Methodology

1. Retrieval Scope

2. Retrieval Strategy

3. Temporal Scope

4. Tool Allowlist

5. Protocol

Deliverable Chain

Output File

Output Structure

Preflight

Memory & Snapshot

Final Summary (TUI)

Error Handling

Revisar el código fuente

Precio y costes de ejecución

Empieza con una tarea pequeña

Fuente y notas de uso

Acceso para agentes

Skills relacionados

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