skills.rest
mahyarmalekii
mahyarmalekiiCOMMUNITY
Explore all skills by this author →
GitHub

datapack-builder

Extract and normalize financial data into formatted Excel workbooks.

Updated May 9, 2026
Search Tags:#Excel#financial analysis#data normalization#M&A due diligence#financial data pack
One-click install
npx skills add https://github.com/mahyarmalekii/MarketIntel --skill datapack-builder-mahyarmalekii
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: datapack-builder
Source: https://github.com/mahyarmalekii/MarketIntel/tree/main/backend/financial-services/plugins/vertical-plugins/investment-banking/skills/datapack-builder
Command: npx skills add https://github.com/mahyarmalekii/MarketIntel --skill datapack-builder-mahyarmalekii

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires xlsx, openpyxl, pandas, and includes scripts (resource) and assets (resource) components.

What problem does it solve?

This Skill addresses the complex and time-consuming task of compiling and standardizing financial data into professional-grade data packs, suitable for investment committees and M&A due diligence.

Core Features & Use Cases

  • Data Extraction and Normalization: Extract financial and operational data from multiple sources (CIMs, SEC filings, etc.) and normalize it into a consistent format.
  • Excel Workbook Creation: Generate investment committee-ready Excel workbooks with proper formatting and presentation standards.
  • Use Case: Automate the creation of financial data packs for M&A due diligence, private equity analysis, and standardizing financial reporting across portfolio companies.

Quick Start

Use the datapack-builder skill to build a financial data pack for Company X from the provided source materials.

Frequently Asked Questions about datapack-builder

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build an investment-grade financial data pack for M&A due diligence?▼

This Skill automates financial data pack creation by extracting and normalizing data from sources like CIMs and SEC filings, then generating investment committee-ready Excel workbooks for M&A due diligence.

Can I normalize financial data from multiple sources into a single Excel workbook?▼

Yes, this Skill extracts financial data from multiple sources, normalizes it into a consistent format, and generates a standardized Excel workbook using pandas and openpyxl for presentation.

What is the best way to standardize financial reporting across portfolio companies?▼

Standardize financial reporting across portfolio companies by using this Skill to extract, normalize, and compile diverse financial data into consistent, presentation-ready Excel workbooks for private equity analysis.

Does this financial data pack builder require Microsoft Excel to generate workbooks?▼

Yes, this Skill requires Microsoft Excel for workbook generation. It leverages Python libraries like xlsx, openpyxl, and pandas to process data and create formatted Excel files for financial analysis.

How does data normalization handle errors when extracting financial data from SEC filings?▼

Data normalization handles errors during financial data extraction from SEC filings through robust error handling and validation, ensuring accurate standardization before generating the final Excel workbook.

Related Skills

Explore More Finance & Accounting Skills→
xfs96192xfs96192

datapack-builder

Build standardized financial data packs into Excel workbooks from diverse sources.

Community
Advanced
Timmy6942025Timmy6942025
3

datapack-builder

Extract, normalize, and standardize financial data into Excel workbooks.

Community
Advanced
AsmayaseenAsmayaseen
2

working-with-spreadsheets

Create and format Excel spreadsheets with openpyxl and pandas.

Community
Intermediate
nvmohinaninvmohinani

Portfolio Monitoring

Ingest Excel, PDF, and CSV financial packages to extract KPIs and flag variances.

Community
Advanced