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fsi-strip-profile

Generates investment banking strip profile slides with PptxGenJS from financial data.

34.1k|5.1k|Updated Feb 23, 2026
Search Tags:#financial modeling#presentation#investment banking#strip profile#pitch book#company profile
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill fsi-strip-profile
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fsi-strip-profile
Source: https://github.com/anthropics/financial-services-plugins/tree/main/investment-banking/skills/strip-profile
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill fsi-strip-profile

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pptxgenjs, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill automates the creation of professional, information-dense investment banking strip profiles (company profiles) for pitch books and client presentations, saving significant time and ensuring consistency.

Core Features & Use Cases

  • Automated Slide Creation: Generates 1-4 visually appealing slides with quadrant layouts, charts, and tables.
  • Data Integration: Pulls data from financial filings, market data providers, and company reports.
  • Customizable Formatting: Adheres to specific slide dimensions, font styles, and brand colors.
  • Use Case: Quickly create a compelling company overview slide for an M&A pitch book by providing the company name, and the Skill will research and generate a visually consistent, data-rich slide.

Quick Start

Use the fsi-strip-profile skill to create a 3-slide strip profile for Apple Inc. (AAPL).

Frequently Asked Questions about fsi-strip-profile

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

FAQPage Schema
How do I automate investment banking strip profile creation for a pitch book?▼

Generate investment banking strip profiles by researching company financials, market data, and business segments to produce 1-4 presentation-ready slides. The Skill uses PptxGenJS to create quadrant layouts, charts, and tables formatted for pitch books.

What data sources do I need to build a company profile slide for M&A presentations?▼

Building a company profile slide requires data from BamSEC, SEC EDGAR, Bloomberg, and FactSet. The Skill researches financials, market data, and business segments from these sources to generate information-dense slides for M&A presentations.

Can I customize the slide dimensions and formatting in PptxGenJS for financial modeling presentations?▼

PptxGenJS slide generation enforces 4:3 aspect ratios, specific font styles, and brand colors. The Skill applies these formatting rules to ensure visual consistency across financial modeling presentation slides.

Does this approach support generating multiple slides for a single company profile?▼

Generating 1-4 presentation-ready slides for a single company profile is supported. Each slide features quadrant layouts, charts, and tables to comprehensively cover researched financials, market data, and business segments.

What is the best way to ensure consistent formatting across investment banking pitch book slides?▼

Ensure consistent pitch book slide formatting by automating creation with predefined quadrant layouts, 4:3 aspect ratios, and brand guidelines. The Skill standardizes fonts and colors, eliminating manual formatting errors across multiple company profiles.

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