model-audit-tieout
OfficialAudit public-equity models for tie-outs.
Authoropenai
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides a structured framework to audit existing Public Equity investing models and spreadsheets, ensuring formulas are correct, outputs are traceable to credible sources, and ready for investment decision workflows.
Core Features & Use Cases
- Formula integrity checks identify inconsistent or hardcoded formulas across key schedules to prevent misstatements.
- Source tie-out ledger traces material outputs to supporting sources, dates, and evidence to support governance.
- Audit deliverables generate a concise memo, issue log, tie-out ledger, and IC-ready HTML report for decision readiness.
- Automation guidance leverages a static workbook inspection script (audit_workbook.py) to triage findings and guide remediation.
Quick Start
Execute the static audit on the target workbook to generate the model-audit report and CSV artifacts.
Dependency Matrix
Required Modules
openpyxl
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: model-audit-tieout Download link: https://github.com/openai/role-specific-plugins/archive/main.zip#model-audit-tieout Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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