A workflow for creating an investment-banking presentation as an HTML file and PDF. Investment banking presentations are formal decks used for work such as mergers, acquisitions, fairness opinions, or shareholder campaigns.

Use it to prepare advisory, activist-investor, or long-short investment presentations for a specified company.

It defines the presentation type, scope, branding, and slide requirements so financial analysis can be delivered in a consistent deck format.

How daloopa/investing configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to daloopa/investing. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/daloopa/investing/main/.claude/skills/ib-deck/SKILL.md

Clone the repo

git clone --depth 1 https://github.com/daloopa/investing

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/skills/daloopa/investing/ib-deck/github.svg)](https://agentmods.dev/skills/daloopa/investing/ib-deck)

Your own site

<a href="https://agentmods.dev/skills/daloopa/investing/ib-deck"><img src="https://agentmods.dev/badge/skills/daloopa/investing/ib-deck/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/skills/daloopa/investing/ib-deck"><img src="https://agentmods.dev/badge/skills/daloopa/investing/ib-deck.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 17 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 1,320 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits

NVIDIA SkillSpector pass 7 Sept 2026

How audits are shown

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00017	$0.01320
Opus 5.5	$0.00007	$0.00528
Sonnet 5.5	$0.00003	$0.00264
Haiku 4.5	$0.00002	$0.00132

Measured 2mo ago against content hash 384f6f5e980b, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

ib-deck scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.claude/skills/ib-deck/SKILL.md · 105 lines

How it starts

The opening of the file, as written. The whole thing — 105 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Build an institutional-grade pitch deck for the company specified by the user: $ARGUMENTS

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Also read the reference files in this skill's references/ directory for slide templates and components.

This is a project-only skill that generates a self-contained HTML presentation and renders it to PDF.

Phase 1 — Requirements

Determine the deck category and scope:

Category (infer from context, or default to IB Advisory):

IB Advisory — M&A advisory, fairness opinions, board presentations. Navy/steel/gold palette. "CONFIDENTIAL" marking.
Activist / L-S Equity — Shareholder campaigns, investment memos as decks. Navy/blue/orange or navy/sky/green palette.

Firm Attribution:

Firm name defaults to "Daloopa". If the user specifies a firm name in their prompt, use that instead.
NEVER hallucinate a firm name (Goldman Sachs, Morgan Stanley, JPMorgan, etc.). See ../data-access.md Section 4.5.
Include firm name on the cover slide and in all slide footers.

Gather from the user or infer:

Target company (ticker)
Purpose (M&A pitch, fairness opinion, investment memo, activist campaign)
Key thesis or strategic rationale
Specific slides needed (or use the default 14-slide deck)

Phase 2 — Data Gathering

Look up the company by ticker using discover_companies. Capture company_id, latest_calendar_quarter, and latest_fiscal_quarter. Use latest_calendar_quarter to anchor all period calculations (see ../data-access.md Section 1.5).

Use Daloopa MCP for all financial data. Target comprehensive coverage:

5+ years of quarterly financials — calculate 20+ quarters backward from latest_calendar_quarter (income statement, balance sheet, cash flow)
Segment and geographic breakdowns
All company-specific operating KPIs
6-10 peers — get trading multiples and fundamentals from Daloopa + market data (see ../data-access.md Section 2)
Guidance and consensus (see ../data-access.md Section 3)
SEC filings — risk factors, growth drivers, M&A commentary, strategic language

Read the full file on GitHub · 105 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

2mo ago First seen · 105 lines · 17 tokens per session scan A 384f6f5e980b

Subscribe to this mod's changes

ib-deck is a skill published in the GitHub repository daloopa/investing (488 stars, last pushed 8d ago), licensed Apache-2.0. It adds 17 tokens to every session and 1,320 once invoked, about $0.0001 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Documents Finance and fintech PDF

ib-deck next to 6 skills from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
ib-deckdaloopa/investing	Skill	488	8d ago	Apache-2.0	A	17	Claude Code
invoicenexu-io/open-design	Skill	106k	yesterday	Apache-2.0	A	46	Claude Code, Codex
report-generatoryennanliu/InvestSkill	Skill	275	13d ago	MIT	A	11	Claude Code
cwicr-report-generatordatadrivenconstruction/DDC_Skills_for_AI_Agents_in_Construction	Skill	394	18d ago	MIT	A	29	Claude Code, Codex
iflytek-ocr-invoiceiflytek/iFly-Skills	Skill	213	2d ago	Apache-2.0	A	77	Claude Code, Codex
financial-parserOneWave-AI/claude-skills	Skill	415	18d ago	MIT	A	41	Claude Code, Codex
billing-automationTerminalSkills/skills	Skill	192	yesterday	Apache-2.0	A	86	Claude Code, Codex

investing: Skill for Claude Code