deal-tracker

deal-tracker is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (770 once invoked), scanned A, a copy of deal-tracker, Apache-2.0.

A deal-tracking workspace for managing several live financial transactions. It records each deal's stage, team, key dates, milestones, deadlines, action items, and status.

In plain words
What is it for?
Use it to set up sell-side, buy-side, financing, or restructuring deals and track progress from early engagement through closing.
Why use it?
It keeps transaction work organized and makes upcoming or overdue tasks easier to see during process updates and weekly reviews.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the investment-banking plugin — 9 skills, 7 commands shipped together

Good fit Use it to set up sell-side, buy-side, financing, or restructuring deals and track progress from early engagement through closing.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/deal-tracker
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add yuping322/financial-services-plugins-new --skill deal-tracker
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install investment-banking, the plugin that ships this one along with the rest of its 9 skills, 7 commands.

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.

agentmods badge for deal-tracker

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/deal-tracker/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/deal-tracker)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/deal-tracker"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/deal-tracker/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.

agentmods 80×15 button for deal-tracker

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/deal-tracker"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/deal-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 770 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.
Origin 100% copy Near-identical to another mod 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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.00770
Opus 5 $0.00000 $0.00385
Sonnet 5 $0.00000 $0.00154
Haiku 4.5 $0.00000 $0.00077

Measured 11d ago against content hash bb18f9ba6ae1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

deal-tracker 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 11d 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.

Origin

This is a copy

100% identical to deal-tracker — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

investment-banking/skills/deal-tracker/SKILL.md · 88 lines

How it starts

The opening of the file, as written. The whole thing — 88 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Deal Tracker

description: Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".

Workflow

Step 1: Deal Setup

For each deal, capture:

  • Deal name / code name: Project [Name]
  • Client: Seller or buyer name
  • Deal type: Sell-side, buy-side, financing, restructuring
  • Role: Lead advisor, co-advisor, fairness opinion
  • Deal size: Expected enterprise value
  • Stage: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
  • Team: MD, VP, Associate, Analyst assigned
  • Key dates: Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close

Step 2: Milestone Tracking

Track key milestones per deal:

Milestone Target Date Actual Date Status Notes
Engagement letter signed
CIM / teaser drafted
Buyer list approved
Teaser distributed
NDA execution
CIM distributed
IOI deadline
IOIs received / reviewed
Shortlist selected
Management meetings
Data room opened
Final bid deadline
Bids received / reviewed
Exclusivity granted
Confirmatory diligence
Purchase agreement signed
Regulatory approval
Close

Status: On Track / At Risk / Delayed / Complete

Step 3: Action Items

Maintain a running action item list across all deals:

Action Deal Owner Due Date Priority Status
P0/P1/P2 Open/Done/Blocked

Read the full file on GitHub · 88 lines

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.

  1. 11d ago First seen · 88 lines · 0 tokens per session scan A bb18f9ba6ae1

Subscribe to this mod's changes

deal-tracker is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 770 tokens. A static security scan graded it A with 0 findings. It is 100% identical to deal-tracker, differing in 0 lines, and is treated as a copy.

Related

Other skills, from other repositories

weekly-update

OpenDesign's weekly metrics standup: this week's numbers, the one anomaly, and the single decision it forces. Built as a decision-grade data & finance deck for ops & growth team.

nexu-io/open-design · 41 tokens

close-management

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

anthropics/knowledge-work-plugins · 40 tokens

closing-checklist

What's blocking close — maintain the closing checklist with status, critical path, and days to close. Self-updating: ingests new items from diligence findings and schedule builds, tracks status, surfaces what's blocking. Use when user says "closing checklist", "what's left to close", "checklist status", "add to the…

anthropics/claude-for-legal · 78 tokens

syndic

Gère un parc de copropriétés en France avec vue portfolio consolidée. Couvre administration, comptabilité (décret 2005, plan comptable copro, 5 annexes), assemblées générales (convocation, PV, notification), appels de fonds, travaux, fournisseurs, recouvrement d'impayés et transition de syndic. Maîtrise les majorités…

romainsimon/paperasse · 194 tokens

Freelance Empire

Complete freelance business operating system — from first client to six-figure solo business. Covers positioning, pricing, proposals, client management, finances, scaling, and the transition from side-hustle to full-time. Use when starting freelancing, raising rates, managing clients, building recurring revenue, or…

LeoYeAI/openclaw-master-skills · 71 tokens

afrexai-construction-estimator

Complete construction estimating and cost management system. Use when preparing project estimates, bid proposals, cost breakdowns, value engineering, change order management, or construction budget tracking. Covers residential, commercial, and infrastructure projects. Trigger on 'estimate', 'construction cost', 'bid'…

LeoYeAI/openclaw-master-skills · 90 tokens