Content
88%Weight 40%Scale 1-5Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.
An expert-level audit checklist that treats the context window respectfully and encodes genuine financial-modeling QA knowledge as concrete, testable invariants with a clear reporting format. The main improvement levers are specifying how to mechanically open and scan the spreadsheet, and moving per-model bug catalogs into reference files as the skill grows.
Suggestions
Add a concrete mechanism for reading the spreadsheet (e.g., an openpyxl/xlsx script or a named tool) so the inspection step is as executable as the checks themselves.
Move the model-type-specific bug lists (DCF/LBO/merger/3-statement) into per-model reference files under references/ and link them from Step 3g, keeping the main body focused on the universal workflow.
Include a short worked example of the findings table with one filled-in row so the report format is unambiguous on first use.
| Dimension | Reasoning | Score |
|---|---|---|
Conciseness | The body is dense, well-assumed-intelligent checklist content — it never explains what a balance sheet or DCF is, and every line ('PIK interest not accruing to principal', 'Terminal value not discounted back') is domain knowledge Claude would otherwise have to rediscover. Matches the 'lean and efficient; every token earns its place' anchor. | 5 / 5 |
Actionability | Concrete, executable checks with explicit equality tests ('Total Assets = Total Liabilities + Equity (every period)', 'CFO + CFI + CFF = Δ Cash') plus a fully specified output table with columns and severity definitions. Falls short of anchor 5 because there is no mechanism for actually reading or parsing the spreadsheet file — no script, tool, or library pointer — leaving the inspection step to be improvised. | 4 / 5 |
Workflow Clarity | A clear four-step sequence (determine scope → formula-level checks → model-integrity checks → report) where the steps themselves are validation checkpoints, augmented with triage guidance ('BS balance first', 'quantify the gap per period and trace where it breaks') and an explicit report-before-fix control ('Don't change anything without asking'). Matches the checklist-and-checkpoint anchor. | 5 / 5 |
Progressive Disclosure | Well-organized sectioned structure with no bundle files, so all content lives appropriately in one SKILL.md. The model-type-specific bug lists (DCF / LBO / merger / 3-statement, ~30 lines) are the one block that could be split into per-model reference files to keep the main file tighter, keeping this below anchor 5. | 4 / 5 |
Total | 18 / 20 Passed |