Content
68%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.
The body is a well-organized, lean workflow template that assumes domain competence, but it stops at structural scaffolding — empty tables and high-level directions instead of the concrete formulas, methods, and embedded validation checkpoints needed to execute the steps.
Suggestions
Add the actual computational methods behind the empty valuation cells — e.g., the DCF formula, how NTM EPS × target multiple yields the P/E price target, and how to bridge GAAP vs adjusted figures — so the guidance is executable rather than just structural.
Promote validation into the step sequence as explicit checkpoints (e.g., a 'Reconcile to reported figures -> fix discrepancies -> only then project forward' step, and a 'Validate revised estimates vs consensus' step) with a fix-and-retry loop, instead of burying them in Important Notes.
Fill or annotate the empty template tables with at least one worked example row so Claude can see the expected output shape and calculation pattern.
| Dimension | Reasoning | Score |
|---|---|---|
Conciseness | The body is lean tables and bullets that assume Claude's financial competence — it never explains what EPS, DCF, or EV/EBITDA mean — and the template tables are functional structure rather than padding. | 5 / 5 |
Actionability | Concrete structure is present (named line items, valuation methods, specific considerations like 'Check consensus after updating'), but every computation cell is empty with no formulas or methods for actually deriving DCF or the price target, leaving key executable details missing. | 3 / 5 |
Workflow Clarity | A clear 6-step sequence exists, and validation guidance is present ('Always reconcile your estimates... before projecting forward', 'Check consensus after updating'), but those checkpoints live in 'Important Notes' rather than as explicit verification steps in the flow, with no validate->fix->retry feedback loop. | 3 / 5 |
Progressive Disclosure | A single self-contained file with clear section headers and no nested references is well-organized and easy to navigate, but it is monolithic without an overview-pointing-to-details pattern that would warrant a 5. | 4 / 5 |
Total | 15 / 20 Passed |