fund-summarizer

Use when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats.

Quality

95%

Does it follow best practices?

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Securityby

Low

Low-risk findings worth noting

Quality

Content

100%Weight 40%Scale 1-3

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A well-structured, lean instruction-only skill body with a clear sequenced workflow, concrete retrieval guidance, explicit scripts, and appropriately deferred detail in real one-level-deep reference files. No significant weaknesses across the content dimensions.

Dimension	Reasoning	Score
Conciseness	The body is lean with no padding or explanations of concepts Claude already knows; guardrails and the numbered workflow each earn their place, matching the level-3 'every token earns its place' anchor.	3 / 3
Actionability	For an instruction-only skill it gives concrete, copy-paste-ready guidance — exact datapoints to retrieve per step and exact scripts to run (scripts/render.py, scripts/export_report.py) — satisfying the level-3 actionable-guidance anchor without requiring code.	3 / 3
Workflow Clarity	A clearly sequenced 6-step retrieval-and-render workflow with verification-style guardrails (show unavailable values as N/A, distinguish missing data from tool failure); this read-only flow needs no destructive-operation feedback loop, matching the level-3 anchor.	3 / 3
Progressive Disclosure	SKILL.md is a concise overview with one-level-deep references to real files (references/full-workflow.md, references/design_guide.md, scripts/render.py, assets/template.html, assets/icons/), all verified to exist, matching the level-3 'well-signaled one-level-deep references' anchor.	3 / 3
	Total	12 / 12 Passed

Description

90%Weight 40%Scale 1-3

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A clear, well-triggered description with an explicit 'Use when' clause and natural fund/ETF vocabulary. Its only weakness is specificity: it names one action ('summarizing') plus a list of data dimensions rather than several distinct concrete actions.

Suggestions

Lead with the concrete actions the skill performs (e.g., 'Compile a fund snapshot, retrieve ratings and risk metrics, and render an HTML/PDF report') before listing data dimensions, to raise specificity toward the level-3 multi-action anchor.

Add a few more natural trigger variations users might say (e.g., 'mutual fund', 'fund report', 'Morningstar profile') to broaden trigger-term coverage.

Dimension	Reasoning	Score
Specificity	The description names the fund/ETF domain and lists concrete data dimensions ('Morningstar ratings, returns, risk, holdings, fees, and caveats'), but the only action is a single 'summarizing' verb rather than multiple distinct concrete actions, matching the level-2 anchor.	2 / 3
Completeness	It explicitly states what the skill does and includes an explicit 'Use when' trigger clause, satisfying the level-3 requirement for both what and when.	3 / 3
Trigger Term Quality	It covers natural terms a user would say ('summarizing a fund or ETF', 'Morningstar ratings', 'returns', 'risk', 'holdings', 'fees'), aligning with the level-3 anchor of good natural-keyword coverage.	3 / 3
Distinctiveness Conflict Risk	The Morningstar fund/ETF niche with domain-specific triggers ('Morningstar ratings', 'fund', 'ETF') is clearly distinguishable and unlikely to fire for unrelated skills.	3 / 3
	Total	11 / 12 Passed

Validation

100%

Warnings & errors only

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository: openai/plugins
Path: plugins/morningstar/skills/fund-summarizer/SKILL.md
Commit: 11c74d6

Reviewed: 17 days ago

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