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fce58cbe2e
Adds 7 optional skills under optional-skills/finance/ adapted from
anthropics/financial-services (Apache-2.0):
excel-author — openpyxl conventions: blue/black/green cells,
formulas over hardcodes, named ranges, balance
checks, sensitivity tables. Ships recalc.py.
pptx-author — python-pptx for model-backed decks (pitch,
IC memo, earnings note) that bind every number
to a source workbook cell.
dcf-model — institutional DCF (49KB skill): projections,
WACC, terminal value, Bear/Base/Bull scenarios,
5x5 sensitivity tables. Ships validate_dcf.py.
comps-analysis — comparable company analysis: operating metrics,
multiples, statistical benchmarking.
lbo-model — leveraged buyout: S&U, debt schedule, cash
sweep, exit multiple, IRR/MOIC sensitivity.
3-statement-model — fully-integrated IS/BS/CF with balance-check
plugs. Ships references/ for formatting,
formulas, SEC filings.
merger-model — accretion/dilution analysis for M&A.
All seven are optional (not active by default). Users install via
'hermes skills install official/finance/<skill>'.
Hermesification:
- Stripped every Office JS / Office Add-in / mcp__office__*
branch — skills assume headless openpyxl only.
- Replaced Cowork MCP data-source instructions with 'MCP first (via
native-mcp), fall back to web_search/web_extract against SEC EDGAR
and user-provided data'.
- Swapped Claude tool references (Bash, Read, Write, Edit, mcp__*)
for Hermes-native equivalents and Python library calls.
- Canonical Hermes frontmatter (name/description/version/author/
license/metadata.hermes.{tags,related_skills}).
- Descriptions tightened to 187-238 chars, trigger-first.
- Attribution preserved: author field credits 'Anthropic (adapted by
Nous Research)', license: Apache-2.0, each SKILL.md links back to
the upstream source directory.
Verification:
- All 7 discovered by OptionalSkillSource with source_id='official'
- Bundle fetch includes support files (scripts, references, troubleshooting)
- related_skills cross-refs all resolve within the bundle
- No Claude product / Cowork / Office JS / /mnt/skills leakage
remains in body text (bounded mentions only in attribution blocks)
Source: https://github.com/anthropics/financial-services (Apache-2.0)
118 lines
4.2 KiB
Markdown
118 lines
4.2 KiB
Markdown
# Formatting Standards Reference
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| Element | Format |
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|---------|--------|
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| Hard-coded inputs | Blue font |
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| Formulas | Black font |
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| Links to other sheets | Green font |
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| Check cells | Red if error, green if balanced |
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| Negative values | Parentheses, not minus signs |
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| Currency | No decimals for large figures, 2 decimals for per-share |
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| Percentages | 1 decimal place |
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| Headers | Bold, bottom border |
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| Units row | Include units row below headers ($ millions, %, etc.) |
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## Visual Separation Guidelines
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- Thin vertical border between historical and projected columns
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- Thick bottom border after section totals (e.g., Total Assets)
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- Single bottom border for subtotals
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- Double bottom border for grand totals
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## Total and Subtotal Row Formatting
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All total and subtotal rows must use **bold font formatting** for their numerical values to clearly distinguish aggregated figures from individual line items.
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### Income Statement (P&L) Tab
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| Row | Formatting |
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|-----|------------|
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| Gross Revenue | Bold |
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| Total Cost of Revenue | Bold |
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| Gross Profit | Bold |
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| Total SG&A | Bold |
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| EBITDA | Bold |
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| EBIT | Bold |
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| EBT | Bold |
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| Net Profit After Tax | Bold |
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### Balance Sheet Tab
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| Row | Formatting |
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|-----|------------|
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| Total Current Assets | Bold |
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| Total Non-Current Assets | Bold |
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| Total Other Assets | Bold |
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| Total Assets | Bold |
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| Total Current Liabilities | Bold |
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| Total Non-Current Liabilities | Bold |
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| Total Equity | Bold |
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| Total Liabilities and Equity | Bold |
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### Cash Flow Statement Tab
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| Row | Formatting |
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|-----|------------|
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| Cash Generated from Operations Before Working Capital Changes | Bold |
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| Total Working Capital Changes | Bold |
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| Net Cash Generated from Operations | Bold |
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| Net Cash Flow from Investing Activities | Bold |
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| Net Cash Flow from Financing Activities | Bold |
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| Closing Cash Balance | Bold |
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**Note:** This list is non-exhaustive. Apply bold formatting to any row that represents a total, subtotal, or summary calculation across the model.
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## Balance Sheet Check Row Formatting
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The Balance Sheet check row (below Total Liabilities and Equity) uses conditional number formatting that displays non-zero values in red. When the balance sheet balances correctly (check = 0), the values display in black or standard formatting.
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| Check Value | Font Color |
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|-------------|------------|
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| = 0 (balanced) | Black (standard) |
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| ≠ 0 (error) | Red |
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**Implementation:** Apply custom number format `[Red][<>0]0.00;[Red][<>0](0.00);0.00` or use Excel conditional formatting with the rule "Cell Value ≠ 0" → Red font.
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## Margin Row Formatting
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| Element | Format |
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|---------|--------|
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| Margin % rows | Indent, italics, 1 decimal place |
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| Positive trend | No special formatting (or subtle green) |
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| Negative trend | Flag for review (subtle yellow) |
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| Below peer average | Consider highlighting for discussion |
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## Credit Metric Formatting
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| Element | Format |
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|---------|--------|
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| Leverage multiples | 1 decimal with "x" suffix (e.g., 2.5x) |
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| Percentages | 1 decimal with "%" suffix |
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| Net Debt negative | Parentheses, indicates net cash position |
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| Section header | Bold, "CREDIT METRICS" |
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| Separator line | Thin border above credit metrics section |
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## Credit Metric Threshold Colors
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| Metric | Green | Yellow | Red |
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|--------|-------|--------|-----|
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| Total Debt / EBITDA | < 2.5x | 2.5x-4.0x | > 4.0x |
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| Net Debt / EBITDA | < 2.0x | 2.0x-3.5x | > 3.5x |
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| Interest Coverage | > 4.0x | 2.5x-4.0x | < 2.5x |
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| Debt / Total Cap | < 40% | 40%-60% | > 60% |
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| Current Ratio | > 1.5x | 1.0x-1.5x | < 1.0x |
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| Quick Ratio | > 1.0x | 0.75x-1.0x | < 0.75x |
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## Conditional Formatting for Checks Tab
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- Cell contains pass indicator → Green fill
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- Cell contains fail indicator → Red fill
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- Cell contains warning → Yellow fill
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- Difference cells = 0 → Light green fill
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- Difference cells ≠ 0 → Light red fill
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## Margin Reasonability Flags
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- Gross Margin < 0% → ERROR: Review COGS
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- Gross Margin > 80% → WARNING: Verify revenue/COGS
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- EBITDA Margin < 0% → FLAG: Operating losses
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- EBITDA Margin > 50% → WARNING: Unusually high
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- Net Margin < 0% → FLAG: Net losses (may be acceptable in growth phase)
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- Net Margin > Gross Margin → ERROR: Formula issue
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