# Datapack Builder

Build professional financial services data packs from various sources including CIMs...

- Repository: https://github.com/AI4Finance-Foundation/FinRobot (8353 stars)
- Category: Documents
- License: Apache-2.0
- Last updated: 2026-10-24
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add AI4Finance-Foundation/FinRobot --skill datapack-builder -g -a claude-code -y`
Codex: `npx skills add AI4Finance-Foundation/FinRobot --skill datapack-builder -g -a codex -y`
Cursor: `npx skills add AI4Finance-Foundation/FinRobot --skill datapack-builder -g -a cursor -y`
Gemini CLI: `npx skills add AI4Finance-Foundation/FinRobot --skill datapack-builder -g -a gemini-cli -y`

## Description

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and...

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Financial Data Pack Builder

Build professional, standardized financial data packs for private equity, investment banking, and asset management. Transform financial data from CIMs, offering memorandums, SEC filings, web search, or MCP server access into polished Excel workbooks ready for investment committee review.

**Important:** Use the xlsx skill for all Excel file creation and manipulation throughout this workflow.

## CRITICAL SUCCESS FACTORS

Every data pack must achieve these standards. Failure on any point makes the deliverable unusable.

### 1. Data Accuracy (Zero Tolerance for Errors)
- Trace every number to source document with page reference
- Use formula-based calculations exclusively (no hardcoded values)
- Cross-check subtotals and totals for internal consistency
- Verify balance sheet balances: Assets = Liabilities + Equity
- Confirm cash flow ties to balance sheet changes

### 2. ESSENTIAL RULES

**RULE 1: Financial data (measuring money) → Currency format with $**
Triggers: Revenue, Sales, Income, EBITDA, Profit, Loss, Cost, Expense, Cash, Debt, Assets, Liabilities, Equity, Capex
Format: $#,##0.0 for millions, $#,##0 for thousands
Negatives: $(123.0) NOT -$123

**RULE 2: Operational data (counting things) → Number format, NO $**
Triggers: Units, Stores, Locations, Employees, Customers, Square Feet, Properties, Headcount
Format: #,##0 with commas
Negatives: (123) consistent with rest of table

**RULE 3: Percentages (rates and ratios) → Percentage format**
Triggers: Margin, Growth, Rate, Percentage, Yield, Return, Utilization, Occupancy
Format: 0.0% for one decimal place
Display: 15.0% NOT 0.15

**RULE 4: Years → Text format to prevent comma insertion**
Format: Text or custom to prevent 2,024
Display: 2020, 2021, 2022, 2023A, 2024E

The rest: https://github.com/AI4Finance-Foundation/FinRobot/blob/HEAD/finrobot_desktop/skills/investment-banking/datapack-builder/SKILL.md