deck-report-qc — Codex skill: what it does, how to install
First-pass quality control for equity research decks and memos. Spots metric mismatches and missing citations before senior review.
npx skills add openai/plugins --skill deck-report-qc -a codexWhat deck-report-qc does
The skill runs an initial quality check on public equity decks and research memos. When processing PPTX or DOCX files, it scans content using python scripts/inspect_deck_report.py <file1> <file2> --outdir qc_out. It traces reported metrics back to source data and flags questionable figures with needs_review.
By default, the workflow produces a standalone HTML report highlighting high-priority discrepancies for senior reviewers. Mismatched EPS, price targets, or valuation metrics take precedence over minor styling flaws. If a chart is an embedded image, inspecting its underlying numbers requires the original model file.
This gate never rewrites slides or approves documents for external distribution. Instead, it logs issues and suggests edits. Complex formula discrepancies route to model-audit-tieout, while table formatting issues move to excel-data-cleaner.
What it helps with
- spot conflicting valuation multiples and EPS metrics across slides
- generate an HTML issue report for senior analysts
- verify citation coverage and footnotes in equity research notes
- flag flattened charts that lack linked source spreadsheets
Example prompts for the agent
- Run first-pass QC on
pitch.pptxusingmodel.xlsxas the supporting source. - Generate a standalone HTML review report for
initiation_memo.docx. - Inspect
valuation_deck.pdfand flag any conflicting valuation metrics.
How to install deck-report-qc
1Skills CLI (Vercel)
npx skills add openai/plugins --skill deck-report-qc -a codex2Manually: put the files in place
.agents/skills/deck-report-qc/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add openai/plugins --skill deck-report-qc -a claude-code2Manually: put the files in place
~/.claude/skills/deck-report-qc/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/deck-report-qc/
Manually: put the files in place
.cursor/skills/deck-report-qc/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install openai/plugins deck-report-qc2Manually: put the files in place
.github/skills/deck-report-qc/SKILL.mdPlatform CLI
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/deck-report-qcManually: put the files in place
.devin/skills/deck-report-qc/SKILL.mdThe legacy .windsurf/skills/ path still works
Claude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: Codex skills: how to install, where they live, how to call them
Questions about deck-report-qc
How do I install deck-report-qc in Codex?
Run npx skills add openai/plugins --skill deck-report-qc -a codex in your terminal. The configuration installs to .agents/skills/deck-report-qc/SKILL.md.
What does deck-report-qc do?
It acts as an automated first-pass reviewer for equity research reports and pitch decks. The skill cross-checks metrics against source models, flags mismatches, and outputs an HTML issue summary.
Does deck-report-qc certify documents for external client distribution?
No. The skill is strictly an internal QA gate and explicitly forbids treating its output as certification for external circulation.
