# GPTsApp Plugins decision brief

## Valuation Reviewer (claude-code)

Format: gptsapp-plugin-decision-brief/1.0.0
Plugin ID: gpa:plugin:c9cfca204d240cd4b40df8e73139bf6b158a63e27961dff2404fc2f25a9ebcbc
Canonical: https://plugins.gptsapp.io/plugins/claude-code/anthropics/valuation-reviewer
Source owner: anthropics
Declared author: Anthropic FSI (manifest declaration)
Repository: https://github.com/anthropics/financial-services
Package root: plugins/agent-plugins/valuation-reviewer
Package format: claude-plugin
Documented targets: Claude Code (claude-code)
Documented targets are source declarations, not tested compatibility. Other interfaces remain unknown.
Task scope: All recorded tasks
Recorded tasks: Prepare financial models (financial-modeling); Work with documents (document-processing)

Prepare draft valuation and reporting workpapers from supplied fund materials for professional review.

### Version and observation scope
Workflow-note version: 0.1.1
Workflow-note revision: 69cbc81467a5dced793eee03dec4658aa24ef856
Workflow-note observation: 2026-09-08T12:45:38.535Z
Manifest version: 0.1.1
Manifest revision: 69cbc81467a5dced793eee03dec4658aa24ef856
Manifest observation: 2026-09-08T12:45:38.535Z
Component observation scope: 69cbc81467a5dced793eee03dec4658aa24ef856
A manifest observation does not revalidate older component or prerequisite notes.

### Installation and delivery
Package role: agent-bundle
Delivery boundary: Self-contained plugin with bundled Skill files. Managed Agent cookbook deployment is a separate route; do not install another bundle solely because its skill names match.
Access: Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries.
License declaration: Package license not established by this observation; reference-only directory metadata.
A license declaration is not a directory redistribution or safety certification.
Official installation: https://github.com/anthropics/financial-services
Installation note: Publisher marketplace: claude-for-financial-services. Entry: valuation-reviewer. Exact package root: plugins/agent-plugins/valuation-reviewer. Review publisher instructions and Claude host requirements; no installation is performed here.
Distribution: claude-for-financial-services / valuation-reviewer; path plugins/agent-plugins/valuation-reviewer; index revision 69cbc81467a5dced793eee03dec4658aa24ef856; package revision 69cbc81467a5dced793eee03dec4658aa24ef856
Distribution evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json

### Prerequisites by recorded task
- required: Draft work products require review by a qualified professional; no investment, legal, tax or accounting advice is provided here. [Tasks: Prepare financial models; Work with documents]
  Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md
- unknown: Provider access and any subscription or API-key requirements must be checked for the intended data workflow. [Tasks: Prepare financial models; Work with documents]
  Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md
The complete prerequisite inventory has not been established; unknown does not mean optional, free or unnecessary.

### Included components and observation limits
- Observed packaged skill files (Skills): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory.
  Recorded members: ic-memo, portfolio-monitoring, returns-analysis, xlsx-author
  ic-memo: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/agent-plugins/valuation-reviewer/skills/ic-memo/SKILL.md
  portfolio-monitoring: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/SKILL.md
  returns-analysis: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/agent-plugins/valuation-reviewer/skills/returns-analysis/SKILL.md
  xlsx-author: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/agent-plugins/valuation-reviewer/skills/xlsx-author/SKILL.md
- Observed packaged agent files (Agents): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory.
  Recorded members: valuation-reviewer
  valuation-reviewer: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/agent-plugins/valuation-reviewer/agents/valuation-reviewer.md
Included Skill, Agent and Command files are not a request to install duplicate copies. File/configuration presence is not host activation.

### Source issues
No separately recorded issue. This is not a safety review.

### Independent runtime states
Package installed: Not observed
External connection: Not observed
Access authorized: Not observed
Task completed: Not observed
This brief includes no personal prerequisite answers, credentials or runtime checks. No winner, compatibility, safety or authorization verdict.

### Sources
- https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json
- https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/agent-plugins/valuation-reviewer/.claude-plugin/plugin.json
- https://github.com/anthropics/financial-services/tree/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/agent-plugins/valuation-reviewer
- https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md