AI Blocks › Handle money and investing
Conglomerate perimeter review assistant
Review consolidation and ownership changes before reusing segment or holding values.
Conglomerate perimeter review assistant is a free AI agent for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
A perimeter-change memo, treatment ledger and linked valuation-input schedules. Public-market evidence review. The governing file preserves the component methods, input coverage and acceptance checks through each handoff.
You give it
- The prior accepted model and review log, newly supplied dated filings, changed source notes and the user-defined materiality threshold.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- A perimeter-change memo, treatment ledger and linked valuation-input schedules.
- Original step files, financial assumptions, source coverage and a governing handoff summary.
- Reconciliation results, unresolved inputs and actual checks completed.
Use it when
- You need a perimeter-change memo, treatment ledger and linked valuation-input schedules.
- You work on public-market evidence review and need traceable calculations.
- New evidence needs comparison with the prior dated review.
How to use it
- Download the complete pack and read its governing SKILL.md.
- Share the actual sources and the financial question you need answered.
- Ask your AI to follow the methods, preserve original files and stop affected work on missing evidence.
- Review assumptions, reconciliations and CHECKS MISSED before relying on the result.