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finance-skills

// Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

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stars:15Kforks:2Kupdated:May 16, 2026 at 14:23
SKILL.md
readonly
namefinance-skills
descriptionFinancial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

name: "finance-skills" description: "Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance request doesn't obviously match one skill and you need to pick the right one (e.g., 'analyze these financials', 'how healthy are my SaaS metrics')." version: 2.9.0 author: Alireza Rezvani license: MIT tags:

  • finance
  • financial-analysis
  • dcf
  • valuation
  • budgeting agents:
  • claude-code
  • codex-cli
  • openclaw

Finance Skills — Router

This plugin bundles 2 finance skills (this router is the 3rd folder under finance/skills/). Each skill is self-contained.

Routing table

Request signalsSkillPath
Ratio analysis, DCF valuation, budget variance, driver-based forecastsfinancial-analystskills/financial-analyst/
ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarkssaas-metrics-coachskills/saas-metrics-coach/

If both match (e.g., "value my SaaS company"), ask whether the user wants statement-level analysis (financial-analyst) or SaaS operating metrics (saas-metrics-coach).

Quick start

# Example: route a statement-analysis request
cat finance/skills/financial-analyst/SKILL.md
python3 finance/skills/financial-analyst/scripts/ratio_calculator.py --help

# Or a SaaS metrics request
python3 finance/skills/saas-metrics-coach/scripts/metrics_calculator.py --help

Related (packaged separately, not in this bundle)

  • finance/business-investment-advisor/ — investment thesis evaluation, ROI modeling (prompt-only skill, separate nested plugin)
  • Root commands /financial-health and /saas-health wrap these skills' scripts.

Rules

  • Route to exactly one skill, then follow that skill's workflow. This router ships no tools of its own.
  • Always validate financial outputs against the user's source data; outputs are analysis support, not investment advice.