Financial Analyst
alirezarezvani/claude-skills
Runs financial ratio analysis, DCF valuation, budget variance reports and rolling forecasts from statement data using four bundled Python scripts.
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
$ npx skills add aAAaqwq/AGI-Super-Team --skill financial-analyst -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aAAaqwq/AGI-Super-Team financial-analyst --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/aAAaqwq/AGI-Super-Team.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/financial-analyst .claude/skills/financial-analyst && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "financial-analyst" agent skill from https://github.com/aAAaqwq/AGI-Super-Team/tree/main/skills/financial-analyst into .claude/skills/financial-analyst/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-analyst", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/aAAaqwq/AGI-Super-Team/tree/main/skills/financial-analystType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add aAAaqwq/AGI-Super-Team --skill financial-analyst -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aAAaqwq/AGI-Super-Team financial-analyst --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aAAaqwq/AGI-Super-Team.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/financial-analyst .agents/skills/financial-analyst && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "financial-analyst" agent skill from https://github.com/aAAaqwq/AGI-Super-Team/tree/main/skills/financial-analyst into .agents/skills/financial-analyst/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-analyst", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aAAaqwq/AGI-Super-Team --skill financial-analyst -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aAAaqwq/AGI-Super-Team financial-analyst --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aAAaqwq/AGI-Super-Team.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/financial-analyst .cursor/skills/financial-analyst && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "financial-analyst" agent skill from https://github.com/aAAaqwq/AGI-Super-Team/tree/main/skills/financial-analyst into .cursor/skills/financial-analyst/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-analyst", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/aAAaqwq/AGI-Super-Team.git --path skills/financial-analyst--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add aAAaqwq/AGI-Super-Team --skill financial-analyst -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aAAaqwq/AGI-Super-Team financial-analyst --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aAAaqwq/AGI-Super-Team.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/financial-analyst .gemini/skills/financial-analyst && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "financial-analyst" agent skill from https://github.com/aAAaqwq/AGI-Super-Team/tree/main/skills/financial-analyst into .gemini/skills/financial-analyst/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-analyst", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install aAAaqwq/AGI-Super-Team financial-analystInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add aAAaqwq/AGI-Super-Team --skill financial-analyst -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aAAaqwq/AGI-Super-Team.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/financial-analyst .github/skills/financial-analyst && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "financial-analyst" agent skill from https://github.com/aAAaqwq/AGI-Super-Team/tree/main/skills/financial-analyst into .github/skills/financial-analyst/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-analyst", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aAAaqwq/AGI-Super-Team --skill financial-analyst -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aAAaqwq/AGI-Super-Team financial-analyst --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aAAaqwq/AGI-Super-Team.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/financial-analyst .opencode/skills/financial-analyst && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "financial-analyst" agent skill from https://github.com/aAAaqwq/AGI-Super-Team/tree/main/skills/financial-analyst into .opencode/skills/financial-analyst/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-analyst", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
financial-analystPerforms financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
Financial Analyst is an agent skill from aAAaqwq/AGI-Super-Team. Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
Its SKILL.md is about 4.2k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Financial modeling, Financial analysis and Budgeting and forecasting. The repository describes itself as: An installable, cross-framework AI organization: C-suite agents, expert subagents, curated skills, independent review, and one-command setup across 18 AI client/runtime adapters. The licence is MIT.
9 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit 7cefd81. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Shell commands in SKILL.md call:
pythonFrom the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Financial Analyst loads about 4.2k tokens when it runs. Until then it costs about 39 tokens; SKILL.md has 1,462 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
The full file from aAAaqwq/AGI-Super-Team at commit 7cefd81, republished under its MIT licence (© aAAaqwq). 1,462 words, ~4,242 tokens.
.claude/skills/financial-analyst/SKILL.md (or your agent's skills folder).Production-ready financial analysis toolkit providing ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. Designed for financial analysts with 3-6 years experience performing financial modeling, forecasting & budgeting, management reporting, business performance analysis, and investment analysis.
scripts/ratio_calculator.py)Calculate and interpret financial ratios from financial statement data.
Ratio Categories:
python scripts/ratio_calculator.py sample_financial_data.json
python scripts/ratio_calculator.py sample_financial_data.json --format json
python scripts/ratio_calculator.py sample_financial_data.json --category profitabilityscripts/dcf_valuation.py)Discounted Cash Flow enterprise and equity valuation with sensitivity analysis.
Features:
python scripts/dcf_valuation.py valuation_data.json
python scripts/dcf_valuation.py valuation_data.json --format json
python scripts/dcf_valuation.py valuation_data.json --projection-years 7scripts/budget_variance_analyzer.py)Analyze actual vs budget vs prior year performance with materiality filtering.
Features:
python scripts/budget_variance_analyzer.py budget_data.json
python scripts/budget_variance_analyzer.py budget_data.json --format json
python scripts/budget_variance_analyzer.py budget_data.json --threshold-pct 5 --threshold-amt 25000scripts/forecast_builder.py)Driver-based revenue forecasting with rolling cash flow projection and scenario modeling.
Features:
python scripts/forecast_builder.py forecast_data.json
python scripts/forecast_builder.py forecast_data.json --format json
python scripts/forecast_builder.py forecast_data.json --scenarios base,bull,bear| Reference | Purpose |
|---|---|
references/financial-ratios-guide.md | Ratio formulas, interpretation, industry benchmarks |
references/valuation-methodology.md | DCF methodology, WACC, terminal value, comps |
references/forecasting-best-practices.md | Driver-based forecasting, rolling forecasts, accuracy |
| Template | Purpose |
|---|---|
assets/variance_report_template.md | Budget variance report template |
assets/dcf_analysis_template.md | DCF valuation analysis template |
assets/forecast_report_template.md | Revenue forecast report template |
| Metric | Target |
|---|---|
| Forecast accuracy (revenue) | +/-5% |
| Forecast accuracy (expenses) | +/-3% |
| Report delivery | 100% on time |
| Model documentation | Complete for all assumptions |
| Variance explanation | 100% of material variances |
All scripts accept JSON input files. See assets/sample_financial_data.json for the complete input schema covering all four tools.
None - All scripts use Python standard library only (math, statistics, json, argparse, datetime). No numpy, pandas, or scipy required.
| Problem | Cause | Solution |
|---|---|---|
| All ratios return 0.00 | Missing or zeroed financial statement fields in input JSON | Verify income_statement, balance_sheet, and cash_flow keys are populated with non-zero values; check field names match expected schema |
| DCF yields negative equity value | Net debt exceeds enterprise value, or WACC is set lower than terminal growth rate | Confirm net_debt is accurate; ensure terminal_growth_rate < WACC (typically 2-3% vs 8-12%); review capital structure assumptions |
| Sensitivity table shows "N/A" across entire row | WACC value in that row is less than or equal to every terminal growth rate in the range | Widen the gap between WACC and terminal growth; raise WACC inputs or lower the growth range in assumptions.terminal_growth_rate |
| Budget variance analyzer flags every line as material | Materiality thresholds set too low relative to the data scale | Increase --threshold-pct (e.g., from 5 to 10) and --threshold-amt (e.g., from 25000 to 100000) to match organizational materiality policy |
| Forecast builder produces flat projections | Historical data has fewer than 2 periods, or revenue_growth_rate is set to 0 | Provide at least 3-4 historical periods in historical_periods; set a non-zero revenue_growth_rate in assumptions |
| JSON parsing error on script execution | Malformed JSON input file (trailing commas, unquoted keys, encoding issues) | Validate input with python -m json.tool input_file.json; ensure UTF-8 encoding; remove trailing commas and comments |
| Valuation ratios all show "Insufficient data" | Missing market_data section in input JSON (share price, shares outstanding) | Add the market_data object with share_price, shares_outstanding, and earnings_growth_rate fields to the input file |
This skill covers:
This skill does NOT cover:
| Related Skill | Domain | Integration Use Case |
|---|---|---|
c-level-advisor/ceo-advisor | C-Level Advisory | Feed DCF valuation outputs and scenario comparisons into CEO strategic investment decisions and board-ready presentations |
c-level-advisor/cto-advisor | C-Level Advisory | Provide technology investment ROI analysis and CapEx forecasts to support build-vs-buy and infrastructure scaling decisions |
business-growth/revenue-operations | Business & Growth | Connect revenue forecasts and unit-economics metrics (CAC, LTV, payback period) to pipeline and go-to-market planning |
product-team/product-manager | Product Team | Supply budget variance data and RICE-weighted financial projections for feature prioritization and resource allocation |
data-analytics/data-analyst | Data Analytics | Export ratio analysis and forecast outputs as structured JSON for BI dashboard integration and trend visualization |
project-management/project-financial-management | Project Management | Align budget variance analysis with project-level cost tracking, earned value management, and milestone-based funding releases |
scripts/ratio_calculator.pyCalculate and interpret financial ratios across 5 categories with industry benchmarking.
usage: ratio_calculator.py [-h] [--format {text,json}]
[--category {profitability,liquidity,leverage,efficiency,valuation}]
input_file
positional arguments:
input_file Path to JSON file with financial statement data
(must contain income_statement, balance_sheet,
cash_flow, and optionally market_data objects)
options:
-h, --help Show help message and exit
--format {text,json} Output format (default: text)
--category {profitability,liquidity,leverage,efficiency,valuation}
Calculate only a specific ratio category;
omit to calculate all 5 categories (20 ratios)Ratios computed: ROE, ROA, Gross Margin, Operating Margin, Net Margin, Current Ratio, Quick Ratio, Cash Ratio, Debt-to-Equity, Interest Coverage, DSCR, Asset Turnover, Inventory Turnover, Receivables Turnover, DSO, P/E, P/B, P/S, EV/EBITDA, PEG Ratio.
scripts/dcf_valuation.pyDiscounted Cash Flow enterprise and equity valuation with WACC calculation and sensitivity analysis.
usage: dcf_valuation.py [-h] [--format {text,json}]
[--projection-years PROJECTION_YEARS]
input_file
positional arguments:
input_file Path to JSON file with valuation data
(must contain historical and assumptions objects)
options:
-h, --help Show help message and exit
--format {text,json} Output format (default: text)
--projection-years PROJECTION_YEARS
Number of projection years; overrides the value
in the input file (default: 5)Outputs: WACC (CAPM), projected revenue and FCF, terminal value (perpetuity growth + exit multiple), enterprise value, equity value, value per share, and a two-way sensitivity table (WACC vs terminal growth rate).
scripts/budget_variance_analyzer.pyAnalyze actual vs budget vs prior year performance with materiality filtering and executive summaries.
usage: budget_variance_analyzer.py [-h] [--format {text,json}]
[--threshold-pct THRESHOLD_PCT]
[--threshold-amt THRESHOLD_AMT]
input_file
positional arguments:
input_file Path to JSON file with budget data
(must contain line_items array with actual,
budget, and optionally prior_year values)
options:
-h, --help Show help message and exit
--format {text,json} Output format (default: text)
--threshold-pct THRESHOLD_PCT
Materiality threshold as percentage (default: 10.0)
--threshold-amt THRESHOLD_AMT
Materiality threshold as dollar amount (default: 50000.0)Outputs: Executive summary (revenue/expense/net impact), all variances with favorability classification, material variances filtered by threshold, department summary, and category summary.
scripts/forecast_builder.pyDriver-based revenue forecasting with rolling cash flow projection and multi-scenario modeling.
usage: forecast_builder.py [-h] [--format {text,json}]
[--scenarios SCENARIOS]
input_file
positional arguments:
input_file Path to JSON file with forecast data
(must contain historical_periods, drivers,
assumptions, cash_flow_inputs, and scenarios objects)
options:
-h, --help Show help message and exit
--format {text,json} Output format (default: text)
--scenarios SCENARIOS
Comma-separated list of scenarios to model
(default: base,bull,bear)Outputs: Trend analysis (linear regression, growth rates, seasonality index), scenario comparison table, per-period forecast detail (revenue, COGS, gross profit, OpEx, operating income), and 13-week rolling cash flow projection with runway calculation.
© aAAaqwq, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Just SKILL.md in skills/financial-analyst of aAAaqwq/AGI-Super-Team.
Open the folder on GitHubat commit 7cefd81
We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in aAAaqwq/AGI-Super-Team, which our catalogue first saw on October 9, 2026.
Financial Analyst next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Financial Analyst this skillaAAaqwq/AGI-Super-Team | 105 | 1 repos | ~4.2k | Automated safety check: Pass | MIT | |
| Financial Analystalirezarezvani/claude-skills | 28k | 1 repos | ~1.8k | Automated safety check: Pass | MIT | |
| Finance Skillsalirezarezvani/claude-skills | 28k | — | ~513 | Automated safety check: Pass | MIT | |
| SaaS Economics and Efficiency Metricsdeanpeters/Product-Manager-Skills | 7.2k | 1 repos | ~6.4k | Automated safety check: Pass | Custom licence | |
| Three-Statement Model Builderginlix-ai/LangAlpha | 1.8k | — | ~5.4k | Automated safety check: Pass | Apache-2.0 | |
| Money Financeiamzifei/show-me-the-money | 1k | — | ~2.2k | Automated safety check: Pass | Custom licence |
alirezarezvani/claude-skills
Runs financial ratio analysis, DCF valuation, budget variance reports and rolling forecasts from statement data using four bundled Python scripts.
alirezarezvani/claude-skills
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…
deanpeters/Product-Manager-Skills
Reference and evaluator for SaaS unit economics and capital efficiency: gross margin, CAC, LTV, burn, runway and magic number, to decide whether to scale or optimize.
ginlix-ai/LangAlpha
Builds or repairs an integrated income statement, balance sheet and cash flow model in Excel with live formulas, supporting schedules, scenarios and a Checks sheet.
iamzifei/show-me-the-money
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ginlix-ai/LangAlpha
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Categories
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Financial Analyst is an agent skill from aAAaqwq/AGI-Super-Team.
Financial Analyst fits situations like: tasks that involve Financial modeling; tasks that involve Financial analysis; tasks that involve Budgeting and forecasting.
Run `npx skills add aAAaqwq/AGI-Super-Team --skill financial-analyst -a claude-code`. Or copy the skill folder (skills/financial-analyst in aAAaqwq/AGI-Super-Team) into .claude/skills/financial-analyst in your project. Claude Code loads it when a task matches its description.
Run `npx skills add aAAaqwq/AGI-Super-Team --skill financial-analyst -a codex`. Or copy the skill folder (skills/financial-analyst in aAAaqwq/AGI-Super-Team) into .agents/skills/financial-analyst in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aAAaqwq/AGI-Super-Team --skill financial-analyst -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-analyst, .gemini/skills/financial-analyst, .github/skills/financial-analyst and .opencode/skills/financial-analyst in your project.
Going by SKILL.md and its folder, Financial Analyst needs the command-line tools its instructions call (python). Our summary lists: Python 3.
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
Financial Analyst is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
About 4.2k tokens (SKILL.md is roughly 17k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Financial Analyst: Financial Analyst (alirezarezvani/claude-skills, 28k stars), Finance Skills (alirezarezvani/claude-skills, 28k stars), SaaS Economics and Efficiency Metrics (deanpeters/Product-Manager-Skills, 7.2k stars) and Three-Statement Model Builder (ginlix-ai/LangAlpha, 1.8k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
aAAaqwq (a GitHub user) maintains it in aAAaqwq/AGI-Super-Team, which has 105 GitHub stars. The repository holds 167 skills in this directory. The repository was last updated on October 8, 2026.
Source: aAAaqwq/AGI-Super-Team on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.