Creating Financial Models
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
Unit economics analysis, CAC LTV estimation, churn inference, gross margin per unit, customer economics, subscription economics, per-unit profitability, contribution margin, payback period, cohort…
Install Unit Economics
$ npx skills add agentii-ai/agentii-investment-intelligence --skill unit-economics -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence unit-economics --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/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics .claude/skills/unit-economics && 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 "unit-economics" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics into .claude/skills/unit-economics/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "unit-economics", 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/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economicsType 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 agentii-ai/agentii-investment-intelligence --skill unit-economics -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence unit-economics --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics .agents/skills/unit-economics && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "unit-economics" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics into .agents/skills/unit-economics/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "unit-economics", 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 agentii-ai/agentii-investment-intelligence --skill unit-economics -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence unit-economics --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics .cursor/skills/unit-economics && 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 "unit-economics" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics into .cursor/skills/unit-economics/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "unit-economics", 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/agentii-ai/agentii-investment-intelligence.git --path plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics--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 agentii-ai/agentii-investment-intelligence --skill unit-economics -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence unit-economics --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics .gemini/skills/unit-economics && 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 "unit-economics" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics into .gemini/skills/unit-economics/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "unit-economics", 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 agentii-ai/agentii-investment-intelligence unit-economicsInstalls 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 agentii-ai/agentii-investment-intelligence --skill unit-economics -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics .github/skills/unit-economics && 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 "unit-economics" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics into .github/skills/unit-economics/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "unit-economics", 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 agentii-ai/agentii-investment-intelligence --skill unit-economics -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence unit-economics --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics .opencode/skills/unit-economics && 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 "unit-economics" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics into .opencode/skills/unit-economics/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "unit-economics", 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.
Facts
- Skill name
unit-economics- GitHub stars
- 207
- Token cost
- ~1.5k tokens
- SKILL.md length
- 535 words
- Files
- 5 (incl. references)
- Skills in repo
- 79
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
Unit economics analysis, CAC LTV estimation, churn inference, gross margin per unit, customer economics, subscription economics, per-unit profitability, contribution margin, payback period, cohort…
- Works in 5 steps: Retrieval Scope → Retrieval Strategy → Temporal Scope → …
- Tasks that involve Financial modeling
- SKILL.md covers Triggers, Defaults, Methodology and Output File, plus 6 more sections
- Reaches agentii.ai
What it does
Unit Economics is an agent skill from agentii-ai/agentii-investment-intelligence. Unit economics analysis, CAC LTV estimation, churn inference, gross margin per unit, customer economics, subscription economics, per-unit profitability, contribution margin, payback period, cohort economics
Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `references/knowledge-frameworks.md`, `references/methodology.md` and `references/modes.md`).
It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.
When your agent uses it
- Tasks that involve Financial modeling
Example prompts
- “/unit-economics”
Workflow steps
5 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.
Tool permissions
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.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
Hosts in commands or code, which the agent is likely to contact:
agentii.ai
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Unit Economics loads about 1.5k tokens when it runs, and up to ~2.2k if it reads all its reference files. Until then it costs about 55 tokens; SKILL.md has 535 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.
Safety
Auto-check passed
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.
SKILL.md
The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 535 words, ~1,473 tokens.
Download SKILL.mdSave it as
.claude/skills/unit-economics/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.- name
- unit-economics
- description
- Unit economics analysis, CAC LTV estimation, churn inference, gross margin per unit, customer economics, subscription economics, per-unit profitability, contribution margin, payback period, cohort economics
- multi_ticker_semantics
- single_target
- temporal_scope.default_quarters
- 4
- temporal_scope.max_quarters
- 8
- temporal_scope.description
- Typical lookback: 4 quarters, max: 8
- retrieval_scope
- structured_only
- min_tool_diversity
- 9
unit-economics
Triggers
- Unit economics analysis
- CAC LTV estimation
- churn inference
- gross margin per unit
- customer economics
- subscription economics
- per-unit profitability
- contribution margin
- payback period
- cohort economics
Defaults
| Parameter | Default Value | Rationale |
|---|---|---|
| ticker | (required) | Stock symbol to analyze |
| lookback_quarters | 4 | Standard lookback for this skill type |
Methodology
1. Retrieval Scope
This skill operates with retrieval_scope: structured_only. It performs structured data retrieval only (XBRL facts, financials, earnings calendar) — no unstructured document search. Document-retrieval tools are excluded from allowed_tools.
2. Retrieval Strategy
Follows the retrieval strategy decision tree in contracts/retrieval.md. Primary branch: (a) Structured Data Query. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call.
3. Temporal Scope
Default lookback: 4 fiscal quarter(s); maximum: 8. The default balances recency against the trend window this analysis requires.
4. Tool Allowlist
Per frontmatter allowed_tools:
search_companies— ticker resolution + company context (entity-alias fuzzy match)search_xbrl_facts— primary structured financial facts (is_primary default)get_company_financials— consolidated IS/BS/CF highlightsget_company_profile— sector/industry classification + metadatalist_xbrl_concepts— XBRL concept discovery for non-standard line items (namespaceparam; defaultus-gaap— useifrs-fullfor foreign filers)
5. Protocol
- Pre-flight (mandatory): call
get_company_fiscal_calendar/{ticker}thenget_ticker_coverage/{ticker}; route on coverage. - Concept discovery (non-standard concepts only):
list_xbrl_concepts(query=<term>, ticker=<T>). - Structured retrieval:
search_xbrl_facts(ticker, concept=[...], fiscal_year=[...])(is_primary default) and/orget_company_financials/{ticker}. - Batch rule: 3+ same-tool queries → consolidate via
batch_search(≤8 sub-queries). - Output: write the deliverable per
## Output File, then append toagentii.md.
Output File
Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_unit-economics_{affix}.md .
Output Structure
- Executive Summary (≤200 words) — headline conclusions for the analysis.
- Data Sources — filings + structured endpoints used, with
{ticker} {citation_id} page<N>citations. - Analysis — the core findings, tables, and commentary for this dimension.
- Key Metrics — the quantitative results with QoQ/YoY context where relevant.
- Coverage Gaps & Citations — data not retrievable + citation index.
Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.
Show full SKILL.md (187 more words)Show less
Preflight
Run canonical pre-flight per contracts/preflight.md.
Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).
Memory & Snapshot
- Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see
contracts/memory-load.md. - Structured output frontmatter: emit the FR-090 block (
key_metrics,conclusions,facts_count,deducted_count,views_count,citation_count) percontracts/output-frontmatter-schema.md. - Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as
[FACT]/[DEDUCTED]/[VIEW]— seecontracts/snapshot-synthesis.md. - Session archival: record the run under
sessions/{YYYY-MM-DD}/and updatesessions/INDEX.mdpercontracts/session-format.md.
Final Summary (TUI)
End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.
Error Handling
| Error | Action |
|---|---|
| Ticker not found | Suggest checking spelling or trying list_coverage |
| No data available | Flag in Coverage Gaps, proceed with available data |
| API key invalid | Direct user to agentii.ai/api-keys |
| MCP server unreachable | Retry once; if persistent, halt with AGENTII_MCP_UNREACHABLE |
References
- Methodology:
references/methodology.md— tool fallbacks, retrieval strategy, analysis framework - Output Structure:
references/output-structure.md— detailed deliverable sections and ordering
© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 4 other files (references) in plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics of agentii-ai/agentii-investment-intelligence.
- SKILL.md
- references/knowledge-frameworks.md
- references/methodology.md
- references/modes.md
- references/output-structure.md
Open the folder on GitHubat commit 86980e1
Compare with similar skills
Unit Economics 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 |
|---|---|---|---|---|---|---|
| Unit Economics this skillagentii-ai/agentii-investment-intelligence | 207 | — | ~1.5k | Automated safety check: Pass | Apache-2.0 | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Equity ResearchrollingSirius/equity-research-skill | 453 | — | ~1.5k | Automated safety check: Pass | MIT | |
| SaaS Metrics Coachrongxinzy/RongxinAI | 154 | 2 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Startup Financial Modelingnicepkg/auto-company | 195 | 11 repos | ~2.8k | Automated safety check: Pass | None | |
| Stock Value AnalyzerFunnyKun/stock-value-analyzer | 141 | — | ~3.3k | Automated safety check: Pass | None |
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Questions about Unit Economics
What does Unit Economics do?
Unit economics analysis, CAC LTV estimation, churn inference, gross margin per unit, customer economics, subscription economics, per-unit profitability, contribution margin, payback period, cohort…. Unit Economics is an agent skill from agentii-ai/agentii-investment-intelligence.
When should I use Unit Economics?
Unit Economics fits situations like: tasks that involve Financial modeling.
How do I install Unit Economics in Claude Code?
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill unit-economics -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics in agentii-ai/agentii-investment-intelligence) into .claude/skills/unit-economics in your project. Claude Code loads it when a task matches its description.
How do I install Unit Economics in Codex?
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill unit-economics -a codex`. Or copy the skill folder (plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics in agentii-ai/agentii-investment-intelligence) into .agents/skills/unit-economics in your project. Codex loads it when a task matches its description.
Can I use Unit Economics in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill unit-economics -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/unit-economics, .gemini/skills/unit-economics, .github/skills/unit-economics and .opencode/skills/unit-economics in your project.
What does Unit Economics need to run?
SKILL.md names no scripts, command-line tools or credentials: Unit Economics is instructions for the agent only.
Does Unit Economics access the network?
SKILL.md names 1 domain. In commands or code: agentii.ai; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.
Is Unit Economics safe to install?
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.
What licence does Unit Economics use?
Unit Economics is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Unit Economics use?
About 1.5k tokens (SKILL.md is roughly 5.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 755 tokens, read only when the agent opens those files.
What are the alternatives to Unit Economics?
Skills that share tags, products or a category with Unit Economics: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Equity Research (rollingSirius/equity-research-skill, 453 stars), SaaS Metrics Coach (rongxinzy/RongxinAI, 154 stars) and Startup Financial Modeling (nicepkg/auto-company, 195 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Unit Economics?
agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.
Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.