Financial Analyst
aAAaqwq/AGI-Super-Team
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
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…
Install Finance Skills
$ npx skills add alirezarezvani/claude-skills --skill finance-skills -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install alirezarezvani/claude-skills finance-skills --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/alirezarezvani/claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/finance/skills/finance-skills .claude/skills/finance-skills && 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 "finance-skills" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/finance/skills/finance-skills into .claude/skills/finance-skills/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-skills", 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/alirezarezvani/claude-skills/tree/main/finance/skills/finance-skillsType 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 alirezarezvani/claude-skills --skill finance-skills -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install alirezarezvani/claude-skills finance-skills --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/finance/skills/finance-skills .agents/skills/finance-skills && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "finance-skills" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/finance/skills/finance-skills into .agents/skills/finance-skills/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-skills", 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 alirezarezvani/claude-skills --skill finance-skills -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install alirezarezvani/claude-skills finance-skills --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/finance/skills/finance-skills .cursor/skills/finance-skills && 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 "finance-skills" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/finance/skills/finance-skills into .cursor/skills/finance-skills/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-skills", 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/alirezarezvani/claude-skills.git --path finance/skills/finance-skills--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 alirezarezvani/claude-skills --skill finance-skills -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install alirezarezvani/claude-skills finance-skills --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/finance/skills/finance-skills .gemini/skills/finance-skills && 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 "finance-skills" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/finance/skills/finance-skills into .gemini/skills/finance-skills/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-skills", 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 alirezarezvani/claude-skills finance-skillsInstalls 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 alirezarezvani/claude-skills --skill finance-skills -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/finance/skills/finance-skills .github/skills/finance-skills && 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 "finance-skills" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/finance/skills/finance-skills into .github/skills/finance-skills/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-skills", 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 alirezarezvani/claude-skills --skill finance-skills -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install alirezarezvani/claude-skills finance-skills --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/finance/skills/finance-skills .opencode/skills/finance-skills && 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 "finance-skills" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/finance/skills/finance-skills into .opencode/skills/finance-skills/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-skills", 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
finance-skills- GitHub stars
- 28k
- Token cost
- ~513 tokens
- SKILL.md length
- 132 words
- Files
- 1
- Skills in repo
- 342
- Repo updated
- First seen
- Licence
- MIT
At a glance
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…
- A finance request doesnt obviously match one skill and you need to pick the right one (e.g.
- SKILL.md covers Routing table, Quick start, Related (packaged separately,… and Rules
- Calls python3
- Analyze these financials
What it does
Finance Skills is an agent skill from 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, 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').
Its SKILL.md is about 510 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, Budgeting and forecasting and Financial analysis. The repository describes itself as: 380 Claude Code skills & agent skills & plugins (30+ Agents, 70+ custom commands, 380+ skills, customizable references, scripts)for Claude Code, Codex, Gemini CLI, Cursor, and 8… The licence is MIT.
When your agent uses it
- A finance request doesnt obviously match one skill and you need to pick the right one (e.g.
- Analyze these financials
- How healthy are my SaaS metrics)
Example prompts
- “t obviously match one skill and you need to pick the right one (e.g.,”
- “how healthy are my SaaS metrics”
- “/finance-skills”
Requirements
- Python 3
What it can do on your machine
Read from SKILL.md and the folder at commit 19392f7. 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
Shell commands in SKILL.md call:
python3
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
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
Finance Skills loads about 513 tokens when it runs. Until then it costs about 99 tokens; SKILL.md has 132 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 alirezarezvani/claude-skills at commit 19392f7, republished under its MIT licence (© alirezarezvani). 132 words, ~513 tokens.
Download SKILL.mdSave it as
.claude/skills/finance-skills/SKILL.md (or your agent's skills folder).- 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 signals | Skill | Path |
|---|---|---|
| Ratio analysis, DCF valuation, budget variance, driver-based forecasts | financial-analyst | skills/financial-analyst/ |
| ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarks | saas-metrics-coach | skills/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 --helpRelated (packaged separately, not in this bundle)
finance/business-investment-advisor/— investment thesis evaluation, ROI modeling (prompt-only skill, separate nested plugin)- Root commands
/financial-healthand/saas-healthwrap 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.
© alirezarezvani, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in finance/skills/finance-skills of alirezarezvani/claude-skills.
Open the folder on GitHubat commit 19392f7
Compare with similar skills
Finance Skills 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 |
|---|---|---|---|---|---|---|
| Finance Skills this skillalirezarezvani/claude-skills | 28k | — | ~513 | Automated safety check: Pass | MIT | |
| Financial AnalystaAAaqwq/AGI-Super-Team | 105 | 1 repos | ~4.2k | 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 | |
| Financial Model Checkerginlix-ai/LangAlpha | 1.8k | — | ~4.2k | Automated safety check: Pass | Apache-2.0 |
Similar skills
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Three-Statement Model Builder
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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.
Money Finance
iamzifei/show-me-the-money
Financial tracking, revenue analytics, expense management, and pricing optimization.
Financial Model Checker
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Audits an existing Excel financial model without editing it, checking structure, formulas, integrity identities and source tie-out, and ends in a prioritized issue log.
DCF Model Builder
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Builds a live Excel DCF valuation workbook with free cash flow projections, WACC, terminal value, three scenarios, sensitivity grids and a reverse DCF.
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Related
Categories
Questions about Finance Skills
What does Finance Skills do?
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…. Finance Skills is an agent skill from 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, NRR, quick ratio).
When should I use Finance Skills?
Finance Skills fits situations like: A finance request doesnt obviously match one skill and you need to pick the right one (e.g; analyze these financials; how healthy are my SaaS metrics).
How do I install Finance Skills in Claude Code?
Run `npx skills add alirezarezvani/claude-skills --skill finance-skills -a claude-code`. Or copy the skill folder (finance/skills/finance-skills in alirezarezvani/claude-skills) into .claude/skills/finance-skills in your project. Claude Code loads it when a task matches its description.
How do I install Finance Skills in Codex?
Run `npx skills add alirezarezvani/claude-skills --skill finance-skills -a codex`. Or copy the skill folder (finance/skills/finance-skills in alirezarezvani/claude-skills) into .agents/skills/finance-skills in your project. Codex loads it when a task matches its description.
Can I use Finance Skills 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 alirezarezvani/claude-skills --skill finance-skills -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/finance-skills, .gemini/skills/finance-skills, .github/skills/finance-skills and .opencode/skills/finance-skills in your project.
What does Finance Skills need to run?
Going by SKILL.md and its folder, Finance Skills needs the command-line tools its instructions call (python3). Our summary lists: Python 3.
Does Finance Skills access the network?
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.
Is Finance Skills 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 Finance Skills use?
Finance Skills is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Finance Skills use?
About 513 tokens (SKILL.md is roughly 2.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Finance Skills?
Skills that share tags, products or a category with Finance Skills: Financial Analyst (aAAaqwq/AGI-Super-Team, 105 stars), SaaS Economics and Efficiency Metrics (deanpeters/Product-Manager-Skills, 7.2k stars), Three-Statement Model Builder (ginlix-ai/LangAlpha, 1.8k stars) and Money Finance (iamzifei/show-me-the-money, 1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Finance Skills?
alirezarezvani (a GitHub user) maintains it in alirezarezvani/claude-skills, which has 27,938 GitHub stars. The repository holds 342 skills in this directory. The repository was last updated on August 30, 2026.
Source: alirezarezvani/claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.