Financial Analyst
aAAaqwq/AGI-Super-Team
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
Runs financial ratio analysis, DCF valuation, budget variance reports and rolling forecasts from statement data using four bundled Python scripts.
$ npx skills add alirezarezvani/claude-skills --skill financial-analyst -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install alirezarezvani/claude-skills 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/alirezarezvani/claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/finance/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/alirezarezvani/claude-skills/tree/main/finance/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/alirezarezvani/claude-skills/tree/main/finance/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 alirezarezvani/claude-skills --skill financial-analyst -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install alirezarezvani/claude-skills financial-analyst --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/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/alirezarezvani/claude-skills/tree/main/finance/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 alirezarezvani/claude-skills --skill financial-analyst -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install alirezarezvani/claude-skills financial-analyst --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/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/alirezarezvani/claude-skills/tree/main/finance/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/alirezarezvani/claude-skills.git --path finance/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 alirezarezvani/claude-skills --skill financial-analyst -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install alirezarezvani/claude-skills financial-analyst --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/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/alirezarezvani/claude-skills/tree/main/finance/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 alirezarezvani/claude-skills 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 alirezarezvani/claude-skills --skill financial-analyst -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/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/alirezarezvani/claude-skills/tree/main/finance/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 alirezarezvani/claude-skills --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 alirezarezvani/claude-skills financial-analyst --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/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/alirezarezvani/claude-skills/tree/main/finance/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-analystRuns financial ratio analysis, DCF valuation, budget variance reports and rolling forecasts from statement data using four bundled Python scripts.
The skill organizes the work into five phases: scoping, data analysis and modeling, insight generation, reporting and follow-up. It validates input data for missing fields, nulls and implausible values before computing ratios, and it cross-checks DCF results against sanity bounds such as implied multiples compared with comparable companies.
Four scripts do the calculations. ratio_calculator.py covers profitability, liquidity, debt, efficiency and valuation ratios, dcf_valuation.py builds DCF models with WACC, terminal value and sensitivity analysis, budget_variance_analyzer.py flags favorable and unfavorable variances, and forecast_builder.py makes driver-based forecasts with base, bull and bear scenarios. Report templates, sample data and reference guides on ratios, valuation, forecasting and industry adaptations sit beside them.
9 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit 19392f7. 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.
Ships 4 files in scripts/ (Python), which the agent can run.
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 1.8k tokens when it runs, and up to ~9.3k if it reads all its reference files. Until then it costs about 112 tokens; SKILL.md has 614 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); the scripts in this folder are not scanned.
The full file from alirezarezvani/claude-skills at commit 19392f7, republished under its MIT licence (© alirezarezvani). 614 words, ~1,800 tokens.
.claude/skills/financial-analyst/SKILL.md (or your agent's skills folder). This skill also uses 13 other files; get the full folder from GitHub.Production-ready financial analysis toolkit providing ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. Designed for 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 assets/sample_financial_data.json
python scripts/ratio_calculator.py assets/sample_financial_data.json --format json
python scripts/ratio_calculator.py assets/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 assets/sample_financial_data.json
python scripts/dcf_valuation.py assets/sample_financial_data.json --format json
python scripts/dcf_valuation.py assets/sample_financial_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 assets/sample_financial_data.json
python scripts/budget_variance_analyzer.py assets/sample_financial_data.json --format json
python scripts/budget_variance_analyzer.py assets/sample_financial_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 assets/sample_financial_data.json
python scripts/forecast_builder.py assets/sample_financial_data.json --format json
python scripts/forecast_builder.py assets/sample_financial_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 |
references/industry-adaptations.md | Sector-specific metrics and considerations (SaaS, Retail, Manufacturing, Financial Services, Healthcare) |
| 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 in either of two shapes:
income_statement / balance_sheet for the ratio calculator, historical / assumptions for DCF, line_items for variance, historical_periods / drivers / assumptions / cash_flow_inputs for forecasting).ratio_analysis, dcf_valuation, budget_variance, forecast. See assets/sample_financial_data.json for the complete bundled schema; every quick-start command above runs directly against it.Each script auto-detects the shape (flat keys win if present) and exits non-zero with a clear error if neither shape yields usable data.
None - All scripts use Python standard library only (math, statistics, json, argparse, datetime). No numpy, pandas, or scipy required.
© alirezarezvani, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
SKILL.md and 13 other files (scripts, references, assets) in finance/skills/financial-analyst of alirezarezvani/claude-skills.
Open the folder on GitHubat commit 19392f7
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 alirezarezvani/claude-skills, which our catalogue first saw on October 7, 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 skillalirezarezvani/claude-skills | 28k | 1 repos | ~1.8k | 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 |
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Categories
Runs financial ratio analysis, DCF valuation, budget variance reports and rolling forecasts from statement data using four bundled Python scripts. The skill organizes the work into five phases: scoping, data analysis and modeling, insight generation, reporting and follow-up. It validates input data for missing fields, nulls and implausible values before computing ratios, and it cross-checks DCF results against sanity bounds such as implied multiples compared with comparable companies.
Financial Analyst fits situations like: calculating profitability, liquidity and debt ratios from financial statements; valuing a company with a DCF and a sensitivity table; explaining budget variances by department and category; building a rolling forecast with base, bull and bear scenarios.
Run `npx skills add alirezarezvani/claude-skills --skill financial-analyst -a claude-code`. Or copy the skill folder (finance/skills/financial-analyst in alirezarezvani/claude-skills) into .claude/skills/financial-analyst in your project. Claude Code loads it when a task matches its description.
Run `npx skills add alirezarezvani/claude-skills --skill financial-analyst -a codex`. Or copy the skill folder (finance/skills/financial-analyst in alirezarezvani/claude-skills) 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 alirezarezvani/claude-skills --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 Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python to run the scripts in the scripts folder.
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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
Financial Analyst is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.8k tokens (SKILL.md is roughly 7.2k 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 7.5k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Financial Analyst: 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.
alirezarezvani (a GitHub user) maintains it in alirezarezvani/claude-skills, which has 27,891 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.