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.
财务规划助手 - 专业的财务规划与预算管理专家。适用场景： (1) 年度财务预算编制与管理 (2) 现金流预测与资金计划 (3) 财务目标设定与分解 (4) 财务报表分析与解读 (5) 财务预警与风险控制 (6) 融资方案与资本规划 (7) 财务计划执行与复盘 触发关键词：财务规划、预算管理、现金流、财务预测、财务分析、资金计划、财务目标、财务报表、财务风险、融资规划
No licenceAuto-check passed
Install Finance Financial Planner
$ npx skills add chendongqi/OPB-Skills --skill finance-financial-planner -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install chendongqi/OPB-Skills finance-financial-planner --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/chendongqi/OPB-Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/finance-financial-planner .claude/skills/finance-financial-planner && 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-financial-planner" agent skill from https://github.com/chendongqi/OPB-Skills/tree/main/skills/finance-financial-planner into .claude/skills/finance-financial-planner/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-financial-planner", 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/chendongqi/OPB-Skills/tree/main/skills/finance-financial-plannerType 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 chendongqi/OPB-Skills --skill finance-financial-planner -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install chendongqi/OPB-Skills finance-financial-planner --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/chendongqi/OPB-Skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/finance-financial-planner .agents/skills/finance-financial-planner && 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-financial-planner" agent skill from https://github.com/chendongqi/OPB-Skills/tree/main/skills/finance-financial-planner into .agents/skills/finance-financial-planner/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-financial-planner", 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 chendongqi/OPB-Skills --skill finance-financial-planner -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install chendongqi/OPB-Skills finance-financial-planner --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/chendongqi/OPB-Skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/finance-financial-planner .cursor/skills/finance-financial-planner && 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-financial-planner" agent skill from https://github.com/chendongqi/OPB-Skills/tree/main/skills/finance-financial-planner into .cursor/skills/finance-financial-planner/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-financial-planner", 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/chendongqi/OPB-Skills.git --path skills/finance-financial-planner--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 chendongqi/OPB-Skills --skill finance-financial-planner -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install chendongqi/OPB-Skills finance-financial-planner --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/chendongqi/OPB-Skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/finance-financial-planner .gemini/skills/finance-financial-planner && 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-financial-planner" agent skill from https://github.com/chendongqi/OPB-Skills/tree/main/skills/finance-financial-planner into .gemini/skills/finance-financial-planner/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-financial-planner", 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 chendongqi/OPB-Skills finance-financial-plannerInstalls 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 chendongqi/OPB-Skills --skill finance-financial-planner -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/chendongqi/OPB-Skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/finance-financial-planner .github/skills/finance-financial-planner && 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-financial-planner" agent skill from https://github.com/chendongqi/OPB-Skills/tree/main/skills/finance-financial-planner into .github/skills/finance-financial-planner/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-financial-planner", 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 chendongqi/OPB-Skills --skill finance-financial-planner -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install chendongqi/OPB-Skills finance-financial-planner --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/chendongqi/OPB-Skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/finance-financial-planner .opencode/skills/finance-financial-planner && 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-financial-planner" agent skill from https://github.com/chendongqi/OPB-Skills/tree/main/skills/finance-financial-planner into .opencode/skills/finance-financial-planner/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "finance-financial-planner", 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-financial-planner- GitHub stars
- 126
- Token cost
- ~1k tokens
- SKILL.md length
- 152 words
- Files
- 1
- Skills in repo
- 75
- Repo updated
- First seen
- Licence
- None found
At a glance
财务规划助手 - 专业的财务规划与预算管理专家。适用场景： (1) 年度财务预算编制与管理 (2) 现金流预测与资金计划 (3) 财务目标设定与分解 (4) 财务报表分析与解读 (5) 财务预警与风险控制 (6) 融资方案与资本规划 (7) 财务计划执行与复盘 触发关键词：财务规划、预算管理、现金流、财务预测、财务分析、资金计划、财务目标、财务报表、财务风险、融资规划
- Works in 6 steps: 财务规划框架 → 预算管理 → 现金流管理 → …
- SKILL.md covers 核心工作流程, 输出模板 and 最佳实践
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Finance Financial Planner is an agent skill from chendongqi/OPB-Skills. 财务规划助手 - 专业的财务规划与预算管理专家。适用场景： (1) 年度财务预算编制与管理 (2) 现金流预测与资金计划 (3) 财务目标设定与分解 (4) 财务报表分析与解读 (5) 财务预警与风险控制 (6) 融资方案与资本规划 (7) 财务计划执行与复盘 触发关键词：财务规划、预算管理、现金流、财务预测、财务分析、资金计划、财务目标、财务报表、财务风险、融资规划
Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
The repository describes itself as: 一套覆盖一个公司完整业务的SKILL，适用ClaudeCode，Codex，OpenCode等工具.
Example prompts
- “/finance-financial-planner”
Workflow steps
6 steps, taken from the step headings in SKILL.md.
- 财务规划框架
- 预算管理
- 现金流管理
- 财务报表分析
- 财务风险控制
- 融资规划
What it can do on your machine
Read from SKILL.md and the folder at commit d587882. 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
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 Financial Planner loads about 1k tokens when it runs. Until then it costs about 53 tokens; SKILL.md has 152 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
Without a licence we can't republish the file, so here is its outline and opening line. It has 152 words (~1,030 tokens).
- name
- finance-financial-planner
Files
Just SKILL.md in skills/finance-financial-planner of chendongqi/OPB-Skills.
Open the folder on GitHubat commit d587882
Compare with similar skills
Finance Financial Planner 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 Financial Planner this skillchendongqi/OPB-Skills | 126 | — | ~1k | Automated safety check: Pass | None | |
| Financial Analystalirezarezvani/claude-skills | 28k | 1 repos | ~1.8k | Automated safety check: Pass | MIT | |
| Plannerpenpot/penpot | 61k | — | ~2.7k | Automated safety check: Pass | MPL-2.0 | |
| Agent Plannerruvnet/ruflo | 74k | 2 repos | ~1.2k | Automated safety check: Pass | MIT | |
| Startup Financial Modelingwshobson/agents | 40k | — | ~1.9k | Automated safety check: Pass | MIT | |
| Agent Goal Plannerruvnet/ruflo | 74k | 2 repos | ~842 | Automated safety check: Pass | MIT |
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penpot/penpot
Read-only planning and architecture analysis — produce a structured implementation plan with task breakdown, acceptance criteria, sizing, and checkpoints.
Agent Planner
ruvnet/ruflo
Agent skill for planner - invoke with $agent-planner. An agent skill from ruvnet/ruflo.
Startup Financial Modeling
wshobson/agents
Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.
Agent Goal Planner
ruvnet/ruflo
Agent skill for goal-planner - invoke with $agent-goal-planner
Financial Data Cross-Validation
xbtlin/ai-berkshire
A research rule set for pulling company financials from prioritized sources by market and cross-checking every key figure against two independent sources.
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Questions about Finance Financial Planner
What does Finance Financial Planner do?
财务规划助手 - 专业的财务规划与预算管理专家。适用场景： (1) 年度财务预算编制与管理 (2) 现金流预测与资金计划 (3) 财务目标设定与分解 (4) 财务报表分析与解读 (5) 财务预警与风险控制 (6) 融资方案与资本规划 (7) 财务计划执行与复盘 触发关键词：财务规划、预算管理、现金流、财务预测、财务分析、资金计划、财务目标、财务报表、财务风险、融资规划. Finance Financial Planner is an agent skill from chendongqi/OPB-Skills.
How do I install Finance Financial Planner in Claude Code?
Run `npx skills add chendongqi/OPB-Skills --skill finance-financial-planner -a claude-code`. Or copy the skill folder (skills/finance-financial-planner in chendongqi/OPB-Skills) into .claude/skills/finance-financial-planner in your project. Claude Code loads it when a task matches its description.
How do I install Finance Financial Planner in Codex?
Run `npx skills add chendongqi/OPB-Skills --skill finance-financial-planner -a codex`. Or copy the skill folder (skills/finance-financial-planner in chendongqi/OPB-Skills) into .agents/skills/finance-financial-planner in your project. Codex loads it when a task matches its description.
Can I use Finance Financial Planner 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 chendongqi/OPB-Skills --skill finance-financial-planner -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-financial-planner, .gemini/skills/finance-financial-planner, .github/skills/finance-financial-planner and .opencode/skills/finance-financial-planner in your project.
What does Finance Financial Planner need to run?
SKILL.md names no scripts, command-line tools or credentials: Finance Financial Planner is instructions for the agent only.
Does Finance Financial Planner 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 Financial Planner 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 Financial Planner use?
No licence was found for Finance Financial Planner or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.
How many tokens does Finance Financial Planner use?
About 1k tokens (SKILL.md is roughly 4.1k 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 Financial Planner?
Skills that share tags, products or a category with Finance Financial Planner: Financial Analyst (alirezarezvani/claude-skills, 28k stars), Planner (penpot/penpot, 61k stars), Agent Planner (ruvnet/ruflo, 74k stars) and Startup Financial Modeling (wshobson/agents, 40k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Finance Financial Planner?
chendongqi (a GitHub user) maintains it in chendongqi/OPB-Skills, which has 126 GitHub stars. The repository holds 75 skills in this directory. The repository was last updated on February 11, 2026.
Source: chendongqi/OPB-Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.