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
A skill your agent uses when the user says 'financial model', 'projections', 'revenue forecast', 'unit economics', 'break-even', 'cash flow', or mentions MRR, churn, CAC, LTV, or runway.
Install Memstack Business Financial Model
$ npx skills add cwinvestments/memstack --skill memstack-business-financial-model -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install cwinvestments/memstack memstack-business-financial-model --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/cwinvestments/memstack.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/business/financial-model .claude/skills/memstack-business-financial-model && 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 "memstack-business-financial-model" agent skill from https://github.com/cwinvestments/memstack/tree/master/skills/business/financial-model into .claude/skills/memstack-business-financial-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memstack-business-financial-model", 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/cwinvestments/memstack/tree/master/skills/business/financial-modelType 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 cwinvestments/memstack --skill memstack-business-financial-model -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install cwinvestments/memstack memstack-business-financial-model --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/cwinvestments/memstack.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/business/financial-model .agents/skills/memstack-business-financial-model && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "memstack-business-financial-model" agent skill from https://github.com/cwinvestments/memstack/tree/master/skills/business/financial-model into .agents/skills/memstack-business-financial-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memstack-business-financial-model", 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 cwinvestments/memstack --skill memstack-business-financial-model -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install cwinvestments/memstack memstack-business-financial-model --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/cwinvestments/memstack.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/business/financial-model .cursor/skills/memstack-business-financial-model && 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 "memstack-business-financial-model" agent skill from https://github.com/cwinvestments/memstack/tree/master/skills/business/financial-model into .cursor/skills/memstack-business-financial-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memstack-business-financial-model", 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/cwinvestments/memstack.git --path skills/business/financial-model--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 cwinvestments/memstack --skill memstack-business-financial-model -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install cwinvestments/memstack memstack-business-financial-model --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/cwinvestments/memstack.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/business/financial-model .gemini/skills/memstack-business-financial-model && 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 "memstack-business-financial-model" agent skill from https://github.com/cwinvestments/memstack/tree/master/skills/business/financial-model into .gemini/skills/memstack-business-financial-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memstack-business-financial-model", 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 cwinvestments/memstack memstack-business-financial-modelInstalls 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 cwinvestments/memstack --skill memstack-business-financial-model -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/cwinvestments/memstack.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/business/financial-model .github/skills/memstack-business-financial-model && 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 "memstack-business-financial-model" agent skill from https://github.com/cwinvestments/memstack/tree/master/skills/business/financial-model into .github/skills/memstack-business-financial-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memstack-business-financial-model", 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 cwinvestments/memstack --skill memstack-business-financial-model -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install cwinvestments/memstack memstack-business-financial-model --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/cwinvestments/memstack.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/business/financial-model .opencode/skills/memstack-business-financial-model && 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 "memstack-business-financial-model" agent skill from https://github.com/cwinvestments/memstack/tree/master/skills/business/financial-model into .opencode/skills/memstack-business-financial-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memstack-business-financial-model", 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
memstack-business-financial-model- GitHub stars
- 423
- Token cost
- ~2.2k tokens
- SKILL.md length
- 708 words
- Files
- 1
- Skills in repo
- 87
- Repo updated
- First seen
- Licence
- Proprietary
At a glance
A skill your agent uses when the user says 'financial model', 'projections', 'revenue forecast', 'unit economics', 'break-even', 'cash flow', or mentions MRR, churn, CAC, LTV, or runway.
- Works in 7 steps: Gather Business Data → Revenue Model → Unit Economics → …
- The user says financial model
- SKILL.md covers Activation, Context Guard, Common Mistakes and Protocol, plus 3 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Memstack Business Financial Model is an agent skill from cwinvestments/memstack. Use this skill when the user says 'financial model', 'projections', 'revenue forecast', 'unit economics', 'break-even', 'cash flow', or mentions MRR, churn, CAC, LTV, or runway. Builds monthly projections with scenario modeling. Do NOT use for pricing strategy or invoice generation.
Its SKILL.md is about 2.2k 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. The repository describes itself as: Structured skill framework for Claude Code. 130 skills, persistent memory, TokenStack compression, localhost dashboard with 3-agent runner, real-time streaming, MCP tools.
When your agent uses it
- The user says financial model
- Revenue forecast
- Pricing strategy
- Invoice generation
Example prompts
- “financial model”
- “projections”
- “revenue forecast”
- “/memstack-business-financial-model”
Workflow steps
7 steps, taken from the step headings in SKILL.md.
- Gather Business Data
- Revenue Model
- Unit Economics
- Expense Forecast
- Break-Even Analysis
- Scenario Modeling
- Cash Flow Summary
What it can do on your machine
Read from SKILL.md and the folder at commit 00370ce. 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 (its code samples are markdown).
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
Memstack Business Financial Model loads about 2.2k tokens when it runs. Until then it costs about 79 tokens; SKILL.md has 708 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
Its licence (Proprietary) doesn't allow us to republish the file, so here is its outline and opening line. It has 708 words (~2,200 tokens).
“Builds monthly revenue projections, expense forecasts, unit economics (CAC, LTV, payback), break-even analysis, cash flow tracking, and scenario modeling (best/base/worst).”
- name
- memstack-business-financial-model
- version
- 1.0.0
- license
- Proprietary, MemStack™ Pro by CW Affiliate Investments LLC. See LICENSE.txt
Files
Just SKILL.md in skills/business/financial-model of cwinvestments/memstack.
Open the folder on GitHubat commit 00370ce
Compare with similar skills
Memstack Business Financial Model 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 |
|---|---|---|---|---|---|---|
| Memstack Business Financial Model this skillcwinvestments/memstack | 423 | — | ~2.2k | Automated safety check: Pass | Proprietary | |
| 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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Categories
Questions about Memstack Business Financial Model
What does Memstack Business Financial Model do?
A skill your agent uses when the user says 'financial model', 'projections', 'revenue forecast', 'unit economics', 'break-even', 'cash flow', or mentions MRR, churn, CAC, LTV, or runway. Memstack Business Financial Model is an agent skill from cwinvestments/memstack. Use this skill when the user says 'financial model', 'projections', 'revenue forecast', 'unit economics', 'break-even', 'cash flow', or mentions MRR, churn, CAC, LTV, or runway.
When should I use Memstack Business Financial Model?
Memstack Business Financial Model fits situations like: the user says financial model; revenue forecast; pricing strategy; invoice generation.
How do I install Memstack Business Financial Model in Claude Code?
Run `npx skills add cwinvestments/memstack --skill memstack-business-financial-model -a claude-code`. Or copy the skill folder (skills/business/financial-model in cwinvestments/memstack) into .claude/skills/memstack-business-financial-model in your project. Claude Code loads it when a task matches its description.
How do I install Memstack Business Financial Model in Codex?
Run `npx skills add cwinvestments/memstack --skill memstack-business-financial-model -a codex`. Or copy the skill folder (skills/business/financial-model in cwinvestments/memstack) into .agents/skills/memstack-business-financial-model in your project. Codex loads it when a task matches its description.
Can I use Memstack Business Financial Model 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 cwinvestments/memstack --skill memstack-business-financial-model -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/memstack-business-financial-model, .gemini/skills/memstack-business-financial-model, .github/skills/memstack-business-financial-model and .opencode/skills/memstack-business-financial-model in your project.
What does Memstack Business Financial Model need to run?
SKILL.md names no scripts, command-line tools or credentials: Memstack Business Financial Model is instructions for the agent only.
Does Memstack Business Financial Model 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 Memstack Business Financial Model 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 Memstack Business Financial Model use?
Memstack Business Financial Model carries a proprietary licence (declared in SKILL.md). It is published on GitHub, but it is not open source: read the licence file before using or sharing it.
How many tokens does Memstack Business Financial Model use?
About 2.2k tokens (SKILL.md is roughly 8.8k 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 Memstack Business Financial Model?
Skills that share tags, products or a category with Memstack Business Financial Model: 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 Memstack Business Financial Model?
cwinvestments (a GitHub user) maintains it in cwinvestments/memstack, which has 423 GitHub stars. The repository holds 87 skills in this directory. The repository was last updated on September 26, 2026.
Source: cwinvestments/memstack on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.