Agent skill

Financial Analysis

by damianvtran in damianvtran/local-operator

Financial figures done carefully: periods and fiscal calendars, units and currencies, reconciliation, magnitude sanity checks, sourced assumptions.

MITAuto-check passedBusiness, Finance & HR

Install Financial Analysis

skills CLI
$ npx skills add damianvtran/local-operator --skill financial-analysis -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install damianvtran/local-operator financial-analysis --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/damianvtran/local-operator.git skills-src && mkdir -p .claude/skills && cp -r skills-src/local_operator/skills/builtin/financial-analysis .claude/skills/financial-analysis && rm -rf skills-src

Use ~/.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/

Facts

Skill name
financial-analysis
GitHub stars
217
Token cost
~657 tokens
SKILL.md length
348 words
Files
1
Repo updated
First seen
Licence
MIT

At a glance

Financial figures done carefully: periods and fiscal calendars, units and currencies, reconciliation, magnitude sanity checks, sourced assumptions.

  • Diligence numbers
  • SKILL.md covers Periods and calendars, Units and currencies, Reconcile against sources and Magnitude and sanity, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
  • Tasks that involve Financial analysis

What it does

Financial Analysis is an agent skill from damianvtran/local-operator. Financial figures done carefully: periods and fiscal calendars, units and currencies, reconciliation, magnitude sanity checks, sourced assumptions. Use for statements, budgets, pricing, and diligence numbers.

Its SKILL.md is about 660 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 analysis and Accounting and bookkeeping. The repository describes itself as: An open-source AI agent hub for your own machine: build organizations of collaborating agents that message each other, run in the background around the clock, and share your… The licence is MIT.

When your agent uses it

  • Diligence numbers
  • Tasks that involve Financial analysis
  • Tasks that involve Accounting and bookkeeping

Example prompts

  • “/financial-analysis”

What it can do on your machine

Read from SKILL.md and the folder at commit 05e4c97. 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

Financial Analysis loads about 657 tokens when it runs. Until then it costs about 57 tokens; SKILL.md has 348 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~57
When it runs · the whole SKILL.md, loaded when a task matches
~657

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 damianvtran/local-operator at commit 05e4c97, republished under its MIT licence (© damianvtran). 348 words, ~657 tokens.

Download SKILL.mdSave it as .claude/skills/financial-analysis/SKILL.md (or your agent's skills folder).
name
financial-analysis
description
Financial figures done carefully: periods and fiscal calendars, units and currencies, reconciliation, magnitude sanity checks, sourced assumptions. Use for statements, budgets, pricing, and diligence numbers.

Financial analysis

Money numbers get audited. Build every figure to survive the audit: labelled, period-aligned, reconciled.

Periods and calendars

  • State the fiscal calendar in use: fiscal years often do not match calendar years; name the convention when it matters.
  • Align periods before comparing. An 11-month period against a 12-month one, or a quarter against a year, is a units error in time. Annualised figures say "annualised".
  • Point-in-time (balance sheet, headcount) versus period figures (revenue, cash flow): never blend without saying so.

Units and currencies

  • Label every figure with both currency (USD, EUR) and scale (actual, thousands, millions). A number missing either is incomplete.
  • Converted figures state the rate and its date: the same amount converts differently across a year.
  • Never mix currencies inside a total. If a presentation currency is used, say what was converted and at what rate.

Reconcile against sources

  • Tie every total to its source (statement, ledger, export); tie parts to whole: segments sum to the total, cash movement equals the balance delta.
  • If it does not reconcile, the finding IS the reconciliation: report "off by X against source Y" rather than a workaround.
  • For anything material, cross-check a second way (bottom-up against top-down).

Magnitude and sanity

  • Compare against reference points: prior period, budget, per-employee, per-customer, margins. Name which.
  • A jump of 10x or more is a unit, period, or scope error until positively explained.
  • Check signs and flows: revenue positive and costs negative under the stated convention; cash direction matches the story.

Show assumptions

  • Every assumption lives in the output: growth rate, churn, discount rate, each with its source. "Assumed 20% growth from plan X" beats a bare projection.
  • Scenarios are labelled (base, upside, downside) with the changed variable named.

Rounding

  • Round once, at the end; keep consistent precision throughout so rounded intermediates do not drift the total.
  • State precision: approximately for estimates, exact only where sourced.

Red flags

  • A total that ties to nothing.
  • Mixed units, unlabelled currency, unstated scale.
  • "Adjusted" figures with no bridge to the reported figures.
  • A forward number with no source for its growth.
  • Precision beyond the source data.

© damianvtran, 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 local_operator/skills/builtin/financial-analysis of damianvtran/local-operator.

Open the folder on GitHubat commit 05e4c97

Compare with similar skills

Financial Analysis 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.

Financial Analysis compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Analysis this skilldamianvtran/local-operator217—~657Automated safety check: PassMIT
ERPClaw ERP Controlleravansaber/erpclaw116—~18kAutomated safety check: PassGPL-3.0
Research Financealirezarezvani/claude-skills28k—~2.7kAutomated safety check: PassMIT
Compte De ResultatWellApp-ai/Well345—~602Automated safety check: PassMIT
Trade Accountingagiprolabs/claude-trading-skills410—~3kAutomated safety check: PassMIT
Stock Analysisalirezarezvani/claude-skills28k—~8.5kAutomated safety check: PassMIT

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Questions about Financial Analysis

What does Financial Analysis do?

Financial figures done carefully: periods and fiscal calendars, units and currencies, reconciliation, magnitude sanity checks, sourced assumptions. Financial Analysis is an agent skill from damianvtran/local-operator. Financial figures done carefully: periods and fiscal calendars, units and currencies, reconciliation, magnitude sanity checks, sourced assumptions.

When should I use Financial Analysis?

Financial Analysis fits situations like: diligence numbers; tasks that involve Financial analysis; tasks that involve Accounting and bookkeeping.

How do I install Financial Analysis in Claude Code?

Run `npx skills add damianvtran/local-operator --skill financial-analysis -a claude-code`. Or copy the skill folder (local_operator/skills/builtin/financial-analysis in damianvtran/local-operator) into .claude/skills/financial-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Financial Analysis in Codex?

Run `npx skills add damianvtran/local-operator --skill financial-analysis -a codex`. Or copy the skill folder (local_operator/skills/builtin/financial-analysis in damianvtran/local-operator) into .agents/skills/financial-analysis in your project. Codex loads it when a task matches its description.

Can I use Financial Analysis 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 damianvtran/local-operator --skill financial-analysis -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-analysis, .gemini/skills/financial-analysis, .github/skills/financial-analysis and .opencode/skills/financial-analysis in your project.

What does Financial Analysis need to run?

SKILL.md names no scripts, command-line tools or credentials: Financial Analysis is instructions for the agent only.

Does Financial Analysis 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 Financial Analysis 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 Financial Analysis use?

Financial Analysis is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Financial Analysis use?

About 657 tokens (SKILL.md is roughly 2.6k 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 Financial Analysis?

Skills that share tags, products or a category with Financial Analysis: ERPClaw ERP Controller (avansaber/erpclaw, 116 stars), Research Finance (alirezarezvani/claude-skills, 28k stars), Compte De Resultat (WellApp-ai/Well, 345 stars) and Trade Accounting (agiprolabs/claude-trading-skills, 410 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Analysis?

damianvtran (a GitHub user) maintains it in damianvtran/local-operator, which has 217 GitHub stars. The repository was last updated on October 11, 2026.

Source: damianvtran/local-operator on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.