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
Build and review assumptions-led financial models, unit economics, pricing, fundraising scenarios, and SaaS operating metrics.
Install Financial Modeling
$ npx skills add magnus919/agent-skills --skill financial-modeling -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install magnus919/agent-skills financial-modeling --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/magnus919/agent-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/financial-modeling .claude/skills/financial-modeling && 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-modeling" agent skill from https://github.com/magnus919/agent-skills/tree/main/financial-modeling into .claude/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", 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/magnus919/agent-skills/tree/main/financial-modelingType 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 magnus919/agent-skills --skill financial-modeling -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install magnus919/agent-skills financial-modeling --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/magnus919/agent-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/financial-modeling .agents/skills/financial-modeling && 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-modeling" agent skill from https://github.com/magnus919/agent-skills/tree/main/financial-modeling into .agents/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", 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 magnus919/agent-skills --skill financial-modeling -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install magnus919/agent-skills financial-modeling --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/magnus919/agent-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/financial-modeling .cursor/skills/financial-modeling && 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-modeling" agent skill from https://github.com/magnus919/agent-skills/tree/main/financial-modeling into .cursor/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", 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/magnus919/agent-skills.git --path financial-modeling--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 magnus919/agent-skills --skill financial-modeling -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install magnus919/agent-skills financial-modeling --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/magnus919/agent-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/financial-modeling .gemini/skills/financial-modeling && 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-modeling" agent skill from https://github.com/magnus919/agent-skills/tree/main/financial-modeling into .gemini/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", 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 magnus919/agent-skills financial-modelingInstalls 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 magnus919/agent-skills --skill financial-modeling -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/magnus919/agent-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/financial-modeling .github/skills/financial-modeling && 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-modeling" agent skill from https://github.com/magnus919/agent-skills/tree/main/financial-modeling into .github/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", 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 magnus919/agent-skills --skill financial-modeling -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install magnus919/agent-skills financial-modeling --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/magnus919/agent-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/financial-modeling .opencode/skills/financial-modeling && 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-modeling" agent skill from https://github.com/magnus919/agent-skills/tree/main/financial-modeling into .opencode/skills/financial-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-modeling", 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
financial-modeling- GitHub stars
- 115
- Token cost
- ~1.4k tokens
- SKILL.md length
- 575 words
- Files
- 15 (incl. scripts, references)
- Skills in repo
- 131
- Repo updated
- First seen
- Licence
- MIT
At a glance
Build and review assumptions-led financial models, unit economics, pricing, fundraising scenarios, and SaaS operating metrics.
- Works in 7 steps: Define the decision, audience, currency,… → List input sources and assumptions… → Build from operational drivers, then use… → …
- Calculating CAC
- SKILL.md covers When to Use, When Not to Use, Reference Guide and Templates, plus 4 more sections
- Runs Python scripts from its folder
What it does
Financial Modeling is an agent skill from magnus919/agent-skills. Build and review assumptions-led financial models, unit economics, pricing, fundraising scenarios, and SaaS operating metrics. Use when calculating CAC, LTV, payback, runway, ARR, churn, NDR, Rule of 40, or sales efficiency; when modeling revenue, costs, cash flow, pricing, cap tables, or financing. Do not use this skill for unrelated requests; route to the nearest named specialist.
Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 18 other files, including scripts and reference files (for example `README.md`, `evals/evals.json` and `references/financial-modeling.md`).
It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: Curated collection of AI agent skills for Hermes and other agent frameworks. The licence is MIT.
When your agent uses it
- Calculating CAC
- Sales efficiency
- Modeling revenue
- Unrelated requests
Example prompts
- “/financial-modeling”
Requirements
- Python 3
Workflow steps
7 steps, taken from the first numbered list in SKILL.md.
- Define the decision, audience, currency, time period, and accounting basis before calculating anything.
- List input sources and assumptions separately from calculated outputs. Keep monthly, quarterly, and annual figures distinct.
- Build from operational drivers, then use market-level estimates only as a reasonableness check.
- Show base, upside, and downside cases; vary the assumptions that materially change cash, growth, or profitability.
- Segment customers, channels, and products when their economics differ. Do not let an average conceal a loss-making segment.
- Treat benchmarks and thresholds as context-dependent heuristics, not pass/fail rules. Compare against stage, customer segment, contract…
- State limitations, reconcile model outputs to the relevant statements where possible, and identify inputs that need professional review.
What it can do on your machine
Read from SKILL.md and the folder at commit 22b4723. 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
Ships 2 files in scripts/ (Python), which the agent can run.
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 Modeling loads about 1.4k tokens when it runs, and up to ~6.6k if it reads all its reference files. Until then it costs about 101 tokens; SKILL.md has 575 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); the scripts in this folder are not scanned.
SKILL.md
The full file from magnus919/agent-skills at commit 22b4723, republished under its MIT licence (© magnus919). 575 words, ~1,362 tokens.
Download SKILL.mdSave it as
.claude/skills/financial-modeling/SKILL.md (or your agent's skills folder). This skill also uses 14 other files; get the full folder from GitHub.- name
- financial-modeling
- description
- Build and review assumptions-led financial models, unit economics, pricing, fundraising scenarios, and SaaS operating metrics. Use when calculating CAC, LTV, payback, runway, ARR, churn, NDR, Rule of 40, or sales efficiency; when modeling revenue, costs, cash flow, pricing, cap tables, or financing. Do not use this skill for unrelated requests; route to the nearest named specialist.
- license
- MIT
- metadata.source_repo
- https://github.com/magnus919/hermes-profiles
- metadata.source_commit
- 867a555
Financial Modeling
Use transparent assumptions, clearly labeled periods and units, and base/upside/downside scenarios. A model is a tool for exploring the implications of assumptions, not a prediction.
Analytical-aid boundary: This skill provides analytical frameworks, not financial, investment, tax, accounting, or legal advice. Verify inputs and calculations, and consult qualified professionals for decisions that require them.
When to Use
Load this skill when the task involves:
- Building or reviewing a P&L, balance sheet, cash-flow, revenue, cost, or runway model
- Calculating CAC, LTV, contribution margin, CAC payback, or segment-level unit economics
- Evaluating pricing, packaging, price changes, or monetization
- Preparing fundraising scenarios, a cap table, valuation analysis, or term-sheet questions
- Analyzing SaaS ARR/MRR, churn, retention, NDR, Rule of 40, Magic Number, or burn multiple
- Running sensitivity analysis or comparing base, upside, and downside cases
When Not to Use
- For statistical inference, experiment design, causal analysis, or general model selection, use
data-scientist. - For insurance, actuarial, claims, reserving, solvency, credibility, tail-risk, or financial-risk statistical models, use
actuarial-risk-modeling. - For the narrow question of whether a startup reaches profitability before cash runs out, use
yc-default-alive-calculator. - Do not use this skill as a substitute for licensed financial, investment, tax, accounting, or legal advice.
- Enterprise pricing negotiations, jurisdiction-specific securities rules, and tax/accounting treatment need specialist review beyond this skill.
Reference Guide
Load only the reference relevant to the task:
| Reference | Load when |
|---|---|
| Unit economics | Calculating CAC, LTV, payback, gross margin, or contribution margin |
| Financial modeling | Building linked statements, revenue and cost models, scenarios, or runway |
| Pricing strategy | Evaluating value, packaging, tiers, price changes, or elasticity |
| Fundraising | Reviewing valuation methods, cap tables, term sheets, or fundraising process |
| SaaS metrics | Defining and interpreting ARR, churn, NDR, Rule of 40, Magic Number, or burn multiple |
| Source index | Reviewing provenance, porting scope, source URLs, and currency boundaries |
Templates
| Template | When to use |
|---|---|
| Unit economics record | Recording segment- or channel-level CAC, LTV, payback, and contribution margin with stated definitions |
| Pricing decision record | Structuring a pricing or price-change decision: options, unit-economics trade-offs, test plan, and decision |
| Fundraising scenario | Preparing a raise: size from the cash model, runway per case, fully diluted cap-table impact, and diligence prep |
| Model sanity checklist | Cross-checking a model for structure, linkage, driver consistency, and scenario coverage before sharing it |
Show full SKILL.md (207 more words)Show less
Scripts
| Script | When to use |
|---|---|
| saas-metrics.py | Computing ARR, monthly and annualized logo churn, NDR, and Rule of 40 from stated inputs; --json for machine-readable output |
Evals
evals/evals.json — output-quality eval manifest for this skill: unit-economics review, pricing decision, fundraising scenario, SaaS metrics interpretation, model sanity check, and runway and burn analysis.
Working Method
- Define the decision, audience, currency, time period, and accounting basis before calculating anything.
- List input sources and assumptions separately from calculated outputs. Keep monthly, quarterly, and annual figures distinct.
- Build from operational drivers, then use market-level estimates only as a reasonableness check.
- Show base, upside, and downside cases; vary the assumptions that materially change cash, growth, or profitability.
- Segment customers, channels, and products when their economics differ. Do not let an average conceal a loss-making segment.
- Treat benchmarks and thresholds as context-dependent heuristics, not pass/fail rules. Compare against stage, customer segment, contract cadence, business model, and current market conditions.
- State limitations, reconcile model outputs to the relevant statements where possible, and identify inputs that need professional review.
Portability
This skill is intentionally host-neutral. Use the host agent's normal mechanisms to load the references listed above. It requires no profile system, task orchestrator, output format, scripts, or external services.
© magnus919, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 14 other files (scripts, references) in financial-modeling of magnus919/agent-skills.
- SKILL.md
- README.md
- evals/evals.json
- references/financial-modeling.md
- references/fundraising.md
- references/pricing-strategy.md
- references/saas-metrics.md
- references/source-index.md
- references/unit-economics.md
- scripts/saas-metrics.py
- scripts/test_saas_metrics.py
- templates/fundraising-scenario.md
- templates/model-sanity-checklist.md
- templates/pricing-decision-record.md
- templates/unit-economics-record.md
Open the folder on GitHubat commit 22b4723
Compare with similar skills
Financial Modeling 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 Modeling this skillmagnus919/agent-skills | 115 | — | ~1.4k | Automated safety check: Pass | MIT | |
| 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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Related
Categories
Questions about Financial Modeling
What does Financial Modeling do?
Build and review assumptions-led financial models, unit economics, pricing, fundraising scenarios, and SaaS operating metrics. Financial Modeling is an agent skill from magnus919/agent-skills. Build and review assumptions-led financial models, unit economics, pricing, fundraising scenarios, and SaaS operating metrics.
When should I use Financial Modeling?
Financial Modeling fits situations like: calculating CAC; sales efficiency; modeling revenue; unrelated requests.
How do I install Financial Modeling in Claude Code?
Run `npx skills add magnus919/agent-skills --skill financial-modeling -a claude-code`. Or copy the skill folder (financial-modeling in magnus919/agent-skills) into .claude/skills/financial-modeling in your project. Claude Code loads it when a task matches its description.
How do I install Financial Modeling in Codex?
Run `npx skills add magnus919/agent-skills --skill financial-modeling -a codex`. Or copy the skill folder (financial-modeling in magnus919/agent-skills) into .agents/skills/financial-modeling in your project. Codex loads it when a task matches its description.
Can I use Financial Modeling 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 magnus919/agent-skills --skill financial-modeling -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-modeling, .gemini/skills/financial-modeling, .github/skills/financial-modeling and .opencode/skills/financial-modeling in your project.
What does Financial Modeling need to run?
Going by SKILL.md and its folder, Financial Modeling needs Python for the scripts in its folder. Our summary lists: Python 3.
Does Financial Modeling 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 Modeling 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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Financial Modeling use?
Financial Modeling 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 Financial Modeling use?
About 1.4k tokens (SKILL.md is roughly 5.4k 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 5.2k tokens, read only when the agent opens those files.
What are the alternatives to Financial Modeling?
Skills that share tags, products or a category with Financial Modeling: 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 Financial Modeling?
magnus919 (a GitHub user) maintains it in magnus919/agent-skills, which has 115 GitHub stars. The repository holds 131 skills in this directory. The repository was last updated on October 10, 2026.
Source: magnus919/agent-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.