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.
Run an annual (or anytime) financial health check across the key areas — so you catch problems and opportunities instead of drifting.
MITAuto-check passed
Install Financial Checkup
$ npx skills add mohitagw15856/pm-claude-skills --skill financial-checkup -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install mohitagw15856/pm-claude-skills financial-checkup --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/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/financial-checkup .claude/skills/financial-checkup && 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-checkup" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-checkup into .claude/skills/financial-checkup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-checkup", 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/mohitagw15856/pm-claude-skills/tree/main/skills/financial-checkupType 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 mohitagw15856/pm-claude-skills --skill financial-checkup -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install mohitagw15856/pm-claude-skills financial-checkup --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/financial-checkup .agents/skills/financial-checkup && 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-checkup" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-checkup into .agents/skills/financial-checkup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-checkup", 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 mohitagw15856/pm-claude-skills --skill financial-checkup -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install mohitagw15856/pm-claude-skills financial-checkup --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/financial-checkup .cursor/skills/financial-checkup && 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-checkup" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-checkup into .cursor/skills/financial-checkup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-checkup", 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/mohitagw15856/pm-claude-skills.git --path skills/financial-checkup--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 mohitagw15856/pm-claude-skills --skill financial-checkup -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install mohitagw15856/pm-claude-skills financial-checkup --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/financial-checkup .gemini/skills/financial-checkup && 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-checkup" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-checkup into .gemini/skills/financial-checkup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-checkup", 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 mohitagw15856/pm-claude-skills financial-checkupInstalls 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 mohitagw15856/pm-claude-skills --skill financial-checkup -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/financial-checkup .github/skills/financial-checkup && 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-checkup" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-checkup into .github/skills/financial-checkup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-checkup", 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 mohitagw15856/pm-claude-skills --skill financial-checkup -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install mohitagw15856/pm-claude-skills financial-checkup --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/financial-checkup .opencode/skills/financial-checkup && 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-checkup" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/financial-checkup into .opencode/skills/financial-checkup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-checkup", 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-checkup- GitHub stars
- 1.4k
- Token cost
- ~1.1k tokens
- SKILL.md length
- 523 words
- Files
- 1
- Skills in repo
- 1,348
- Repo updated
- First seen
- Licence
- MIT
At a glance
Run an annual (or anytime) financial health check across the key areas — so you catch problems and opportunities instead of drifting.
- Works in 6 steps: Cover the core areas. Emergency fund,… → Rate each honestly. Healthy / needs… → Find the problems and the opportunities.… → …
- Asked do a financial checkup
- SKILL.md covers What This Skill Produces, Required Inputs, Framework: Check Each Area,… and Output Format, plus 3 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Financial Checkup is an agent skill from mohitagw15856/pm-claude-skills. Run an annual (or anytime) financial health check across the key areas — so you catch problems and opportunities instead of drifting. Use when asked do a financial checkup, am I doing okay financially, review my finances, or financial health check. Produces a structured review across the core areas (safety net, debt, spending, saving/investing, protection, and goals), a clear read on what's healthy vs needs attention, the highest-priority fixes, and a couple of easy wins — a financial physical that turns 'I think…
Its SKILL.md is about 1.1k 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: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.
When your agent uses it
- Asked do a financial checkup
- Am I doing okay financially
- Review my finances
- Financial health check
Example prompts
- “I think I”
- “/financial-checkup”
Workflow steps
6 steps, taken from the first numbered list in SKILL.md.
- Cover the core areas. Emergency fund, debt, cash flow, saving/investing, protection, and goals — a gap in any one is a risk, so check them…
- Rate each honestly. Healthy / needs attention / problem — based on sensible benchmarks (e.g. does the emergency fund cover a few months…
- Find the problems and the opportunities. Both the risks (no safety net, uninsured, high-interest debt) and the easy money left on the…
- Prioritize the fixes. The few highest-impact actions first — usually safety net, high-interest debt, and any protection gap.
- Bank easy wins. A couple of quick, satisfying improvements to build momentum.
- Set the recheck. Annually or after a life change, so it doesn't drift again.
What it can do on your machine
Read from SKILL.md and the folder at commit 1cbf1f0. 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 Checkup loads about 1.1k tokens when it runs. Until then it costs about 155 tokens; SKILL.md has 523 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
The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 523 words, ~1,112 tokens.
Download SKILL.mdSave it as
.claude/skills/financial-checkup/SKILL.md (or your agent's skills folder).- name
- financial-checkup
- description
- Run an annual (or anytime) financial health check across the key areas — so you catch problems and opportunities instead of drifting. Use when asked do a financial checkup, am I doing okay financially, review my finances, or financial health check. Produces a structured review across the core areas (safety net, debt, spending, saving/investing, protection, and goals), a clear read on what's healthy vs needs attention, the highest-priority fixes, and a couple of easy wins — a financial physical that turns 'I think I'm fine?' into an honest, actionable picture. Educational, not financial advice.
Financial Checkup
Most people never actually look at their whole financial picture — they drift, hope it's fine, and miss both problems and easy wins. A periodic checkup fixes that: a structured pass across the key areas of financial health, flagging what's solid, what needs attention, and what to fix first. It's a financial physical — quick, honest, and actionable. Educational, not financial advice.
What This Skill Produces
- A full-picture review — across the core areas: emergency fund, debt, spending/cash flow, saving & investing, protection (insurance/estate basics), and progress toward goals
- A health read per area — 🟢 healthy / 🟡 needs attention / 🔴 problem, honestly
- The priority fixes — the few highest-impact things to address, in order
- A couple of easy wins — quick, low-effort improvements (a fee to cut, a rate to switch, an auto-transfer to set up)
- A recheck cadence — when to do it again (annually, or after a big life change)
Required Inputs
Ask for these if not provided:
- The basics — income, rough spending, savings, debts (and rates), and what's automated
- Protection — do you have appropriate insurance and any estate basics (will, beneficiaries)
- Your goals — what you're saving toward and whether you're on track
- Life changes — anything recent (new job, kid, move) that shifts the picture
Framework: Check Each Area, Prioritize The Fixes
- Cover the core areas. Emergency fund, debt, cash flow, saving/investing, protection, and goals — a gap in any one is a risk, so check them all, not just the fun ones.
- Rate each honestly. Healthy / needs attention / problem — based on sensible benchmarks (e.g. does the emergency fund cover a few months; is high-interest debt being tackled).
- Find the problems and the opportunities. Both the risks (no safety net, uninsured, high-interest debt) and the easy money left on the table (fees, unswept cash, unclaimed match).
- Prioritize the fixes. The few highest-impact actions first — usually safety net, high-interest debt, and any protection gap.
- Bank easy wins. A couple of quick, satisfying improvements to build momentum.
- Set the recheck. Annually or after a life change, so it doesn't drift again.
Show full SKILL.md (185 more words)Show less
Output Format
Financial checkup
| Area | Health | Notes |
|---|---|---|
| Emergency fund | 🟢/🟡/🔴 | [read] |
| Debt | ||
| Spending / cash flow | ||
| Saving & investing | ||
| Protection (insurance/estate) | ||
| Goals progress |
Fix first (priority): [the highest-impact 2–3]. Easy wins: [quick improvements — a fee/rate/auto-transfer]. Recheck: [annually / after a life change].
Educational, not financial advice. Benchmarks are general; your right answers depend on your situation. Consider a fee-only adviser for personal guidance.
Quality Checks
- Reviews all the core areas, not just savings/investing
- Rates each area honestly against sensible benchmarks
- Surfaces both risks and left-on-the-table opportunities
- Prioritizes the highest-impact fixes
- Includes a couple of easy wins
- Sets a recheck cadence; states not financial advice
Anti-Patterns
- Only looking at investments and ignoring protection/safety net.
- No prioritization — a flat list of everything.
- Missing the easy wins (fees, unswept cash, unclaimed match).
- Vague "you're probably fine."
- Personalized financial advice rather than an educational check.
Example Trigger Phrases
- "Do a financial checkup on me — am I doing okay?"
- "Review my finances and tell me what to fix."
- "Financial health check — where are my gaps?"
- "It's a new year — help me review my money situation."
- "Am I financially healthy, and what should I prioritize?"
© mohitagw15856, 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 skills/financial-checkup of mohitagw15856/pm-claude-skills.
Open the folder on GitHubat commit 1cbf1f0
Compare with similar skills
Financial Checkup 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 Checkup this skillmohitagw15856/pm-claude-skills | 1.4k | — | ~1.1k | Automated safety check: Pass | MIT | |
| Financial Analystalirezarezvani/claude-skills | 28k | 1 repos | ~1.8k | Automated safety check: Pass | MIT | |
| Skin Health Analyzersickn33/agentic-awesome-skills | 47k | 2 repos | ~293 | Automated safety check: Pass | MIT | |
| Codebase Health Dashboardgarrytan/gstack | 136k | — | ~11k | Automated safety check: Notes | MIT | |
| Startup Financial Modelingwshobson/agents | 40k | — | ~1.9k | Automated safety check: Pass | MIT | |
| Healthagenticnotetaking/arscontexta | 3.5k | — | ~7.1k | Automated safety check: Notes | MIT |
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Questions about Financial Checkup
What does Financial Checkup do?
Run an annual (or anytime) financial health check across the key areas — so you catch problems and opportunities instead of drifting. Financial Checkup is an agent skill from mohitagw15856/pm-claude-skills. Run an annual (or anytime) financial health check across the key areas — so you catch problems and opportunities instead of drifting.
When should I use Financial Checkup?
Financial Checkup fits situations like: asked do a financial checkup; am I doing okay financially; review my finances; financial health check.
How do I install Financial Checkup in Claude Code?
Run `npx skills add mohitagw15856/pm-claude-skills --skill financial-checkup -a claude-code`. Or copy the skill folder (skills/financial-checkup in mohitagw15856/pm-claude-skills) into .claude/skills/financial-checkup in your project. Claude Code loads it when a task matches its description.
How do I install Financial Checkup in Codex?
Run `npx skills add mohitagw15856/pm-claude-skills --skill financial-checkup -a codex`. Or copy the skill folder (skills/financial-checkup in mohitagw15856/pm-claude-skills) into .agents/skills/financial-checkup in your project. Codex loads it when a task matches its description.
Can I use Financial Checkup 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 mohitagw15856/pm-claude-skills --skill financial-checkup -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-checkup, .gemini/skills/financial-checkup, .github/skills/financial-checkup and .opencode/skills/financial-checkup in your project.
What does Financial Checkup need to run?
SKILL.md names no scripts, command-line tools or credentials: Financial Checkup is instructions for the agent only.
Does Financial Checkup 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 Checkup 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 Checkup use?
Financial Checkup 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 Checkup use?
About 1.1k tokens (SKILL.md is roughly 4.4k 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 Checkup?
Skills that share tags, products or a category with Financial Checkup: Financial Analyst (alirezarezvani/claude-skills, 28k stars), Skin Health Analyzer (sickn33/agentic-awesome-skills, 47k stars), Codebase Health Dashboard (garrytan/gstack, 136k 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 Financial Checkup?
mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.
Source: mohitagw15856/pm-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.