Agent skill

Financial Model Narrative

by mohitagw15856 in mohitagw15856/pm-claude-skills

Turn financial model outputs into a clear written narrative.

MITAuto-check passedBusiness, Finance & HR

Install Financial Model Narrative

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill financial-model-narrative -a claude-code

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

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills financial-model-narrative --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/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/financial-model-narrative .claude/skills/financial-model-narrative && 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-model-narrative
GitHub stars
1.4k
Token cost
~801 tokens
SKILL.md length
373 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Turn financial model outputs into a clear written narrative.

  • Works in 6 steps: Headline Summary → Revenue → Costs and Margins → …
  • Asked to write a financial narrative
  • SKILL.md covers Required Inputs, Output Structure, Writing Rules and Quality Checks, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Financial Model Narrative is an agent skill from mohitagw15856/pm-claude-skills. Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive narrative with key insights, drivers, and forward-looking commentary.

Its SKILL.md is about 800 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 and Excel spreadsheets. 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 to write a financial narrative
  • Explain a financial model
  • Summarise a P&L
  • Translate spreadsheet numbers into a board-ready story

Example prompts

  • “/financial-model-narrative”

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Headline Summary
  2. Revenue
  3. Costs and Margins
  4. Cash and Balance Sheet
  5. Variance Analysis
  6. Forward-Looking Commentary

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 Model Narrative loads about 801 tokens when it runs. Until then it costs about 82 tokens; SKILL.md has 373 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~82
When it runs · the whole SKILL.md, loaded when a task matches
~801

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). 373 words, ~801 tokens.

Download SKILL.mdSave it as .claude/skills/financial-model-narrative/SKILL.md (or your agent's skills folder).
name
financial-model-narrative
description
Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive narrative with key insights, drivers, and forward-looking commentary.

Financial Model Narrative Skill

Turns financial model outputs into a clear, structured written narrative suitable for board packs, investor updates, or management reporting.

Required Inputs

  • Financial data (paste key figures: revenue, costs, margins, EBITDA, cash)
  • Period covered (month / quarter / annual / multi-year)
  • Audience (board / investors / management / bank / internal)
  • Key message (what is the headline story?)
  • Actuals vs budget / prior period? (comparison context)

Output Structure

1. Headline Summary

3-5 sentences. The financial story in plain English. Lead with the most important insight — not "revenue was X" but what that figure means.

2. Revenue
  • Performance vs prior period / budget
  • Key drivers: what caused the movement
  • Risks or opportunities in the revenue line
3. Costs and Margins
  • Gross margin: % and trend
  • Key cost movements and why
  • EBITDA performance and drivers
  • One-off items clearly flagged
4. Cash and Balance Sheet
  • Cash position and movement
  • Runway (for startups)
  • Key working capital movements
5. Variance Analysis

For each significant variance:

[Line item] — Over/Under by [amount]

  • Cause: [Plain English explanation]
  • Permanent or temporary? One-time / Structural
  • Action being taken: [If applicable]
6. Forward-Looking Commentary
  • Expected next period
  • Key risks to forecast
  • Key opportunities
  • Any reforecast or guidance change

Writing Rules

  • Never just restate a number — always explain what it means
  • Flag variances over 10% automatically
  • Use past tense for actuals, conditional for forecast
  • One insight per paragraph
Show full SKILL.md (155 more words)Show less

Quality Checks

  • Headline summary leads with meaning, not just the number
  • Every significant variance has a cause, permanence, and action
  • Forward-looking commentary includes specific risks and opportunities
  • Audience-appropriate language (board vs investor vs management)
  • One-off items clearly distinguished from recurring items

Anti-Patterns

  • Do not list numbers without explaining what is driving them — narrative must go beyond restating the figures
  • Do not mix one-off items with recurring performance without clearly distinguishing them
  • Do not write the same level of detail for all line items — focus depth on the items that matter most
  • Do not omit forward-looking commentary — a narrative without outlook is incomplete for board or investor audiences
  • Do not use technical accounting language without translation — the audience is executives, not accountants

Example Trigger Phrases

  • "Write a financial narrative for these results: [paste numbers]"
  • "Turn this P&L into a board narrative"
  • "Write the finance section of our board pack"
  • "Explain these financial results in plain English"

© 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-model-narrative of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Financial Model Narrative 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 Model Narrative compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Model Narrative this skillmohitagw15856/pm-claude-skills1.4k—~801Automated safety check: PassMIT
Dcf ModelWind-Alice/AliceMarket1342 repos~12kAutomated safety check: PassNone
Startupblueprintbuildfastwithai/gen-ai-experiments785—~2.2kAutomated safety check: PassMIT
Financial Model ReviewNateBJones-Projects/OB14.7k—~1kAutomated safety check: PassCustom licence
Dcf ModelLuciole-Studio/Misaka-Agent1712 repos~12kAutomated safety check: PassApache-2.0
Initiating Coveragerongxinzy/RongxinAI1542 repos~7.4kAutomated safety check: PassAGPL-3.0

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Questions about Financial Model Narrative

What does Financial Model Narrative do?

Turn financial model outputs into a clear written narrative. Financial Model Narrative is an agent skill from mohitagw15856/pm-claude-skills. Turn financial model outputs into a clear written narrative.

When should I use Financial Model Narrative?

Financial Model Narrative fits situations like: asked to write a financial narrative; explain a financial model; summarise a P&L; translate spreadsheet numbers into a board-ready story.

How do I install Financial Model Narrative in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill financial-model-narrative -a claude-code`. Or copy the skill folder (skills/financial-model-narrative in mohitagw15856/pm-claude-skills) into .claude/skills/financial-model-narrative in your project. Claude Code loads it when a task matches its description.

How do I install Financial Model Narrative in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill financial-model-narrative -a codex`. Or copy the skill folder (skills/financial-model-narrative in mohitagw15856/pm-claude-skills) into .agents/skills/financial-model-narrative in your project. Codex loads it when a task matches its description.

Can I use Financial Model Narrative 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-model-narrative -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-model-narrative, .gemini/skills/financial-model-narrative, .github/skills/financial-model-narrative and .opencode/skills/financial-model-narrative in your project.

What does Financial Model Narrative need to run?

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

Does Financial Model Narrative 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 Model Narrative 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 Model Narrative use?

Financial Model Narrative 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 Model Narrative use?

About 801 tokens (SKILL.md is roughly 3.2k 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 Model Narrative?

Skills that share tags, products or a category with Financial Model Narrative: Dcf Model (Wind-Alice/AliceMarket, 134 stars), Startupblueprint (buildfastwithai/gen-ai-experiments, 785 stars), Financial Model Review (NateBJones-Projects/OB1, 4.7k stars) and Dcf Model (Luciole-Studio/Misaka-Agent, 171 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Model Narrative?

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.