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Agent skill

Financial Model Review

by NateBJones-Projects in NateBJones-Projects/OB1

Investor-first workflow for reviewing an existing financial model, forecast, or sensitivity analysis.

Custom licenceAuto-check passedBusiness, Finance & HR

Install Financial Model Review

skills CLI
$ npx skills add NateBJones-Projects/OB1 --skill financial-model-review -a claude-code

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

GitHub CLI
$ gh skill install NateBJones-Projects/OB1 financial-model-review --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/NateBJones-Projects/OB1.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/financial-model-review .claude/skills/financial-model-review && 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-review
GitHub stars
4.7k
Token cost
~1k tokens
SKILL.md length
485 words
Files
3
Skills in repo
24
Repo updated
First seen
Licence
Custom licence

At a glance

Investor-first workflow for reviewing an existing financial model, forecast, or sensitivity analysis.

  • Works in 7 steps: Frame the review. → Identify the model shape. → Review assumptions. → …
  • Prompts like review this model
  • SKILL.md covers Problem, Audience, When to Use and When Not to Use, plus 6 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Financial Model Review is an agent skill from NateBJones-Projects/OB1. Investor-first workflow for reviewing an existing financial model, forecast, or sensitivity analysis. Use for prompts like "review this model", "stress test these assumptions", "what breaks in this forecast", or "is this model decision-ready". Best when you have a spreadsheet export, pasted assumptions, key drivers, and the decision the model supports. Optional Open Brain search and capture can pull prior model context and store the final review memo.

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files (for example `README.md` and `metadata.json`).

It sits in Business, Finance & HR, covering Financial modeling, Load testing and Excel spreadsheets. The repository describes itself as: Open Brain — The infrastructure layer for your thinking. One database, one AI gateway, one chat channel — any AI plugs in. No middleware, no SaaS.

When your agent uses it

  • Prompts like review this model
  • Stress test these assumptions
  • What breaks in this forecast
  • Is this model decision-ready

Example prompts

  • “review this model”
  • “stress test these assumptions”
  • “what breaks in this forecast”
  • “/financial-model-review”

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Frame the review.
  2. Identify the model shape.
  3. Review assumptions.
  4. Review structure and logic.
  5. Review scenarios.
  6. Convert the review into judgment.
  7. Optionally use Open Brain.

What it can do on your machine

Read from SKILL.md and the folder at commit 238df6c. 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 Review loads about 1k tokens when it runs. Until then it costs about 120 tokens; SKILL.md has 485 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~120
When it runs · the whole SKILL.md, loaded when a task matches
~1k

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 (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 485 words (~1,021 tokens).

“A model can look polished and still be dangerous. This skill reviews whether the assumptions, structure, scenarios, and logic are strong enough to support a real decision.”

— opening of SKILL.md by NateBJones-Projects, Custom licence
name
financial-model-review
author
Nate B. Jones
version
1.0.0

Read the full SKILL.md on GitHub

Files

SKILL.md and 2 other files in skills/financial-model-review of NateBJones-Projects/OB1.

  • SKILL.md
  • README.md
  • metadata.json

Open the folder on GitHubat commit 238df6c

Compare with similar skills

Financial Model Review 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 Review compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Model Review this skillNateBJones-Projects/OB14.7k—~1kAutomated safety check: PassCustom licence
Dcf ModelWind-Alice/AliceMarket1342 repos~12kAutomated safety check: PassNone
Startupblueprintbuildfastwithai/gen-ai-experiments785—~2.2kAutomated safety check: PassMIT
Dcf ModelLuciole-Studio/Misaka-Agent1712 repos~12kAutomated safety check: PassApache-2.0
Initiating Coveragerongxinzy/RongxinAI1542 repos~7.4kAutomated safety check: PassAGPL-3.0
Officecli Financial ModelFerroxLabs/wayland6084 repos~12kAutomated safety check: PassAGPL-3.0

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Categories

Questions about Financial Model Review

What does Financial Model Review do?

Investor-first workflow for reviewing an existing financial model, forecast, or sensitivity analysis. Financial Model Review is an agent skill from NateBJones-Projects/OB1. Investor-first workflow for reviewing an existing financial model, forecast, or sensitivity analysis.

When should I use Financial Model Review?

Financial Model Review fits situations like: prompts like review this model; stress test these assumptions; what breaks in this forecast; is this model decision-ready.

How do I install Financial Model Review in Claude Code?

Run `npx skills add NateBJones-Projects/OB1 --skill financial-model-review -a claude-code`. Or copy the skill folder (skills/financial-model-review in NateBJones-Projects/OB1) into .claude/skills/financial-model-review in your project. Claude Code loads it when a task matches its description.

How do I install Financial Model Review in Codex?

Run `npx skills add NateBJones-Projects/OB1 --skill financial-model-review -a codex`. Or copy the skill folder (skills/financial-model-review in NateBJones-Projects/OB1) into .agents/skills/financial-model-review in your project. Codex loads it when a task matches its description.

Can I use Financial Model Review 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 NateBJones-Projects/OB1 --skill financial-model-review -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-review, .gemini/skills/financial-model-review, .github/skills/financial-model-review and .opencode/skills/financial-model-review in your project.

What does Financial Model Review need to run?

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

Does Financial Model Review 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 Review 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 Review use?

Financial Model Review has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Financial Model Review use?

About 1k tokens (SKILL.md is roughly 4.1k 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 Review?

Skills that share tags, products or a category with Financial Model Review: Dcf Model (Wind-Alice/AliceMarket, 134 stars), Startupblueprint (buildfastwithai/gen-ai-experiments, 785 stars), Dcf Model (Luciole-Studio/Misaka-Agent, 171 stars) and Initiating Coverage (rongxinzy/RongxinAI, 154 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Model Review?

NateBJones-Projects (a GitHub organization) maintains it in NateBJones-Projects/OB1, which has 4,710 GitHub stars. The repository holds 24 skills in this directory. The repository was last updated on October 9, 2026.

Source: NateBJones-Projects/OB1 on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.