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
SaaS financial health advisor. An agent skill from rongxinzy/RongxinAI.
$ npx skills add rongxinzy/RongxinAI --skill saas-metrics-coach -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install rongxinzy/RongxinAI saas-metrics-coach --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/rongxinzy/RongxinAI.git skills-src && mkdir -p .claude/skills && cp -r skills-src/SKILLs/saas-metrics-coach .claude/skills/saas-metrics-coach && 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 "saas-metrics-coach" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/saas-metrics-coach into .claude/skills/saas-metrics-coach/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "saas-metrics-coach", 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/rongxinzy/RongxinAI/tree/main/SKILLs/saas-metrics-coachType 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 rongxinzy/RongxinAI --skill saas-metrics-coach -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install rongxinzy/RongxinAI saas-metrics-coach --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .agents/skills && cp -r skills-src/SKILLs/saas-metrics-coach .agents/skills/saas-metrics-coach && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "saas-metrics-coach" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/saas-metrics-coach into .agents/skills/saas-metrics-coach/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "saas-metrics-coach", 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 rongxinzy/RongxinAI --skill saas-metrics-coach -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install rongxinzy/RongxinAI saas-metrics-coach --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/SKILLs/saas-metrics-coach .cursor/skills/saas-metrics-coach && 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 "saas-metrics-coach" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/saas-metrics-coach into .cursor/skills/saas-metrics-coach/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "saas-metrics-coach", 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/rongxinzy/RongxinAI.git --path SKILLs/saas-metrics-coach--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 rongxinzy/RongxinAI --skill saas-metrics-coach -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install rongxinzy/RongxinAI saas-metrics-coach --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/SKILLs/saas-metrics-coach .gemini/skills/saas-metrics-coach && 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 "saas-metrics-coach" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/saas-metrics-coach into .gemini/skills/saas-metrics-coach/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "saas-metrics-coach", 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 rongxinzy/RongxinAI saas-metrics-coachInstalls 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 rongxinzy/RongxinAI --skill saas-metrics-coach -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .github/skills && cp -r skills-src/SKILLs/saas-metrics-coach .github/skills/saas-metrics-coach && 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 "saas-metrics-coach" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/saas-metrics-coach into .github/skills/saas-metrics-coach/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "saas-metrics-coach", 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 rongxinzy/RongxinAI --skill saas-metrics-coach -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install rongxinzy/RongxinAI saas-metrics-coach --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/SKILLs/saas-metrics-coach .opencode/skills/saas-metrics-coach && 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 "saas-metrics-coach" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/saas-metrics-coach into .opencode/skills/saas-metrics-coach/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "saas-metrics-coach", 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.
saas-metrics-coachSaaS financial health advisor. An agent skill from rongxinzy/RongxinAI.
SaaS Metrics Coach is an agent skill from rongxinzy/RongxinAI. SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.
Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 13 other files, including scripts, reference files and assets (for example `assets/input-template.md`, `references/benchmarks.md` and `references/formulas.md`).
It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: An all-in-one local AI Agent workspace with a fully self-developed stack. The licence is MIT.
5 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit 31b424a. It shows what the files ask for, not the result of running them.
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.
Ships 3 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
pythonFrom the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
SaaS Metrics Coach loads about 1.3k tokens when it runs, and up to ~2.6k if it reads all its reference files. Until then it costs about 47 tokens; SKILL.md has 528 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.
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.
The full file from rongxinzy/RongxinAI at commit 31b424a, republished under its MIT licence (© rongxinzy). 528 words, ~1,345 tokens.
.claude/skills/saas-metrics-coach/SKILL.md (or your agent's skills folder). This skill also uses 9 other files; get the full folder from GitHub.Act as a senior SaaS CFO advisor. Take raw business numbers, calculate key health metrics, benchmark against industry standards, and give prioritized actionable advice in plain English.
If not already provided, ask for these in a single grouped request:
Work with partial data. Be explicit about what is missing and what assumptions are being made.
Run scripts/metrics_calculator.py with the user's inputs. If the script is unavailable, use the formulas in references/formulas.md.
Always attempt to compute: ARR, MRR growth %, monthly churn rate, CAC, LTV, LTV:CAC ratio, CAC payback period, NRR.
Additional Analysis Tools:
scripts/quick_ratio_calculator.py when expansion/churn MRR data is availablescripts/unit_economics_simulator.py for forward-looking projectionsLoad references/benchmarks.md. For each metric show:
Match the benchmark tier to the user's market segment (Enterprise / Mid-Market / SMB / PLG) and company stage (Early / Growth / Scale). Ask if unclear.
Identify the top 2-3 metrics at WATCH or CRITICAL status. For each one state:
Order by impact — address the most damaging problem first.
Always use this exact structure:
# SaaS Health Report — [Month Year]
## Metrics at a Glance
| Metric | Your Value | Benchmark | Status |
|--------|------------|-----------|--------|
## Overall Picture
[2-3 sentences, plain English summary]
## Priority Issues
### 1. [Metric Name]
What is happening: ...
Why it matters: ...
Fix it this month: ...
### 2. [Metric Name]
...
## What is Working
[1-2 genuine strengths, no padding]
## 90-Day Focus
[Single metric to move + specific numeric target]Example 1 — Partial data
Input: "MRR is $80k, we have 200 customers, about 3 cancel each month."
Expected output: Calculates ARPA ($400), monthly churn (1.5%), ARR ($960k), LTV estimate. Flags CAC and growth rate as missing. Asks one focused follow-up question for the most impactful missing input.
Example 2 — Critical scenario
Input: "MRR $22k (was $23.5k), 80 customers, lost 9, gained 6, spent $15k on ads, 65% gross margin."
Expected output: Flags negative MoM growth (-6.4%), critical churn (11.25%), and LTV:CAC of 0.64:1 as CRITICAL. Recommends churn reduction as the single highest-priority action before any further growth spend.
references/formulas.md — All metric formulas with worked examplesreferences/benchmarks.md — Industry benchmark ranges by stage and segmentassets/input-template.md — Blank input form to share with usersscripts/metrics_calculator.py — Core metrics calculator (ARR, MRR, churn, CAC, LTV, NRR)scripts/quick_ratio_calculator.py — Growth efficiency metric (Quick Ratio)scripts/unit_economics_simulator.py — 12-month forward projectionscripts/metrics_calculator.py)Core SaaS metrics from raw business numbers.
# Interactive mode
python scripts/metrics_calculator.py
# CLI mode
python scripts/metrics_calculator.py --mrr 50000 --customers 100 --churned 5 --jsonscripts/quick_ratio_calculator.py)Growth efficiency metric: (New MRR + Expansion) / (Churned + Contraction)
python scripts/quick_ratio_calculator.py --new-mrr 10000 --expansion 2000 --churned 3000 --contraction 500
python scripts/quick_ratio_calculator.py --new-mrr 10000 --expansion 2000 --churned 3000 --jsonBenchmarks:
scripts/unit_economics_simulator.py)Project metrics forward 12 months based on growth/churn assumptions.
python scripts/unit_economics_simulator.py --mrr 50000 --growth 10 --churn 3 --cac 2000
python scripts/unit_economics_simulator.py --mrr 50000 --growth 10 --churn 3 --cac 2000 --jsonUse for:
© rongxinzy, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
SKILL.md and 9 other files (scripts, references, assets) in SKILLs/saas-metrics-coach of rongxinzy/RongxinAI.
Open the folder on GitHubat commit 31b424a
We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 2 other GitHub owners. This page covers the copy in rongxinzy/RongxinAI, which our catalogue first saw on October 7, 2026.
SaaS Metrics Coach 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 |
|---|---|---|---|---|---|---|
| SaaS Metrics Coach this skillrongxinzy/RongxinAI | 154 | 2 repos | ~1.3k | 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 | |
| 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 | |
| Dcf Valuationedinetdb/dexter-jp | 312 | — | ~1.1k | Automated safety check: Pass | MIT |
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
rollingSirius/equity-research-skill
撰写机构级个股投资研究报告(二级市场深度研究)。Use whenever the user wants to research, analyze, or value a specific publicly-traded stock — e.g.
nicepkg/auto-company
This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or…
FunnyKun/stock-value-analyzer
基于邱国鹭《投资中最简单的事》方法论的股票价值分析器(v2.0 双层架构)。通过"三好原则"(好行业、好公司、好价格)系统评估一只股票是否值得投资。v2.0 在原定性框架之上注入一套可量化、可复现的硬模型层——反向 DCF 反解市场隐含增速、情景概率加权估值、EPV 盈利能力价值、分行业估值路由、杜邦三/五因子分解、ROIC vs WACC、Piotroski F-Score、Beneish…
edinetdb/dexter-jp
Performs discounted cash flow (DCF) valuation analysis to estimate intrinsic value per share for Japanese listed companies.
himself65/finance-skills
Estimate a public company's intrinsic value with DCF, relative (peer multiple), and sum-of-the-parts (SOTP) methods, then blend them into an implied share price with upside/downside vs the market…
rongxinzy/RongxinAI
Reduce voluntary and involuntary churn through cancel flow design, save offers, exit surveys, and dunning sequences.
rongxinzy/RongxinAI
The only skill for creating a new PowerPoint deck. An agent skill from rongxinzy/RongxinAI.
rongxinzy/RongxinAI
ZhiYuan Agent expert package lifecycle manager for the pi engine.
rongxinzy/RongxinAI
Professional Ziwei Doushu consultation skill with an offline calculation engine.
rongxinzy/RongxinAI
飞书邮箱:Use when user mentions 起草邮件、写邮件、草稿、发送/回复/转发邮件、查阅邮件、看邮件、搜索邮件、邮件文件夹、邮件标签、邮件联系人、监听新邮件、邮件收信规则等;use for mail/email intent only.
rongxinzy/RongxinAI
以命理场景为主的八字排盘、黄历查询与大运/流年/流月/流日/流时区间查询技能。用于用户请求“算八字”“四柱排盘”“阳历/农历转八字”“查黄历/宜忌”“查未来10年流年”“查下个月流日/流时”等场景;关键词包括:八字、四柱、命理、大运、流年、流月、流日、流时、时辰、阳历转八字、农历转八字、黄历、宜忌、干支日期。真太阳时换算属于辅助能力,仅在需要校时定盘时使用。
Categories
SaaS financial health advisor. An agent skill from rongxinzy/RongxinAI. SaaS Metrics Coach is an agent skill from rongxinzy/RongxinAI. SaaS financial health advisor.
SaaS Metrics Coach fits situations like: A user shares revenue; customer numbers; asks how their SaaS business is doing.
Run `npx skills add rongxinzy/RongxinAI --skill saas-metrics-coach -a claude-code`. Or copy the skill folder (SKILLs/saas-metrics-coach in rongxinzy/RongxinAI) into .claude/skills/saas-metrics-coach in your project. Claude Code loads it when a task matches its description.
Run `npx skills add rongxinzy/RongxinAI --skill saas-metrics-coach -a codex`. Or copy the skill folder (SKILLs/saas-metrics-coach in rongxinzy/RongxinAI) into .agents/skills/saas-metrics-coach in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add rongxinzy/RongxinAI --skill saas-metrics-coach -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/saas-metrics-coach, .gemini/skills/saas-metrics-coach, .github/skills/saas-metrics-coach and .opencode/skills/saas-metrics-coach in your project.
Going by SKILL.md and its folder, SaaS Metrics Coach needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
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.
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.
SaaS Metrics Coach is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.3k 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 1.3k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with SaaS Metrics Coach: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Equity Research (rollingSirius/equity-research-skill, 453 stars), Startup Financial Modeling (nicepkg/auto-company, 195 stars) and Stock Value Analyzer (FunnyKun/stock-value-analyzer, 141 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
rongxinzy (a GitHub organization) maintains it in rongxinzy/RongxinAI, which has 154 GitHub stars. The repository holds 94 skills in this directory. The repository was last updated on October 10, 2026.
Source: rongxinzy/RongxinAI on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.