Finance Skills

Description

Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

What this skill does

1. 1Runs financial ratio analysis across profitability, liquidity, leverage, efficiency, and valuation categories from a JSON input file.
2. 2Builds DCF valuation models with WACC via CAPM, 5-year cash flow projections, terminal value, and two-way sensitivity tables.
3. 3Analyzes actual-vs-budget variances by department with materiality filtering and favorable/unfavorable classification.
4. 4Constructs driver-based revenue forecasts with bull, base, and bear scenarios and a 13-week rolling cash flow view.
5. 5Outputs results as human-readable text or JSON for downstream integration, with no external library dependencies.

When to use

• Financial statements need ratio analysis benchmarked against industry standards before a board or investor review.
• A DCF model is needed to support a fundraising round, acquisition evaluation, or strategic investment decision.
• Quarter-close actuals have arrived and budget variance needs to be explained by department and category.
• A revenue forecast with scenario modeling is required for budget planning or investor updates.

Tools used

Frequently asked questions