Finance Skills
Run ratio analysis, DCF valuation, budget variance, and rolling forecasts from your agent without leaving the repo.
Overview
Finance Skills is an agent skill most often used in Validate (also Grow, Operate) that runs ratio analysis, DCF valuation, budget variance, and rolling forecasts via four stdlib-only Python tools.
Install
npx skills add https://github.com/alirezarezvani/claude-skills --skill finance-skillsWhat is this skill?
- Four stdlib-only Python CLI tools: ratio calculator, DCF valuation, budget variance analyzer, and forecast builder
- Financial-analyst SKILL.md workflow for strategic ratio analysis, valuation, variance review, and rolling forecasts
- Explicit rule to load only the sub-skill you need and validate outputs against source data
- Documented installs for Claude Code, Codex CLI, Gemini CLI, Cursor, and OpenClaw
- MIT-licensed finance-skills bundle at version 2.9.0 with no third-party Python deps
- 4 stdlib-only Python financial tools
- Financial-analyst skill bundle version 2.9.0
- Scripts cover ratio, DCF, budget variance, and forecast workflows
Adoption & trust: 2k installs on skills.sh; 17.5k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have rough financial assumptions in chat but no repeatable way to value the business, explain budget drift, or forecast cash from the same workflow your agent already uses.
Who is it for?
Indie founders modeling SaaS pricing, preparing simple DCF narratives, or reviewing monthly budget variance before committing to spend.
Skip if: Teams needing audited GAAP reporting, live SEC filings ingestion, or automated tax compliance without human review of every output.
When should I use this skill?
You need ratio analysis, DCF valuation, budget variance review, or rolling forecasts validated against your source financial data during strategic decisions.
What do I get? / Deliverables
You get validated ratio, DCF, variance, and forecast outputs tied to your inputs so you can adjust pricing, hiring, and runway plans with cited numbers instead of guesswork.
- Ratio and margin metrics from ratio_calculator.py
- DCF valuation output from dcf_valuation.py
- Variance and forecast summaries from budget and forecast scripts
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Canonical shelf is Validate because solo builders use these models to price offers, sanity-check unit economics, and stress-test budgets before scaling build and spend. Pricing is where DCF, margin ratios, and forecast scenarios directly inform what to charge and whether the idea is financially viable.
Where it fits
Model gross margin and DCF sensitivity before locking your launch price tier.
Run budget variance on marketing spend versus signups after your first paid cohort.
Refresh a rolling forecast when infra costs jump mid-quarter.
How it compares
Use instead of asking the model to invent spreadsheet formulas ad hoc when you want fixed Python calculators and a single financial-analyst playbook.
Common Questions / FAQ
Who is finance-skills for?
Solo and indie builders using Claude Code, Codex, Cursor, or similar agents who need DCF, ratios, budgets, and forecasts during pricing and planning—not a full finance team.
When should I use finance-skills?
Use it in Validate when setting price and unit economics; in Grow when reviewing budget variance against plan; and in Operate when updating rolling forecasts and runway scenarios.
Is finance-skills safe to install?
It ships local stdlib Python scripts and skill markdown; review the Security Audits panel on this Prism page and never paste real books into prompts you do not want in logs.
SKILL.md
READMESKILL.md - Finance Skills
# Finance Skills Production-ready financial analysis skill for strategic decision-making. ## Quick Start ### Claude Code ``` /read finance/financial-analyst/SKILL.md ``` ### Codex CLI ```bash npx agent-skills-cli add alirezarezvani/claude-skills/finance ``` ## Skills Overview | Skill | Folder | Focus | |-------|--------|-------| | Financial Analyst | `financial-analyst/` | Ratio analysis, DCF, budget variance, forecasting | ## Python Tools 4 scripts, all stdlib-only: ```bash python3 financial-analyst/scripts/ratio_calculator.py --help python3 financial-analyst/scripts/dcf_valuation.py --help python3 financial-analyst/scripts/budget_variance_analyzer.py --help python3 financial-analyst/scripts/forecast_builder.py --help ``` ## Rules - Load only the specific skill SKILL.md you need - Always validate financial outputs against source data