Finance Skills
- 2.2k installs
- 23.5k repo stars
- Updated July 17, 2026
- alirezarezvani/claude-skills
finance-skills routes to financial-analyst tooling for ratios, DCF, budget variance, and rolling forecasts via stdlib Python scripts.
About
The finance-skills listing is an umbrella entry for production-ready financial analysis in coding agents. The packaged SKILL.md points to the financial-analyst sub-skill covering ratio analysis, DCF valuation, budget variance, and rolling forecast construction. Quick start loads financial-analyst/SKILL.md via /read or npx agent-skills-cli add alirezarezvani/claude-skills/finance. Four stdlib-only Python scripts support ratio_calculator.py across profitability liquidity leverage efficiency and valuation categories, dcf_valuation.py with WACC CAPM and sensitivity tables, budget_variance_analyzer.py for favorable and unfavorable classification, and forecast_builder.py for driver-based scenarios. The financial-analyst workflow runs five phases: scoping objectives and data sources, data analysis with validation before ratios and DCF sanity bounds, insight generation with benchmarks, reporting executive summaries, and follow-up accuracy tracking targeting plus or minus five percent revenue variance. Rules: load only the specific skill needed and validate outputs against source data. Compatible with Claude Code, Codex CLI, Cursor, and OpenClaw.
- Umbrella skill; load financial-analyst/SKILL.md for full five-phase workflow.
- Four stdlib Python tools: ratios, DCF, budget variance, forecast builder.
- Ratio categories: profitability, liquidity, leverage, efficiency, valuation.
- DCF includes WACC CAPM, terminal value, and two-way sensitivity analysis.
- Validate financial outputs against source data before reporting.
Finance Skills by the numbers
- 2,205 all-time installs (skills.sh)
- +19 installs in the week ending Jul 29, 2026 (Skillselion tracking)
- Ranked #61 of 1,107 Finance & Trading skills by installs in the Skillselion catalog
- Security screen: LOW risk (skills.sh audit)
- Data as of Jul 31, 2026 (Skillselion catalog sync)
finance-skills capabilities & compatibility
- Capabilities
- financial ratio calculation across five categori · dcf enterprise and equity valuation with sensiti · budget variance classification and reporting · driver based rolling forecast construction · five phase analyst workflow from scoping to foll
- Use cases
- data analysis · planning · trading
What finance-skills says it does
Load only the specific skill SKILL.md you need
Always validate financial outputs against source data
npx skills add https://github.com/alirezarezvani/claude-skills --skill finance-skillsAdd your badge
Show developers this skill is listed on Skillselion. Paste this into your README.
| Installs | 2.2k |
|---|---|
| repo stars | ★ 23.5k |
| Security audit | 2 / 3 scanners passed |
| Last updated | July 17, 2026 |
| Repository | alirezarezvani/claude-skills ↗ |
How do I run ratio analysis, DCF valuation, or budget variance inside my coding agent?
Umbrella finance skill routing to ratio analysis, DCF valuation, budget variance, and rolling forecasts via stdlib Python tools.
Who is it for?
Financial modeling and management reporting in Claude Code, Codex, Cursor, or OpenClaw with Python stdlib tools.
Skip if: Skip when SKILL.md pointer only and user needs unrelated non-finance analysis without loading financial-analyst.
When should I use this skill?
User mentions financial modeling, DCF, ratio analysis, budget variance, or rolling forecasts.
What you get
Validated financial analysis output from ratio, DCF, variance, or forecast scripts aligned to source data.
- ratio analysis reports
- DCF valuation outputs
- SaaS metrics summaries
By the numbers
- Plugin version 2.9.0 bundling 2 finance skills
- Ships 7 stdlib Python analysis scripts
- financial-analyst uses a 5-phase analysis workflow
Files
../../../finance/skills/finance-skills/SKILL.md
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Use finance-skills as the entry router; invoke financial-analyst or saas-metrics-coach directly when the analysis type is already clear.
FAQ
Where is the full workflow documented?
Load financial-analyst/SKILL.md; the finance-skills root file is a pointer to that sub-skill.
What Python dependencies are required?
Four scripts use stdlib only: ratio_calculator, dcf_valuation, budget_variance_analyzer, forecast_builder.
What validation is required?
Check input completeness before ratios and cross-check DCF outputs against sanity bounds and source data.
Is Finance Skills safe to install?
skills.sh reports 2 of 3 security scanners passed. Review the Security Audits panel on this page before installing in production.