Finance Skills
Plugin Verified Active3 finance skills: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting), SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, 12-month projections), and business investment advisor. 7 Python automation tools. Agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw.
To equip AI agents with specialized financial analysis and SaaS metrics capabilities for informed business decision-making.
Features
- Ratio analysis from financial statements
- DCF valuation with sensitivity analysis
- Budget variance analysis and forecasting
- SaaS metrics calculation (ARR, MRR, churn, CAC, LTV, NRR)
- Standard library-only Python automation tools
Use Cases
- Analyzing company financial statements for investment suitability
- Performing valuation modeling using DCF methods
- Assessing budget performance and identifying variances
- Calculating and benchmarking key SaaS business health metrics
- Forecasting revenue and cash flow with scenario modeling
Non-Goals
- Performing tax advisory or accounting audits
- Real-time stock trading or market prediction
- Handling personal financial planning for individuals
- Providing legal or compliance advice beyond financial regulations
Installation
First, add the marketplace
/plugin marketplace add alirezarezvani/claude-skills/plugin install finance@claude-code-skillsContains 3 extensions
Skill (3)
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).
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.
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.