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finance-skills

该 Skill 是财务技能路由索引,依据请求信号将用户分派到 financial-analyst(比率分析、DCF、预算差异、滚动预测)或 saas-metrics-coach(ARR/MRR、流失、CAC/LTV、NRR、速动比率)。但当前包仅含 SKILL.md,未包含所引用的子技能与计算脚本,路由本身不执行分析。

alirezarezvani
热度 0.00
最近更新 2026-10-19 02:03:17
分类:数据依赖:代码执行 / 读写文件 / 内部调用大模型应用场景:财务 / 报告撰写 / 市场分析 / 推荐

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add alirezarezvani/claude-skills/finance-skills
Metadata
name
finance-skills
description
Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance request doesn't obviously match one skill and you need to pick the right one (e.g., 'analyze these financials', 'how healthy are my SaaS metrics').
version
2.9.0
author
Alireza Rezvani
license
MIT
tags
["finance","financial-analysis","dcf","valuation","budgeting"]
agents
["claude-code","codex-cli","openclaw"]

Finance Skills — Router

This plugin bundles 2 finance skills (this router is the 3rd folder under finance/skills/). Each skill is self-contained.

Routing table

Request signals Skill Path
Ratio analysis, DCF valuation, budget variance, driver-based forecasts financial-analyst skills/financial-analyst/
ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarks saas-metrics-coach skills/saas-metrics-coach/

If both match (e.g., "value my SaaS company"), ask whether the user wants statement-level analysis (financial-analyst) or SaaS operating metrics (saas-metrics-coach).

Quick start

# Example: route a statement-analysis request
cat finance/skills/financial-analyst/SKILL.md
python3 finance/skills/financial-analyst/scripts/ratio_calculator.py --help

# Or a SaaS metrics request
python3 finance/skills/saas-metrics-coach/scripts/metrics_calculator.py --help

Related (packaged separately, not in this bundle)

  • finance/business-investment-advisor/ — investment thesis evaluation, ROI modeling (prompt-only skill, separate nested plugin)
  • Root commands /financial-health and /saas-health wrap these skills' scripts.

Rules

  • Route to exactly one skill, then follow that skill's workflow. This router ships no tools of its own.
  • Always validate financial outputs against the user's source data; outputs are analysis support, not investment advice.