financial-analyst
A toolkit for performing financial modeling, ratio analysis, and forecasting.
Install
mkdir -p .claude/skills/financial-analyst-adamtasteslikegood && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/15623" && unzip -o skill.zip -d .claude/skills/financial-analyst-adamtasteslikegood && rm skill.zipInstalls to .claude/skills/financial-analyst-adamtasteslikegood
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-makingKey capabilities
- →Define analysis objectives and stakeholder requirements
- →Collect and validate financial data from various statements
- →Calculate financial ratios across profitability, liquidity, use, efficiency, and valuation
- →Build Discounted Cash Flow (DCF) models with WACC and terminal value
- →Construct budget variance analyses with favorable/unfavorable classification
- →Develop driver-based forecasts with scenario modeling
How it works
This skill performs financial analysis through a 5-phase workflow, using Python scripts to calculate ratios, build DCF models, analyze budget variances, and construct forecasts based on provided financial data.
Inputs & outputs
When to use financial-analyst
- →Building DCF valuation models
- →Performing budget variance analysis
- →Calculating financial ratios
- →Constructing rolling forecasts
About financial-analyst
Provides a 5-phase workflow for analyzing income statements and cash flows. It assists in building valuation models and evaluating business performance against industry standards.
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
When not to use it
- →When only raw data collection is needed without analysis
- →When the user requires only basic accounting tasks
- →When the user needs to perform tasks outside financial modeling, forecasting, or budgeting
Limitations
- →Requires financial data in JSON input files
- →Forecast accuracy targets are +/-5% for revenue and +/-3% for expenses
- →Model documentation must be complete for all assumptions
How it compares
This skill provides a structured, multi-phase workflow with specialized Python tools for financial analysis, offering a more systematic and automated approach than manual spreadsheet-based methods.
Compared to similar skills
financial-analyst side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| financial-analyst (this skill) | 0 | 5mo | Review | Advanced |
| quant-analyst | 103 | 3mo | No flags | Advanced |
| stock-analyzer | 71 | 2mo | Review | Beginner |
| creating-financial-models | 36 | 8mo | Review | Advanced |
Try saying
Example prompts that trigger this skill in your AI assistant.
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