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finance-skills

finance-skills

github.com/alirezarezvaniOther28.9k2.3k installsUpdated 2d ago
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About finance-skills

finance-skills is a router skill for financial analysis, SaaS metrics, and month-end close workflows. It directs requests to one bundled skill and requires outputs to be checked against source data.

Key features

  1. 01Routes requests to one finance skill
  2. 02Financial analysis and valuation
  3. 03SaaS operating metrics
  4. 04Month-end close and reconciliation

Use cases

  1. 01Analyze ratios, DCF valuation, or budgets
  2. 02Review ARR, churn, CAC/LTV, or NRR
  3. 03Plan close calendars and reconciliations

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/alirezarezvani/claude-skills --skill finance-skills

After installing, type/finance-skillsin Claude Code to confirm it loaded.

Details

From the project README

Finance Skills — Router

This plugin bundles the finance skills below plus this router. Each skill is self-contained.

Routing table

Request signalsSkillPath
Ratio analysis, DCF valuation, budget variance, driver-based forecastsfinancial-analystskills/financial-analyst/
ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarkssaas-metrics-coachskills/saas-metrics-coach/
Month-end close, close calendar, bank or sub-ledger reconciliation, flux / variance explanationsmonth-end-closeskills/month-end-close/

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.

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