finance-skills

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).

9,958 stars

Best use case

finance-skills is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

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).

Teams using finance-skills should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/finance/SKILL.md --create-dirs "https://raw.githubusercontent.com/alirezarezvani/claude-skills/main/finance/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/finance/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How finance-skills Compares

Feature / Agentfinance-skillsStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

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).

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

Related Guides

SKILL.md Source

# Finance Skills

Production-ready financial analysis skill for strategic decision-making.

## Quick Start

### Claude Code
```
/read finance/financial-analyst/SKILL.md
```

### Codex CLI
```bash
npx agent-skills-cli add alirezarezvani/claude-skills/finance
```

## Skills Overview

| Skill | Folder | Focus |
|-------|--------|-------|
| Financial Analyst | `financial-analyst/` | Ratio analysis, DCF, budget variance, forecasting |

## Python Tools

4 scripts, all stdlib-only:

```bash
python3 financial-analyst/scripts/ratio_calculator.py --help
python3 financial-analyst/scripts/dcf_valuation.py --help
python3 financial-analyst/scripts/budget_variance_analyzer.py --help
python3 financial-analyst/scripts/forecast_builder.py --help
```

## Rules

- Load only the specific skill SKILL.md you need
- Always validate financial outputs against source data

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