finance-skills

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.