finance-skills
Router/index for the finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts), saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio) and month-end-close (close calendar, reconciliations, flux review). 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').
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/alirezarezvani/claude-skills --skill finance-skills- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads finance-skills automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Finance Skills — Router
This plugin bundles the finance skills below plus this router. 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/ |
| Month-end close, close calendar, bank or sub-ledger reconciliation, flux / variance explanations | month-end-close | skills/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-healthand/saas-healthwrap 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.
FAQ
What does the finance-skills skill do?
Router/index for the finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts), saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio) and month-end-close (close calendar, reconciliations, flux review). 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').
How do I install finance-skills?
Run npx skills add https://github.com/alirezarezvani/claude-skills --skill finance-skills in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/finance-skills/ (personal) or .claude/skills/finance-skills/ (project).
Which AI agents can use finance-skills?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is finance-skills safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains finance-skills?
It is published by alirezarezvani in alirezarezvani/claude-skills. It has 2,314 recorded installs.
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