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').
Installs into .claude/skills of the current project.
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---
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
```bash
# 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.
