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Finance

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Manage — 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 (st

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  • Added September 8, 2026
businesspythonbashsecurity

Works with

  • claude code
  • cursor
  • cli

Security analysis

A100/100

Pro scans all 20 files and shows the line behind each finding

Scanned September 8, 2026

npx -y skills add thiagofernandes1987-create/APEX --skill finance --agent claude-code

Installs into .claude/skills of the current project.

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SKILL.md
---
name: "finance-skills"
description: "Manage — 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 (st"
version: 1.0.0
author: Alireza Rezvani
license: MIT
tags:
  - finance
  - financial-analysis
  - dcf
  - valuation
  - budgeting
agents:
  - claude-code
  - codex-cli
  - openclaw
executor: LLM_BEHAVIOR
skill_id: business.finance
status: ADOPTED
security: {level: high, pii: false, approval_required: true}
anchors:
  - business
  - code
  - llm
  - agent
  - finance
tier: 2
input_schema:
  - name: code_or_task
    type: string
    description: "Code snippet, script, or task description to process"
    required: true
output_schema:
  - name: report
    type: string
    description: "Analysis report or summary from finance skills"
---

# 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

---

## Why This Skill Exists

Manage — 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 (st

<!-- SR_40: auto-generated from frontmatter `purpose`/`description` (OPP-Phase3). Expand with domain-specific rationale. -->

## When to Use

Use this skill when the task requires finance skills capabilities.

<!-- SR_40: auto-generated from frontmatter `when`/`description` (OPP-Phase3). -->

## What If Fails

If this skill fails to produce the expected output: (1) verify input completeness, (2) retry with more specific context, (3) fall back to the parent workflow without this skill.

<!-- SR_40: auto-generated from frontmatter `what_if_fails` (OPP-Phase3). -->

Files in this skill

  • .claude-plugin/plugin.json668 B
  • .codex/instructions.md850 B
  • CLAUDE.md3.6 KB
  • SKILL.md2.5 KB
  • business-investment-advisor/.claude-plugin/plugin.json593 B
  • business-investment-advisor/SKILL.md10.8 KB
  • financial-analyst/SKILL.md7.2 KB
  • financial-analyst/assets/dcf_analysis_template.md5.8 KB
  • financial-analyst/assets/expected_output.json5.1 KB
  • financial-analyst/assets/forecast_report_template.md5.1 KB
  • financial-analyst/assets/sample_financial_data.json6.3 KB
  • financial-analyst/assets/variance_report_template.md3.8 KB
  • financial-analyst/references/financial-ratios-guide.md9 KB
  • financial-analyst/references/forecasting-best-practices.md9.8 KB
  • financial-analyst/references/industry-adaptations.md2.8 KB
  • financial-analyst/references/valuation-methodology.md7.7 KB
  • financial-analyst/scripts/budget_variance_analyzer.py14.7 KB
  • financial-analyst/scripts/dcf_valuation.py16.8 KB
  • financial-analyst/scripts/forecast_builder.py19 KB
  • financial-analyst/scripts/ratio_calculator.py16.1 KB

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