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Finance
ASecurityManage — 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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- 0 copies
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- Added September 8, 2026
Works with
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[](https://www.skillsdirectory.com/skills/thiagofernandes1987-create-finance-apex)---
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.json
- .codex/instructions.md
- CLAUDE.md
- SKILL.md
- business-investment-advisor/.claude-plugin/plugin.json
- business-investment-advisor/SKILL.md
- financial-analyst/SKILL.md
- financial-analyst/assets/dcf_analysis_template.md
- financial-analyst/assets/expected_output.json
- financial-analyst/assets/forecast_report_template.md
- financial-analyst/assets/sample_financial_data.json
- financial-analyst/assets/variance_report_template.md
- financial-analyst/references/financial-ratios-guide.md
- financial-analyst/references/forecasting-best-practices.md
- financial-analyst/references/industry-adaptations.md
- financial-analyst/references/valuation-methodology.md
- financial-analyst/scripts/budget_variance_analyzer.py
- financial-analyst/scripts/dcf_valuation.py
- financial-analyst/scripts/forecast_builder.py
- financial-analyst/scripts/ratio_calculator.py
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