Finance Skills

alirezarezvani/claude-skills/finance/skills/finance-skills

by alirezarezvani19392f7a0826MIT27K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 5 weeks ago

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').

Instructions onlyBusiness & Finance
AI-generated overview

Routes finance requests to one of two bundled skills: financial-analyst or saas-metrics-coach.

What it does
This is a router/index skill for a plugin that bundles two finance skills. It provides a routing table that maps request signals to either financial-analyst (ratio analysis, DCF valuation, budget variance, driver-based forecasts) or saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarks). It also notes when to ask the user which of the two applies, and points to related items packaged separately.
When to use it
Use it when a finance request does not obviously match one of the bundled skills and you need to pick the right one. It is intended for ambiguous prompts such as analyzing financials or assessing SaaS metric health.
Requirements
No scripts of its own; it is instructions only. It references scripts in the two bundled skills (ratio_calculator.py and metrics_calculator.py) that would require Python 3 to run.

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 signalsSkillPath
Ratio analysis, DCF valuation, budget variance, driver-based forecastsfinancial-analystskills/financial-analyst/
ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarkssaas-metrics-coachskills/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 requestcat finance/skills/financial-analyst/SKILL.mdpython3 finance/skills/financial-analyst/scripts/ratio_calculator.py --help
# Or a SaaS metrics requestpython3 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.

Source and attribution

Source:alirezarezvani/claude-skillsinfinance/skills/finance-skillsat commit19392f7

License: MIT

Content belongs to its original authors. SourceWeft indexes it from a public repository.

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Finance Skills · finance/skills/finance-skills Agent Skill | SourceWeft