finance-skills
alirezarezvani/claude-skills
Router for financial-analyst and saas-metrics-coach skills—pick the right finance analysis tool for your request.
What is finance-skills?
A routing skill that directs finance requests to either financial-analyst (for ratio analysis, DCF valuation, budgeting) or saas-metrics-coach (for SaaS metrics like ARR, churn, CAC/LTV). Use this when a finance question doesn't clearly map to one specific skill.
- Routes financial requests to the appropriate specialized skill based on request signals
- Handles statement-level financial analysis routing (ratio analysis, DCF, budgeting, forecasts)
- Handles SaaS operating metrics routing (ARR/MRR, churn, CAC/LTV, NRR, quick ratio)
- Disambiguates requests that could match multiple skills by asking clarifying questions
- Provides access to underlying skill scripts and workflows
How to install finance-skills
npx skills add https://github.com/alirezarezvani/claude-skills --skill finance-skillsHow to use finance-skills
- 1.Receive a finance-related request from the user
- 2.Check the routing table: does it signal statement-level analysis (ratio, DCF, budgeting) or SaaS metrics (ARR, churn, CAC/LTV)?
- 3.If both match, ask the user whether they want statement-level analysis or SaaS operating metrics focus
- 4.Route to the appropriate skill (financial-analyst or saas-metrics-coach)
- 5.Follow that skill's workflow and scripts to complete the analysis
- 6.Validate outputs against the user's source data before presenting results
Use cases
- User asks 'analyze these financials' without specifying statement vs. metrics focus
- User requests 'how healthy are my SaaS metrics' and needs the saas-metrics-coach skill
- User wants to 'value my SaaS company' and you need to clarify statement-level vs. operating metrics analysis
- Finance team needs ratio analysis, DCF valuation, or budget variance analysis
- SaaS company needs ARR, churn, CAC/LTV, or NRR analysis
- Finance analysts evaluating company health
- SaaS founders and operators tracking metrics
- CFOs and finance teams doing valuation or forecasting
- Anyone needing to route a finance request to the right specialized tool
finance-skills FAQ
financial-analyst handles statement-level analysis: ratio analysis, DCF valuation, budget variance, and driver-based forecasts. saas-metrics-coach focuses on SaaS operating metrics: ARR/MRR, churn, CAC/LTV, NRR, quick ratio, and SaaS benchmarks.
Use this router when a finance request is ambiguous or doesn't obviously map to one skill. If the request clearly signals one skill (e.g., 'calculate my ARR'), you can route directly.
No. This router ships no tools of its own—it directs you to the appropriate skill's scripts and workflows.
Ask the user whether they want statement-level analysis (financial-analyst) or SaaS operating metrics focus (saas-metrics-coach), then route accordingly.
No. Outputs are analysis support only. Always validate financial outputs against the user's source data.
Full instructions (SKILL.md)
Source of truth, from alirezarezvani/claude-skills.
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
# 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.
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