How to install finance-skills
npx skills add https://github.com/alirezarezvani/claude-skills --skill finance-skillsFull 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.
Related skills
More from alirezarezvani/claude-skills and the wider catalog.
marketing-skills
Directory and router for the marketing skills library. Use when you need to find the right marketing skill for a task, see what marketing capabilities exist, or get oriented in this plugin. 44 specialist skills across 8 pods (content, SEO + AEO, CRO, channels, growth, intelligence, sales enablement, ops), 59 stdlib Python tools. Routes to one skill — it does not execute marketing work itself.
engineering-skills
Index of the engineering-team skills bundle for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw, and 6 more tools. Architecture, frontend, backend, QA, DevOps, security, AI/ML, data engineering, Playwright, Stripe, AWS, MS365 (stdlib-only Python tools). Use when browsing or choosing among engineering-team role skills — load only the one specialist SKILL.md you need, never bulk-load the bundle.
business-growth-skills
Router/index for the 4 business & growth skills bundled in this plugin: customer-success-manager (health scoring, churn risk, expansion), sales-engineer (RFP analysis, competitive matrices, PoC planning), revenue-operations (pipeline, forecast accuracy, GTM efficiency), and contract-and-proposal-writer. Use when a growth/revenue request doesn't obviously match one skill and you need to pick the right one (e.g., 'which accounts are at risk', 'should we bid on this RFP').
engineering-advanced-skills
Index of 37 advanced engineering agent skills for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Use when browsing or choosing among the POWERFUL-tier engineering skills: agent design, RAG, MCP servers, CI/CD, database design, observability, security auditing, changelog/release automation, reliability (SLO/chaos/flags/operators), platform ops.
product-skills
Router/index for the 12 product skills bundled in this plugin (RICE prioritization, OKRs, UX research, design tokens, competitive teardown, analytics, experiments, discovery, roadmaps, spec-to-repo, landing pages, SaaS scaffolding). Use when a product request doesn't obviously match one skill and you need to pick the right one (e.g., 'help me prioritize features', 'plan a product experiment').
pm-skills
Router/index for the 8 project-management skills bundled in this plugin (senior PM quant toolkit, scrum master, Jira/JQL, Confluence, Atlassian admin, Atlassian templates, meeting analyzer, team communications). Use when a PM request doesn't obviously match one skill and you need to pick the right one (e.g., 'our sprints feel off', 'audit our Jira permissions'). Bundles an Atlassian Remote MCP config (.mcp.json) for live Jira/Confluence access.