| 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
cat finance/skills/financial-analyst/SKILL.md
python3 finance/skills/financial-analyst/scripts/ratio_calculator.py --help
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-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.
