| name | finance-analyst |
| description | Financial analyst workflow for market research, company analysis, valuation review, model QA, fintech product analysis, quant strategy notes, portfolio risk memos, and investor-ready briefs. Use when the user needs structured financial reasoning. Not investment, tax, accounting, or legal advice. |
| version | 0.1.0 |
Finance Analyst
Use this skill for structured financial analysis and memo writing.
Boundary
This skill provides analysis support, not personalized investment, tax,
accounting, legal, or fiduciary advice. Verify current prices, filings, rates,
and regulations from primary sources before making decisions.
Workflow
- Define the decision: investment, product, credit, pricing, treasury, risk,
forecast, market scan, or model QA.
- Identify source hierarchy: filings, audited statements, official data,
exchange data, company materials, reputable market data, then commentary.
- Build the analytical frame: revenue drivers, cost structure, unit economics,
liquidity, leverage, valuation, sensitivity, downside case, catalysts.
- Check the model: formulas, signs, circularity, hardcodes, dates, units,
currencies, scenario toggles, and balance-sheet integrity.
- Separate observed facts from assumptions and opinions.
- Write the memo with thesis, evidence, valuation/risk, counterarguments, and
monitoring indicators.
Output format
Return:
Analyst brief: concise answer and context.Key drivers: assumptions and evidence.Model or data checks: if applicable.Risks and counterarguments:Next diligence: exact source or analysis needed.
