Fundamentals & Valuation
finance-skills
A production-ready financial analyst Skill that automates core FP&A tasks for strategic decision-making. It includes four stdlib-only Python tools—ratio_calculator.py, dcf_valuation.py, budget_variance_analyzer.py, and forecast_builder.
Overview
A production-ready financial analyst Skill that automates core FP&A tasks for strategic decision-making.
A production-ready financial analyst Skill that automates core FP&A tasks for strategic decision-making. It includes four stdlib-only Python tools—ratio_calculator.py, dcf_valuation.py, budget_variance_analyzer.py, and forecast_builder.py—each exposing a command-line interface (--help) for quick integration. Use it for ratio analysis, DCF-based valuation and sensitivity testing, budget variance diagnostics, and rolling forecast construction and scenario planning. Designed to run with Claude Code, Codex CLI, and OpenClaw, the Skill is lightweight (no external dependencies), scriptable in pipelines, and suitable for M&A screening, monthly close variance reports, and CFO-level forecasting. Key advantages: reproducible outputs, easy deployment, and clear rules (load only required SKILL.md and always validate modeled results against source data) to ensure reliable, auditable financial analysis.
Skill.md
How this skill works
A production-ready financial analyst Skill that automates core FP&A tasks for strategic decision-making. It includes four stdlib-only Python tools—ratio_calculator.py, dcf_valuation.py, budget_variance_analyzer.py, and forecast_builder.
Finance Skills
Production-ready financial analysis skill for strategic decision-making.
Quick Start
Claude Code
/read finance/financial-analyst/SKILL.md
Codex CLI
npx agent-skills-cli add alirezarezvani/claude-skills/finance
Skills Overview
| Skill | Folder | Focus |
|---|---|---|
| Financial Analyst | financial-analyst/ | Ratio analysis, DCF, budget variance, forecasting |
Python Tools
4 scripts, all stdlib-only:
python3 financial-analyst/scripts/ratio_calculator.py --help
python3 financial-analyst/scripts/dcf_valuation.py --help
python3 financial-analyst/scripts/budget_variance_analyzer.py --help
python3 financial-analyst/scripts/forecast_builder.py --help
Rules
- Load only the specific skill SKILL.md you need
- Always validate financial outputs against source data
Best used for
When to use it
A production-ready financial analyst Skill that automates core FP&A tasks for strategic decision-making. It includes four stdlib-only Python tools—ratio_calculator.py, dcf_valuation.py, budget_variance_analyzer.py, and forecast_builder.
01 · PRE-MEETING
Prepare a decision brief
Turn scattered evidence into a structured case before an investment committee meeting.
02 · TEAM WORKFLOW
Standardize handoffs
Create consistent research outputs across analysts, portfolio managers, and agents.
03 · LIVE UPDATE
Refresh the thesis
Update scenarios after a new catalyst, KPI release, or earnings result.
Community notes
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