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.
概览
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
这个 Skill 如何工作
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
最适合用于
何时使用
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 · 会前准备
准备决策简报
在投委会开会前，把零散证据整理成结构化的论据。
02 · 团队协作
统一交接标准
让分析师、组合经理与 Agent 产出一致的研究结果。
03 · 实时更新
更新投资逻辑
出现新催化剂、KPI 发布或财报结果后，更新情景假设。
社区反馈
越用越好用。
随着 Skill 被使用与评审，反馈将展示在这里。
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