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.
總覽
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
這個 Skill 如何運作
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
最適合用於
何時使用
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 · 會前準備
準備決策簡報
在投資委員會開會前，把零散證據整理成結構化的論據。
02 · 團隊協作
統一交接標準
讓分析師、投資組合經理與 Agent 產出一致的研究結果。
03 · 即時更新
更新投資邏輯
出現新催化劑、KPI 發布或財報結果後，更新情境假設。
社群回饋
越用越好用。
隨著 Skill 被使用與評審，回饋將顯示在這裡。
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