finance-skills

v2.9.0

2 finance skills plus a router: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting) and SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, 12-month projections). 7 Python automation tools. The business-investment-advisor skill ships as a separate nested plugin. Agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw.

Claude Code3 skills

by Alireza RezvaniMIT24.2kupdated 10 hours ago

Source

$ git clone https://github.com/alirezarezvani/claude-skills

Clone the source, then follow the repository's marketplace instructions for your runtime. The plugin root is finance/ inside the repository.

Layout

finance/

├── .claude-plugin/plugin.json
├── skills/finance-skills/SKILL.md
├── skills/financial-analyst/SKILL.md
└── skills/saas-metrics-coach/SKILL.md

Skills3

finance-skillsskills/finance-skills/SKILL.md

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').

financial-analystskills/financial-analyst/SKILL.md

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.

saas-metrics-coachskills/saas-metrics-coach/SKILL.md

SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.

Manifests1

finance/.claude-plugin/plugin.json

{
  "name": "finance-skills",
  "description": "2 finance skills plus a router: financial analyst (ratio analysis, DCF valuation, budgeting, forecasting) and SaaS metrics coach (ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, 12-month projections). 7 Python automation tools. The business-investment-advisor skill ships as a separate nested plugin. Agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw.",
  "version": "2.9.0",
  "author": {
    "name": "Alireza Rezvani",
    "url": "https://alirezarezvani.com"
  },
  "homepage": "https://github.com/alirezarezvani/claude-skills/tree/main/finance",
  "repository": "https://github.com/alirezarezvani/claude-skills",
  "license": "MIT",
  "skills": [
    "./skills"
  ]
}