finance-skills

The saved excerpt is a snapshot from review. The external source remains the complete and most current version.

---
name: "finance-skills"
description: "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')."
version: 2.9.0
author: Alireza Rezvani
license: MIT
tags:
  - finance
  - financial-analysis
  - dcf
  - valuation
  - budgeting
agents:
  - claude-code
  - codex-cli
  - openclaw
---

# Finance Skills — Router

This plugin bundles **2 finance skills** (this router is the 3rd folder under `finance/skills/`). Each skill is self-contained.

## Routing table

| Request signals | Skill | Path |
|---|---|---|
| Ratio analysis, DCF valuation, budget variance, driver-based forecasts | financial-analyst | `skills/financial-analyst/` |
| ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarks | saas-metrics-coach | `skills/saas-metrics-coach/` |

If both match (e.g., "value my SaaS company"), ask whether the user wants statement-level analysis (financial-analyst) or SaaS operating metrics (saas-metrics-coach).

## Quick start

```bash
# Example: route a statement-analysis request
cat finance/skills/financial-analyst/SKILL.md
python3 finance/skills/financial-analyst/scripts/ratio_calculator.py --help

# Or a SaaS metrics request
python3 finance/skills/saas-metrics-coach/scripts/metrics_calculator.py --help
```

## Related (packaged separately, not in this bundle)

- `finance/business-investment-advisor/` — investment thesis evaluation, ROI modeling (prompt-only skill, separate nested plugin)
- Root commands `/financial-health` and `/saas-health` wrap these skills' scripts.

## Rules

- Route to exactly one skill, then follow that skill's workflow. This router ships no tools of its own.
- Always validate financial outputs against the user's source data; outputs are analysis support, not investment advice.