finance-skills
Verifiedby Alireza Rezvani · Updated Apr 16, 2026
Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).
See It In Action
I'll help you generate the Q2 cloud spend overrun breakdown. Let me first explore the project structure to understand what data and code we're working with.
I can see the setup clearly. There's a budget variance analyzer script ready to compare Q2 cloud actuals vs budget. Let me run it to generate the validated variance report.
Done. The Q2 cloud spend variance report is ready in variance_report.md.
Key Findings:
Q2 total overrun: $189,000 (14.0% over budget)
- Budget: $1,350,000
- Actual: $1,539,000
Top 3 Overrun Categories:
- Compute: +$100,000 (19.8% over)
- Kubernetes: +$47,000 (16.5% over)
- Data Transfer: +$42,000 (37.8% over - highest % variance)
Under Budget:
- Observability: -$23,000 (35.4% under)
The report includes monthly breakdowns and full validation - all 18 budget/actual rows reconciled correctly across April, May, and June 2026.
External Tools
| Tool | Type |
|---|---|
| python3 | binary |
Permissions
| Scope | Description |
|---|---|
| filesystem:read | |
| process:spawn |
SKILL.md
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
FAQ
What does finance-skills do?
Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).
When should I use finance-skills?
Use it when you need a repeatable workflow that produces text report.
What does finance-skills output?
In the evaluated run it produced text report.
How do I install or invoke finance-skills?
npx skills add https://github.com/alirezarezvani/claude-skills --skill finance
Which agents does finance-skills support?
Claude Code
What tools, channels, or permissions does finance-skills need?
It uses python3; channels commonly include text; permissions include filesystem:read, process:spawn.
Is finance-skills safe to install?
Static analysis marked this skill as low risk; review side effects and permissions before enabling it.
How is finance-skills different from an MCP or plugin?
A skill packages instructions and workflow conventions; tools, MCP servers, and plugins are dependencies the skill may call during execution.
Does finance-skills outperform not using a skill?
About finance-skills
When to use finance-skills
You need to run local financial models or calculations from structured source data. You want repeatable ratio, DCF, variance, or forecast analysis without external APIs. You are working in an agent environment that can execute Python scripts against local files.
When finance-skills is not the right choice
You need live market data, brokerage integrations, or accounting system connectivity. You cannot run Python scripts in the execution environment.
What it produces
Produces text report.
Install
npx skills add https://github.com/alirezarezvani/claude-skills --skill financeInvoke: Ask Claude Code to use finance-skills for the task.