finance-skills

Router/index for the finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts), saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio) and month-end-close (close calendar, reconciliations, flux review). 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').

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Updated: less than a month ago
In the catalog since: 1 Oct 2026
From: alirezarezvani/claude-skills

Get it through your agent npx skills add alirezarezvani/claude-skills@finance-skills

Skill instructions

Rendered from the published SKILL.md, 35 lines.

Finance Skills — Router

This plugin bundles the finance skills below plus this router. 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/`
Month-end close, close calendar, bank or sub-ledger reconciliation, flux / variance explanations	month-end-close	`skills/month-end-close/`

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

# 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.

Get it through your agent

Call the Graph-of-Skills MCP server's retrieve_skill_bundle tool and it returns this skill's text inside your budget.

{
  "tool": "retrieve_skill_bundle",
  "arguments": {
    "query": "finance-skills"
  }
}

New to this? Set up Graph-of-Skills or get a free key. The text on this page comes from its authors: how skills are sourced and what we check. If none fits your task, your agent can write a skill for your own library. To keep a skill from your own library on a machine, see how to install one of your skills.

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Source

Source repository alirezarezvani/claude-skills
Listing on skills.sh

From alirezarezvani/claude-skills via skills.sh

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