Finance Skills — Router
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).
How to use it
Claude Code
- Run the line below. It pulls the whole folder into
~/.claude/skills/finance-skills. - Describe your job in plain words. Claude Code follows the skill from there.
Claude Code — installs the whole folder, not just SKILL.md
npx degit alirezarezvani/claude-skills/finance/skills/finance-skills#main ~/.claude/skills/finance-skillsFor one project only, change the path to .claude/skills/finance-skills.
Claude (web or desktop app)
- On this page open ⋯ → Download .md.
- Save it as SKILL.md in a folder, zip the folder, then Customize → Skills → + → Create skill → Upload a skill.
- Pick the file and Save. Claude shows the name and description and runs a security scan.
- Check the skill is switched on.
- Start a new chat and describe your job in plain words. The AI follows the skill from there.
ChatGPT or another app
- ChatGPT: make a Project and paste it into Instructions.
- Neither? Paste it at the top of a new chat — it works for that chat.
Not working?
- Check which app you pasted it into — the steps above name the right one.
- Some skills need the paid tier of Claude or ChatGPT.
Paste into Claude, ChatGPT or Cursor.
Source of Finance Skills — Router
Show the full text52 lines
| name | description | version | author | license | tags | agents |
|---|---|---|---|---|---|---|
| finance-skills | 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'). | 2.9.0 | Alireza Rezvani | MIT | - finance - financial-analysis - dcf - valuation - budgeting | - 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
# 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-healthand/saas-healthwrap 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.
| 1 | |
| 2 | name "finance-skills" |
| 3 | 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')." |
| 4 | version 2.9.0 |
| 5 | author Alireza Rezvani |
| 6 | license MIT |
| 7 | tags |
| 8 | - finance |
| 9 | - financial-analysis |
| 10 | - dcf |
| 11 | - valuation |
| 12 | - budgeting |
| 13 | agents |
| 14 | - claude-code |
| 15 | - codex-cli |
| 16 | - openclaw |
| 17 | |
| 18 | |
| 19 | # Finance Skills — Router |
| 20 | |
| 21 | This plugin bundles **2 finance skills** (this router is the 3rd folder under `finance/skills/`). Each skill is self-contained. |
| 22 | |
| 23 | ## Routing table |
| 24 | |
| 25 | | Request signals | Skill | Path | |
| 26 | |---|---|---| |
| 27 | | Ratio analysis, DCF valuation, budget variance, driver-based forecasts | financial-analyst | `skills/financial-analyst/` | |
| 28 | | ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarks | saas-metrics-coach | `skills/saas-metrics-coach/` | |
| 29 | |
| 30 | 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). |
| 31 | |
| 32 | ## Quick start |
| 33 | |
| 34 | |
| 35 | # Example: route a statement-analysis request |
| 36 | cat finance/skills/financial-analyst/SKILL.md |
| 37 | python3 finance/skills/financial-analyst/scripts/ratio_calculator.py --help |
| 38 | |
| 39 | # Or a SaaS metrics request |
| 40 | python3 finance/skills/saas-metrics-coach/scripts/metrics_calculator.py --help |
| 41 | |
| 42 | |
| 43 | ## Related (packaged separately, not in this bundle) |
| 44 | |
| 45 | `finance/business-investment-advisor/` — investment thesis evaluation, ROI modeling (prompt-only skill, separate nested plugin) |
| 46 | Root commands `/financial-health` and `/saas-health` wrap these skills' scripts. |
| 47 | |
| 48 | ## Rules |
| 49 | |
| 50 | Route to exactly one skill, then follow that skill's workflow. This router ships no tools of its own. |
| 51 | Always validate financial outputs against the user's source data; outputs are analysis support, not investment advice. |
| 52 |
Discussion
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