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finance-skills

Direct finance questions to the appropriate specialist skill: financial statement analysis or SaaS operating metrics. It helps choose the right workflow for valuation, budgets, recurring revenue, churn, and customer acquisition costs.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

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').

설치 방법 보기

이럴 때 유용합니다

  • Choosing the right skill for a financial analysis request
  • Routing budget and valuation questions
  • Routing recurring revenue and churn questions
  • Clarifying the scope of a SaaS company valuation

포함된 파일(1)

  • SKILL.md2.2 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

Finance Skills — Router

This plugin bundles the finance skills below plus this router. Each skill is self-contained.

Routing table

Request signalsSkillPath
Ratio analysis, DCF valuation, budget variance, driver-based forecastsfinancial-analystskills/financial-analyst/
ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarkssaas-metrics-coachskills/saas-metrics-coach/
Month-end close, close calendar, bank or sub-ledger reconciliation, flux / variance explanationsmonth-end-closeskills/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.

리뷰

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