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cccskills
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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.

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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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适用场景

  • 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

包含的文件(1)

  • SKILL.md2.2 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

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.

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