Production-ready financial analysis toolkit providing ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. Designed for financial modeling, forecasting & budgeting, management reporting, business performance analysis, and investment analysis.
Works with
AI-first code editor with Composer
Before installing skills in Cursor, ensure your development environment meets these requirements:
node --versionfinancial-analystExecute the skills CLI command in your project's root directory to begin installation:
Fetches financial-analyst from alirezarezvani/claude-skills and configures it for Cursor.
The CLI shows a list of agents. Use arrow keys and space to select Cursor:
Confirm successful installation by checking the skill directory location:
Restart Cursor to activate financial-analyst. Access via /financial-analyst in your agent's command palette.
We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.
Skills execute code in your environment. Always review source, verify the publisher, and test in isolation before production.
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Create detailed user stories, acceptance criteria, and feature specs
Example
Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios
Reduce spec writing time by 50%, ensure comprehensive coverage
Research competitors, compare features, identify gaps
Example
Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities
Complete competitive research in 2 hours instead of 2 days
Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs
Example
Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale
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Production-ready financial analysis toolkit providing ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. Designed for financial modeling, forecasting & budgeting, management reporting, business performance analysis, and investment analysis.
scripts/ratio_calculator.py)Calculate and interpret financial ratios from financial statement data.
Ratio Categories:
python scripts/ratio_calculator.py sample_financial_data.json
python scripts/ratio_calculator.py sample_financial_data.json --format json
python scripts/ratio_calculator.py sample_financial_data.json --category profitability
scripts/dcf_valuation.py)Discounted Cash Flow enterprise and equity valuation with sensitivity analysis.
Features:
python scripts/dcf_valuation.py valuation_data.json
python scripts/dcf_valuation.py valuation_data.json --format json
python scripts/dcf_valuation.py valuation_data.json --projection-years 7
scripts/budget_variance_analyzer.py)Analyze actual vs budget vs prior year performance with materiality filtering.
Features:
python scripts/budget_variance_analyzer.py budget_data.json
python scripts/budget_variance_analyzer.py budget_data.json --format json
python scripts/budget_variance_analyzer.py budget_data.json --threshold-pct 5 --threshold-amt 25000
scripts/forecast_builder.py)Driver-based revenue forecasting with rolling cash flow projection and scenario modeling.
Features:
python scripts/forecast_builder.py forecast_data.json
python scripts/forecast_builder.py forecast_data.json --format json
python scripts/forecast_builder.py forecast_data.json --scenarios base,bull,bear
| Reference | Purpose |
|---|---|
references/financial-ratios-guide.md |
Ratio formulas, interpretation, industry benchmarks |
references/valuation-methodology.md |
DCF methodology, WACC, terminal value, comps |
references/forecasting-best-practices.md |
Driver-based forecasting, rolling forecasts, accuracy |
references/industry-adaptations.md |
Sector-specific metrics and considerations (SaaS, Retail, Manufacturing, Financial Services, Healthcare) |
| Template | Purpose |
|---|---|
assets/variance_report_template.md |
Budget variance report template |
assets/dcf_analysis_template.md |
DCF valuation analysis template |
assets/forecast_report_template.md |
Revenue forecast report template |
| Metric | Target |
|---|---|
| Forecast accuracy (revenue) | +/-5% |
| Forecast accuracy (expenses) | +/-3% |
| Report delivery | 100% on time |
| Model documentation | Complete for all assumptions |
| Variance explanation | 100% of material variances |
All scripts accept JSON input files. See assets/sample_financial_data.json for the complete input schema covering all four tools.
None - All scripts use Python standard library only (math, statistics, json, argparse, datetime). No numpy, pandas, or scipy required.
Make data-driven prioritization decisions faster
Draft PRDs, status updates, and stakeholder presentations
Example
Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement
Save 3-5 hours/week on communication overhead
Prerequisites
Time Estimate
30-60 minutes to see productivity improvements
Steps
Common Pitfalls
✓ Do
✗ Don't
💡 Pro Tips
✓ Use when
Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.
✗ Avoid when
Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.
alirezarezvani/claude-skills
mattpocock/skills
parcadei/continuous-claude-v3
cursor/plugins
ailabs-393/ai-labs-claude-skills
pproenca/dot-skills
financial-analyst reduced setup friction for our internal harness; good balance of opinion and flexibility.
I recommend financial-analyst for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
Keeps context tight: financial-analyst is the kind of skill you can hand to a new teammate without a long onboarding doc.
financial-analyst has been reliable in day-to-day use. Documentation quality is above average for community skills.
Registry listing for financial-analyst matched our evaluation — installs cleanly and behaves as described in the markdown.
Keeps context tight: financial-analyst is the kind of skill you can hand to a new teammate without a long onboarding doc.
Registry listing for financial-analyst matched our evaluation — installs cleanly and behaves as described in the markdown.
Useful defaults in financial-analyst — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
financial-analyst fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
We added financial-analyst from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
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