Financial Analyst Agent is a finance claude skill built by Alireza Rezvani. Best for: Financial analysts and strategists use this to automate valuation models, variance analysis, and forecasting for investment and budgeting decisions..

What it does
Performs ratio analysis, DCF valuation, budget variance, and rolling forecasts for strategic decisions.
Category
finance
Created by
Alireza Rezvani
Last updated
Claude Skillfinance GitHub-backed CuratedintermediateClaude Code

Financial Analyst Agent

Performs ratio analysis, DCF valuation, budget variance, and rolling forecasts for strategic decisions.

Skill instructions


name: "finance-skills" description: "Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only)." version: 1.0.0 author: Alireza Rezvani license: MIT tags:

  • finance
  • financial-analysis
  • dcf
  • valuation
  • budgeting agents:
  • claude-code
  • codex-cli
  • openclaw

Finance Skills

Production-ready financial analysis skill for strategic decision-making.

Quick Start

Claude Code

/read finance/financial-analyst/SKILL.md

Codex CLI

npx agent-skills-cli add alirezarezvani/claude-skills/finance

Skills Overview

| Skill | Folder | Focus | |-------|--------|-------| | Financial Analyst | financial-analyst/ | Ratio analysis, DCF, budget variance, forecasting |

Python Tools

4 scripts, all stdlib-only:

python3 financial-analyst/scripts/ratio_calculator.py --help
python3 financial-analyst/scripts/dcf_valuation.py --help
python3 financial-analyst/scripts/budget_variance_analyzer.py --help
python3 financial-analyst/scripts/forecast_builder.py --help

Rules

  • Load only the specific skill SKILL.md you need
  • Always validate financial outputs against source data

Use this skill

Most skills are portable instruction packages. Claude Code supports SKILL.md directly. Other agents can use adapted files like AGENTS.md, .cursorrules, and GEMINI.md.

Claude Code

Save SKILL.md into your Claude Skills folder, then restart Claude Code.

mkdir -p ~/.claude/skills/financial-analyst-agent && curl -L "https://raw.githubusercontent.com/alirezarezvani/claude-skills/HEAD/finance/SKILL.md" -o ~/.claude/skills/financial-analyst-agent/SKILL.md

Installs to ~/.claude/skills/financial-analyst-agent/SKILL.md.

Use cases

Financial analysts and strategists use this to automate valuation models, variance analysis, and forecasting for investment and budgeting decisions.

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Stats

Installs0
GitHub Stars11.6k
Forks1507
LicenseMIT
UpdatedMar 27, 2026