Financial Analysis Skills Router

v20260612

finance-skills

This router aggregates two specialized finance skills: general financial analysis (DCF, ratio analysis, budgeting) and SaaS operational metrics (ARR, LTV, churn). Use this skill when a user's financial request requires determining whether the analysis should focus on traditional statement-level financials or modern subscription-based SaaS performance indicators.

finance financial-analysis valuation SaaS Metrics Budgeting DCF Accounting

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Overview

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-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.

Info

Category Product & Business

Name finance-skills

Version v20260612

Size 2.01KB

Source alirezarezvani/claude-skills

Updated At 2026-06-13