cb3fa6b7ea
- Integrate saas-metrics-coach into cs-financial-analyst agent with SaaS health and unit economics workflows - Add /financial-health and /saas-health slash commands - Add /update-docs repo command for post-creation sync pipeline - Remove seek-and-analyze-video skill (requires paid external API) - Update all documentation (CLAUDE.md, README.md, docs site, marketplace) - Sync Codex CLI (150 skills), Gemini CLI (207 items), fix count consistency - Regenerate 206 MkDocs pages, fix docs/index.md meta 170→171, getting-started.md finance bundle 1→2 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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3.6 KiB
Finance Skills - Claude Code Guidance
This guide covers the finance skills and their Python automation tools.
Finance Skills Overview
Available Skills:
- financial-analyst/ - Financial statement analysis, ratio analysis, DCF valuation, budgeting, forecasting (4 Python tools)
- saas-metrics-coach/ - SaaS financial health: ARR, MRR, churn, CAC, LTV, NRR, Quick Ratio, 12-month projections (3 Python tools)
Total Tools: 7 Python automation tools, 5 knowledge bases, 6 templates
Commands: 2 (/financial-health, /saas-health)
Python Automation Tools
1. Ratio Calculator (financial-analyst/scripts/ratio_calculator.py)
Purpose: Calculate and interpret financial ratios from statement data
Features:
- Profitability ratios (ROE, ROA, Gross/Operating/Net Margin)
- Liquidity ratios (Current, Quick, Cash)
- Leverage ratios (Debt-to-Equity, Interest Coverage, DSCR)
- Efficiency ratios (Asset/Inventory/Receivables Turnover, DSO)
- Valuation ratios (P/E, P/B, P/S, EV/EBITDA, PEG)
- Built-in interpretation and benchmarking
Usage:
python financial-analyst/scripts/ratio_calculator.py financial_data.json
python financial-analyst/scripts/ratio_calculator.py financial_data.json --format json
2. DCF Valuation (financial-analyst/scripts/dcf_valuation.py)
Purpose: Discounted Cash Flow enterprise and equity valuation
Features:
- Revenue and cash flow projections
- WACC calculation (CAPM-based)
- Terminal value (perpetuity growth and exit multiple methods)
- Enterprise and equity value derivation
- Two-way sensitivity analysis
- No external dependencies (uses math/statistics)
Usage:
python financial-analyst/scripts/dcf_valuation.py valuation_data.json
python financial-analyst/scripts/dcf_valuation.py valuation_data.json --format json
3. Budget Variance Analyzer (financial-analyst/scripts/budget_variance_analyzer.py)
Purpose: Analyze actual vs budget vs prior year performance
Features:
- Variance calculation (actual vs budget, actual vs prior year)
- Materiality threshold filtering
- Favorable/unfavorable classification
- Department and category breakdown
Usage:
python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json
python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json --format json
4. Forecast Builder (financial-analyst/scripts/forecast_builder.py)
Purpose: Driver-based revenue forecasting and cash flow projection
Features:
- Driver-based revenue forecast model
- 13-week cash flow projection
- Scenario modeling (base/bull/bear)
- Trend analysis from historical data
Usage:
python financial-analyst/scripts/forecast_builder.py forecast_data.json
python financial-analyst/scripts/forecast_builder.py forecast_data.json --format json
Quality Standards
All finance Python tools must:
- Use standard library only (math, statistics, json, argparse)
- Support both JSON and human-readable output via
--formatflag - Provide clear error messages for invalid input
- Return appropriate exit codes
- Process files locally (no API calls)
- Include argparse CLI with
--helpsupport
Related Skills
- C-Level: Strategic financial decision-making ->
../c-level-advisor/ - Business & Growth: Revenue operations, sales metrics ->
../business-growth/ - Product Team: Budget allocation, RICE scoring ->
../product-team/
Last Updated: March 2026 Skills Deployed: 2/2 finance skills production-ready Total Tools: 7 Python automation tools Commands: /financial-health, /saas-health