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Business · Agent Development / AGENT SKILL
finance-skills
0
Routes finance requests to financial analysis or SaaS metrics specialists.
Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). 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').
Understand the trade-offs.
SKILL QUALITY
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How clearly the skill guides your agent, how complete its workflow is, and how you can check the outcome.
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The full skill.
Original instructions from the publisher’s SKILL.md
# 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 ```bash # 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.