financial-analyst

financial-analyst is a skill for Claude Code, Codex from cass-2003/local-workflow-skill. It costs 72 tokens per session (1,523 once invoked), scanned A, original, MIT.

A financial analysis tool for examining company accounts, valuing businesses, comparing budgets with actual spending, and making forecasts.

In plain words
What is it for?
Ratio analysis, discounted-cash-flow valuation, budget variance analysis, and rolling forecasts.
Why use it?
It turns financial statements and business figures into structured calculations for planning and investment decisions.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Ratio analysis, discounted-cash-flow valuation, budget variance analysis, and rolling forecasts.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/cass-2003/local-workflow-skill/financial-analyst
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add cass-2003/local-workflow-skill --skill financial-analyst
Clone the repo
git clone --depth 1 https://github.com/cass-2003/local-workflow-skill

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-analyst

README.md
[![agentmods](https://agentmods.dev/badge/skills/cass-2003/local-workflow-skill/financial-analyst/github.svg)](https://agentmods.dev/skills/cass-2003/local-workflow-skill/financial-analyst)
Your own site
<a href="https://agentmods.dev/skills/cass-2003/local-workflow-skill/financial-analyst"><img src="https://agentmods.dev/badge/skills/cass-2003/local-workflow-skill/financial-analyst/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-analyst

Your own site · 80×15
<a href="https://agentmods.dev/skills/cass-2003/local-workflow-skill/financial-analyst"><img src="https://agentmods.dev/badge/skills/cass-2003/local-workflow-skill/financial-analyst.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 72 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,523 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00072 $0.01523
Opus 5 $0.00036 $0.00762
Sonnet 5 $0.00014 $0.00305
Haiku 4.5 $0.00007 $0.00152

Measured 7d ago against content hash 57f9a32db94a, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

financial-analyst scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

The scan reads SKILL.md. This mod also ships 4 executable files (scripts/budget_variance_analyzer.py, scripts/dcf_valuation.py, scripts/forecast_builder.py, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/finance/community/financial-analyst/SKILL.md · 156 lines

How it starts

The opening of the file, as written. The whole thing — 156 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Analyst Skill

Overview

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.

5-Phase Workflow

Phase 1: Scoping

  • Define analysis objectives and stakeholder requirements
  • Identify data sources and time periods
  • Establish materiality thresholds and accuracy targets
  • Select appropriate analytical frameworks

Phase 2: Data Analysis & Modeling

  • Collect and validate financial data (income statement, balance sheet, cash flow)
  • Validate input data completeness before running ratio calculations (check for missing fields, nulls, or implausible values)
  • Calculate financial ratios across 5 categories (profitability, liquidity, leverage, efficiency, valuation)
  • Build DCF models with WACC and terminal value calculations; cross-check DCF outputs against sanity bounds (e.g., implied multiples vs. comparables)
  • Construct budget variance analyses with favorable/unfavorable classification
  • Develop driver-based forecasts with scenario modeling

Phase 3: Insight Generation

  • Interpret ratio trends and benchmark against industry standards
  • Identify material variances and root causes
  • Assess valuation ranges through sensitivity analysis
  • Evaluate forecast scenarios (base/bull/bear) for decision support

Phase 4: Reporting

  • Generate executive summaries with key findings
  • Produce detailed variance reports by department and category
  • Deliver DCF valuation reports with sensitivity tables
  • Present rolling forecasts with trend analysis

Phase 5: Follow-up

  • Track forecast accuracy (target: +/-5% revenue, +/-3% expenses)
  • Monitor report delivery timeliness (target: 100% on time)
  • Update models with actuals as they become available
  • Refine assumptions based on variance analysis

Tools

1. Ratio Calculator (scripts/ratio_calculator.py)

Read the full file on GitHub · 156 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 156 lines · 72 tokens per session scan A 57f9a32db94a

Subscribe to this mod's changes

financial-analyst is a skill published in the GitHub repository cass-2003/local-workflow-skill (12 stars, last pushed 2mo ago), licensed MIT. It adds 72 tokens to every session and 1,523 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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