finance-analysis

finance-analysis is a skill for Claude Code from daehounan/agency-agents-fork. It costs 129 tokens per session (326 once invoked), scanned A, original, MIT.

A routing guide for financial analysis, planning, investment research, accounting, and tax strategy. It directs each request to a specialist such as a financial analyst, FP&A analyst, bookkeeper-controller, investment researcher, or tax strategist.

In plain words
What is it for?
Building financial models and valuations, analysing budgets and forecasts, reviewing investments, handling accounting close and controls, and planning tax strategy across jurisdictions.
Why use it?
It helps separate different kinds of finance work and prevents requests for live market data or personal budgeting from being treated as specialist analysis.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the agency-agents-fork plugin — 24 skills shipped together

Good fit Building financial models and valuations, analysing budgets and forecasts, reviewing investments, handling accounting close and controls, and planning tax strategy across jurisdictions.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/daehounan/agency-agents-fork/finance-analysis
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 daehounan/agency-agents-fork --skill finance-analysis
Clone the repo
git clone --depth 1 https://github.com/daehounan/agency-agents-fork

Made for: Claude Code.

Or install agency-agents-fork, the plugin that ships this one along with the rest of its 24 skills.

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 finance-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/daehounan/agency-agents-fork/finance-analysis/github.svg)](https://agentmods.dev/skills/daehounan/agency-agents-fork/finance-analysis)
Your own site
<a href="https://agentmods.dev/skills/daehounan/agency-agents-fork/finance-analysis"><img src="https://agentmods.dev/badge/skills/daehounan/agency-agents-fork/finance-analysis/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 finance-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/daehounan/agency-agents-fork/finance-analysis"><img src="https://agentmods.dev/badge/skills/daehounan/agency-agents-fork/finance-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 129 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 326 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 $0.00129 $0.00326
Opus 5 $0.00064 $0.00163
Sonnet 5 $0.00026 $0.00065
Haiku 4.5 $0.00013 $0.00033

Measured 8d ago against content hash 76a40952c26b, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

finance-analysis 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 8d ago.

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-analysis/SKILL.md · 25 lines

What it actually says

Finance Analysis Routing Skill

When this skill activates, route based on the financial discipline involved.

Routing matrix

User signal Agent to invoke
Month-end close, reconciliation, GAAP, internal controls finance-bookkeeper-controller
Financial modeling, three-statement, DCF, scenario analysis finance-financial-analyst
Budgeting, rolling forecasts, monthly business reviews finance-fpa-analyst
Investment thesis, equity research, portfolio analysis, due diligence finance-investment-researcher
Tax optimization, transfer pricing, ETR, audit defense finance-tax-strategist

When NOT to use

  • Personal finance / budgeting → use general Claude
  • Korean USCPA exam prep → use uscpa-bar-engine skill
  • Real-time market data → these agents do analysis frameworks, not live data fetching
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. 8d ago First seen · 25 lines · 129 tokens per session scan A 76a40952c26b

Subscribe to this mod's changes

finance-analysis is a skill published in the GitHub repository daehounan/agency-agents-fork (2 stars, last pushed 3mo ago), licensed MIT. It adds 129 tokens to every session and 326 once invoked, about $0.0006 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 2026-08-31.

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