financial-analysis

financial-analysis is a skill for Claude Code, Codex from damianvtran/local-operator. It costs 38 tokens per session (554 once invoked), scanned A, original, MIT.

A method for checking financial figures by aligning periods, units, currencies, sources, and totals. It treats budgets, statements, pricing, and diligence numbers as figures that must reconcile.

In plain words
What is it for?
Use it to prepare or review financial statements, budgets, pricing, forecasts, and due-diligence figures. It helps label assumptions, convert currencies, and tie numbers back to sources.
Why use it?
It reduces errors from mixing fiscal periods, scales, currencies, or point-in-time and period data. It also exposes totals that do not match their supporting figures.

Skill for Claude CodeCodex

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

Good fit Use it to prepare or review financial statements, budgets, pricing, forecasts, and due-diligence figures. It helps label assumptions, convert currencies, and tie numbers back to sources.

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Install with agentmods
npx agentmods add skills/damianvtran/local-operator/financial-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 damianvtran/local-operator --skill financial-analysis
Clone the repo
git clone --depth 1 https://github.com/damianvtran/local-operator

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-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/damianvtran/local-operator/financial-analysis/github.svg)](https://agentmods.dev/skills/damianvtran/local-operator/financial-analysis)
Your own site
<a href="https://agentmods.dev/skills/damianvtran/local-operator/financial-analysis"><img src="https://agentmods.dev/badge/skills/damianvtran/local-operator/financial-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 financial-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/damianvtran/local-operator/financial-analysis"><img src="https://agentmods.dev/badge/skills/damianvtran/local-operator/financial-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 554 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 $0.00038 $0.00554
Opus 5.5 $0.00015 $0.00222
Sonnet 5.5 $0.00008 $0.00111
Haiku 4.5 $0.00004 $0.00055

Measured 5d ago against content hash e4b003a0f348, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

financial-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 5d 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.

local_operator/skills/builtin/financial-analysis/SKILL.md · 51 lines

How it starts

The opening of the file, as written. The whole thing — 51 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial analysis

Money numbers get audited. Build every figure to survive the audit: labelled, period-aligned, reconciled.

Periods and calendars

  • State the fiscal calendar in use: fiscal years often do not match calendar years; name the convention when it matters.
  • Align periods before comparing. An 11-month period against a 12-month one, or a quarter against a year, is a units error in time. Annualised figures say "annualised".
  • Point-in-time (balance sheet, headcount) versus period figures (revenue, cash flow): never blend without saying so.

Units and currencies

  • Label every figure with both currency (USD, EUR) and scale (actual, thousands, millions). A number missing either is incomplete.
  • Converted figures state the rate and its date: the same amount converts differently across a year.
  • Never mix currencies inside a total. If a presentation currency is used, say what was converted and at what rate.

Reconcile against sources

  • Tie every total to its source (statement, ledger, export); tie parts to whole: segments sum to the total, cash movement equals the balance delta.
  • If it does not reconcile, the finding IS the reconciliation: report "off by X against source Y" rather than a workaround.
  • For anything material, cross-check a second way (bottom-up against top-down).

Magnitude and sanity

  • Compare against reference points: prior period, budget, per-employee, per-customer, margins. Name which.
  • A jump of 10x or more is a unit, period, or scope error until positively explained.
  • Check signs and flows: revenue positive and costs negative under the stated convention; cash direction matches the story.

Show assumptions

  • Every assumption lives in the output: growth rate, churn, discount rate, each with its source. "Assumed 20% growth from plan X" beats a bare projection.
  • Scenarios are labelled (base, upside, downside) with the changed variable named.

Rounding

  • Round once, at the end; keep consistent precision throughout so rounded intermediates do not drift the total.
  • State precision: approximately for estimates, exact only where sourced.

Read the full file on GitHub · 51 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. 5d ago First seen · 51 lines · 38 tokens per session scan A e4b003a0f348

Subscribe to this mod's changes

financial-analysis is a skill published in the GitHub repository damianvtran/local-operator (218 stars, last pushed today), licensed MIT. It adds 38 tokens to every session and 554 once invoked, about $0.0002 per session on Opus 5.5. 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 2026-10-11.

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