financial-analysis

financial-analysis is a skill for Claude Code, Codex from kyegomez/swarms. It costs 24 tokens per session (440 once invoked), scanned A, original, Apache-2.0.

A financial-analysis workflow for assessing companies and investment opportunities using financial statements, ratios, valuation models, and scenarios. A DCF model estimates value from expected future cash flows.

In plain words
What is it for?
Collecting and checking financial data, calculating ratios, building DCF and comparable-company valuations, and testing base, optimistic, and pessimistic assumptions.
Why use it?
It organises the calculations and checks needed to understand profitability, debt, liquidity, efficiency, and possible valuation.

Skill for Claude CodeCodex

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

Good fit Collecting and checking financial data, calculating ratios, building DCF and comparable-company valuations, and testing base, optimistic, and pessimistic assumptions.

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Install with agentmods
npx agentmods add skills/kyegomez/swarms/financial-analysis
About the project

Swarms is a Python framework for coordinating multiple autonomous language-model agents into workflows such as sequential, concurrent, or hierarchical systems. It is used to build multi-step applications in which agents combine language models, tools, and memory. The catalogue entries provide agent-oriented skills, instructions, and an agent for working with Swarms.

kyegomez/swarms · 7,146 stars · on GitHub · docs.swarms.world

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 kyegomez/swarms --skill financial-analysis
Clone the repo
git clone --depth 1 https://github.com/kyegomez/swarms

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/kyegomez/swarms/financial-analysis/github.svg)](https://agentmods.dev/skills/kyegomez/swarms/financial-analysis)
Your own site
<a href="https://agentmods.dev/skills/kyegomez/swarms/financial-analysis"><img src="https://agentmods.dev/badge/skills/kyegomez/swarms/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/kyegomez/swarms/financial-analysis"><img src="https://agentmods.dev/badge/skills/kyegomez/swarms/financial-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 24 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 440 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00024 $0.00440
Opus 5 $0.00012 $0.00220
Sonnet 5 $0.00005 $0.00088
Haiku 4.5 $0.00002 $0.00044

Measured 9d ago against content hash e166d6d628cb, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, 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 9d 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.

examples/single_agent/capabilities/skills/financial-analysis/SKILL.md · 57 lines

How it starts

The opening of the file, as written. The whole thing — 57 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Analysis Skill

When performing financial analysis, follow these systematic steps to ensure thorough and accurate evaluation:

Core Methodology

1. Data Collection and Verification

  • Gather historical financial statements (income statement, balance sheet, cash flow)
  • Verify data sources for accuracy and completeness
  • Identify any anomalies or missing data points

2. Financial Ratio Analysis

Calculate and analyze key financial ratios:

  • Profitability: EBITDA margin, net profit margin, ROE, ROA
  • Liquidity: Current ratio, quick ratio, cash ratio
  • Leverage: Debt-to-equity, interest coverage ratio
  • Efficiency: Asset turnover, inventory turnover

3. Valuation Models

Build appropriate valuation models:

  • DCF Analysis: Project free cash flows, determine WACC, calculate terminal value
  • Comparable Company Analysis: Identify peers, analyze multiples (P/E, EV/EBITDA)
  • Precedent Transactions: Review similar deals for valuation benchmarks

4. Sensitivity Analysis

  • Perform scenario analysis (base case, bull case, bear case)
  • Test key assumptions (growth rates, discount rates, margins)
  • Identify critical value drivers

Guidelines

  • Always use conservative assumptions when uncertain
  • Cross-validate findings with multiple valuation methods
  • Clearly document all assumptions and their rationale
  • Present results with appropriate caveats and risk factors
  • Consider both quantitative metrics and qualitative factors

Key Outputs

Your analysis should produce:

  1. Executive summary of findings
  2. Detailed financial model with assumptions
  3. Valuation range with sensitivity analysis
  4. Investment recommendation with risk assessment
  5. Supporting charts and visualizations

Example Use Cases

  • Public Company Valuation: "Analyze Tesla's financials and provide a DCF valuation"
  • Private Investment: "Evaluate this startup's unit economics and runway"
  • M&A Analysis: "Assess the financial implications of this acquisition"

Read the full file on GitHub · 57 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. 9d ago First seen · 57 lines · 24 tokens per session scan A e166d6d628cb

Subscribe to this mod's changes

financial-analysis is a skill published in the GitHub repository kyegomez/swarms (7,146 stars, last pushed yesterday), licensed Apache-2.0. It adds 24 tokens to every session and 440 once invoked, about $0.0001 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 2026-08-30.