analyst-playbook

Align fiscal calendars, data frequencies, and sector conventions for financial analysis.

18|3|Updated Jan 20, 2026

Search Tags:#financial modeling #financial analysis #analysis planning #sector conventions #fiscal calendars

Ready to run

npx skills add https://github.com/mohitjandwani/analyst-kit --skill analyst-playbook

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: analyst-playbook
Source: https://github.com/mohitjandwani/analyst-kit/tree/main/plugins/analyst-kit/skills/analyst-playbook
Command: npx skills add https://github.com/mohitjandwani/analyst-kit --skill analyst-playbook

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps you structure comprehensive financial analyses by aligning deliverables, calendars, units, and conventions, reducing errors in your research.

Core Features & Use Cases

Analysis Planning: Determines the type of deliverable (report/deck vs financial model) and aligns fiscal calendars and data frequencies.
Normalization: Normalizes units and routes data series to the appropriate skills.
Sector Conventions: Applies per-sector playbooks to ensure proper analysis within specific sectors.
Use Case: For a deep dive on a particular company, use the skill to plan the analysis, considering the sector playbook for specific conventions.

Quick Start

Run 'analyst-playbook' to start structuring your financial analysis.

Frequently Asked Questions about analyst-playbook

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I structure financial analysis to align with different sector conventions?▼

To structure financial analysis with sector conventions, you need a predefined playbook that aligns deliverables, fiscal calendars, and data frequencies. This ensures consistency and reduces normalization errors in sector-specific research.

What is the best way to normalize fiscal calendars and data frequencies for financial modeling?▼

Normalizing fiscal calendars and data frequencies involves routing data series to appropriate processing skills and standardizing units. This approach ensures your financial modeling aligns temporal data accurately across different reporting periods.

How do I plan a financial analysis deliverable for a specific company deep dive?▼

Planning a financial analysis deliverable requires determining the output type, such as a report or financial model, and applying the relevant sector playbook. This dictates the specific conventions and data frequencies needed for accurate research.

Does this financial analysis planning approach work without predefined data fetching skills?▼

This financial analysis planning approach utilizes predefined skills for data fetching and processing. Without these dependencies, the skill cannot automatically route data series or normalize units for your sector-specific analysis.

Can I use sector-specific playbooks to reduce errors in financial modeling?▼

Yes, using sector-specific playbooks reduces errors in financial modeling by enforcing proper analysis conventions. They align fiscal calendars and normalize data units, ensuring consistency across your structured research deliverables.