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finance-skills

Calculate financial ratios, DCF valuations, and SaaS metrics with Python scripts.

2|Updated Mar 13, 2026
Search Tags:#finance#financial analysis#forecasting#budgeting#valuation#SaaS metrics
One-click install
npx skills add https://github.com/zhangzhang-111-i/claude-skills111 --skill finance-skills
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finance-skills
Source: https://github.com/zhangzhang-111-i/claude-skills111/tree/main/finance
Command: npx skills add https://github.com/zhangzhang-111-i/claude-skills111 --skill finance-skills

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill provides tools and guidance for comprehensive financial analysis, from ratio calculations and valuation modeling to SaaS metrics and budget variance tracking.

Core Features & Use Cases

  • Financial Ratio Analysis: Calculate and interpret key ratios (profitability, liquidity, leverage, efficiency, valuation).
  • DCF Valuation: Build Discounted Cash Flow models for business valuation.
  • Budget Variance Analysis: Analyze actual vs. budget performance to identify key deviations.
  • SaaS Metrics: Track and benchmark critical SaaS KPIs like MRR, Churn, CAC, and LTV.
  • Forecasting: Develop driver-based revenue forecasts and rolling cash flow projections.
  • Use Case: A startup founder can use the SaaS Metrics Coach to understand their business health, while a financial analyst can use the DCF model to value a potential acquisition target.

Quick Start

Use the finance skills to analyze the provided financial statements using ratio calculations.

Frequently Asked Questions about finance-skills

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

FAQPage Schema
How do I calculate financial ratios for business performance monitoring?▼

Financial ratio analysis calculates and interprets key profitability, liquidity, leverage, and efficiency ratios to monitor business performance. It utilizes Python scripts for deterministic calculations based on your provided financial statements.

What's the best way to build a DCF valuation model for an acquisition target?▼

Building a DCF valuation model involves constructing Discounted Cash Flow projections to determine business valuation for investment analysis. This skill provides the necessary methodologies and deterministic Python scripts for accurate valuation modeling.

How do I track and benchmark SaaS metrics like MRR, Churn, CAC, and LTV?▼

Tracking SaaS metrics monitors and benchmarks critical KPIs including MRR, Churn, CAC, and LTV to assess business health. It uses Markdown references for methodologies to ensure accurate SaaS metrics tracking and strategic planning.

Can I use this for budget variance analysis and revenue forecasting?▼

Yes, budget variance analysis identifies deviations between actual and budgeted performance, while driver-based revenue forecasting projects future financial outcomes. Both features support strategic planning and rolling cash flow projections.

Do I need Python to run financial analysis and forecasting calculations?▼

Python scripts are utilized internally for deterministic financial calculations, ratio analysis, and forecasting. You provide the financial data and statements, and the skill executes the Python calculations to generate the analysis.

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