What problem does it solve?
Automates and standardizes manual financial analysis workflows so analysts and decision makers can reliably compute ratios, valuations, budget variances, and rolling forecasts from source financial data without ad hoc spreadsheets or inconsistent calculations.
Core Features & Use Cases
- Ratio Analysis: compute profitability, liquidity, leverage, efficiency, and valuation ratios with built-in explanations and benchmarks.
- DCF & Valuation: perform discounted cash flow valuation with WACC, terminal value options, and sensitivity analysis.
- Budget & Forecasting: analyze budget variances and build driver-based rolling forecasts for scenario planning.
- Use Case: CFOs or FP&A teams can run the included scripts on monthly financial JSON exports to produce repeatable metrics and valuation outputs for board reports.
Quick Start
Use the finance-skills to analyze local financial_data.json and produce ratios, a DCF valuation, a budget variance analysis, and a rolling forecast in human-readable or JSON output.