financial-analyst

Automate ratio analysis, DCF valuation, variance analysis, and rolling forecasts.

Updated Dec 23, 2024
One-click install
npx skills add https://github.com/salamientark/dotfiles --skill financial-analyst-salamientark
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/salamientark/dotfiles/tree/main/claude/skills/finance/financial-analyst
Command: npx skills add https://github.com/salamientark/dotfiles --skill financial-analyst-salamientark

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Financial teams spend significant time performing repetitive financial analysis tasks; this Skill automates ratio analysis, DCF valuation, variance analysis, and rolling forecasts to improve speed and consistency.

Core Features & Use Cases

  • Ratio analysis, including liquidity, profitability, leverage, efficiency, and valuation metrics with interpretable insights.
  • DCF valuation and enterprise/equity value calculations with sensitivity analysis.
  • Budget variance analysis and rolling forecast construction for management reporting and planning.
  • Use Case: A finance team can run a quarterly forecast package combining actuals, variances, and scenario planning to inform budgeting.

Quick Start

Run the toolkit against your latest financial statements to generate a complete analysis report.

Frequently Asked Questions about financial-analyst

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

FAQPage Schema
How do I automate DCF valuation and ratio analysis for corporate financial statements?

You can automate DCF valuation and ratio analysis by running this toolkit against your financial statements to generate complete analysis reports with enterprise and equity value calculations.

How do I build a rolling forecast that combines budget variance analysis and actuals?

Build a rolling forecast by using the forecasting module to combine actuals data, calculate budget variances, and generate scenario planning outputs for management reporting and budgeting.

Can I run financial modeling and forecasting for small to mid-size firms without external libraries?

Yes, you can run financial modeling for small to mid-size firms using only the standard library for all computations, requiring no external dependencies to perform ratio analysis and variance calculations.

What is the best way to perform sensitivity analysis on DCF valuations for investment decisions?

The best way to perform sensitivity analysis on DCF valuations is using dedicated valuation modules that calculate enterprise and equity value while applying standard library computations and outputting structured JSON data.

Does this financial analysis toolkit output results in JSON format for data interchange?

Yes, the financial analysis toolkit supports JSON data interchange and outputs results in either JSON or text formats across separate modules for ratios, valuation, variance, and forecasting.

What financial ratios can I calculate for liquidity, profitability, and leverage analysis?

You can calculate liquidity, profitability, leverage, efficiency, and valuation metrics through automated ratio analysis that generates interpretable insights from your corporate financial statement data.