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financial-analyst

Compute financial ratios, DCF valuations, and budget variance reports from JSON or CSV inputs.

5|4|Updated Nov 9, 2025
Search Tags:#financial analysis#sensitivity analysis#financial ratios#npv#investment decision#dcf valuation#budget variance
One-click install
npx skills add https://github.com/takusaotome/claude-skills-library --skill financial-analyst-takusaotome
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/takusaotome/claude-skills-library/tree/main/skills/financial-analyst
Command: npx skills add https://github.com/takusaotome/claude-skills-library --skill financial-analyst-takusaotome

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires python3, pandas, numpy, matplotlib, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This skill eliminates guesswork in evaluating company performance and investment proposals by turning financial inputs into ratio insights, valuation outputs, and variance-driven root-cause narratives.

Core Features & Use Cases

  • Financial Ratio Analysis: Calculates profitability, safety/liquidity, and efficiency ratios with categorized interpretations.
  • Investment Valuation (DCF): Performs NPV/IRR-based investment evaluation using cash flow projections and terminal value assumptions.
  • Budget Variance Analysis: Compares actual vs budget results, flags material variances, and structures root-cause and action reporting.
  • Sensitivity & Scenario Analysis: Assesses risk by varying assumptions (single-variable sensitivity and multi-variable scenarios) and supports tornado/scenario-style comparison.

Quick Start

Ask the financial-analyst skill to analyze the attached JSON financial statements and generate a structured ratio report with the key findings and recommendations.

Frequently Asked Questions about financial-analyst

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

FAQPage Schema
How do I calculate financial ratios from structured statements for a health assessment?▼

Financial ratio analysis calculates profitability, safety/liquidity, and efficiency metrics from your structured financial statements to evaluate company health. The process categorizes these ratios and applies structured interpretations to generate a comprehensive Markdown report.

What is the best way to perform DCF valuation for investment cash flows?▼

DCF valuation evaluates investment cash flows by computing NPV, IRR, and payback period using your cash flow projections and terminal value assumptions. This approach applies validation-friendly assumptions to investment proposals to determine their financial viability.

How do I compare actual vs budget results and identify root causes in variance analysis?▼

Budget variance analysis compares actual versus budgeted financial results to flag material variances. It structures root-cause analysis and action reporting by decomposing the differences, allowing you to pinpoint exactly where and why financial planning deviations occurred.

How does sensitivity analysis assess risk for financial planning and reporting?▼

Sensitivity analysis assesses financial risk by varying single variables or running multi-variable scenarios against your baseline assumptions. It generates tornado and scenario-style comparisons to test how changing conditions impact your investment decisions and reporting outcomes.

Do I need to use JSON or CSV inputs for financial analysis and valuation tasks?▼

Yes, the financial analysis workflow requires accepting structured JSON or CSV inputs to calculate ratios, NPV, and IRR accurately. It processes these file formats to produce Markdown reports and optional visualization outputs using Python libraries like pandas and matplotlib.

What limitations exist when using Python for budget variance and investment evaluation?▼

Limitations include relying on validation-friendly assumptions for accurate NPV and IRR calculations, meaning your investment evaluation outputs are only as reliable as the provided cash flow projections and terminal value assumptions input via JSON or CSV formats.

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