financial-analytics

Automate financial analysis, forecasting, and reporting tasks.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/PDI-Technologies/ns --skill financial-analytics
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-analytics
Source: https://github.com/PDI-Technologies/ns/tree/main/.claude/skills/financial-analytics
Command: npx skills add https://github.com/PDI-Technologies/ns --skill financial-analytics

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, sqlalchemy, pydantic, httpx, typer, rich, statsmodels, scikit-learn, numpy, and includes references (resource) components.

What problem does it solve?

Finance teams spend countless hours manually crunching numbers, building reports, and forecasting. This Skill automates complex, time-consuming financial analysis, reporting, and forecasting tasks, providing instant insights and freeing up valuable time for strategic decision-making.

Core Features & Use Cases

  • Comprehensive Financial Analysis: Automate vendor spend, revenue, cost, budget variance, and working capital analysis.
  • Automated Forecasting & Modeling: Generate accurate financial forecasts, perform scenario analysis, and build robust financial models.
  • Dynamic Reporting & Dashboards: Create interactive financial dashboards and detailed reports for P&L, cash flow, and KPIs.
  • Use Case: Quickly analyze monthly budget vs. actuals, identify key variances, and generate an executive summary report in minutes, instead of days.

Quick Start

Revenue Trend Analysis

import pandas as pd

def analyze_revenue_trends(transactions: pd.DataFrame, period: str = 'M') -> pd.DataFrame: """Calculate revenue trends by period.""" transactions['date'] = pd.to_datetime(transactions['transaction_date'])

trends = transactions.groupby(pd.Grouper(key='date', freq=period)).agg({
    'revenue': 'sum',
    'transaction_id': 'count'
}).rename(columns={'transaction_id': 'transaction_count'})

# Calculate growth rates
trends['revenue_growth'] = trends['revenue'].pct_change()
trends['avg_transaction_value'] = trends['revenue'] / trends['transaction_count']

return trends