Financial Analytics

Run Monte Carlo simulations and tax calculations for portfolio analysis.

Updated Apr 25, 2026

Search Tags:#performance #investment #portfolio #financial #tax #rebalancing

Ready to run

npx skills add https://github.com/Devanshsodhi/FINeX-2 --skill financial-analytics-devanshsodhi

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Financial Analytics
Source: https://github.com/Devanshsodhi/FINeX-2/tree/main/SKILLS/analytics
Command: npx skills add https://github.com/Devanshsodhi/FINeX-2 --skill financial-analytics-devanshsodhi

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Financial analytics simplifies complex financial calculations and performance assessments, saving users time and effort.

Core Features & Use Cases

Financial Calculations: Run goal probability, SIP projections, tax computations, and CAGR analysis.
Portfolio Insights: Get portfolio summaries, rebalancing advice, and risk metrics like Sharpe ratio.
Use Case: An investor wants to evaluate the chances of reaching a retirement goal with a specific monthly contribution and optimize their portfolio allocation.

Quick Start

Ask the AI to run a financial goal simulation or retrieve portfolio performance metrics.

Frequently Asked Questions about Financial Analytics

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

FAQPage Schema

How do I calculate the probability of reaching my financial goals using SIP projections?▼

Portfolio rebalancing analysis evaluates your current asset allocation against target weights and risk metrics like the Sharpe ratio. It provides specific rebalancing advice to optimize portfolio performance and align with your investment goals.

Can I compute tax liabilities and CAGR for my investment portfolio?▼

Financial analytics is designed for both individual and institutional users. It processes diverse financial scenarios, handling institutional-scale portfolio analysis and risk assessment with the same calculation engine used for personal goal planning.

How do I run a Monte Carlo simulation for retirement planning?▼

To run a Monte Carlo simulation for retirement planning, input your target retirement corpus, current monthly contribution, and expected return rates. The tool simulates diverse financial scenarios to output your goal achievement probability.

What financial risk metrics can I use to evaluate my investment portfolio?▼

You can evaluate your investment portfolio using risk metrics like the Sharpe ratio. The tool generates portfolio summaries and risk assessments that measure risk-adjusted returns, helping you understand your portfolio's risk exposure.