AI Skills Catalog
Business

Finance Skills

Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance reque

VerifiedFreeMITv2.9.0
SKILL SCORE76Engagement score

Works with

ClClaudeNative
CoCodexPackaged
GPGPTPackaged
GeGeminiPackaged
CuCursorPackaged
OpOpenCodePackaged

Finance Skills

Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance request doesn't obviously match one skill and you need to pick the right one (e.g., 'analyze these financials', 'how healthy are my SaaS metrics').

Optimized workflow

This edition turns the source methodology into a repeatable agent workflow with explicit inputs, checkpoints and deliverables.

Quality standard

  • Confirm scope and missing inputs before execution
  • Ground decisions in available evidence and preserve source constraints
  • Return an actionable result with assumptions, risks and next steps

Agent compatibility

The same core method is packaged for Claude, Codex, GPT, Gemini, Cursor and OpenCode.

Permissions & security

Low risk

Source verified · conversion tested · security signals reviewed

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