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lizandroclizandroc/claude-skills/finance/CLAUDE.md

claude-skills / finance

CLAUDE.md1 starsChanged 12 months agoMITView on GitHub

This guide covers the finance skill and its Python automation tools. Available Skills: 1. financial-analyst/ - Financial statement analysis, ratio analysis, DCF valuation, budgeting, forecasting (4 Python tools) Total Tools: 4 Python automation tools, 3 knowledge bases, 5 templates Purpose: Calculate and interpret financial ratios from statement data Features: - Profitability ratios (ROE, ROA, Gross/Operating/Net Margin) - Liquidity ratios (Current, Quick, Cash) - Leverage ratios (Debt-to-Equity, Interest Coverage, DSCR) - Efficiency ratios (Asset/Inventory/Receivables Turnover, DSO) - Valuation ratios (P/E, P/B,…

We split this CLAUDE.md into the rules it gives an agent

2 rules. About 0 are common, 2 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    No external dependencies (uses math/statistics)

    line 42
  2. Distinctive:

    Use standard library only (math, statistics, json, argparse)

    line 85

≈ “Common” is an estimate: at least 1 in 5 of the 25,680 CLAUDE.md files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
CLAUDE.md

Finance Skills - Claude Code Guidance

This guide covers the finance skill and its Python automation tools.

Finance Skills Overview

Available Skills:

  1. financial-analyst/ - Financial statement analysis, ratio analysis, DCF valuation, budgeting, forecasting (4 Python tools)

Total Tools: 4 Python automation tools, 3 knowledge bases, 5 templates

Python Automation Tools

1. Ratio Calculator (financial-analyst/scripts/ratio_calculator.py)

Purpose: Calculate and interpret financial ratios from statement data

Features:

  • Profitability ratios (ROE, ROA, Gross/Operating/Net Margin)
  • Liquidity ratios (Current, Quick, Cash)
  • Leverage ratios (Debt-to-Equity, Interest Coverage, DSCR)
  • Efficiency ratios (Asset/Inventory/Receivables Turnover, DSO)
  • Valuation ratios (P/E, P/B, P/S, EV/EBITDA, PEG)
  • Built-in interpretation and benchmarking

Usage:

python financial-analyst/scripts/ratio_calculator.py financial_data.json
python financial-analyst/scripts/ratio_calculator.py financial_data.json --format json

2. DCF Valuation (financial-analyst/scripts/dcf_valuation.py)

Purpose: Discounted Cash Flow enterprise and equity valuation

Features:

  • Revenue and cash flow projections
  • WACC calculation (CAPM-based)
  • Terminal value (perpetuity growth and exit multiple methods)
  • Enterprise and equity value derivation
  • Two-way sensitivity analysis
  • No external dependencies (uses math/statistics)

Usage:

python financial-analyst/scripts/dcf_valuation.py valuation_data.json
python financial-analyst/scripts/dcf_valuation.py valuation_data.json --format json

3. Budget Variance Analyzer (financial-analyst/scripts/budget_variance_analyzer.py)

Purpose: Analyze actual vs budget vs prior year performance

Features:

  • Variance calculation (actual vs budget, actual vs prior year)
  • Materiality threshold filtering
  • Favorable/unfavorable classification
  • Department and category breakdown

Usage:

python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json
python financial-analyst/scripts/budget_variance_analyzer.py budget_data.json --format json

4. Forecast Builder (financial-analyst/scripts/forecast_builder.py)

Purpose: Driver-based revenue forecasting and cash flow projection

Features:

  • Driver-based revenue forecast model
  • 13-week cash flow projection
  • Scenario modeling (base/bull/bear)
  • Trend analysis from historical data

Usage:

python financial-analyst/scripts/forecast_builder.py forecast_data.json
python financial-analyst/scripts/forecast_builder.py forecast_data.json --format json

Quality Standards

All finance Python tools must:

  • Use standard library only (math, statistics, json, argparse)
  • Support both JSON and human-readable output via --format flag
  • Provide clear error messages for invalid input
  • Return appropriate exit codes
  • Process files locally (no API calls)
  • Include argparse CLI with --help support

Related Skills

  • C-Level: Strategic financial decision-making -> ../c-level-advisor/
  • Business & Growth: Revenue operations, sales metrics -> ../business-growth/
  • Product Team: Budget allocation, RICE scoring -> ../product-team/

Last Updated: February 2026 Skills Deployed: 1/1 finance skills production-ready Total Tools: 4 Python automation tools

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