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').
- License 许可
- MIT
- 最近更新
- 2026-10-28
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- ★ 0
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01 前言 Front Matter
- name
- finance-skills
- tags
- [ "finance", "financial-analysis", "dcf", "valuation", "budgeting" ]
- agents
- [ "claude-code", "codex-cli", "openclaw" ]
- author
- Alireza Rezvani
- license
- MIT
- version
- 2.9.0
- description
- 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').
03 SKILL.md 正文
Finance Skills — Router
This plugin bundles 2 finance skills (this router is the 3rd folder under finance/skills/). Each skill is self-contained.
Routing table
| Request signals | Skill | Path |
|---|---|---|
| Ratio analysis, DCF valuation, budget variance, driver-based forecasts | financial-analyst | skills/financial-analyst/ |
| ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarks | saas-metrics-coach | skills/saas-metrics-coach/ |
If both match (e.g., "value my SaaS company"), ask whether the user wants statement-level analysis (financial-analyst) or SaaS operating metrics (saas-metrics-coach).
Quick start
# Example: route a statement-analysis request
cat finance/skills/financial-analyst/SKILL.md
python3 finance/skills/financial-analyst/scripts/ratio_calculator.py --help
# Or a SaaS metrics request
python3 finance/skills/saas-metrics-coach/scripts/metrics_calculator.py --help
Related (packaged separately, not in this bundle)
finance/business-investment-advisor/— investment thesis evaluation, ROI modeling (prompt-only skill, separate nested plugin)- Root commands
/financial-healthand/saas-healthwrap these skills' scripts.
Rules
- Route to exactly one skill, then follow that skill's workflow. This router ships no tools of its own.
- Always validate financial outputs against the user's source data; outputs are analysis support, not investment advice.
04 同仓库更多 Skills
syllabus
Generates a curated supplementary reading list from any course syllabus using Consensus academic search. Grill-me intake (syllabus input format + course audience + year range) plus a grouping forcing-options checkpoint before any search runs — so the reading list matches the course's level and recency need. Parses the syllabus to extract topics and learning outcomes, searches Consensus for recent peer-reviewed papers per topic, and produces a professionally formatted .docx with clickable Consensus links, plain-language summaries calibrated to audience level, and Bloom-higher-order discussion questions tied to course learning goals. Use when the user uploads a syllabus, course outline, or curriculum document and wants supplementary readings (e.g., 'create a reading list from this syllabus', 'find recent papers for my course') — even casual mentions with a syllabus attached should trigger this skill.
pulse
Multi-source recency research skill that takes the pulse of any topic across Reddit, Hacker News, the open web, and optionally X/Twitter within a configurable recent window (default 30 days). Forcing intake clarifies topic specificity, angle (trend/sentiment/problems/opportunities/comparison), time window, and platform scope before searching. Returns a synthesized briefing with citations, engagement metrics, and cross-platform pattern analysis. Use when the user requests multi-source recency intelligence on a topic (e.g., 'pulse on [topic]', 'what's happening with [topic]', 'what are people saying about [topic]', 'current conversation about [topic]', 'take the pulse of [topic]', 'trending: [topic]', 'find me info on [topic]'), and for competitor research, trend discovery, tool comparisons, and audience sentiment analysis.
patent
Patent prior-art and landscape intelligence skill — not generic patent help. Commits to one of five sub-use-cases via forcing intake (novelty search / freedom-to-operate / competitive landscape / acquisition diligence / litigation prior-art) before any search runs. Searches Google Patents, Espacenet, USPTO, and optionally Lens.org for citation-graph signals. Output is an editable Word document (.docx) with verdict, ranked closest art (claim-text extracted), CPC-class-aware landscape, family-resolved hits, geographic coverage, FTO flags where applicable, strategy recommendations, and full audit log. Use when the user asks for patent searching or analysis (e.g., 'prior art search for [invention]', 'freedom to operate analysis for [product]'). Produces search signal, not legal advice — always recommends consulting a patent attorney before filing or licensing decisions. Trademark, copyright, and trade-secret questions are out of scope.
notebooklm
Browser automation skill for controlling Google's NotebookLM. Use when the user wants anything done in NotebookLM (e.g., 'open NotebookLM', 'check my [name] notebook', 'ask my notebook about X', 'add [source] to NotebookLM', 'generate a Video Overview from my notebook', 'use NotebookLM Studio'). Handles reading and querying notebooks, adding sources (URLs, text, files, YouTube links, synthesized content), generating Studio outputs (Audio/Video Overviews, Mind Maps, Reports incl. Briefing Doc/Study Guide/FAQ, Flashcards, Quiz, slide decks, infographics — discover the exact set from the live Studio panel; the UI evolves fast), and creating new notebooks. Requires browser automation environment — fails gracefully when unavailable.
litreview
Academic literature orientation skill that searches papers via free keyless APIs (PubMed E-utilities + OpenAlex) by default — with the Consensus MCP as an optional enhancement lane when connected — builds a strategic search plan using PICO (default) or SPIDER / Decomposition / hybrid as fallbacks, and synthesizes findings into a formatted Word (.docx) research guide. Grill-me intake (research question specificity + framework hint + tentative depth) before the recon search; a second forcing checkpoint after Phase 2 confirms framework + sub-areas + depth before searches consume budget. Configurable depth (5/10/20 queries) controls coverage vs. speed. Output is a 'launching pad' — an orientation guide that lets a researcher dive in confidently, not a finished review. Use when the user starts literature-oriented research (e.g., 'litreview on [topic]', 'literature review on [topic]', 'I'm starting a literature review on X', 'I'm writing a paper on X', 'help me research X', 'I'm doing research on X', 'can you help me research X'). Do NOT use for single one-off paper searches wanting a quick list — that's a plain PubMed/OpenAlex (or Consensus) query.
grants
NIH grant research skill for clinical researchers. Grill-me intake (research idea + career stage + preliminary data + environment + submission posture + known institute targets) locks down the funding strategy before any search runs. Runs a 5-facet Consensus positioning analysis (with draft Significance/Innovation language), maps the research to the right NIH institutes and study sections via RePORTER, finds NOSIs and funded overlap, and produces an editable Word document (.docx) with budget/scope-aware mechanism recommendations, submission timelines, and a mandatory program officer recommendation. Use when the user asks about research funding or makes any grant-related request (e.g., 'grants for [topic]', 'find grants for my research idea', 'what grants match my research', 'help me find NIH funding', 'grant opportunities for my research'). NIH-only scope — non-NIH funders (PCORI, DOD CDMRP, VA, foundations) are out of scope and flagged at intake.