How do I install the Finance Skills skill?

Run npx skillmds@latest add sohaibdevv/finance-skills in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Finance Skills safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: docs only. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Finance Skills?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Finance Skills free to use?

Yes. Installing skills from SkillMD is free. This skill is licensed under MIT.

Who published Finance Skills?

sohaibdevv (@sohaibdevv) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Finance Skills by sohaibdevv — Agent Skill

Name: Finance Skills
Rating: 4.5 (4 reviews)
Author: sohaibdevv

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').

sohaibdevv Updated Sep 22, 2026

File contents

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-health and /saas-health wrap 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.

Frequently asked questions