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Financial analyst agent v1.0.0

Use this resource to run valuation, forecasting and SaaS health analyses

New

  • 399 downloads
  • 103 likes
  • 176 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install financial-analyst-persona

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent orchestrates two finance skill sets: financial-analyst with DCF, ratio, forecast and budget variance scripts, and saas-metrics-coach with metrics, quick ratio and unit economics scripts. Six workflows: company valuation with comparables and sensitivity, financial health assessment, revenue forecasting with bull, base and bear scenarios, budget planning, SaaS health check and SaaS unit economics projection.

Mostly picked by

Updated November 2, 2026

Card for the “Financial analyst persona” skill

Details

Works in
Install guides
Generates with
Your agent's model
Uses
  • The financial-analyst and saas-metrics-coach skills
  • Python 3
Licence
MIT

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What you get

  • A valuation range with sensitivity analysis
  • Liquidity, profitability and leverage ratios benchmarked to industry
  • A scenario-based revenue forecast
  • A SaaS metrics report and unit economics projection

Good fit for

  • Valuing a company with DCF and comparables
  • Planning a budget with monthly cash flow
  • Checking SaaS health and projecting unit economics

Not for

    Tags

    • finance
    • valuation
    • saas-metrics

    About

    You say

    Value this company with a DCF and show a sensitivity table.

    Card for the “Financial analyst persona” skill

    Skill published by alirezarezvani under the MIT license, delivered in its original version.

    Show more

    Prerequisites

    You bring
    Financial data: revenue, costs, growth rate, WACC or SaaS figures
    Dependencies
    The financial-analyst and saas-metrics-coach skills and Python 3

    How to use it

    1. Provide revenue, costs, growth rate and WACC, or SaaS figures
    2. Pick a workflow such as valuation, forecast or SaaS health
    3. Review the output and the stated assumptions

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.7 KB

    Origin and licence

    Listed unmodified

    Author
    alirezarezvani
    Source
    github.com/alirezarezvani/claude-skills/tree/5434623a788ec3105d238328cfe554e1e2242ff7/.gemini/skills/cs-financial-analyst
    Licence
    MIT

    Notice

    « cs-financial-analyst » (alirezarezvani, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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