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Financial statement analysis v1.0.0

Use this resource to run ratio, DCF, budget and forecast analyses

New

  • 425 downloads
  • 247 likes
  • 217 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install financial-health-diagnosis

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

Four subcommands each read a JSON data file. ratios computes profitability, liquidity, leverage, efficiency and valuation ratios. dcf produces enterprise and equity valuation with sensitivity analysis. budget compares actuals to budget and prior year. forecast builds driver-based revenue forecasts with scenarios. Each accepts --format json or text.

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Updated November 2, 2026

Card for the “Financial health diagnosis” skill

Details

Works in
Install guides
Generates with
Your agent's model
Uses
  • The financial-analyst skill and its Python scripts
Licence
MIT

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What you get

  • Financial ratios across five categories
  • A DCF valuation with sensitivity analysis
  • A variance report: actual, budget and prior year
  • A scenario-based revenue forecast

Good fit for

  • Reviewing quarterly financials
  • Valuing a company with a DCF
  • Explaining budget variances

Not for

  • SaaS metrics such as ARR and churn, which saas-health covers

Tags

  • finance
  • valuation
  • budget

About

You say

/financial-health dcf acme_valuation.json

Card for the “Financial health diagnosis” skill

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

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Prerequisites

You bring
Financial data in a JSON file
Dependencies
The financial-analyst skill and its Python scripts

How to use it

  1. Prepare the JSON data file for the analysis
  2. Run /financial-health with ratios, dcf, budget or forecast
  3. Read the output and adjust assumptions

Content preview

Files

  • LICENSE1.1 KB
  • NOTICE-PALATEKIT.md0.5 KB
  • SKILL.md1.6 KB

Origin and licence

Listed unmodified

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

Notice

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

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