finance-skills

Skill

Owner: Fury · Team: Fury · Source: ~/.openclaw/workspace-fury/skills/finance-skills/SKILL.md

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’).

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Playbook (mirrored from disk)

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.