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financial-analyst

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.

66

Quality

83%

Does it follow best practices?

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SecuritybySnyk

Passed

No findings from the security scan

The canonical home for this skill is financial-analyst in alirezarezvani/claude-skills

SKILL.md
Quality
Evals
Security

Quality

Content

71%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A well-organized, largely lean operations manual with concrete commands, documented input formats, and a clear phase workflow with validation checkpoints. Its main defect is that the entire referenced bundle (scripts, references, assets) is absent, leaving the quick-start commands and navigation structure unbacked; secondary issues are minor duplication and a missing error-recovery loop.

Suggestions

Ship the referenced bundle files — the four scripts, four references, and four assets — alongside SKILL.md; every quick-start command targets assets/sample_financial_data.json, which is absent, so none of the commands can run as-is.

Trim duplication: the Overview restates the frontmatter description nearly verbatim, and the Key Metrics & Targets table repeats the Phase 5 accuracy/on-time targets — consolidate each into a single location.

Add an explicit feedback loop for Phase 2 validation (e.g., "if fields are missing or implausible, stop and request corrected data before running ratio calculations") to close the recovery gap when a checkpoint fails.

DimensionReasoningScore

Conciseness

The body is operational throughout — bash commands, flag examples, tables — with no explanation of concepts Claude already knows (no "what is DCF" padding). Minor trim candidates keep it below a 5: the Overview restates the frontmatter description nearly verbatim, and the "Key Metrics & Targets" table duplicates the targets already listed in Phase 5 ("+/-5% revenue, +/-3% expenses", "100% on time").

4 / 5

Actionability

Each tool ships copy-paste-ready commands with flag variations ("--category profitability", "--threshold-pct 5 --threshold-amt 25000") plus a documented input schema and error behavior ("exits non-zero with a clear error if neither shape yields usable data"). Falls short of fully executable because every quick-start targets "assets/sample_financial_data.json" and the four scripts, none of which are present in the skill bundle as reviewed, so the commands cannot run as-is.

4 / 5

Workflow Clarity

The 5-phase sequence (Scoping → Data Analysis & Modeling → Insight Generation → Reporting → Follow-up) is clear, with bolded validation checkpoints ("Validate input data completeness... check for missing fields, nulls, or implausible values"; "cross-check DCF outputs against sanity bounds"). Not a 5 because there is no explicit recovery loop when validation fails (e.g., what to do with implausible inputs), and Phases 3–5 read as descriptive rather than procedural.

4 / 5

Progressive Disclosure

The body lays out a well-signaled, one-level-deep structure (knowledge-base and template tables with purposes, per-tool command examples kept inline). However, none of the 12 referenced bundle files — 4 scripts ("scripts/ratio_calculator.py" etc.), 4 references ("references/financial-ratios-guide.md" etc.), and 4 assets ("assets/sample_financial_data.json" etc.) — exist in the skill directory, so the described navigation leads nowhere and cannot be followed or verified.

3 / 5

Total

15

/

20

Passed

Description

88%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description that clearly states both capability and trigger conditions in third-person voice, closely matching the exemplar pattern. The only weaknesses are a few missing natural synonyms/file extensions and one slightly broad trigger term ("spreadsheet analysis").

DimensionReasoningScore

Specificity

"Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction" names four distinct concrete actions covering the skill's full scope, matching the body's four tools. Uses proper third-person voice ("Performs"), so no voice penalty applies.

5 / 5

Completeness

Explicitly answers both questions with concrete triggers: what — "financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction"; when — "Use when analyzing financial statements, building valuation models... Also applicable when users mention financial modeling...". This mirrors the 5-anchor exemplar's structure exactly.

5 / 5

Trigger Term Quality

Good natural-phrase coverage: "analyzing financial statements", "building valuation models", "assessing budget variances", "financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis". Falls short of the 5 anchor because it omits file extensions (.xlsx) and common synonyms like "discounted cash flow" spelled out, "P&L", or "three-statement model".

4 / 5

Distinctiveness Conflict Risk

The financial-analysis niche (DCF, ratio, variance, forecast) is clear with mostly distinct triggers. The trailing "or spreadsheet analysis" is a broad term that could pull in generic Excel/spreadsheet help better served by a dedicated spreadsheet skill — minor overlap risk, fitting the 4 anchor rather than 5.

4 / 5

Total

18

/

20

Passed

Validation

93%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 15 / 16 Passed

Validation for skill structure

CriteriaDescriptionResult

referenced_paths_exist

Referenced path issues: 36 missing

Warning

Total

15

/

16

Passed

Repository

alirezarezvani/claude-skills

Path

.gemini/skills/financial-analyst/SKILL.md

Reviewed

Table of Contents

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