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Financial Analyzer

A skill that turns Claude into a financial analyst: reads your data, computes key ratios, and writes a structured analysis report.

Data & AnalyticsBeginner★ 1,151⑂ 401AI score 6/10Last updated: Jul 23, 2026

What it does

  • Activates automatically when you ask about revenue, costs, profits, margins, ROI, or any company/project financial analysis.
  • Follows a 4-step workflow: understand the question → gather data → calculate metrics → generate a report.
  • Routes to formula references by topic (reference/revenue.md, reference/costs.md, reference/profitability.md) and can run scripts/calculate_ratios.py for programmatic calculations.
  • Outputs via templates/analysis_report.md, always showing the math, explaining each metric, adding benchmarks where available, and ending with actionable recommendations.
  • Built-in guardrails: never invent financial data, ask for clarification when data is incomplete, flag suspicious numbers.

Who it's for

  • Finance/FP&A staff, small business owners, and solo operators doing monthly reporting
  • Product or business managers evaluating project ROI and break-even points
  • Anyone who needs a repeatable, explainable financial analysis format

Examples

  1. "Analyze quarterly revenue in this CSV and compute growth rates."
  2. "Why did our cost of goods ratio rise versus last year?" — cost breakdown plus outlier flags.
  3. "Calculate ROI and break-even for this project" — formulas, results, and recommendations.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/huangjia2019/claude-code-engineering/HEAD/04-Skills/projects/03-financial-skill/.claude/skills/financial-analyzing/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on AI Skill Mart.
Copy the 04-Skills/projects/03-financial-skill/.claude/skills/financial-analyzing folder from the GitHub repo huangjia2019/claude-code-engineering into my ~/.claude/skills/financial-analyzing/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/huangjia2019/claude-code-engineering.git && mkdir -p ~/.claude/skills && cp -r claude-code-engineering/04-Skills/projects/03-financial-skill/.claude/skills/financial-analyzing ~/.claude/skills/

⚠ This is a third-party skill. Check the source repository before installing.

  1. Open a terminal.
  2. Clone the repo: git clone https://github.com/huangjia2019/claude-code-engineering.git
  3. Create the skills directory: mkdir -p ~/.claude/skills
  4. Copy the ENTIRE skill folder (reference/, scripts/ and templates/ must come along): cp -r claude-code-engineering/04-Skills/projects/03-financial-skill/.claude/skills/financial-analyzing ~/.claude/skills/
  5. Verify with ls ~/.claude/skills/financial-analyzing — you should see SKILL.md plus its subfolders.
  6. Restart Claude Code and ask something like "Analyze the gross margin in this spreadsheet."
  7. Make sure Python 3 is installed (python --version) so the ratio script can run.
View source on GitHub ↗