Financial Analysis Toolkit
Runs financial ratios, business valuations, budget comparisons, and rolling forecasts for you.
by borghei · ★ 976 on GitHub
What it does
Give Claude your financial statements, budget actuals, or growth assumptions and say what you need: ratio analysis, a valuation, a variance check, or a forecast. Claude runs the calculations and explains what the numbers mean for your situation. You get a clear writeup with the key figures and what's driving them.
Who it’s for
A good fit for bookkeepers, finance teams and business owners, investors and people researching markets and people who work with spreadsheets and numbers.
Finance & Accounting Investing & Trading Data & Spreadsheets
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Includes 4 script files that can run on your computer; Gives financial analysis only, not professional accounting or investment advice.
Script files included: 4
As with any add-on, only install skills from sources you trust, and read what it does first.
License
MIT