AugmentClaude
Finance

Financial Analysis

By kyegomez· kyegomez/swarms· 0

Analyze companies using DCF modeling, ratio analysis, and financial statements.

Installation

  1. Make sure Claude is on your device and in your terminal.

    Skills load from ~/.claude/skills/ when Claude Code starts up — so you need it on your machine first. If you don't have it yet, install it once with the command below, then run claude in any terminal to verify.

    One-time setup
    npm i -g @anthropic-ai/claude-code

    Already have it? Skip ahead.

  2. Paste into Claude Code or into your terminal.
    Install
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    This copies the whole skill folder into ~/.claude/skills/financial-analysis-kyegomez/ — the SKILL.md plus any scripts, reference docs, or templates the skill ships with. Safe default: works for every skill.

    Faster alternative (instruction-only skills)

    Skips the clone and grabs only the SKILL.md file. Don't use this if the skill ships Python scripts, reference markdowns, or asset templates — they won't be downloaded and the skill will fail when it tries to load them.

    Quick install (SKILL.md only)
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  3. Restart Claude Code.

    Quit and reopen Claude Code (or any other agent that loads from ~/.claude/skills/). New skills are picked up on startup.

  4. Just ask Claude.

    Skills auto-activate when your request matches the skill's description — no slash command needed. Trigger phrases live in the skill's own frontmatter; you can read them in the “What this skill does” section above.

Prefer to read the source first? Open on GitHub.

When Claude uses it

Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation for companies and investment opportunities

What this skill does

Financial Analysis Skill

When performing financial analysis, follow these systematic steps to ensure thorough and accurate evaluation:

Core Methodology

1. Data Collection and Verification

  • Gather historical financial statements (income statement, balance sheet, cash flow)
  • Verify data sources for accuracy and completeness
  • Identify any anomalies or missing data points

2. Financial Ratio Analysis

Calculate and analyze key financial ratios:

  • Profitability: EBITDA margin, net profit margin, ROE, ROA
  • Liquidity: Current ratio, quick ratio, cash ratio
  • Leverage: Debt-to-equity, interest coverage ratio
  • Efficiency: Asset turnover, inventory turnover

3. Valuation Models

Build appropriate valuation models:

  • DCF Analysis: Project free cash flows, determine WACC, calculate terminal value
  • Comparable Company Analysis: Identify peers, analyze multiples (P/E, EV/EBITDA)
  • Precedent Transactions: Review similar deals for valuation benchmarks

4. Sensitivity Analysis

  • Perform scenario analysis (base case, bull case, bear case)
  • Test key assumptions (growth rates, discount rates, margins)
  • Identify critical value drivers

Guidelines

  • Always use conservative assumptions when uncertain
  • Cross-validate findings with multiple valuation methods
  • Clearly document all assumptions and their rationale
  • Present results with appropriate caveats and risk factors
  • Consider both quantitative metrics and qualitative factors

Key Outputs

Your analysis should produce:

  1. Executive summary of findings
  2. Detailed financial model with assumptions
  3. Valuation range with sensitivity analysis
  4. Investment recommendation with risk assessment
  5. Supporting charts and visualizations

Example Use Cases

  • Public Company Valuation: "Analyze Tesla's financials and provide a DCF valuation"
  • Private Investment: "Evaluate this startup's unit economics and runway"
  • M&A Analysis: "Assess the financial implications of this acquisition"

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