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.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/alirezarezvani/cs-financial-analystWhat This Skill Does
The Financial Analyst skill is a production-ready toolkit designed for OpenClaw agents to perform advanced financial modeling and analysis. It streamlines complex workflows by automating ratio analysis, DCF valuations, budget variance tracking, and rolling forecast construction. By leveraging standardized scripts for data processing, the skill ensures consistency across profitability, liquidity, leverage, efficiency, and valuation metrics. Whether you are performing a deep-dive company valuation, comparing budget vs. actual performance, or building scenario-based projections, this skill provides the mathematical rigor necessary for high-stakes strategic decision-making.
Installation
To integrate this skill into your OpenClaw environment, use the following command in your terminal:
clawhub install openclaw/skills/skills/alirezarezvani/cs-financial-analyst
Once installed, ensure your environment has the required Python dependencies to execute the underlying scripts located in the scripts/ directory, specifically ratio_calculator.py and dcf_valuation.py.
Use Cases
- Investment Research: Calculate P/E, EV/EBITDA, and PEG ratios to evaluate company valuation against industry peers.
- Budget Management: Identify material variances in department spending and categorize them as favorable or unfavorable to improve fiscal discipline.
- Corporate Finance: Build comprehensive Discounted Cash Flow (DCF) models, incorporating WACC and terminal value calculations to estimate intrinsic business value.
- Business Strategy: Construct driver-based rolling forecasts using base, bull, and bear scenarios to support executive planning.
Example Prompts
- "Can you perform a ratio analysis on these Q3 financial statements and highlight any liquidity concerns?"
- "Generate a 5-year DCF valuation for TechCorp based on the provided growth assumptions and calculate the sensitivity of the equity value."
- "Compare our Q4 actual expenses against the budget, provide a variance report, and suggest where we should reallocate resources for next year."
Tips & Limitations
- Data Integrity: Always validate input financial data for missing fields or null values before executing calculations to avoid skewing model results.
- Sanity Checks: When generating DCF outputs, manually verify implied multiples against market comparables to ensure your terminal value assumptions are realistic.
- Precision: The skill targets a variance accuracy threshold of +/- 5% for revenue and +/- 3% for expenses. If results deviate significantly, revisit your underlying growth drivers and assumptions.
- Updates: Regularly update your models with the latest actuals to refine forecasting accuracy over time.
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-alirezarezvani-cs-financial-analyst": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: file-read, code-execution
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