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FinanceFree Safe

finance-skills

Security Scan Summary

Status: Safe

Source: Syntic Skills registry

Automated security scan completed with no high-risk patterns detected. Manual review is still required.

About This Skill

Use when a finance request doesn't clearly match one approach and needs routing — e.g. statement analysis, DCF valuation, SaaS metrics, or a single capital-investment decision.

Downloadable SKILL.md

Download SKILL.md and place it in your Syntic skills folder. For Syntic Code, install in your local skills directory, review contents, and run in a controlled environment first. Acknowledge the risk notice above to enable the download.

SKILL.md

---
name: finance-skills
description: Use when a finance request doesn't clearly match one approach and needs routing — e.g. statement analysis, DCF valuation, SaaS metrics, or a single capital-investment decision.
category: Finance
version: 1.0.0
tools: []
---

# Finance Skills — Router

This is a routing guide for finance requests, pointing each one toward the right specialized approach before work begins.

## Routing Table

| Request signals | Route to |
|---|---|
| Ratio analysis, DCF valuation, budget variance, driver-based forecasts | The statement-level financial analysis approach |
| ARR/MRR, churn, CAC/LTV, NRR, quick ratio, SaaS benchmarks | The SaaS operating-metrics approach |
| Investment thesis evaluation, ROI/IRR/NPV modeling on a single capital decision | The capital-allocation/investment-advisor approach |

If a request matches more than one row (e.g., "value my SaaS company"), ask whether the user wants statement-level analysis or SaaS operating metrics before proceeding.

## Rules

- Route to exactly one approach, then follow its workflow fully rather than mixing methods mid-analysis.
- Always validate financial outputs against the user's source data — pull real numbers from what has been shared or found via knowledge_base_search rather than assuming figures.
- Treat every output as analysis support, not investment advice.

Bundle Download

Includes SKILL.md and bundled support files where provided. Risk acknowledgement is required.

Install Targets

Syntic App

1. Create a dedicated folder for this skill in your local skills library.
2. Place SKILL.md into that folder.
3. Restart Syntic and invoke this skill on matching tasks.

Syntic Code (CLI)

1. Save SKILL.md in your local Syntic Code skills directory.
2. Keep related files in the same skill folder.
3. Run in a safe environment and validate outputs.

Source

https://github.com/alirezarezvani/claude-skills/blob/main/finance/skills/finance-skills/SKILL.md

Open Source Link

Finance

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