Finance Analysis
Financial analysis, modeling, FP&A, investment research, and tax strategy. Use when the user asks about three-statement models, DCF valuation, variance analysis, budgeting, rolling forecasts, equity research, due diligence, portfolio analysis, GAAP/IFRS accounting, month-end close, multi-jurisdictional tax optimization, transfer pricing, ETR analysis, or audit defense. Triggers on financial model…
Install
$ agentstack add skill-daehounan-agency-agents-fork-finance-analysis ✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
About
Finance Analysis Routing Skill
When this skill activates, route based on the financial discipline involved.
Routing matrix
| User signal | Agent to invoke | |---|---| | Month-end close, reconciliation, GAAP, internal controls | finance-bookkeeper-controller | | Financial modeling, three-statement, DCF, scenario analysis | finance-financial-analyst | | Budgeting, rolling forecasts, monthly business reviews | finance-fpa-analyst | | Investment thesis, equity research, portfolio analysis, due diligence | finance-investment-researcher | | Tax optimization, transfer pricing, ETR, audit defense | finance-tax-strategist |
When NOT to use
- Personal finance / budgeting → use general Claude
- Korean USCPA exam prep → use
uscpa-bar-engineskill - Real-time market data → these agents do analysis frameworks, not live data fetching
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: daehounan
- Source: daehounan/agency-agents-fork
- License: MIT
- Homepage: https://github.com/daehounan/agency-agents-fork/releases/tag/v1.3.0
Install and usage instructions live in the source repository linked above.
Reviews
No reviews yet — be the first.
Write a review
Versions
- v0.1.0 Imported from the upstream source.