# 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…

- **Type:** Skill
- **Install:** `agentstack add skill-daehounan-agency-agents-fork-finance-analysis`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [daehounan](https://agentstack.voostack.com/s/daehounan)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [daehounan](https://github.com/daehounan)
- **Source:** https://github.com/daehounan/agency-agents-fork/tree/master/skills/finance-analysis
- **Website:** https://github.com/daehounan/agency-agents-fork/releases/tag/v1.3.0

## Install

```sh
agentstack add skill-daehounan-agency-agents-fork-finance-analysis
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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-engine` skill
- 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](https://github.com/daehounan)
- **Source:** [daehounan/agency-agents-fork](https://github.com/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.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-daehounan-agency-agents-fork-finance-analysis
- Seller: https://agentstack.voostack.com/s/daehounan
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.