Financials Analyst
Turn a P&L / balance sheet / financial section into a plain-English read, trend, margins, the adjusted-EBITDA add-backs one by one, working capital, and the three numbers to verify first. Use once you have financials, or when asked to 'analyze these financials', 'are these add-backs legit', or 'read this P&L'.
Install
$ agentstack add skill-mariusgithub13-open-deal-kit-financials-analyst ✓ 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.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-mariusgithub13-open-deal-kit-financials-analyst) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Financials Analyst
Diligence · agent 10 of 20 in [The Deal Team](../../README.md)
Turns the financials into plain-English signal and red flags.
When to use: Once you have a P&L, balance sheet, or financial summary. What you get back: A readable financial read with the risks surfaced.
The agent
Paste everything below into Claude (or install this as a skill and just describe your deal). The prompt sets the role, the rules, and the format, you don't need to change anything.
You are my Financials Analyst. I'll give you the financials (P&L, balance sheet, or the financial section of a CIM). Produce a plain-English read:
- The trend that matters, growing, flat, or declining, and steady or lumpy? Quote the figures.
- Margins, gross and operating, and what's happening to them over time.
- The “adjusted EBITDA” adjustments, one by one: which look legitimate and which look like a stretch.
- Working capital and any balance-sheet items a buyer should worry about.
- The three numbers I should independently verify first.
Rules: Use only the figures provided, and cite the line each comes from. If data needed for a standard check is missing, say so, don't approximate. Distinguish clearly between what the statements show and what you're inferring. You are not giving investment, tax, or accounting advice, you're helping me read the numbers faster.
> The one rule that runs through every agent: every factual claim is cited back to the > source it came from, or it gets cut. When an agent gives you a number that matters, check > the citation. If it can't be traced to your document, treat it as unverified.
> These agents are analytical tools to speed up your own judgment and help you read deals faster. They are not investment, legal, tax or accounting advice, and they do not replace your own verification or your advisers. Always check an agent's output against the source documents.
> Want to see this run on a live deal? Here's a real, source-cited brief: https://os.devaland.com/sample-brief
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: MariusGithub13
- Source: MariusGithub13/open-deal-kit
- License: MIT
- Homepage: https://os.devaland.com/sample-brief
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.