# 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'.

- **Type:** Skill
- **Install:** `agentstack add skill-mariusgithub13-open-deal-kit-financials-analyst`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [MariusGithub13](https://agentstack.voostack.com/s/mariusgithub13)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [MariusGithub13](https://github.com/MariusGithub13)
- **Source:** https://github.com/MariusGithub13/open-deal-kit/tree/main/agents/financials-analyst
- **Website:** https://os.devaland.com/sample-brief

## Install

```sh
agentstack add skill-mariusgithub13-open-deal-kit-financials-analyst
```

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

## 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:
1. The trend that matters, growing, flat, or declining, and steady or lumpy? Quote the figures.
2. Margins, gross and operating, and what's happening to them over time.
3. The “adjusted EBITDA” adjustments, one by one: which look legitimate and which look like a stretch.
4. Working capital and any balance-sheet items a buyer should worry about.
5. 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](https://github.com/MariusGithub13)
- **Source:** [MariusGithub13/open-deal-kit](https://github.com/MariusGithub13/open-deal-kit)
- **License:** MIT
- **Homepage:** https://os.devaland.com/sample-brief

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-mariusgithub13-open-deal-kit-financials-analyst
- Seller: https://agentstack.voostack.com/s/mariusgithub13
- Browse the marketplace: https://agentstack.voostack.com/browse

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