A professional financial modeling and analysis toolkit for automated valuation, ratio calculation, and driver-based forecasting.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install cs-financial-analyst
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install cs-financial-analyst using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Financial Analyst?
The Financial Analyst skill is a production-ready toolkit designed for deep financial modeling and performance analysis. It enables AI agents to process financial statements through sophisticated workflows including ratio calculation, Discounted Cash Flow (DCF) valuation, and rolling forecast construction. By using this Openclaw Skills extension, developers and analysts can automate the interpretation of complex financial data and generate executive-grade management reports with ease.
Built to handle rigorous analysis tasks, the skill supports a 5-phase workflow that ensures data integrity and actionable insights. Whether you are conducting investment research or managing corporate budgets, this skill provides the structural analytical framework needed for strategic decision-making. As a core part of your Openclaw Skills library, it offers high-precision tools for financial projection without requiring external heavy libraries.
Financial Analyst Use Cases
- Performing automated DCF equity and enterprise valuations with sensitivity analysis.
- Calculating liquidity, profitability, and leverage ratios for company benchmarking.
- Analyzing budget vs. actual variances with materiality threshold filtering.
- Building 13-week rolling cash flow projections and driver-based revenue forecasts.
- Generating executive summaries and detailed financial performance reports for stakeholders.
How Financial Analyst Works
- The agent scopes the financial objective and identifies necessary data sources like balance sheets or income statements.
- Input data is validated for completeness and sanity before calculations begin to ensure no missing fields affect results.
- Specialized scripts process the data to calculate ratios, run DCF models with WACC, or identify budget variances.
- Insights are generated by interpreting trends and benchmarking results against industry-specific standards.
- Final reports are produced using markdown templates, delivering actionable insights such as sensitivity tables or scenario comparisons.
Financial Analyst Setup
To integrate this toolset into your Openclaw Skills environment, ensure you have Python installed. All scripts are optimized to use only the Python standard library.
# Navigate to the skill directory
cd skills/financial-analyst
# Execute a ratio analysis on your financial data
python scripts/ratio_calculator.py sample_financial_data.json
# Run a Discounted Cash Flow valuation
python scripts/dcf_valuation.py valuation_data.json --projection-years 5
Financial Analyst Data Schema & Taxonomy
The skill utilizes JSON as the primary data exchange format to maintain compatibility across different analytical tools.
| Data Component | Description |
|---|---|
| Input JSON | Includes fields for income statements, balance sheets, and cash flow data. |
| Ratio Outputs | Categorized results for profitability, liquidity, leverage, and efficiency. |
| Valuation Models | Outputs include Enterprise Value, Equity Value, and WACC calculations. |
| Variance Reports | Favorable/Unfavorable classification based on materiality thresholds. |
Financial Analyst Advanced Features
- Driver-based scenario modeling (Base, Bull, and Bear cases) for revenue forecasting.
- Automated materiality filtering for variance analysis to highlight only significant financial discrepancies.
- Multi-category ratio calculation including Valuation (P/E, EV/EBITDA) and Efficiency (DSO, Inventory Turnover).
- Industry-specific adaptation logic for SaaS, Retail, Manufacturing, and Healthcare sectors.
- Zero-dependency architecture ensuring the skill runs in any Openclaw Skills compliant environment using standard Python.
SKILL.md
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