A professional-grade financial analysis tool for generating DCF models, comparable company analysis, and equity research reports with transparent assumptions.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install 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 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 specialized workflow engine designed for high-stakes financial modeling and market research. By utilizing Openclaw Skills, users can automate the creation of industry-standard deliverables including Discounted Cash Flow (DCF) models, precedent transactions, and competitive strategy memos. It streamlines the process of transforming raw data from CSV, SQL, or web sources into polished, analyst-ready outputs in Excel, PowerPoint, or Markdown formats.
This skill ensures that all financial outputs adhere to professional standards by requiring explicit assumptions, source citations, and transparent formula structures. Whether you are conducting equity research or performing a peer valuation, this integration within Openclaw Skills provides a structured framework to maintain accuracy and consistency across complex financial datasets.
Financial Analyst Use Cases
- Building 5-year forecast DCF models with WACC via CAPM and sensitivity analysis.
- Conducting comparable company analysis to evaluate trading multiples and operating metrics.
- Performing market sizing (TAM/SAM/SOM) using top-down and bottom-up triangulation.
- Drafting professional equity research memos with clear investment theses and catalysts.
- Generating precedent transaction tables to analyze deal values and control premiums.
How Financial Analyst Works
- Initialize the session by confirming the company ticker, industry, geography, and reporting currency.
- Ingest financial data from provided sources such as SQL databases, API endpoints, or uploaded CSV/Excel files.
- Apply standardized financial frameworks based on internal reference guides for DCF, comps, or market research.
- Process metrics and calculate valuations, ensuring all assumptions are documented and outliers are identified.
- Generate the final output using pre-defined templates for Excel models, PowerPoint outlines, or Markdown reports.
Financial Analyst Setup
To integrate this capability into your workflow, ensure your environment is configured for Openclaw Skills and follow these steps:
# Add the financial-analyst skill to your local environment
openclaw install financial-analyst
# Configure your data source connections (e.g., SQL or API access)
# Verify asset templates are present in assets/templates/
Financial Analyst Data Schema & Taxonomy
The skill organizes financial data and structural templates to ensure consistency across reports:
| Directory | Data Type | Description |
|---|---|---|
references/ |
Markdown | Logic and methodology guides for DCF, comps, and research. |
assets/templates/ |
CSV/MD | Skeletons for models, valuation tables, and memo outlines. |
outputs/ |
XLSX/PPTX/MD | The final refined financial models and research deliverables. |
Financial Analyst Advanced Features
- Multi-agent support for collaborative equity research pipelines using Openclaw Skills.
- Automated Gordon Growth and terminal value calculation for long-term forecasting.
- Dynamic sensitivity tables to stress-test valuation drivers and WACC assumptions.
- Strategic moat and pricing power assessment using competitive strategy frameworks.
- Support for multi-currency conversions and unit standardization across disparate datasets.
SKILL.md
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