d-wwei

Financial Analysis — AI skill for Claude Code

AI community

Institutional-grade financial analysis skill for AI agents: comps, DCF, LBO, and 3-statement models.

How to install Financial Analysis

This entry records only its repository, not the path inside it, so there is no exact command to give. Open d-wwei/financial-analysis and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What Financial Analysis does

Institutional-grade financial analysis skill for AI agents: comps, DCF, LBO, and 3-statement models.

Alternatives in AI

Claude Flow — An enterprise-grade AI orchestration platform that revolutionizes how developers build with AI 22.2k ★
Model Update — 增量更新财务模型 — 用新财报/新指引/修正假设重算 DCF 内在价值、Comps 隐含价、投资逻辑与目标价，输出 before→after delta 6.6k ★
Ars Disclosure — ARS academic-paper disclosure mode — venue-specific AI-usage statement 4.5k ★

README

📊 Financial Analysis Skill

Institutional-grade financial analysis skills for AI agents — Comps, DCF, LBO & 3-Statement modeling.

Converted from [Anthropic's Financial Services Plugins](https://github.com/anthropics/financial-services-plugins) for the [OpenClaw](https://openclaw.ai) AI agent platform.

✨ Features

Module	Description
Comps Analysis	Comparable company analysis with valuation multiples (EV/Revenue, EV/EBITDA, P/E) and statistical benchmarking
DCF Model	Discounted Cash Flow valuation with WACC, terminal value, and sensitivity analysis
LBO Model	Leveraged Buyout modeling with debt schedules, IRR & MOIC calculations
3-Statements	Integrated Income Statement, Balance Sheet, and Cash Flow Statement model

📁 Project Structure

financial-analysis/
├── SKILL.md                          # Skill definition & methodology guide
├── _meta.json                        # Metadata, dependencies & capabilities
├── scripts/
│   └── financial_templates.py        # Excel template generator (openpyxl)
├── templates/                        # (reserved for Excel templates)
└── references/                       # (reserved for reference materials)

🚀 Quick Start

As an OpenClaw Skill

Copy the skill directory to your OpenClaw skills location:

cp -r financial-analysis/ ~/.openclaw/skills/financial-analysis/

{
  "skills": {
    "entries": {
      "financial-analysis": { "enabled": true }
    }
  }
}

Restart OpenClaw Gateway.

Generate Excel Templates

pip install openpyxl
python scripts/financial_templates.py

This generates two formatted Excel workbooks:

comps_template.xlsx — Comparable company analysis with Operating Metrics & Valuation sheets
dcf_template.xlsx — DCF model with 5-year projections, terminal value & EV-to-equity bridge