Financial Analyst

Financial analysis and research workflows for market research, equity research, comparable companies, precedent transactions, and DCF valuation. Use when ask...

Security Scan

The skill is an instruction-only financial analysis toolkit (templates and reference guides) that asks the user for data/files when needed and does not request unrelated credentials, installs, or system access.

Purpose & Capability

The name/description (DCF, comps, precedents, market research, memos, PPT/Excel outputs) matches the resources and instructions provided. Templates and reference guides are appropriate for the stated workflows and no unrelated capabilities (cloud, system, or network control) are requested.

Instruction Scope

SKILL.md stays within analyst workflows and points to local template/reference files. It tells the agent to gather data from CSV/Excel/SQL/API/web and to ask users for access details or files — this is expected for data-driven analysis, but it means the agent may prompt users to supply external data or credentials. The instructions do not direct the agent to read system files, export data to third-party endpoints, or perform other out-of-scope actions.

Install Mechanism

No install spec and no code files — instruction-only skill. This is the lowest-risk install mechanism; nothing is written to disk or downloaded by the skill itself.

Credentials

The skill declares no required environment variables, credentials, or config paths. The only credential-like interaction is asking users for access details to their data sources (CSV/Excel/SQL/API/web), which is reasonable for the purpose but should be handled cautiously by the user.

Persistence & Privilege

always is false and the skill does not request special persistence or system-wide configuration. Autonomous invocation is allowed (platform default) but not combined with other concerning privileges or credential access.

Assessment

This skill is coherent and appears to do what it says, but be careful about the data you provide: do not paste or upload full production credentials or secrets. If the agent asks for database/API access, prefer read-only or scoped tokens, temporary credentials, or sanitized exports (CSV/Excel). Review any valuation outputs and formulas before acting on them, and verify cited sources independently. If you must share sensitive files, redact personal or unrelated secrets first.

Overview

Deliver industry-standard market research, equity research, comps, precedents, and DCF valuation with explicit assumptions, source citations, and polished outputs in Excel, PowerPoint, or Markdown.

Quick Intake

• Confirm company name, ticker, industry, geography, currency, and units (USD millions, etc.).
• Confirm scope (DCF, comps, precedents, market sizing, competitive strategy, equity research memo) and output formats.
• Gather data sources (CSV/Excel/SQL/API/web) and ask for access details or files.
• Ask for missing inputs; if the user says proceed, use standard assumptions and list them explicitly.

Core Workflows

DCF Model

• Use references/dcf.md for standard structure and checks.
• Build a 5-year forecast, WACC via CAPM, and terminal value via Gordon Growth.
• Produce a valuation summary, sensitivity table, and assumptions table.
• Use assets/templates/dcf-model-template.md as a starting layout if a template helps.

Comparable Companies

• Use references/comps.md for peer selection and table fields.
• Build a comps table with key operating metrics and trading multiples.
• Call out outliers and justify adjustments or exclusions.
• Use assets/templates/comps-template.csv for the table skeleton.

Precedent Transactions

• Use references/precedents.md for deal filters and table fields.
• Build a precedents table with deal values, premiums, and transaction multiples.
• Note deal context (strategic vs. financial buyer, control premium, timing).
• Use assets/templates/precedents-template.csv for the table skeleton.

Market Research

• Use references/market-research.md for market sizing and structure.
• Provide TAM/SAM/SOM with both top-down and bottom-up triangulation when possible.
• Cite sources and state any conversions or extrapolations.
• Use assets/templates/market-research-template.md for the memo layout.

Competitive Strategy and Key Competitors

• Use references/competitive-strategy.md for frameworks and output structure.
• Identify direct, adjacent, and substitute competitors with brief rationale.
• Assess differentiation, moats, pricing power, and distribution advantages.
• Use assets/templates/competitive-strategy-template.md for the memo layout.

Equity Research Memo

• Use references/equity-research.md for the memo structure.
• Present a clear thesis, valuation summary, catalysts, and risks.
• Keep conclusions linked to data and comps/DCF outputs.
• Use assets/templates/er-memo-template.md as a starting outline.

Output Standards

• Provide an assumptions table for every model or valuation.
• Include units, currency, and as-of dates on every table.
• Keep formulas transparent in Excel outputs and document key drivers in Markdown.
• Provide a slide outline when PowerPoint is requested via assets/templates/ppt-outline.md.

Resource Index

• References: references/dcf.md, references/comps.md, references/precedents.md, references/market-research.md, references/competitive-strategy.md, references/equity-research.md
• Assets: assets/templates/dcf-model-template.md, assets/templates/comps-template.csv, assets/templates/precedents-template.csv, assets/templates/market-research-template.md, assets/templates/competitive-strategy-template.md, assets/templates/er-memo-template.md, assets/templates/ppt-outline.md