OpenClaw

financial-analyst

Financial analysis and research workflows for market research, equity research, comparable companies, precedent transactions, and DCF valuation. Use when asked to build or critique DCF models, comps/precedents tables, competitor or strategy analysis, market sizing, or to deliver analyst-ready outputs in Excel, PowerPoint, or Markdown from CSV/Excel/SQL/API/web data.

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查看来源 ↗安装与使用 SKILL.md ↗

安装与使用

请根据来源仓库和你的 AI 工具说明安装此技能。先阅读技能文件和依赖要求，再添加到工作流。

SkillHub CLI

skillhub install aniebyl/financial-analyst

打开来源仓库，查看说明和兼容环境后，按来源提供的命令或步骤安装。

将来源链接提供给你的 Agent，让它先读取说明、核对依赖，并向你说明将执行的安装步骤。

查看来源 ↗使用指南

技能说明

Financial Analyst

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-st...

来源信息

Source: github
Repository: openclaw/skills
Path: skills/aniebyl/financial-analyst
Version: —
Commit: c7b2ea39f30b0692252daadd5158bec5efcec72d
分类来源: rules
状态: active
可见性: public

这些信息来自收录时的来源分析，可能滞后；使用前请核对最新来源文件。

来源内容

SKILL.md

# Financial Analyst

## 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-st...

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