📊 Financial Analysis Skill

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

Converted from Anthropic's Financial Services Plugins for the OpenClaw 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

1. Copy the skill directory to your OpenClaw skills location:

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

2. Register the skill in your openclaw.json:

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

3. 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

📐 Key Formulas

EV/Revenue  = Enterprise Value / Revenue
EV/EBITDA   = Enterprise Value / EBITDA
P/E         = Market Cap / Net Income

FCF  = EBIT × (1 - Tax) + D&A - CapEx - Δ Working Capital
WACC = (E/V) × Re + (D/V) × Rd × (1 - Tc)

Terminal Value (Perpetuity) = FCF(n) × (1 + g) / (WACC - g)
Terminal Value (Exit Mult.) = EBITDA(n) × Exit Multiple

⚠️ Important Notes

• Methodology only — This skill provides analysis frameworks and templates. Real-time financial data requires external sources (Bloomberg, FactSet, SEC filings, etc.).
• Verify all outputs — Always cross-check AI-generated analyses with qualified financial professionals.
• Industry-specific — Different sectors require different metrics (e.g., SaaS vs. Industrials). Adjust accordingly.

🔗 Dependencies

• Python ≥ 3.8
• openpyxl ≥ 3.0 (for Excel generation)

📄 License

Based on anthropics/financial-services-plugins. Please refer to the original repository for license terms.