Financial Analysis | Chalie Skills

What it does

Calculating financial ratios, running DCF valuations, analyzing budget variances, and building rolling forecasts.

When this skill is activated, Chalie follows these steps:

Use recall to surface any prior financial data, benchmarks, or analysis context already discussed.
Ask the user for the analysis objective: ratio analysis, DCF valuation, budget variance, or rolling forecast — and use recall to surface any financial data or assumptions already on record.
Use code_agent to validate input data completeness before running calculations — flag any missing fields, implausible values, or gaps.
Use code_agent to calculate the requested metrics: financial ratios (profitability, liquidity, leverage, efficiency, valuation), DCF with WACC and terminal value, or budget variances with favorable/unfavorable classification.
Use search to benchmark calculated ratios against industry standards and flag any metric significantly outside the normal range.
Use code_agent to generate scenario analysis where appropriate — base, bull, and bear cases for forecasts or sensitivity tables for DCF.
Use write_file to produce an executive summary with: key findings, material variances explained with root causes, and the top 3 recommended actions.
Use write_file to save the full analysis report with supporting data and assumptions documented.

v1 (curated)