Finance Skills

# Financial Analysis Skill Perform financial calculations and investment analysis using Python. ## Using the Helper Script ```bash # Calculate NPV python /home/daytona/skills/financial-analysis/finance_helper.py npv --rate 0.10 --cashflows "-100000,25000,30000,35000,40000,45000" # Calculate IRR python /home/daytona/skills/financial-analysis/finance_helper.py irr --cashflows "-100000,25000,30000,35000,40000,45000" # Calculate loan amortization python /home/daytona/skills/financial-analysis/finance_helper.py amortize --principal 500000 --rate 0.05 --periods 30 --output /home/daytona/out/amortization.csv # DCF Valuation python /home/daytona/skills/financial-analysis/finance_helper.py dcf --cashflows "50000,55000,60000,65000,70000" --growth 0.02 --discount 0.10 # Compare investments python /home/daytona/skills/financial-analysis/finance_helper.py compare --file investments.json ``` ## Core Financial Calculations ### Net Present Value (NPV) ```python import numpy_financial as npf ...

# Business Financial Metrics Skill Analyze and calculate key business metrics, SaaS metrics, unit economics, and financial plans. ## Using the Helper Script ```bash # Calculate SaaS metrics from MRR data python /home/daytona/skills/financial-metrics/metrics_helper.py saas --file mrr_data.csv # Unit economics analysis python /home/daytona/skills/financial-metrics/metrics_helper.py unit-economics --cac 500 --ltv 2000 --payback 8 # Cohort analysis python /home/daytona/skills/financial-metrics/metrics_helper.py cohort --file cohort_data.csv --output /home/daytona/out/cohort_analysis.csv # Financial plan variance analysis python /home/daytona/skills/financial-metrics/metrics_helper.py variance --actual actual.csv --plan plan.csv ``` ## SaaS Metrics ### Revenue Metrics ```python import pandas as pd import numpy as np def calculate_saas_metrics(mrr_data: pd.DataFrame) -> dict: """ Calculate core SaaS metrics from MRR data. Expected columns: date, customer_id, mrr ""...

# SEC Filings Analysis Skill Guide for analyzing SEC filings to extract key information for investment research and due diligence. ## Filing Types Overview | Filing | Purpose | Frequency | Key Focus | |--------|---------|-----------|-----------| | **S-1** | IPO Registration | One-time (at IPO) | Business model, risks, use of proceeds, ownership | | **10-K** | Annual Report | Yearly | Full-year performance, comprehensive business overview | | **10-Q** | Quarterly Report | 3x per year | Quarterly performance, material changes | | **8-K** | Current Report | As needed | Material events, management changes | | **DEF 14A** | Proxy Statement | Yearly | Executive compensation, governance | ## S-1 Analysis (IPO Prospectus) ### Key Sections to Analyze #### 1. Prospectus Summary - **What to look for**: Business description, offering details, key metrics - **Red flags**: Vague business model, unclear competitive advantage #### 2. Risk Factors ``` ## Risk Factor Analysis Framework ### Categ...