Finance Skills

# Financial Analysis Skill Perform financial calculations and investment analysis using Python. Every calculation here is a Python program run with `execute_shell` in the sandbox: the helper script below, or your own script for anything it does not cover. Compute financial results in the sandbox rather than in your head — the point of the script is that the arithmetic is reproducible and auditable. ## 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...

# Business Financial Metrics Skill Analyze and calculate key business metrics, SaaS metrics, unit economics, and financial plans. Every metric here is computed by running Python in the sandbox with `execute_shell` — the helper script below, or your own script when the shape of the data differs. Do not estimate these figures in prose; cohort tables and unit economics are exactly where arithmetic done by eye goes wrong. ## 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 --...

# 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 ### Cate...