Claude Skills for Financial Modeling
Claude skills for analysts, founders and finance teams building financial models.
Download the free pack
Get 3 Claude skills in a zip file. Upload each folder as its own skill in Claude.
Download pack (.zip)Free. No email required. Install instructions
Financial models are only useful when their assumptions are clear and their structure is auditable. This pack helps Claude plan, structure, and sanity-test models.
What you can do with this pack
- Structure a three-statement model
- Build a cohort-based revenue model
- Model unit economics for a SaaS or DTC business
- Build a DCF with transparent assumptions
- Debug model errors and circular references
Skills in this pack
Three-Statement Model Builder
Plan and structure a three-statement financial model (P&L, balance sheet, cash flow). Trigger on 'three-statement model', '3SM', 'build a financial model', 'link income statement to cash flow', or when the user is creating a fully-linked financial model.
Cohort Revenue Model Builder
Build a cohort-based revenue model for subscription, marketplace, or retention-driven businesses. Trigger on 'cohort model', 'cohort analysis', 'retention curve', 'subscription model', or when the user needs revenue modelled with retention effects.
DCF Builder
Build a discounted cash flow valuation with transparent assumptions. Trigger on 'DCF', 'discounted cash flow', 'valuation model', 'WACC', 'terminal value', or when the user is valuing a business using DCF.
How to install the skills
- In Claude, turn on code execution under Settings → Capabilities.
- Download and unzip the pack above — you'll see one folder per skill.
- Go to Customize → Skills, click + Create skill, then Upload a skill.
- Zip each individual skill folder and upload it.
- Toggle the skill on. Claude will use it automatically when your request matches.
Full instructions: /download/claude-skills
FAQ
What is a Claude skill?
A Claude skill is a folder containing a SKILL.md file. It tells Claude when to trigger the skill and how to execute the task. Skills live inside your Claude account once uploaded.
Do these work on Free, Pro and Max plans?
Yes, as long as code execution is enabled. On Team and Enterprise plans, an admin needs to enable skills at the organisation level first.
Can I edit the skills?
Yes — the skills are plain markdown files. Open SKILL.md in any editor and change the description, steps, templates, or output format to match how you work.
Do I need all the skills in the pack?
No. Upload only the ones you'll use. Too many active skills makes Claude less precise about which one to pick.