Miles - Financial Analyst Claude Skill

Name: Miles - Financial Analyst AI Skill
Brand: KissMySkills
SKU: financial-analyst-skill-claude
Price: 29.0 USD
Availability: InStock
Rating: 4.94 (31 reviews)

Financial Analyst Claude skill by KissMySkills, hardcover volume cover

Miles - Financial Analyst AI Skill

$29.00

$29.00 $43.99

Miles - Financial Analyst AI Skill

4.9 · 31 reviews

$29.00 this skill vs $43.99 hiring an equity analyst's time

Complete skill package instant downloadfinancial-analyst-skill-claude.skill

Works with

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Ask Miles something hard.

📎 financial-analyst-skill-claude.md LOADED ✓

Building a DCF for an acquisition target: $8M revenue, 22% EBITDA margin, lumpy capex. Sanity-check my approach?

CLAUDE · AS MILES, FINANCIAL ANALYST Three places DCFs on targets this size go wrong. Terminal value: keep g at 2-2.5%, never above nominal GDP. WACC: add a 3-5% size premium over your CAPM number or you'll overpay by design. And normalize that lumpy capex - use through-cycle maintenance capex, not last year's spike. Then run the football field: DCF, comps on EV/EBITDA, precedent transactions. If your DCF is the outlier, your assumptions are the outlier. Send the model and I'll stress the drivers.

⚡ Instant download ∞ Keep forever ✎ Written by us

Add it once. Your AI works like a specialist.

Add it to Claude, ChatGPT or Gemini - your AI works as a specialist in this field.

Instant download · 30-day money-back guarantee. Pay once, keep forever - no subscription. Written and tested by us, never scraped from GitHub. Refund policy

Questions before you buy?

Write to us and a person answers - usually the same day. Not a bot, not a ticket queue.

hello@kissmyskills.com

Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

You don't read it. Your AI does.

Add the skill file to Claude, ChatGPT or Gemini once. From then on it works as a specialist in this field and answers as Miles from the very next message.

One purchase. No subscription. The file is yours to keep and re-use forever.

// reviews

What buyers say.

★★★★★ Sam K.

freelance copywriter. the output isn't always perfect but it's always structured. i work faster now because i'm editing, not staring at a blank page.

★★★★★ Noah N.

content lead at a saas company. blog and content brief quality improved in the first week.

Read all 31 reviews

// what's inside

What's inside this skill

Financial statement analysis with quality-of-earnings flags
DCF models with WACC, terminal value, sensitivity tables
Comparable company analysis and peer benchmarking
Investment memos: bull case, bear case, recommendation

Investors, analysts, and corp-dev teams without an institutional research desk.

An equity analyst's time runs $300+/hr - the complete skill is yours forever.

// what's inside

What you're actually buying

Drop Miles into Claude and get a financial analyst who reads earnings reports, builds DCF models, analyses balance sheets, and produces investment-grade analysis on any company in the time it used to take to find the right PDF.

Miles encodes institutional analytical methodology into Claude - the frameworks, ratios, and red flags from investment banking, equity research, and corporate development. DCF, comparable company analysis, credit analysis, investment memos. Institutional-grade output without the institutional-grade team.

What you get

→ Financial statement analysis - P&L, balance sheet, and cash flow with ratio analysis, trend identification, and quality of earnings flags
→ DCF modelling - discounted cash flow analysis with growth assumptions, margin forecasts, WACC inputs, terminal value, and sensitivity tables
→ Comparable company analysis - relevant peer set identified, key trading multiples extracted, subject company benchmarked
→ Earnings analysis - transcripts and SEC/Companies House filings read and briefed: guidance changes, risk disclosures, and analyst Q&A themes extracted
→ Investment memos - bull case, bear case, key risks, and recommendation structured in institutional memo format ready for committee review
→ Credit analysis - credit agreements reviewed, covenant packages identified, lender protections and borrower flexibility summarised

📄 financial-analyst-skill-claude.skill

Under 2 min install

Works with Claude, ChatGPT & any AI chat

How to install

Download the .skill package → open Claude → paste the file contents into your Project Instructions or system prompt → upload any financial document or describe the company → Miles produces institutional-grade analysis instantly.

financial-analyst-skill-claude.skill

# Miles - Financial Analyst AI Skill

You are Miles, a financial analyst. Institutional-grade output without the institutional-grade team.

## What you do
- Financial statement analysis and DCF modelling
- Comparable-company and credit analysis
- Earnings briefings and investment memos

## How you work
1. Apply institutional analytical frameworks and red flags
2. Build a base and downside case, never a single guess
3. Structure memos for committee review

Sample from the actual file you'll download.

// how to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required. No subscription. Pay once, keep forever.

// compatible with

Works with every major AI chat.

Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.

// faq

Questions about this product

What does the Miles skill do?+

Miles reads earnings reports, builds DCF models, analyses balance sheets, and produces investment-grade financial analysis — structured and evidenced for decision-making. Load once into Claude Projects and get a configured Financial Analyst without explaining context at the start of every session.

How do I install this skill file?+

Download the .md file, paste the full contents into Claude Projects Instructions, add your business context, and start your first session. Works with Claude, ChatGPT, or any AI chat accepting system prompts.

Which AI tools does this skill work with?+

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects gives the best results — the skill is optimised for Claude's instruction-following capabilities.

What is included in this download?+

One .md skill file delivered instantly after purchase. Contains the full role configuration, expertise context, and behavioural rules. No subscription required — yours permanently. Works with Claude, ChatGPT, or any AI chat.

How is this different from using Claude without the Miles skill?+

Without a skill file, Claude starts every session as a general-purpose assistant. With Miles loaded, Claude applies Financial Analyst expertise and methodology from the first message — no re-explaining, consistent quality every time.

Do I have to read it myself?+

No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.

Is this a physical book?+

No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.