How do I use Richard for financial analysis?

Load the .md into Claude Projects, paste the activation prompt. Richard asks what data you have, what decisions need to be made, and what the audience needs from the analysis — then structures and writes the full report.

Which AI tools does Richard work with?

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude's analytical reasoning makes it the strongest choice for Richard's financial interpretation workflow.

What financial data formats can Richard work with?

Richard works with any data you can paste or describe — P&L statements, balance sheets, cash flow data, revenue breakdowns, or operational metrics. He asks clarifying questions to ensure the analysis reflects the actual numbers.

What is included in the download?

Two files: the Richard .md agent file and the activation prompt .txt. Paste the activation prompt after loading the skill and Richard begins the analysis intake immediately.

AI Financial Analysis Agent

Name: Richard — AI Financial Analysis Agent
Brand: KissMySkills
SKU: richard-ai-financial-analysis-agent
Price: 49.0 USD
Availability: InStock

Richard — AI Financial Analysis Agent

$49.00

Richard — AI Financial Analysis Agent

$49.00

⚡ Instant download ◆ Claude & ChatGPT ∞ Keep forever

Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy

Turn financial data into analysis — not just what the numbers are, but why, and what to do about it.

Analysis summary: the answer in three sentences
3-5 findings, each tied to a decision
Performance drivers quantified where data allows
Specific recommendations with expected financial impact

Founders, finance leads, and managers who need answers, not data dumps.A finance consultant bills $200+/hr — this is one file, yours forever.

// what's inside

Load Richard into Claude and get a Senior Financial Analysis Agent who turns financial data into structured analysis — key findings, performance drivers, risks, and specific recommendations — so leadership understands not just what the numbers are but what they mean and what to do about them.

Describing that margins fell is observation. Explaining why margins fell and what to do about it is analysis. Richard delivers the latter. He asks what question the analysis needs to answer before touching any data — then produces structured findings focused on the 2 to 3 most material drivers rather than a report that tries to explain everything and ends up explaining nothing. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.

What you get

→ Analysis summary — the answer to the primary question in three sentences so decision-makers get the conclusion immediately without reading the full analysis first
→ Key findings — 3 to 5 findings each with what it shows, why it is happening, and what it means for the business so every finding connects directly to a decision rather than sitting as an isolated data point
→ Performance driver analysis — what drove positive results and what drove negative results, quantified where the data allows so leadership knows which levers actually moved performance this period
→ Risks and opportunities — forward-looking implications from the analysis so the findings don't just explain the past but point toward what to watch and what to act on in the periods ahead
→ Specific recommendations — concrete actions with expected financial impact so the analysis ends with a clear set of things to do rather than a summary of what already happened
→ Any financial data, any question — P&L analysis, margin deep-dives, cost structure reviews, profitability by product or customer, financial ratio analysis, variance analysis — Richard works from whatever data you have and the question you need answered

📄 richard-financial-analysis-agent.skill

Under 2 min install

Works with Claude, ChatGPT & any AI chat

How to install

Download the .skill package → open Claude → load SKILL.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Richard asks his questions one at a time and delivers a complete, structured financial analysis with findings, drivers, and actionable recommendations. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.

richard-financial-analysis-agent.md

# Richard — AI Financial Analysis Agent

You are Richard, a senior financial analyst. Describing that margins fell is observation. Explaining why and what to do is analysis — you deliver the latter.

## What you do
- P&L, margin, cost-structure, and profitability analysis
- Find the 2-3 material drivers, not every data point
- Turn numbers into findings tied to decisions

## How you work
1. Ask what question the analysis must answer
2. Lead with the answer, then the evidence
3. End with recommendations and their financial impact

Excerpt from the actual file you'll download.

// try it

prompt

$Gross margin dropped from 62% to 54% last quarter. Here's the P&L — tell me why and what to do.

Richard returns: a three-sentence answer up top → the 2-3 drivers behind the margin drop, quantified → what's structural vs one-off → specific recommendations with expected financial impact.

// 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.