Xpersona

Crawler Summary

financial-analysis answer-first brief

Build institutional-grade financial analyses: comparable company analysis, DCF valuation, LBO model, and Excel spreadsheet workflows. **Functions:** - Comps Analysis: Build comparable company analyses with valuation multiples - DCF Model: Discounted Cash Flow valuation models - LBO Model: Leveraged Buyout modeling - 3-Statements: Income Statement, Balance Sheet, Cash Flow integration **Activate when:** User wants financial modeling, company valuation, investment analysis, M&A comps, Excel reports **Note:** This skill provides analysis methodology. Real-time financial data requires external data sources (APIs, Bloomberg, etc.) --- name: financial-analysis description: | Build institutional-grade financial analyses: comparable company analysis, DCF valuation, LBO model, and Excel spreadsheet workflows. **Functions:** - Comps Analysis: Build comparable company analyses with valuation multiples - DCF Model: Discounted Cash Flow valuation models - LBO Model: Leveraged Buyout modeling - 3-Statements: Income Statement, Balance Sheet, Cash Flow i Capability contract not published. No trust telemetry is available yet. 2 GitHub stars reported by the source. Last updated 4/15/2026.

Freshness

Last checked 4/15/2026

Best For

financial-analysis is best for generate workflows where OpenClaw compatibility matters.

Not Ideal For

Contract metadata is missing or unavailable for deterministic execution.

Evidence Sources Checked

editorial-content, GITHUB OPENCLEW, runtime-metrics, public facts pack

CardFactsSnapshotContractTrust
Claim this agent
Agent DossierGitHubSafety: 94/100

financial-analysis

Build institutional-grade financial analyses: comparable company analysis, DCF valuation, LBO model, and Excel spreadsheet workflows. **Functions:** - Comps Analysis: Build comparable company analyses with valuation multiples - DCF Model: Discounted Cash Flow valuation models - LBO Model: Leveraged Buyout modeling - 3-Statements: Income Statement, Balance Sheet, Cash Flow integration **Activate when:** User wants financial modeling, company valuation, investment analysis, M&A comps, Excel reports **Note:** This skill provides analysis methodology. Real-time financial data requires external data sources (APIs, Bloomberg, etc.) --- name: financial-analysis description: | Build institutional-grade financial analyses: comparable company analysis, DCF valuation, LBO model, and Excel spreadsheet workflows. **Functions:** - Comps Analysis: Build comparable company analyses with valuation multiples - DCF Model: Discounted Cash Flow valuation models - LBO Model: Leveraged Buyout modeling - 3-Statements: Income Statement, Balance Sheet, Cash Flow i

OpenClawself-declared

Public facts

5

Change events

1

Artifacts

0

Freshness

Apr 15, 2026

Verifiededitorial-contentNo verified compatibility signals2 GitHub stars

Capability contract not published. No trust telemetry is available yet. 2 GitHub stars reported by the source. Last updated 4/15/2026.

2 GitHub starsTrust evidence available

Trust score

Unknown

Compatibility

OpenClaw

Freshness

Apr 15, 2026

Vendor

D Wwei

Artifacts

0

Benchmarks

0

Last release

Unpublished

Executive Summary

Key links, install path, and a quick operational read before the deeper crawl record.

Verifiededitorial-content

Summary

Capability contract not published. No trust telemetry is available yet. 2 GitHub stars reported by the source. Last updated 4/15/2026.

View Source

Setup snapshot

git clone https://github.com/d-wwei/financial-analysis.git
  1. 1

    Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.

  2. 2

    Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Evidence Ledger

Everything public we have scraped or crawled about this agent, grouped by evidence type with provenance.

Verifiededitorial-content
Vendor (1)

Vendor

D Wwei

profilemedium
Observed Apr 15, 2026Source linkProvenance
Compatibility (1)

Protocol compatibility

OpenClaw

contractmedium
Observed Apr 15, 2026Source linkProvenance
Adoption (1)

Adoption signal

2 GitHub stars

profilemedium
Observed Apr 15, 2026Source linkProvenance
Security (1)

Handshake status

UNKNOWN

trustmedium
Observed unknownSource linkProvenance
Integration (1)

Crawlable docs

6 indexed pages on the official domain

search_documentmedium
Observed Apr 15, 2026Source linkProvenance

Release & Crawl Timeline

Merged public release, docs, artifact, benchmark, pricing, and trust refresh events.

Self-declaredagent-index

Docs Update

Docs refreshed: Sign in to GitHub · GitHub

search_documentmedium

Fresh crawlable documentation was indexed for the official domain.

Observed Apr 15, 2026

Artifacts Archive

Extracted files, examples, snippets, parameters, dependencies, permissions, and artifact metadata.

Self-declaredGITHUB OPENCLEW

Extracted files

0

Examples

5

Snippets

0

Languages

typescript

Parameters

Executable Examples

text

┌─────────────────────────────────────────────┐
│ [COMPANY] - VALUATION ANALYSIS              │
│ As of [Date] | All figures in USD Millions │
├─────────────────────────────────────────────┤
│ OPERATING METRICS                           │
│ Company | Revenue | Growth | Gross Margin   │
├─────────────────────────────────────────────┤
│ Company A   | 1,000   | 10%   | 45%        │
│ Company B   | 1,500   | 12%   | 52%        │
│ ...         |         |       |             │
│ Median      | =MEDIAN | =MEDIAN| =MEDIAN   │
├─────────────────────────────────────────────┤
│ VALUATION MULTIPLES                         │
│ Company | EV/Rev | EV/EBITDA | P/E          │
├─────────────────────────────────────────────┤
│ Company A   | 5.0x   | 12.0x  | 25.0x     │
│ Company B   | 6.5x   | 15.0x  | 30.0x      │
│ ...         |         |        |            │
│ Median      | =MEDIAN | =MEDIAN| =MEDIAN   │
└─────────────────────────────────────────────┘

text

EV/Revenue = Enterprise Value / Revenue
EV/EBITDA = Enterprise Value / EBITDA
P/E = Market Cap / Net Income

text

FCF = EBIT × (1 - Tax Rate) + D&A - CapEx - Δ Working Capital

text

Perpetuity Growth: TV = FCF(n) × (1 + g) / (WACC - g)
Exit Multiple: TV = EBITDA(n) × Exit Multiple

text

WACC = (E/V) × Re + (D/V) × Rd × (1 - Tc)
Where:
  E = Equity Value
  D = Debt Value  
  V = E + D
  Re = Cost of Equity
  Rd = Cost of Debt
  Tc = Corporate Tax Rate

Docs & README

Full documentation captured from public sources, including the complete README when available.

Self-declaredGITHUB OPENCLEW

Docs source

GITHUB OPENCLEW

Editorial quality

ready

Build institutional-grade financial analyses: comparable company analysis, DCF valuation, LBO model, and Excel spreadsheet workflows. **Functions:** - Comps Analysis: Build comparable company analyses with valuation multiples - DCF Model: Discounted Cash Flow valuation models - LBO Model: Leveraged Buyout modeling - 3-Statements: Income Statement, Balance Sheet, Cash Flow integration **Activate when:** User wants financial modeling, company valuation, investment analysis, M&A comps, Excel reports **Note:** This skill provides analysis methodology. Real-time financial data requires external data sources (APIs, Bloomberg, etc.) --- name: financial-analysis description: | Build institutional-grade financial analyses: comparable company analysis, DCF valuation, LBO model, and Excel spreadsheet workflows. **Functions:** - Comps Analysis: Build comparable company analyses with valuation multiples - DCF Model: Discounted Cash Flow valuation models - LBO Model: Leveraged Buyout modeling - 3-Statements: Income Statement, Balance Sheet, Cash Flow i

Full README

name: financial-analysis description: | Build institutional-grade financial analyses: comparable company analysis, DCF valuation, LBO model, and Excel spreadsheet workflows.

Functions:

  • Comps Analysis: Build comparable company analyses with valuation multiples
  • DCF Model: Discounted Cash Flow valuation models
  • LBO Model: Leveraged Buyout modeling
  • 3-Statements: Income Statement, Balance Sheet, Cash Flow integration

Activate when: User wants financial modeling, company valuation, investment analysis, M&A comps, Excel reports

Note: This skill provides analysis methodology. Real-time financial data requires external data sources (APIs, Bloomberg, etc.)

Financial Analysis Skills

This skill provides comprehensive financial analysis capabilities for investment banking, equity research, and corporate finance work.

Available Modules

1. Comps Analysis (可比公司分析)

Build institutional-grade comparable company analyses with:

  • Operating metrics (Revenue, Growth, Margins, EBITDA)
  • Valuation multiples (EV/Revenue, EV/EBITDA, P/E)
  • Statistical benchmarking (Median, Quartiles)
  • Excel output with proper formatting

2. DCF Model (DCF 估值)

Discounted Cash Flow modeling:

  • Revenue & cash flow projections
  • WACC calculation
  • Terminal value (Perpetuity growth vs. Exit multiple)
  • Sensitivity analysis
  • Enterprise value to equity value桥接

3. LBO Model (LBO 模型)

Leveraged Buyout analysis:

  • Sources & uses of funds
  • Debt schedule (Revolver, Term Loan, Subordinated)
  • IRR & MOIC calculations
  • Exit analysis

4. 3-Statements (三表模型)

Integrated financial model:

  • Income Statement
  • Balance Sheet
  • Cash Flow Statement
  • Working capital schedules

Quick Start

Comps Analysis

To analyze comparable companies:

  1. Define peer group - Select 5-10 comparable companies
  2. Gather data - Revenue, EBITDA, multiples from financial statements
  3. Build structure - Set up Excel with proper headers
  4. Calculate metrics - Margins, growth rates, valuation multiples
  5. Add statistics - Median, quartiles for context

DCF Valuation

To value a company using DCF:

  1. Project financials - 5-10 year revenue/EBITDA forecast
  2. Calculate FCF - Free Cash Flow = EBIT(1-Tax) + D&A - CapEx - Working Capital
  3. Determine WACC - Weighted Average Cost of Capital
  4. Discount FCF - Present value of projected FCF
  5. Terminal value - Perpetuity growth or exit multiple method
  6. Sum and bridge - EV - Net Debt = Equity Value

Output Format

Excel Structure

┌─────────────────────────────────────────────┐
│ [COMPANY] - VALUATION ANALYSIS              │
│ As of [Date] | All figures in USD Millions │
├─────────────────────────────────────────────┤
│ OPERATING METRICS                           │
│ Company | Revenue | Growth | Gross Margin   │
├─────────────────────────────────────────────┤
│ Company A   | 1,000   | 10%   | 45%        │
│ Company B   | 1,500   | 12%   | 52%        │
│ ...         |         |       |             │
│ Median      | =MEDIAN | =MEDIAN| =MEDIAN   │
├─────────────────────────────────────────────┤
│ VALUATION MULTIPLES                         │
│ Company | EV/Rev | EV/EBITDA | P/E          │
├─────────────────────────────────────────────┤
│ Company A   | 5.0x   | 12.0x  | 25.0x     │
│ Company B   | 6.5x   | 15.0x  | 30.0x      │
│ ...         |         |        |            │
│ Median      | =MEDIAN | =MEDIAN| =MEDIAN   │
└─────────────────────────────────────────────┘

Key Formulas

Valuation Multiples

EV/Revenue = Enterprise Value / Revenue
EV/EBITDA = Enterprise Value / EBITDA
P/E = Market Cap / Net Income

Free Cash Flow

FCF = EBIT × (1 - Tax Rate) + D&A - CapEx - Δ Working Capital

DCF Terminal Value

Perpetuity Growth: TV = FCF(n) × (1 + g) / (WACC - g)
Exit Multiple: TV = EBITDA(n) × Exit Multiple

WACC Calculation

WACC = (E/V) × Re + (D/V) × Rd × (1 - Tc)
Where:
  E = Equity Value
  D = Debt Value  
  V = E + D
  Re = Cost of Equity
  Rd = Cost of Debt
  Tc = Corporate Tax Rate

Best Practices

Data Sources

  • Primary: Bloomberg, FactSet, S&P Capital IQ
  • Secondary: SEC filings (10-K, 10-Q), company reports
  • Verify: Cross-check numbers across sources

Quality Checks

  • ✓ Margins: Gross > EBITDA > Net (always)
  • ✓ Multiples: Reasonable ranges (EV/EBITDA: 8-25x typical)
  • ✓ Growth: Higher growth → higher multiples
  • ✓ Comparability: Same industry, similar size

Documentation

  • Source every number (Bloomberg ticker, SEC filing page)
  • Document assumptions (growth rates, terminal growth)
  • Add hyperlinks where possible
  • Date-stamp analysis

Common Mistakes to Avoid

❌ Mixing time periods (LTM vs Quarterly) ❌ Using different currencies without conversion ❌ Hardcoding values instead of cell references ❌ Missing statistics (median, quartiles) ❌ Including non-comparable companies ❌ Forgetting to bridge EV to Equity Value

Notes

  1. This skill provides methodology - Actual financial data requires subscriptions (Bloomberg, FactSet, etc.)

  2. Excel templates - Can generate structured Excel files with proper formulas

  3. Analysis depth - Adjust based on purpose (quick pitch vs. IC memo)

  4. Industry variations - SaaS needs different metrics than industrials

Based on anthropics/financial-services-plugins - converted for OpenClaw

Contract & API

Machine endpoints, protocol fit, contract coverage, invocation examples, and guardrails for agent-to-agent use.

MissingGITHUB OPENCLEW

Endpoints

Dossier APISnapshot APIContract APITrust API

Contract coverage

Status

missing

Auth

None

Streaming

No

Data region

Unspecified

Protocol support

OpenClaw: self-declared

Requires: none

Forbidden: none

Guardrails

Operational confidence: low

No positive guardrails captured.
Invocation examples
curl -s "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/snapshot"
curl -s "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/contract"
curl -s "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/trust"

Reliability & Benchmarks

Trust and runtime signals, benchmark suites, failure patterns, and practical risk constraints.

Missingruntime-metrics

Trust signals

Handshake

UNKNOWN

Confidence

unknown

Attempts 30d

unknown

Fallback rate

unknown

Runtime metrics

Observed P50

unknown

Observed P95

unknown

Rate limit

unknown

Estimated cost

unknown

Do not use if

Contract metadata is missing or unavailable for deterministic execution.
No benchmark suites or observed failure patterns are available.

Media & Demo

Every public screenshot, visual asset, demo link, and owner-provided destination tied to this agent.

Missingno-media
No screenshots, media assets, or demo links are available.

Related Agents

Neighboring agents from the same protocol and source ecosystem for comparison and shortlist building.

Self-declaredprotocol-neighbors
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Rank

70

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Traction

No public download signal

Freshness

Updated 2d ago

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Rank

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Traction

No public download signal

Freshness

Updated 5d ago

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GITHUB_REPOSAionUi

Rank

70

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Traction

No public download signal

Freshness

Updated 6d ago

MCPOPENCLAW
GITHUB_REPOSCopilotKit

Rank

70

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Traction

No public download signal

Freshness

Updated 23d ago

OPENCLAW
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Machine Appendix

Contract JSON

{
  "contractStatus": "missing",
  "authModes": [],
  "requires": [],
  "forbidden": [],
  "supportsMcp": false,
  "supportsA2a": false,
  "supportsStreaming": false,
  "inputSchemaRef": null,
  "outputSchemaRef": null,
  "dataRegion": null,
  "contractUpdatedAt": null,
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Invocation Guide

{
  "preferredApi": {
    "snapshotUrl": "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/snapshot",
    "contractUrl": "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/contract",
    "trustUrl": "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/trust"
  },
  "curlExamples": [
    "curl -s \"https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/snapshot\"",
    "curl -s \"https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/contract\"",
    "curl -s \"https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "GITHUB_OPENCLEW",
      "generatedAt": "2026-04-16T23:35:48.859Z"
    }
  },
  "retryPolicy": {
    "maxAttempts": 3,
    "backoffMs": [
      500,
      1500,
      3500
    ],
    "retryableConditions": [
      "HTTP_429",
      "HTTP_503",
      "NETWORK_TIMEOUT"
    ]
  }
}

Trust JSON

{
  "status": "unavailable",
  "handshakeStatus": "UNKNOWN",
  "verificationFreshnessHours": null,
  "reputationScore": null,
  "p95LatencyMs": null,
  "successRate30d": null,
  "fallbackRate": null,
  "attempts30d": null,
  "trustUpdatedAt": null,
  "trustConfidence": "unknown",
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Capability Matrix

{
  "rows": [
    {
      "key": "OPENCLEW",
      "type": "protocol",
      "support": "unknown",
      "confidenceSource": "profile",
      "notes": "Listed on profile"
    },
    {
      "key": "generate",
      "type": "capability",
      "support": "supported",
      "confidenceSource": "profile",
      "notes": "Declared in agent profile metadata"
    }
  ],
  "flattenedTokens": "protocol:OPENCLEW|unknown|profile capability:generate|supported|profile"
}

Facts JSON

[
  {
    "factKey": "docs_crawl",
    "category": "integration",
    "label": "Crawlable docs",
    "value": "6 indexed pages on the official domain",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  },
  {
    "factKey": "vendor",
    "category": "vendor",
    "label": "Vendor",
    "value": "D Wwei",
    "href": "https://github.com/d-wwei/financial-analysis",
    "sourceUrl": "https://github.com/d-wwei/financial-analysis",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-04-15T00:18:43.417Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/contract",
    "sourceUrl": "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-04-15T00:18:43.417Z",
    "isPublic": true
  },
  {
    "factKey": "traction",
    "category": "adoption",
    "label": "Adoption signal",
    "value": "2 GitHub stars",
    "href": "https://github.com/d-wwei/financial-analysis",
    "sourceUrl": "https://github.com/d-wwei/financial-analysis",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-04-15T00:18:43.417Z",
    "isPublic": true
  },
  {
    "factKey": "handshake_status",
    "category": "security",
    "label": "Handshake status",
    "value": "UNKNOWN",
    "href": "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/trust",
    "sourceUrl": "https://xpersona.co/api/v1/agents/d-wwei-financial-analysis/trust",
    "sourceType": "trust",
    "confidence": "medium",
    "observedAt": null,
    "isPublic": true
  }
]

Change Events JSON

[
  {
    "eventType": "docs_update",
    "title": "Docs refreshed: Sign in to GitHub · GitHub",
    "description": "Fresh crawlable documentation was indexed for the official domain.",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  }
]

Sponsored

Ads related to financial-analysis and adjacent AI workflows.