Risk assessment
Claude Code pack for financial analysts: data-integrity (citation), SEC/FINRA disclaimer, projection-labeling & MNPI/PII guardrails + skills for statement analysis, ratios, DCF/comps valuation, modeling, earnings, forecasting & FP&A, loops & review agents. Not investment advice.
npx -y skills add m-binimran/finance-pack --skill risk-assessmentAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
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What its author says it does
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Identify, quantify, and prioritize the financial and business risks of an investment, company, or plan - with likelihood, impact, and mitigants. Use to stress a thesis or build a risk section.
SKILL.md
1.3 KB, as published. Nobody here has run it
risk-assessment
Name the real risks, size them, and say what changes the picture - not a generic disclaimer list.
Process
- Enumerate by category: market/competitive, financial (leverage, liquidity, FX, rates), operational, regulatory/legal, key-person, customer/supplier concentration, technology, macro.
- Likelihood x impact for each (and time horizon) - prioritize the ones that are both probable and severe.
- Quantify where possible (e.g. "a 200bps rate rise adds $Xm interest"; "top-customer loss = Y% of revenue").
- Mitigants & monitors: what reduces each risk and the early-warning metric to watch.
- Tie to the thesis: which risks would actually break it (
scenario-analysisbear case).
Output
- A prioritized risk register: risk -> likelihood/impact -> quantified exposure -> mitigant -> monitor, plus the 2-3 thesis-breakers.
Guardrails
- Quantify, don't just list (
analysis-objectivity); exposure figures sourced where used. - Be honest about the downside; don't bury risks to support a conclusion.