analyzing-financial-statements
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
Best use case
analyzing-financial-statements is best used when you need a repeatable AI agent workflow instead of a one-off prompt. It is especially useful for teams working in multi. This skill calculates key financial ratios and metrics from financial statement data for investment analysis
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
Users should expect a more consistent workflow output, faster repeated execution, and less time spent rewriting prompts from scratch.
Practical example
Example input
Use the "analyzing-financial-statements" skill to help with this workflow task. Context: This skill calculates key financial ratios and metrics from financial statement data for investment analysis
Example output
A structured workflow result with clearer steps, more consistent formatting, and an output that is easier to reuse in the next run.
When to use this skill
- Use this skill when you want a reusable workflow rather than writing the same prompt again and again.
When not to use this skill
- Do not use this when you only need a one-off answer and do not need a reusable workflow.
- Do not use it if you cannot install or maintain the related files, repository context, or supporting tools.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/analyzing-financial-statements/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How analyzing-financial-statements Compares
| Feature / Agent | analyzing-financial-statements | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Financial Ratio Calculator Skill This skill provides comprehensive financial ratio analysis for evaluating company performance, profitability, liquidity, and valuation. ## Capabilities Calculate and interpret: - **Profitability Ratios**: ROE, ROA, Gross Margin, Operating Margin, Net Margin - **Liquidity Ratios**: Current Ratio, Quick Ratio, Cash Ratio - **Leverage Ratios**: Debt-to-Equity, Interest Coverage, Debt Service Coverage - **Efficiency Ratios**: Asset Turnover, Inventory Turnover, Receivables Turnover - **Valuation Ratios**: P/E, P/B, P/S, EV/EBITDA, PEG - **Per-Share Metrics**: EPS, Book Value per Share, Dividend per Share ## How to Use 1. **Input Data**: Provide financial statement data (income statement, balance sheet, cash flow) 2. **Select Ratios**: Specify which ratios to calculate or use "all" for comprehensive analysis 3. **Interpretation**: The skill will calculate ratios and provide industry-standard interpretations ## Input Format Financial data can be provided as: - CSV with financial line items - JSON with structured financial statements - Text description of key financial figures - Excel files with financial statements ## Output Format Results include: - Calculated ratios with values - Industry benchmark comparisons (when available) - Trend analysis (if multiple periods provided) - Interpretation and insights - Excel report with formatted results ## Example Usage "Calculate key financial ratios for this company based on the attached financial statements" "What's the P/E ratio if the stock price is $50 and annual earnings are $2.50 per share?" "Analyze the liquidity position using the balance sheet data" ## Scripts - `calculate_ratios.py`: Main calculation engine for all financial ratios - `interpret_ratios.py`: Provides interpretation and benchmarking ## Best Practices 1. Always validate data completeness before calculations 2. Handle missing values appropriately (use industry averages or exclude) 3. Consider industry context when interpreting ratios 4. Include period comparisons for trend analysis 5. Flag unusual or concerning ratios ## Limitations - Requires accurate financial data - Industry benchmarks are general guidelines - Some ratios may not apply to all industries - Historical data doesn't guarantee future performance
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