analyzing-financial-statements
- Repo stars 44,893
- Author updated Live
- Author repo claude-cookbooks
- Domain
- Data
- Compatible agents
-
- Claude Code
- Cursor
- Cline
- Codex
- Windsurf
- Gemini CLI
- +20
- Trust score
- 85 / 100 · community maintained
- Author / version / license
- @anthropics · no license declared
- Token usage
- Lean
- Setup complexity
- Plug-and-play
- External API key
- Not required
- Operating systems
- Unspecified (assume cross-platform)
- Runtime requirements
- No special requirements
- Permissions
-
- Read-only
- Write / modify
- Network behavior
- Local-only
- Install commands
- 26 variants
Profile is derived at build time from SKILL.md and install vectors. Subject to drift from author intent.
Heads up: 未限定 allowed-tools,默认拥有全部工具权限。; 上游仓库已 190 天未更新,可能与最新 agent 行为不一致。
---
name: analyzing-financial-statements
description: This skill calculates key financial ratios and metrics from financial statement data for investm…
category: data
runtime: no special runtime
---
# analyzing-financial-statements output preview
## PART A: Task fit
- Use case: This skill calculates key financial ratios and metrics from financial statement data for investment analysis This skill provides comprehensive financial ratio analysis for evaluating company performance, profitability, liquidity, and valuation. Calculate and interpret: Financial data can be provided as: Results include: "Calculate key financial ratios for….
- Inputs: target material, constraints, expected output, and acceptance criteria.
- Evidence boundary: follow “Capabilities / How to Use / Input Format” and do not present inference as author intent.
## PART B: Execution result
- **01** The card summarizes the use case; runtime output centers on “This skill calculates key financial ratios and metrics from financial statement data for investment analysis This skill provides comprehensive financial ratio analysis for evaluating company performance, profitability, liquidity, and valuation. Calculate and interpret: Financial data can be provided as: Results include: "Calculate key financial ratios for…”.
- **02** When the source has headings, the agent prioritizes “Capabilities / How to Use / Input Format” so the result follows the author’s structure.
- **03** Typical output includes task judgment, concrete steps, required commands or file edits, validation, and follow-up options.
- **04** Risk context follows the fingerprint: read files, write/modify files; mostly runs locally; usually needs no extra API key.
## Running Rules
- read files, write/modify files; mostly runs locally; usually needs no extra API key.
- Validate with a small sample before expanding scope.
- Return the result, validation criteria, and next iteration options. The source does not require a stable slash command. After installation, invoke the skill by name and describe the task.
Name target files or source material, expected output, forbidden changes, and whether network or shell access is allowed. Permission fingerprint: read files, write/modify files.
Start with a small task and check whether the result follows “Capabilities / How to Use / Input Format”. Inspect diffs, logs, previews, or tests before expanding scope.
Confirm the final output includes a concrete result, evidence, and next action. If it stays generic, tighten inputs, boundaries, and acceptance criteria.
---
name: analyzing-financial-statements
description: This skill calculates key financial ratios and metrics from financial statement data for investm…
category: data
source: anthropics/claude-cookbooks
---
# analyzing-financial-statements
## When to use
- This skill calculates key financial ratios and metrics from financial statement data for investment analysis This skil…
- Use it when the task has clear inputs, repeatable steps, and validation criteria.
## What to provide
- Target material, scope, expected result, and forbidden changes.
- Whether network, commands, file writes, or external services are allowed.
## Execution rules
- Organize steps around “Capabilities / How to Use / Input Format” and keep inference separate from source facts.
- read files, write/modify files; mostly runs locally; usually needs no extra API key.
- Validate with a small sample before expanding the task.
## Output requirements
- Return the deliverable, key evidence, validation method, and next action.
- Mark missing information as unknown; do not invent commands, platforms, or dependencies. The author source anchors workflow facts; repository files anchor sources and commands; Fluxly only adds fit, limitations, and quality judgment.
skill "analyzing-financial-statements" {
input -> user goal + target files + boundaries + acceptance criteria
context -> Capabilities / How to Use / Input Format
rules -> SKILL.md triggers / order / output contract
runtime -> no special runtime | read files, write/modify files | mostly runs locally
guardrails -> usually needs no extra API key + small-sample validation + diff/log review
output -> copyable result + checklist + next iteration
} 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
- Input Data: Provide financial statement data (income statement, balance sheet, cash flow)
- Select Ratios: Specify which ratios to calculate or use "all" for comprehensive analysis
- 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 ratiosinterpret_ratios.py: Provides interpretation and benchmarking
Best Practices
- Always validate data completeness before calculations
- Handle missing values appropriately (use industry averages or exclude)
- Consider industry context when interpreting ratios
- Include period comparisons for trend analysis
- 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
Decide Fit First
Design Intent
How To Use It
Boundaries And Review