financial-analysis
- Repo stars 6,796
- Author updated Live
- Author repo swarms
- Domain
- AI
- Compatible agents
-
- Claude Code
- Cursor
- Cline
- Codex
- Windsurf
- Gemini CLI
- +20
- Trust score
- 88 / 100 · community maintained
- Author / version / license
- @kyegomez · no license declared
- Token usage
- Lean
- Setup complexity
- Guided setup
- External API key
- Not required
- Operating systems
- Unspecified (assume cross-platform)
- Runtime requirements
- No special requirements
- Permissions
-
- Read-only
- Write / modify
- Shell exec
- 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。
---
name: financial-analysis
description: Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial s…
category: ai
runtime: no special runtime
---
# financial-analysis output preview
## PART A: Task fit
- Use case: Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation for companies and investment opportunities When performing financial analysis, follow these systematic steps to ensure thorough and accurate evaluation: Calculate and analyze key financial ratios: Build appropriate valuation models: Your ana….
- Inputs: target material, constraints, expected output, and acceptance criteria.
- Evidence boundary: follow “Core Methodology / 1. Data Collection and Verification / 2. Financial Ratio Analysis” and do not present inference as author intent.
## PART B: Execution result
- **01** The card summarizes the use case; runtime output centers on “Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation for companies and investment opportunities When performing financial analysis, follow these systematic steps to ensure thorough and accurate evaluation: Calculate and analyze key financial ratios: Build appropriate valuation models: Your ana…”.
- **02** When the source has headings, the agent prioritizes “Core Methodology / 1. Data Collection and Verification / 2. Financial Ratio Analysis” 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, run shell commands; mostly runs locally; usually needs no extra API key.
## Running Rules
- read files, write/modify files, run shell commands; 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. Choose the trigger
The source does not require a stable slash command. After installation, invoke the skill by name and describe the task.
Provide inputs and boundaries
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, run shell commands.
Validate with a small run
Start with a small task and check whether the result follows “Core Methodology / 1. Data Collection and Verification / 2. Financial Ratio Analysis”. Inspect diffs, logs, previews, or tests before expanding scope.
Review before delivery
Confirm the final output includes a concrete result, evidence, and next action. If it stays generic, tighten inputs, boundaries, and acceptance criteria.
---
name: financial-analysis
description: Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial s…
category: ai
source: kyegomez/swarms
---
# financial-analysis
## When to use
- Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation fo…
- 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 “Core Methodology / 1. Data Collection and Verification / 2. Financial Ratio Analysis” and keep inference separate from source facts.
- read files, write/modify files, run shell commands; 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. Evidence boundary and execution chain
The author source anchors workflow facts; repository files anchor sources and commands; Fluxly only adds fit, limitations, and quality judgment.
skill "financial-analysis" {
input -> user goal + target files + boundaries + acceptance criteria
context -> Core Methodology / 1. Data Collection and Verification / 2. Financial Ratio Analysis
rules -> SKILL.md triggers / order / output contract
runtime -> no special runtime | read files, write/modify files, run shell commands | mostly runs locally
guardrails -> usually needs no extra API key + small-sample validation + diff/log review
output -> copyable result + checklist + next iteration
}Financial Analysis Skill
When performing financial analysis, follow these systematic steps to ensure thorough and accurate evaluation:
Core Methodology
1. Data Collection and Verification
- Gather historical financial statements (income statement, balance sheet, cash flow)
- Verify data sources for accuracy and completeness
- Identify any anomalies or missing data points
2. Financial Ratio Analysis
Calculate and analyze key financial ratios:
- Profitability: EBITDA margin, net profit margin, ROE, ROA
- Liquidity: Current ratio, quick ratio, cash ratio
- Leverage: Debt-to-equity, interest coverage ratio
- Efficiency: Asset turnover, inventory turnover
3. Valuation Models
Build appropriate valuation models:
- DCF Analysis: Project free cash flows, determine WACC, calculate terminal value
- Comparable Company Analysis: Identify peers, analyze multiples (P/E, EV/EBITDA)
- Precedent Transactions: Review similar deals for valuation benchmarks
4. Sensitivity Analysis
- Perform scenario analysis (base case, bull case, bear case)
- Test key assumptions (growth rates, discount rates, margins)
- Identify critical value drivers
Guidelines
- Always use conservative assumptions when uncertain
- Cross-validate findings with multiple valuation methods
- Clearly document all assumptions and their rationale
- Present results with appropriate caveats and risk factors
- Consider both quantitative metrics and qualitative factors
Key Outputs
Your analysis should produce:
- Executive summary of findings
- Detailed financial model with assumptions
- Valuation range with sensitivity analysis
- Investment recommendation with risk assessment
- Supporting charts and visualizations
Example Use Cases
- Public Company Valuation: "Analyze Tesla's financials and provide a DCF valuation"
- Private Investment: "Evaluate this startup's unit economics and runway"
- M&A Analysis: "Assess the financial implications of this acquisition"
Decide Fit First
Design Intent
How To Use It
Boundaries And Review