analyzing-financial-statements
Calculates and interprets financial ratios like ROE, P/E, and debt-to-equity for company performance analysis.
Install
mkdir -p .claude/skills/analyzing-financial-statements && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/62" && unzip -o skill.zip -d .claude/skills/analyzing-financial-statements && rm skill.zipInstalls to .claude/skills/analyzing-financial-statements
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
This skill calculates key financial ratios and metrics from financial statement data for investment analysisKey capabilities
- →Calculate efficiency and valuation ratios
- →Interpret data against industry benchmarks
- →Perform trend analysis on multi-period statements
- →Normalize unstructured financial data into structured formats
How it works
Uses Python scripts to process financial statement inputs against standard mathematical ratio formulas.
Inputs & outputs
When to use analyzing-financial-statements
- →Calculate P/E ratio
- →Assess liquidity and solvency
- →Analyze profitability margins
- →Compare performance across periods
About this skill
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
When not to use it
- →Making personal or corporate investment decisions
- →Analyzing volatile assets without contextual guidance
Prerequisites
Limitations
- →Dependent on input data completeness
- →Does not replace fundamental investment research
- →Interpretations reflect industry averages, not specific contexts
How it compares
It offers interpretations and industry benchmarks alongside raw numerical calculations.
Compared to similar skills
analyzing-financial-statements side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| analyzing-financial-statements (this skill) | 32 | 8mo | Review | Intermediate |
| financial-document-parser | 20 | 2mo | No flags | Beginner |
| finance-manager | 12 | 9mo | Review | Intermediate |
| financial-analyst | 4 | 2mo | Review | Intermediate |
Try saying
Example prompts that trigger this skill in your AI assistant.
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