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HHFinAiHHFinAi/Institutional-Growth-Equity-Skills/skills/analyzing-financial-statements/SKILL.md

analyzing-financial-statements

Skill3 starsChanged 7 months agoMITView on GitHub

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

8 other projects use a version of this, 7 of them edited.

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Used with

Projects with it also use mcp-builder and skill-creator.

Other files people use alongside this one.

Files found in the same public projects as a version of this one, more often than they turn up anywhere else. Each project counts once, large collections count for less, and this file's own repository is left out.
  • MicrosoftSkill

    mcp-builder

    Guide for creating high-quality MCP (Model Context Protocol) servers that enable LLMs to interact with external services through well-designed tools. Use when building MCP servers to integrate external APIs or services, whether in Python (FastMCP) or Node/TypeScript (MCP SDK).

    Also in 3 projects that use this

  • SentrySkill

    skill-creator

    Create new agent skills following the Agent Skills specification. Use when asked to "create a skill", "add a new skill", "write a skill", "make a skill", "build a skill", or scaffold a new skill with SKILL.md. Guides through requirements, writing, registration, and verification.

    Also in 3 projects that use this

The file

We split this skill into the rules it gives an agent

2 rules. 2 are common, 0 are distinctive, and 0 are very specific to this project.

  • 2

    Common

    Most of the 8 edited versions we read keep these.

  • 0

    Distinctive

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Common:

    Always validate data completeness before calculations

    line 62
  2. Common:

    Consider industry context when interpreting ratios

    line 64

“Common” is measured: kept by at least 6 in 10 of the 8 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Financial Ratio Calculator Skill

This is an institutional-quality research and investment 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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