analyzing-financial-statements
Skill1 starsChanged 55 days agoMITView on GitHub
Calculate and interpret financial ratios from real statement data — liquidity, profitability, leverage, efficiency and valuation multiples — and turn them into an investment read rather than a table of numbers. Use for ''analyse these financials'', ''compute the ratios'', ''is this company healthy'', ''read this balance sheet / income statement / 10-K'', or in French ''analyse ces comptes'', ''ratios financiers'', ''cette boite est-elle saine''. Ships calculate_ratios.py and interpret_ratios.py. NOT for building a forecast model (that is creating-financial-models).
8 other projects use a version of this, 7 of them edited.
Adopted by
Most recently taken up by
- anthropics/claude-cookbooksedited, first seen Oct 24, 2026
- nek1987/auto-agent-harnessedited, first seen Oct 11, 2026
- spweps/claude-skillsedited, first seen Jul 4, 2026
- gutierrezw/claude-skillstheir own version, first seen Jun 13, 2026
- miptah21/skillsedited, first seen May 26, 2026
- jmolz/m0lz.01edited, first seen May 19, 2026
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.
MicrosoftSkillmcp-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
SentrySkillskill-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
Other versions8 projects use a version of this.
Word for word · 0
None found.
Edited · 7
- anthropics/claude-cookbooks★ 54k94% same
- nek1987/auto-agent-harness★ 494% same
- HHFinAi/Institutional-Growth-Equity-Skills★ 390% same
- miptah21/skills★ 294% same
- GoogleMakesMeBetter/claude-skills-collection★ 194% same
- jmolz/m0lz.01★ 094% same
- spweps/claude-skills★ 081% same
Wrote their own version · 1
- gutierrezw/claude-skills★ 1same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
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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
- Common: line 58
Always validate data completeness before calculations
- Common: line 60
Consider industry context when interpreting ratios
“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.
Files
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
Provenance
Vendored into OmegaOS from anthropics/claude-cookbooks @ 35f2eec — MIT (c) Anthropic. Upstream teaching notebooks live in ~/.omega/cookbooks/skills/notebooks/; the routing layer is the /cookbook skill.
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