Analyzing Financial Statements
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
Install
Quick install
npx skills add https://github.com/anthropics/claude-cookbooks/tree/main/skills/custom_skillsnpx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements --agent claude-codenpx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements --agent cursornpx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements --agent codexnpx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements --agent opencodenpx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements --agent github-copilotnpx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements --agent windsurfMore install options
Shorthand — useful for multi-skill repos:
npx skills add anthropics/claude-cookbooks --skill analyzing-financial-statementsManual — clone the repo and drop the folder into your agent's skills directory:
git clone https://github.com/anthropics/claude-cookbooks.gitcp -r claude-cookbooks/skills/custom_skills ~/.claude/skills/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
SKILL.md source
--- name: analyzing-financial-statements description: This skill calculates key financial ratios and metrics from financial statement data for investment analysis --- # 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 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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