skills.rest
andy-austin
andy-austinCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

analyzing-financial-statements

Compute key financial ratios from structured CSV, JSON, or Excel financial statements.

Updated Mar 1, 2026
Search Tags:#balance sheet#valuation#investment analysis#income statement#analyze#financial ratios#financial statements
One-click install
npx skills add https://github.com/andy-austin/quipu --skill analyzing-financial-statements-andy-austin
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: analyzing-financial-statements
Source: https://github.com/andy-austin/quipu/tree/main/.claude/skills/analyzing-financial-statements
Command: npx skills add https://github.com/andy-austin/quipu --skill analyzing-financial-statements-andy-austin

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Financial teams and analysts often spend hours calculating and interpreting a wide range of financial ratios from income statements, balance sheets, and cash flow data. This skill automates ratio computation and interpretation for investment analysis.

Core Features & Use Cases

  • Profitability, liquidity, leverage, efficiency, and valuation ratios computed from standard financial statements.
  • Contextual interpretations and benchmarking with optional trend analysis to support investment decisions.
  • Use cases include evaluating company performance, benchmarking against peers, and generating summarized insights for reporting.

Quick Start

Provide a structured financial data input (CSV, JSON, or Excel) and instruct the skill to compute all key ratios for the target period.

Frequently Asked Questions about analyzing-financial-statements

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate financial ratios from balance sheet and income statement data?▼

Financial ratios are calculated by processing structured CSV, JSON, or Excel data from income statements and balance sheets. The skill computes profitability, liquidity, leverage, efficiency, and valuation metrics with optional contextual interpretations.

Can I use Excel data for investment analysis and benchmarking across multiple periods?▼

Yes, Excel files containing structured income statement and balance sheet data can be processed across multiple periods. The skill outputs benchmarking metrics and trend analysis to support investment evaluation.

What financial ratios are needed to assess company performance and liquidity?▼

Assessing company performance requires profitability, liquidity, leverage, efficiency, and valuation ratios. This skill computes these metrics from provided cash flow data, balance sheets, and income statements to evaluate financial health.

What is the best way to automate financial statement analysis for peer benchmarking?▼

Automating financial statement analysis for peer benchmarking involves using ratio engines on structured data inputs. This skill generates standardized metrics for multiple periods, enabling direct performance comparison and summarized insights.

Do I need structured input data to analyze financial statements or can I use raw text?▼

You need structured input data such as CSV, JSON, or Excel files to analyze financial statements. Raw text is not supported; structured formats are required for the ratio engines to accurately compute profitability and leverage metrics.

Related Skills

Explore More Finance & Accounting Skills→
seb1nseb1n
147

financial-report-generation

Generate formatted financial statements and executive summaries from trial balance data.

Community
Advanced
ObservatoriodomosObservatoriodomos

analyzing-financial-statements

Calculate financial ratios from income statements, balance sheets, and market data.

Community
Intermediate
hvkshetryhvkshetry
15

comps-analysis

Generate a market-based valuation band using public comparable company analysis.

Community
Advanced
davpatel605-beepdavpatel605-beep

dcf-model

Build Excel-based discounted cash flow valuation models with WACC and scenario analysis.

Community
Advanced