Analyzing Financial Statements

Calculate financial ratios from income statement, balance sheet, and cash flow data.

6|1|Updated Nov 12, 2025
One-click install
npx skills add https://github.com/auldsyababua/instructor-workflow --skill analyzing-financial-statements-auldsyababua
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Analyzing Financial Statements
Source: https://github.com/auldsyababua/instructor-workflow/tree/main/reference/claude-cookbooks/skills/custom_skills/analyzing-financial-statements
Command: npx skills add https://github.com/auldsyababua/instructor-workflow --skill analyzing-financial-statements-auldsyababua

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

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

Core Features & Use Cases

  • Profitability, liquidity, leverage, efficiency, and valuation ratios.
  • Outputs: ratio calculations, benchmarking, trend analysis, and insights.

Quick Start

  • Provide financial data (CSV/JSON) and run calculate_ratios.py.
  • Use interpret_ratios.py to obtain contextual interpretation.

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 income statements and balance sheets?

Financial ratios are calculated by dividing specific line items from your financial statements—such as net income by total assets for return on assets, or current assets by current liabilities for the current ratio. This Skill automates ratio computation across profitability, liquidity, leverage, efficiency, and valuation domains from income statement, balance sheet, cash flow, and market data, returning ratio values with interpretation notes.

What financial ratios should I use for investment analysis?

Investment analysis typically uses profitability ratios (ROE, ROA), liquidity ratios (current, quick), leverage ratios (debt-to-equity), efficiency ratios (asset turnover), and valuation ratios (P/E, price-to-book). This Skill computes all major ratio categories and provides benchmark comparisons and trend analysis to contextualize results for investment decisions.

Can I automate financial ratio analysis with CSV or JSON data?

Yes. Provide financial data in CSV or JSON format and run the calculate_ratios module to automate ratio computation across all domains. You can compute all ratios or select a subset, and obtain benchmarks and trend interpretations automatically without manual formula entry.

How do I interpret financial ratios and compare them to benchmarks?

Use the interpret_ratios module to get contextual interpretation of calculated ratios. The Skill provides benchmark comparisons and trend analysis, translating raw ratio values into actionable insights by contextualizing results against industry or peer standards and historical performance.

What data validation and error handling does ratio analysis require?

Financial ratio calculation requires handling missing values, preventing division by zero, and validating input data integrity. This Skill satisfies data validation, safe division, and missing-value handling automatically, ensuring reliable ratio outputs even with incomplete or edge-case financial statement data.