analyzing-financial-statements

Calculate financial ratios and valuation metrics from company statements.

Updated Apr 1, 2026
One-click install
npx skills add https://github.com/jaimedhenriques/finsyt --skill analyzing-financial-statements-jaimedhenriques
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: analyzing-financial-statements
Source: https://github.com/jaimedhenriques/finsyt/tree/main/artifacts/platform/.agents/skills/analyzing-financial-statements
Command: npx skills add https://github.com/jaimedhenriques/finsyt --skill analyzing-financial-statements-jaimedhenriques

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It removes the manual effort of computing and interpreting financial ratios from company statements, helping users quickly assess performance, risk, and valuation.

Core Features & Use Cases

  • Profitability Analysis: Calculate ROE, ROA, and margin metrics to evaluate how efficiently a company converts revenue and assets into profit.
  • Liquidity and Leverage Review: Measure current ratio, quick ratio, debt-to-equity, and interest coverage to understand short-term resilience and debt burden.
  • Valuation and Efficiency Checks: Assess P/E, P/B, EV/EBITDA, asset turnover, and other metrics for investment screening and peer comparison.
  • Use Case: An analyst can provide income statement, balance sheet, and cash flow data to generate a full ratio summary with interpretations and trend insights.

Quick Start

Ask the skill to calculate key financial ratios from the attached financial statements and summarize the company’s profitability, liquidity, leverage, and valuation.

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 key financial ratios from company financial statements for investment analysis?

To calculate financial ratios from company financial statements, provide structured income statement, balance sheet, and cash flow data to generate validated profitability, liquidity, leverage, and valuation metrics with interpretations for investment analysis.

What financial ratios do I need to assess a company's profitability and liquidity?

Assessing profitability and liquidity requires calculating metrics like ROE, ROA, current ratio, and quick ratio from financial statements to evaluate how efficiently a company generates profit and meets short-term obligations.

Can I perform multi-period trend analysis with financial ratios from income statements and balance sheets?

Yes, you can perform multi-period trend analysis by providing financial statements from multiple periods, generating validated ratio outputs that track profitability, liquidity, and valuation changes over time for investment screening.

Does calculating valuation metrics like P/E and EV/EBITDA require structured cash flow data inputs?

Calculating valuation metrics like P/E and EV/EBITDA requires structured financial statement inputs including income statement, balance sheet, and cash flow data to produce accurate per-share comparisons and investment analysis outputs.

What is the best way to benchmark a company's debt-to-equity and interest coverage against peers?

Benchmarking debt-to-equity and interest coverage involves calculating these leverage ratios from structured financial statements, producing validated outputs with interpretation and benchmarking context when available for peer comparison.