analyzing-financial-statements

Calculate key financial ratios from company statements for investment analysis.

Updated Apr 10, 2026
One-click install
npx skills add https://github.com/LuizEduPP/skills --skill analyzing-financial-statements-luizedupp
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: analyzing-financial-statements
Source: https://github.com/LuizEduPP/skills/tree/main/analyzing-financial-statements
Command: npx skills add https://github.com/LuizEduPP/skills --skill analyzing-financial-statements-luizedupp

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill removes guesswork from evaluating company finances by turning detailed statements into ratio metrics and clear interpretations that support investment decisions quickly.

Core Features & Use Cases

  • Comprehensive Ratio Coverage: Calculates profitability, liquidity, leverage, efficiency, valuation, and per-share metrics from income statements, balance sheets, cash flows, and market data.
  • Interpretation & Benchmarks: Provides scoring, benchmarking, and recommendations across industries to highlight strengths, risks, and opportunities.
  • Automation & Reporting: Handles CSV, JSON, and Excel inputs, normalizes missing fields, and delivers summaries, formatted values, and Excel-friendly exports.
  • Use Case: Compare profitability and liquidity trends across periods to spot deterioration before earnings releases or credit decisions.

Quick Start

Request the ratios for the provided statements by specifying which metrics and periods you need.

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 for investment analysis?

To calculate financial ratios from income statements and balance sheets, automate the extraction of profitability, liquidity, leverage, and valuation metrics. This process normalizes missing values safely and outputs clear interpretations to support investment analysis decisions.

What is the best way to benchmark financial ratios across different industries?

Benchmarking financial ratios across industries requires applying standardized scoring to profitability and liquidity metrics. This approach highlights strengths, risks, and opportunities by comparing normalized ratio outputs against relevant industry-specific benchmark data.

Can I use CSV or JSON inputs to calculate company financial ratios?

Yes, you can use CSV or JSON inputs to calculate company financial ratios. The automation handles these formats directly, normalizes missing fields safely, and delivers formatted ratio outputs alongside Excel-ready summaries for streamlined reporting.

How do I interpret financial ratios to spot liquidity deterioration before earnings releases?

Interpreting financial ratios to spot liquidity deterioration involves comparing profitability and liquidity trends across multiple periods. This analysis highlights negative trajectories in statement metrics, enabling early detection of risks before official earnings releases or credit decisions.

Does financial ratio analysis support Excel-friendly exports for reporting?

Yes, financial ratio analysis supports Excel-friendly exports for reporting. The calculation process handles CSV, JSON, and Excel inputs, normalizes missing fields, and delivers formatted values and summaries ready for direct integration into spreadsheet workflows.

What happens to missing values when calculating valuation and profitability metrics?

When calculating valuation and profitability metrics, missing values are handled safely through normalization. This ensures the financial ratio calculation continues without errors, providing complete formatted outputs and benchmark comparisons despite incomplete statement data.