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analyzing-financial-statements

Calculate financial ratios from JSON, CSV, or Excel financial statements.

Updated Aug 27, 2026
Search Tags:#analysis#metrics#investment#reporting#financial#ratios
One-click install
npx skills add https://github.com/ncy08/clear-claude-code --skill analyzing-financial-statements-ncy08
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: analyzing-financial-statements
Source: https://github.com/ncy08/clear-claude-code/tree/main/tools/skills/analyzing-financial-statements
Command: npx skills add https://github.com/ncy08/clear-claude-code --skill analyzing-financial-statements-ncy08

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This skill calculates key financial ratios and metrics from financial statement data to aid investment analysis and decision-making.

Core Features & Use Cases

  • Compute profitability ratios: ROE, ROA, gross margin, operating margin, net margin.
  • Evaluate liquidity, leverage, efficiency, and valuation metrics with interpretation and benchmarking.
  • Generate a summarized report and optional Excel export for multi-period analysis.

Quick Start

Provide your financial data (income statement, balance sheet, cash flow) in JSON or CSV format and request all ratios to generate a full analytical report.

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 JSON or CSV data?▼

To calculate financial ratios from JSON or CSV data, you need to provide structured income statement, balance sheet, and cash flow information. The tool processes these formats to compute profitability, liquidity, leverage, and valuation metrics while safely handling missing values.

What financial ratios are needed for investment analysis and benchmarking?▼

Key financial ratios for investment analysis include ROE, ROA, gross margin, operating margin, and net margin. The calculation covers profitability, liquidity, leverage, efficiency, and valuation metrics to assess company performance and enable quick benchmarking against industry standards.

Can I analyze income statements and balance sheets in Excel format?▼

Yes, you can analyze income statements and balance sheets in Excel format. The tool accepts financial data in JSON, CSV, or Excel files to evaluate company performance, calculate comprehensive financial ratios, and generate a summarized analytical report.

Does the financial ratio calculator handle missing values in cash flow data?▼

Yes, the financial ratio calculation handles missing values safely in cash flow data and other statements. It computes available metrics without failing the entire process, ensuring you still get partial insights for profitability, liquidity, and leverage analysis.

How do I generate a multi-period financial analysis report with valuation metrics?▼

To generate a multi-period financial analysis report, input your historical financial statements and request all ratios. The tool calculates valuation metrics and trends across periods, producing a summarized report with an optional export for further review.

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