analyzing-financial-statements

Name: analyzing-financial-statements
Availability: InStock
Author: patronus-ai

Calculate financial ratios and investment metrics from financial statements.

2|2|Updated Mar 26, 2026

Search Tags:#investment analysis #financial ratios #valuation multiples #profitability analysis #financial statement modeling #liquidity metrics #interpretation report

Ready to run

npx skills add https://github.com/patronus-ai/skill-inject --skill analyzing-financial-statements-patronus-ai

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: analyzing-financial-statements
Source: https://github.com/patronus-ai/skill-inject/tree/main/data/skills/analyzing-financial-statements
Command: npx skills add https://github.com/patronus-ai/skill-inject --skill analyzing-financial-statements-patronus-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill eliminates the time-consuming manual calculation and interpretation of financial ratios by computing profitability, liquidity, leverage, efficiency, and valuation metrics from provided financial statement data.

Core Features & Use Cases

Comprehensive Ratio Calculation: Computes ROE, ROA, margins, liquidity ratios, leverage/solvency measures, efficiency metrics, and valuation multiples (P/E, P/B, EV/EBITDA, PEG when growth is available), plus per-share metrics like EPS.
Structured Inputs, Multiple Formats: Accepts CSV-derived line items, JSON-structured statements, text key figures, or Excel-sourced financial figures (as described by the skill interface).
Interpretation and Reporting: Produces ratio values, formatted outputs, interpretive insights, trend-aware summaries when multiple periods exist, and a formatted analysis report.

Quick Start

Use the analyzing-financial-statements skill to calculate all key financial ratios from the attached income statement, balance sheet, and market data you provide.

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 an income statement and balance sheet?▼

You can calculate financial ratios by providing income statement and balance sheet data as CSV line items, JSON structures, or text key figures. The system computes profitability, liquidity, leverage, efficiency, and valuation metrics, returning values alongside interpretive insights.

What financial ratios are needed for investment analysis?▼

Investment analysis requires profitability ratios like ROE and ROA, liquidity metrics, leverage measures, efficiency metrics, and valuation multiples including P/E, P/B, EV/EBITDA, and PEG. Per-share metrics such as EPS and enterprise value are also calculated from supplied statements.

Can I use Excel-sourced financial figures to generate an interpretation report?▼

Yes, Excel-sourced financial figures can be used to generate an interpretation report. The system accepts CSV, JSON, and text formats, producing ratio values alongside interpretive insights, trend-aware summaries for multiple periods, and a formatted analysis report.

Does financial statement modeling support trend-aware summaries for multiple periods?▼

Financial statement modeling supports trend-aware summaries when multiple periods exist in the supplied data. It generates interpretive insights comparing ratio outputs across timeframes, enhancing the formatted analysis report for investment research, company screening, and scenario-based analysis.

What is the best way to compute valuation multiples from JSON-structured statements?▼

The best way to compute valuation multiples from JSON-structured statements is to include income_statement, balance_sheet, and market_data fields in your financial_data structure. The system safely calculates P/E, P/B, EV/EBITDA, and PEG ratios along with derived per-share metrics.