analyzing-financial-statements

Calculate and interpret financial ratios from income statements, balance sheets, and cash flow data.

20|1|Updated Sep 30, 2025
One-click install
npx skills add https://github.com/ronnycoding/.claude --skill analyzing-financial-statements-ronnycoding
Or copy as Structured Prompt for Agent
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Skill: analyzing-financial-statements
Source: https://github.com/ronnycoding/.claude/tree/main/skills/analyzing-financial-statements
Command: npx skills add https://github.com/ronnycoding/.claude --skill analyzing-financial-statements-ronnycoding

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the tedious process of calculating and interpreting financial ratios, providing immediate insights into a company's performance, profitability, and liquidity for rapid investment analysis.

Core Features & Use Cases

  • Comprehensive Ratio Calculation: Compute profitability (ROE, ROA), liquidity (Current Ratio), leverage (Debt-to-Equity), efficiency (Asset Turnover), and valuation (P/E, EV/EBITDA) ratios.
  • Industry Benchmarking: Compare calculated ratios against industry standards for contextual analysis.
  • Trend Analysis: Identify performance trends over multiple periods to assess financial health.
  • Use Case: Upload a company's financial statements and instantly receive a comprehensive report detailing its profitability, liquidity, leverage, and valuation, complete with industry comparisons and actionable insights.

Quick Start

Calculate all key financial ratios for the attached income statement and balance sheet, and provide an interpretation of the company's liquidity position.

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 balance sheets and income statements?

Financial ratios quantify key metrics like profitability (ROE, ROA), liquidity (Current Ratio), and leverage (Debt-to-Equity) by extracting line items from balance sheets and income statements. Upload your CSV, JSON, or Excel files containing financial data, and the Skill computes all standard ratios with interpretations and benchmark comparisons automatically.

Can I compare my company's financial ratios against industry standards?

Yes. The Skill calculates your ratios and benchmarks them against industry standards, providing contextual analysis so you understand whether your profitability, liquidity, and leverage position outperform or lag peers in your sector.

What file formats does financial statement analysis support?

The Skill accepts CSV, JSON, and Excel inputs containing income statement, balance sheet, and cash flow data. It handles missing values and validates data automatically before computing ratios and generating exportable reports.

How do I identify financial trends across multiple periods?

Trend analysis compares financial ratios over consecutive periods to reveal whether your profitability, efficiency, and liquidity are improving or declining, helping assess long-term financial health and investment potential.

What valuation metrics does this provide for investment decisions?

The Skill computes valuation ratios including P/E and EV/EBITDA alongside per-share metrics, enabling rapid assessment of whether a company is undervalued or overvalued relative to earnings and cash generation.