balance-sheet-growth

Analyze YoY growth in balance sheet items for public companies.

130|13|Updated Feb 2, 2026
One-click install
npx skills add https://github.com/OctagonAI/skills --skill balance-sheet-growth
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: balance-sheet-growth
Source: https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet-growth
Command: npx skills add https://github.com/OctagonAI/skills --skill balance-sheet-growth

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill helps financial analysts quickly quantify and track year-over-year changes in core balance sheet items, enabling better assessment of capital structure, liquidity, and financial health.

Core Features & Use Cases

  • YoY growth by Total Assets, Total Liabilities, Shareholders' Equity, Cash, and Inventories
  • MCP-enabled queries for automated, repeatable analysis across multiple tickers
  • Generates structured tables, highlights observations, and supports follow-up analyses

Quick Start

Ask your agent to fetch YoY growth for a ticker, limited to the most recent five fiscal years.

Frequently Asked Questions about balance-sheet-growth

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate year-over-year balance sheet growth for public companies?

To calculate year-over-year balance sheet growth, you need structured financial data inputs for total assets, liabilities, equity, cash, and inventories across fiscal years. This skill applies MCP-enabled queries to automate this growth calculation and outputs a ready-to-interpret table with observations.

What is the best way to track YoY balance sheet growth for peer benchmarking?

The best way to track YoY balance sheet growth for peer benchmarking is using automated MCP queries across multiple tickers. This skill enforces structured inputs to compare fiscal year trends and highlights observations for peer financial health assessment.

Can I use MCP queries to automate financial analysis across multiple tickers?

Yes, you can use MCP queries to automate repeatable financial analysis across multiple tickers. This skill enforces structured MCP inputs to fetch YoY growth for balance sheet items, generating structured tables for automated trend surveillance across companies.

What balance sheet items are needed to assess financial health and liquidity?

Assessing financial health requires balance sheet items including Total Assets, Total Liabilities, Shareholders' Equity, Cash, and Inventories. Tracking YoY changes in these specific items helps quantify capital structure shifts and liquidity positions over time.

How many fiscal years of data do I need to analyze balance sheet trends?

Analyzing balance sheet trends requires multiple fiscal years of data, with a quick start approach limited to the most recent five fiscal years. This timeframe provides sufficient historical context to gauge YoY growth and financial health accurately.

Does this skill support follow-up analyses after generating the YoY growth table?

Yes, the skill supports follow-up analyses after generating the initial YoY growth table. It outputs structured data with highlighted observations, enabling deeper capital structure and liquidity assessments for company analyses and trend surveillance.