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codexkit-financial-statement-analyzer

Analyze financial statements to generate ratio-based narratives and identify trends.

21|12|Updated Mar 20, 2026

Search Tags:#analyze #trend-analysis #ratio-analysis #due-diligence #financial-statements #dupont-decomposition #investor-narrative

Ready to run

npx skills add https://github.com/hoavdc/CodexKit --skill codexkit-financial-statement-analyzer

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: codexkit-financial-statement-analyzer
Source: https://github.com/hoavdc/CodexKit/tree/main/skills/codexkit-financial-statement-analyzer
Command: npx skills add https://github.com/hoavdc/CodexKit --skill codexkit-financial-statement-analyzer

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Read and interpret financial statements—Income Statement, Balance Sheet, and Cash Flow—and transform them into a structured, ratio-focused analysis that supports due diligence and investor discussions.

Core Features & Use Cases

Comprehensive ratio analysis across profitability, liquidity, leverage, and efficiency, with trend context.
DuPont decomposition to explain ROE drivers and highlight margin and asset utilization changes.
Executive-ready narrative generation that translates numbers into meaningful recommendations.
Use case examples: evaluate quarterly results vs prior periods, assess target companies for acquisitions, or review unit performance within a parent group.

Quick Start

Feed two periods of Income Statement, Balance Sheet, and Cash Flow to generate the full analysis.

Frequently Asked Questions about codexkit-financial-statement-analyzer

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

FAQPage Schema

How do I analyze financial statements for due diligence and investor discussions?▼

Financial statement analysis transforms Income Statement, Balance Sheet, and Cash Flow data into a structured, ratio-focused narrative. You calculate over 12 ratios across profitability, liquidity, leverage, and efficiency to support due diligence and investor discussions.

What is DuPont decomposition and how does it explain ROE drivers?▼

DuPont decomposition is an analytical method that breaks down Return on Equity (ROE) into distinct components. It highlights how specific margin changes and asset utilization shifts directly impact overall equity returns, clarifying performance drivers.

How do I generate an executive summary from quarterly financial results?▼

Generate an executive summary by feeding two periods of Income Statement, Balance Sheet, and Cash Flow data into a ratio analysis process. The system flags red flags and translates numerical trends into an executive-ready narrative.

Can I use financial ratio analysis for cross-unit performance comparisons within a parent group?▼

Financial ratio analysis is applicable for cross-unit performance comparisons within a parent group. By standardizing profitability, liquidity, leverage, and efficiency metrics across units, you identify relative trends and operational differences.

What financial data do I need to perform comprehensive ratio analysis?▼

Comprehensive ratio analysis requires two periods of Income Statement, Balance Sheet, and Cash Flow data. Providing these inputs enables full trend context evaluation and DuPont decomposition across the targeted periods.

Are there limitations to using automated financial statement analysis for acquisitions?▼

Automated financial statement analysis for acquisitions relies strictly on provided numerical inputs. It calculates ratios and flags red flags based on historical data, but it does not assess qualitative market conditions or external valuation factors.