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financial-analysis-18steps

Analyze financial statements with an 18-step workflow and generate Markdown reports.

23|6|Updated Apr 6, 2026
Search Tags:#markdown#report#risk#financial-analysis#financial-statement#m-score#ttm
One-click install
npx skills add https://github.com/liusaipu/stockfinlens --skill financial-analysis-18steps
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analysis-18steps
Source: https://github.com/liusaipu/stockfinlens/tree/main
Command: npx skills add https://github.com/liusaipu/stockfinlens --skill financial-analysis-18steps

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the comprehensive evaluation of corporate financial reports using a structured 18-step framework to identify risks, profitability, and value drivers, enabling consistent, data-backed insights.

Core Features & Use Cases

  • Deterministic 18-step analysis: runs the full sequence from audit opinions to cash flow to deliver a Markdown report with attributable calculations.
  • Multi-source data handling: supports CSV/Excel imports and network data sources for cross-verification.
  • Role-based use case: finance analyst uses to quickly generate a detailed financial health assessment for investment decisions, or compliance checks.
  • Data lineage and traceability: provides calculation provenance and sources within the Markdown output.
  • Use it to audit a company's financial health, compare peer performance, and produce executive-ready summaries.

Quick Start

Feed your balance sheet, income statement, and cash flow data (CSV/Excel) into the skill and run the 18steps analysis to generate the Markdown report.

Frequently Asked Questions about financial-analysis-18steps

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

FAQPage Schema
How do I analyze financial statements to quantify corporate risk and health?▼

To analyze financial statements, you can use a deterministic 18-step workflow that processes balance sheets, income statements, and cash flow data to evaluate profitability, identify risks, and generate a structured Markdown report.

Can I import CSV or Excel files for financial analysis and cross-verification?▼

Yes, you can import CSV and Excel files containing financial data. The analysis supports multi-source data handling, allowing you to cross-verify figures from annual reports and quarterly results across different data sources.

What does an automated financial statement analysis report include?▼

An automated financial statement analysis report includes a comprehensive health assessment covering audit opinions, cash flow validation, and risk metrics like M-score, with full data lineage and calculation provenance outputted in Markdown format.

How do I calculate the M-score and TTM metrics for investment decisions?▼

You can calculate M-score and TTM metrics by running the 18-step financial analysis on your imported data. This process evaluates corporate health and value drivers, providing data-backed insights for investment decisions.

Is there a way to automate cross-year financial statement validation?▼

Yes, cross-year financial statement validation is automated by feeding multi-year CSV or Excel data into the analysis workflow. It cross-references annual and quarterly results to ensure data consistency and identify discrepancies.

What is the best way to generate an executive-ready financial health summary?▼

The best way to generate an executive-ready financial health summary is running the structured 18-step analysis workflow, which transforms complex financials into a clear Markdown report with attributable calculations and traceable data sources.

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