One-click install
npx skills add https://github.com/dalehurley/phpbot --skill financial-analysis-dalehurley
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-analysis
Source: https://github.com/dalehurley/phpbot/tree/main/skills/financial-analysis
Command: npx skills add https://github.com/dalehurley/phpbot --skill financial-analysis-dalehurley

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analyzing financial statements often requires manual PDF data extraction, reconciliation, and summary, which is time-consuming and error-prone.

Core Features & Use Cases

  • Statement extraction: Locate and extract balance sheets, income statements, and cash flow statements from PDFs.
  • Ratio and trend analysis: Compute liquidity, profitability, leverage, and efficiency ratios with year-over-year comparisons when possible.
  • Deliverables: Generate Markdown, HTML, and summary reports, including an executive summary and key findings.

Quick Start

Provide the PDF of the annual report to trigger an automated financial analysis with key ratios.

Frequently Asked Questions about financial-analysis

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

FAQPage Schema
How do I extract financial statements from a PDF annual report?

To extract financial statements from a PDF, the Skill automatically locates and parses balance sheets, income statements, and cash flow statements, then computes key ratios and delivers an executive summary.

Can I calculate financial ratios from PDF financial statements automatically?

Yes, you can calculate financial ratios from PDF financial statements automatically. The Skill computes liquidity, profitability, leverage, and efficiency ratios directly from the extracted PDF data.

How do I generate an executive summary from balance sheet and cash flow PDFs?

To generate an executive summary from balance sheet and cash flow PDFs, the Skill analyzes the extracted data to identify strengths, risks, and actionable recommendations, outputting the summary alongside Markdown and HTML reports.

Does PDF financial analysis support year-over-year trend comparisons?

Yes, PDF financial analysis supports year-over-year trend comparisons. When multiple periods exist in the provided PDF, the Skill applies year-over-year comparisons to the computed metrics and financial statements.

What is the best way to analyze income statements and balance sheets without manual data entry?

The best way to analyze income statements and balance sheets without manual entry is providing the PDF to this Skill, which automates data extraction, ratio computation, and report generation while noting data quality.

What output formats are generated when analyzing financial statements from a PDF?

When analyzing financial statements from a PDF, the output formats generated are Markdown, HTML, and a concise executive summary, all saved within the same directory as the source document.