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financial-analysis

Automate financial analysis from income statements, balance sheets, and cash flow data.

7.0k|977|Updated May 11, 2023
Search Tags:#valuation#DCF#financial-modeling#financial-analysis#investment-evaluation#ratio-analysis#income-statement
One-click install
npx skills add https://github.com/kyegomez/swarms --skill financial-analysis-kyegomez
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analysis
Source: https://github.com/kyegomez/swarms/tree/main/examples/single_agent/agent_skill_examples/financial-analysis
Command: npx skills add https://github.com/kyegomez/swarms --skill financial-analysis-kyegomez

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the end-to-end financial analysis process by transforming raw financial data into structured insights, valuations, and decision-ready reports.

Core Features & Use Cases

  • DCF modeling: Project cash flows, compute WACC, and derive terminal value for companies.
  • Ratio analysis: Evaluate profitability, liquidity, leverage, and efficiency using key metrics.
  • Investment evaluation: Generate an executive summary, valuation ranges, and scenario analysis for potential investments.
  • Use Case: Imagine evaluating a private company with 3 years of financials to produce a ready-to-share investment memo.

Quick Start

Use the financial-analysis skill to analyze a provided income statement, balance sheet, and cash flow data and return a valuation report.

Frequently Asked Questions about financial-analysis

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

FAQPage Schema
How do I automate DCF modeling and valuation from financial statements?▼

Automate DCF modeling by processing structured income statements, balance sheets, and cash flows to project cash flows, compute WACC, and derive terminal value. The skill outputs decision-ready valuation ranges and investment reports.

What is the best way to generate an investment memo for a private company?▼

Generate an investment memo by inputting historical financials into the analysis workflow to produce an executive summary, scenario analysis, and relative valuation, yielding a ready-to-share investment report.

Can I perform ratio analysis on profitability and liquidity without manual calculation?▼

Yes, ratio analysis is automated to evaluate profitability, liquidity, leverage, and efficiency directly from standardized financial statements, eliminating manual calculation and providing immediate performance metrics.

Does this financial analysis approach support scenario analysis for investment decisions?▼

Yes, scenario analysis is supported alongside DCF modeling and relative valuation, processing standardized financial inputs to inform investment decisions across public and private companies with valuation ranges.

What format does financial data need to be in for automated valuation and modeling?▼

Financial data must be structured as standardized income statements, balance sheets, and cash flow statements, enabling the skill to compute WACC, derive terminal value, and generate valuation reports.

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