What problem does it solve?
Public company financial data from filings, earnings releases, and provider exports is often messy, inconsistent, and hard to use for equity modeling and analysis. This skill automates the tedious, error-prone manual normalization process to produce auditable, traceable, model-ready financial outputs.
Core Features & Use Cases
- Standardized Normalization: Converts raw financial data into compliant long-form and wide schedule formats with full source traceability, sign/scale/currency normalization, and line-item mapping.
- Disclosure Reconciliation: Handles renamed, regrouped, or recast KPIs, segments, and non-GAAP lines by creating comparability bridges and flagging changes for downstream model use.
- QA & Validation: Built-in checks for source conflicts, stale data, missing provenance, and tie-out breaks, with explicit QA flags and validation logs for downstream workflow handoff.
- Use Case: An equity analyst updating a DCF model for a public tech company can use this skill to turn raw 10-K, earnings release, and provider export data into loadable normalized financial statements, KPI schedules, and source indexes without manual formatting errors.
Quick Start
Use the financials-normalizer skill to normalize your uploaded public company financial source files into auditable, model-ready outputs for equity investing workflows.
