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skill Claude Code CX Codex Cursor GitHub Copilot official · Anthropic

analyzing-financial-statements — Claude Code skill: install

Computes key financial ratios and metrics from financial statements for investment analysis. Useful for inspecting profitability, liquidity, and equity valuation.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓ 
npx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements -a claude-code
Open on GitHub

What analyzing-financial-statements does

The skill processes income statements, balance sheets, and cash flow data provided in CSV, JSON, Excel, or plain text format. It calculates profitability ratios such as ROE and ROA, liquidity metrics, leverage levels, and valuation multiples like P/E and EV/EBITDA. Output includes calculated values, comparisons with industry benchmarks, trend analysis, and a formatted Excel report.

Two Python scripts power the engine. The script calculate_ratios.py handles the underlying formulas, while interpret_ratios.py maps the numbers against industry benchmarks. You can run individual metrics or request an entire suite at once.

Inaccurate input figures directly break your valuation insights. The skill requires verified numbers, and general industry benchmarks cannot replace specific market context.

What it helps with

  • calculate liquidity and leverage ratios from balance sheet data
  • evaluate valuation multiples like P/E, P/B, and EV/EBITDA
  • track profitability metrics including ROE and operating margins
  • generate a formatted Excel report with trend analysis

Example prompts for the agent

  • Calculate key financial ratios for this company based on the attached financial statements
  • What's the P/E ratio if the stock price is $50 and annual earnings are $2.50 per share?
  • Analyze the liquidity position using the balance sheet data

How to install analyzing-financial-statements

1Skills CLI (Vercel)

npx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements -a claude-code

2Manually: put the files in place

~/.claude/skills/analyzing-financial-statements/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/analyzing-financial-statements/

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Questions about analyzing-financial-statements

How to install analyzing-financial-statements in Claude Code?

Run npx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements -a claude-code.

What does analyzing-financial-statements do?

It computes profitability, liquidity, leverage, and valuation ratios from company financial statements. The output includes benchmark comparisons and an Excel report.

What input formats are supported?

Financial statements can be provided as CSV, JSON, Excel spreadsheets, or plain text summaries of financial figures.

Source text

SKILL.md · MIT 
---
name: analyzing-financial-statements
description: This skill calculates key financial ratios and metrics from financial statement data for investment analysis
---

# Financial Ratio Calculator Skill

This skill provides comprehensive financial ratio analysis for evaluating company performance, profitability, liquidity, and valuation.

## Capabilities

Calculate and interpret:
- **Profitability Ratios**: ROE, ROA, Gross Margin, Operating Margin, Net Margin
- **Liquidity Ratios**: Current Ratio, Quick Ratio, Cash Ratio
- **Leverage Ratios**: Debt-to-Equity, Interest Coverage, Debt Service Coverage
- **Efficiency Ratios**: Asset Turnover, Inventory Turnover, Receivables Turnover
- **Valuation Ratios**: P/E, P/B, P/S, EV/EBITDA, PEG
- **Per-Share Metrics**: EPS, Book Value per Share, Dividend per Share

## How to Use

1. **Input Data**: Provide financial statement data (income statement, balance sheet, cash flow)
2. **Select Ratios**: Specify which ratios to calculate or use "all" for comprehensive analysis
3. **Interpretation**: The skill will calculate ratios and provide industry-standard interpretations

## Input Format

Financial data can be provided as:
- CSV with financial line items
- JSON with structured financial statements
- Text description of key financial figures
- Excel files with financial statements

## Output Format

Results include:
- Calculated ratios with values
- Industry benchmark comparisons (when available)
- Trend analysis (if multiple periods provided)
- Interpretation and insights
- Excel report with formatted results

## Example Usage

"Calculate key financial ratios for this company based on the attached financial statements"

"What's the P/E ratio if the stock price is $50 and annual earnings are $2.50 per share?"

"Analyze the liquidity position using the balance sheet data"

## Scripts

- `calculate_ratios.py`: Main calculation engine for all financial ratios
- `interpret_ratios.py`: Provides interpretation and benchmarking

## Best Practices

1. Always validate data completeness before calculations
2. Handle missing values appropriately (use industry averages or exclude)
3. Consider industry context when interpreting ratios
4. Include period comparisons for trend analysis
5. Flag unusual or concerning ratios

## Limitations

- Requires accurate financial data
- Industry benchmarks are general guidelines
- Some ratios may not apply to all industries
- Historical data doesn't guarantee future performance

© anthropics · MIT · anthropics/claude-cookbooks

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