# financials-normalizer

Standardizes public company financial filings into audit-ready tables. Best for analysts structuring messy disclosures before building financial models.

- skill · `type=skill` · Codex, ChatGPT · ★ 7604
- Author: OpenAI · official OpenAI repository
- License: LicenseRef-Proprietary · policy=link-only · description only; the file stays with the author
- Source: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/financials-normalizer/SKILL.md
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/skills/financials-normalizer

## What it does

The skill parses corporate earnings releases, market figures, and investor decks into uniform datasets. Output artifacts include `Source_Index.csv`, `Normalized_Financials_Long.csv`, and a defect log in `Normalization_Issues.csv`. For final reviews, the workflow exports tabular schedules in CSV or formatted XLSX workbooks.

Fabricating missing figures is strictly forbidden; unavailable entries get assigned a `missing_required_source` tag. Whenever a citation identifier is omitted, the record flags `SRC-UNSPECIFIED` and halts downstream progression. If accounting presentation changes or segments shift across periods, it constructs a comparability bridge instead of overwriting raw numbers.

Use this workflow strictly for public corporate statements. Feeding private deal-room documents or non-accounting data into it is explicitly ruled out.

## Install

### Codex (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill financials-normalizer -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/financials-normalizer/SKILL.md` — For all projects use ~/.agents/skills/

### Claude Code

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill financials-normalizer -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/financials-normalizer/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/financials-normalizer/

### Cursor

**Manually: put the files in place**
- File: `.cursor/skills/financials-normalizer/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openai/plugins financials-normalizer
```

2. **Manually: put the files in place**
- File: `.github/skills/financials-normalizer/SKILL.md`

### Gemini CLI

**Platform CLI**
```bash
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/financials-normalizer
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/financials-normalizer/SKILL.md` — The legacy .windsurf/skills/ path still works

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/financials-normalizer/SKILL.md

## When to use it
- standardize messy public corporate disclosures into clean tables
- track citations, reporting currencies, and timestamps across periods
- build comparability bridges when issuers adjust segment reporting
- surface audit discrepancies and unaudited inputs before modeling

## Example prompts
- Normalize the income statement and balance sheet lines from this 10-K into a workbook
- Extract public segment revenue figures and generate the source index log
- Audit historical reporting variances and output the normalization issues list

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From the same set: [openai/plugins](https://affpapa.org/en/nevibecode/by/openai/plugins.md) — 528 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md