How do I install the Analyzing Financial Statements skill?

Run npx skillmds@latest add agentik-os/analyzing-financial-statements in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Analyzing Financial Statements safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Analyzing Financial Statements?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Analyzing Financial Statements free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Analyzing Financial Statements?

agentik-os (@agentik-os) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Analyzing Financial Statements by agentik-os

Name: Analyzing Financial Statements
Author: agentik-os

Analyzing Financial Statements

Calculate and interpret financial ratios from real statement data — liquidity, profitability, leverage, efficiency and valuation multiples — and turn them into an investment read rather than a table of numbers. Use for 'analyse these financials', 'compute the ratios', 'is this company healthy', 'read this balance sheet / income statement / 10-K', or in French 'analyse ces comptes', 'ratios financiers', 'cette boite est-elle saine'. Ships calculate_ratios.py and interpret_ratios.py. NOT for building a forecast model (that is creating-financial-models).

agentik-os ba9e1a7 3 files · 31.9 KB Updated Sep 17, 2026

File contents

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

Input Data: Provide financial statement data (income statement, balance sheet, cash flow)
Select Ratios: Specify which ratios to calculate or use "all" for comprehensive analysis
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

Always validate data completeness before calculations
Handle missing values appropriately (use industry averages or exclude)
Consider industry context when interpreting ratios
Include period comparisons for trend analysis
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

Provenance

Vendored into OmegaOS from anthropics/claude-cookbooks @ 35f2eec — MIT (c) Anthropic. Upstream teaching notebooks live in ~/.omega/cookbooks/skills/notebooks/; the routing layer is the /cookbook skill.

---name: analyzing-financial-statementsdescription: Calculate and interpret financial ratios from real statement data — liquidity, profitability, leverage, efficiency and valuation multiples — and turn them into an investment read rather than a table of numbers. Use for 'analyse these financials', 'compute the ratios', 'is this company healthy', 'read this balance sheet / income statement / 10-K', or in French 'analyse ces comptes', 'ratios financiers', 'cette boite est-elle saine'. Ships calculate_ratios.py and interpret_ratios.py. NOT for building a forecast model (that is creating-financial-models).---# Financial Ratio Calculator SkillThis skill provides comprehensive financial ratio analysis for evaluating company performance, profitability, liquidity, and valuation.## CapabilitiesCalculate 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 Use1. **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 analysis3. **Interpretation**: The skill will calculate ratios and provide industry-standard interpretations## Input FormatFinancial 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 FormatResults 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 Practices1. Always validate data completeness before calculations2. Handle missing values appropriately (use industry averages or exclude)3. Consider industry context when interpreting ratios4. Include period comparisons for trend analysis5. 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---## ProvenanceVendored into OmegaOS from [anthropics/claude-cookbooks](https://github.com/anthropics/claude-cookbooks/tree/35f2eec/skills/custom_skills/analyzing-financial-statements) @ `35f2eec` — MIT (c) Anthropic. Upstream teaching notebooks live in `~/.omega/cookbooks/skills/notebooks/`; the routing layer is the `/cookbook` skill.

Frequently asked questions