How do I install the Financial Analysis skill?

Run npx skillmds@latest add dalehurley/financial-analysis 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 Financial Analysis 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 Financial Analysis?

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 Financial Analysis free to use?

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

Who published Financial Analysis?

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

Financial Analysis by dalehurley — Agent Skill

Name: Financial Analysis
Author: dalehurley

Financial Analysis

Analyze financial statements from PDF documents. Use when asked to prepare a financial analysis, review financial statements, analyze balance sheets, income statements, or cash flow statements. Triggers include: any mention of 'financial analysis', 'financial statements', 'balance sheet', 'income statement', 'cash flow', 'financial review', 'annual report analysis', or requests to analyze PDF documents containing financial data.

dalehurley 47559e6 2.3 KB Updated Sep 17, 2026

File contents

Skill: financial-analysis

When to Use

Use this skill when the user asks to analyze or review financial statements, typically provided as a PDF file.

Example triggers:

"Prepare a financial analysis of this PDF"
"Analyze the financial statements in this document"
"Review the balance sheet and income statement"
"Summarize the annual report"
"What are the key financial ratios from this report?"

Procedure

Identify the source PDF document from the user's request.
Extract text content from the PDF using available tools (e.g., bash with pdftotext, or read the file directly).
Parse and identify the key financial statements: balance sheet, income statement, cash flow statement, and notes.
Perform year-over-year comparisons where multiple periods are available.
Calculate key financial ratios and metrics (liquidity, profitability, leverage, efficiency).
Identify strengths, challenges, and strategic opportunities.
Generate output documents in multiple formats (markdown, HTML, and/or summary text) in the same directory as the source file.
Provide an executive summary highlighting the most important findings and recommendations.

Example

An example of a request that uses this skill:

Prepare a financial analysis of a PDF file

Last Result (truncated)

## Task Completed Successfully!

Prepared a comprehensive financial analysis of financial statements. Deliverables included:

1. **README_Analysis_Summary.txt** - Overview, quick start guide, executive summary with key findings
2. **Financial_Analysis.md** - Complete comprehensive analysis in markdown format with year-over-year comparisons, financial ratios and metrics, strengths/challenges/opportunities, strategic recommendations
3. **Financial_Analysis.html** - Same content formatted for browser viewing

---name: financial-analysisdescription: Analyze financial statements from PDF documents. Use when asked to prepare a financial analysis, review financial statements, analyze balance sheets, income statements, or cash flow statements. Triggers include: any mention of 'financial analysis', 'financial statements', 'balance sheet', 'income statement', 'cash flow', 'financial review', 'annual report analysis', or requests to analyze PDF documents containing financial data.---# Skill: financial-analysis## When to UseUse this skill when the user asks to analyze or review financial statements, typically provided as a PDF file.Example triggers:- "Prepare a financial analysis of this PDF"- "Analyze the financial statements in this document"- "Review the balance sheet and income statement"- "Summarize the annual report"- "What are the key financial ratios from this report?"## Procedure1. Identify the source PDF document from the user's request.2. Extract text content from the PDF using available tools (e.g., bash with `pdftotext`, or read the file directly).3. Parse and identify the key financial statements: balance sheet, income statement, cash flow statement, and notes.4. Perform year-over-year comparisons where multiple periods are available.5. Calculate key financial ratios and metrics (liquidity, profitability, leverage, efficiency).6. Identify strengths, challenges, and strategic opportunities.7. Generate output documents in multiple formats (markdown, HTML, and/or summary text) in the same directory as the source file.8. Provide an executive summary highlighting the most important findings and recommendations.## ExampleAn example of a request that uses this skill:```Prepare a financial analysis of a PDF file```## Last Result (truncated)```## Task Completed Successfully!Prepared a comprehensive financial analysis of financial statements. Deliverables included:1. **README_Analysis_Summary.txt** - Overview, quick start guide, executive summary with key findings2. **Financial_Analysis.md** - Complete comprehensive analysis in markdown format with year-over-year comparisons, financial ratios and metrics, strengths/challenges/opportunities, strategic recommendations3. **Financial_Analysis.html** - Same content formatted for browser viewing```

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