Analyzing Financial Statements
This skill analyzes financial statements to extract key insights and trends, helping users understand a company’s health and performance quickly.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add analyzing-financial-statements npx -- -y @trustedskills/analyzing-financial-statements
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"analyzing-financial-statements": {
"command": "npx",
"args": [
"-y",
"@trustedskills/analyzing-financial-statements"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill analyzes financial statements to extract key insights and metrics. It can calculate ratios, identify trends, and summarize the overall financial health of a company based on provided data. The tool supports both income statements and balance sheets for comprehensive analysis.
When to use it
- Investment Research: Quickly assess potential investment opportunities by analyzing a company's financials.
- Credit Risk Assessment: Evaluate the creditworthiness of a borrower using their financial performance.
- Financial Reporting: Generate summaries and key metrics from complex financial documents for internal reporting or presentations.
- Due Diligence: Support mergers and acquisitions processes by providing detailed financial analysis.
Key capabilities
- Income Statement Analysis
- Balance Sheet Analysis
- Ratio Calculation
- Trend Identification
- Financial Health Summarization
Example prompts
- "Analyze the attached income statement for Company X and calculate their profit margin."
- "Based on this balance sheet, what is Company Y's debt-to-equity ratio?"
- “Summarize the key financial trends of Company Z over the past five years based on these statements.”
Tips & gotchas
The skill requires properly formatted financial statement data (e.g., CSV or text) as input. Ensure the data is accurate and complete for reliable analysis.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🏢 Official
Published by the company or team that built the technology.