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Analyzing Financial Statements

Official
anthropics·vlatest·data·MIT

This skill analyzes financial statements to extract key insights and trends, helping users understand a company’s health and performance quickly.

Repository

Install on your platform

Showing Claude Code. One command installs this skill into any of the agents below.

  1. 1

    Run this in your project

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

  2. Uses the open-source skills CLI and needs Node.js. Add -g to install it for your user instead of this project.

What we know about this skill

Publisher

anthropics

Matched to the vendor's own GitHub organisation.

Install target

Live repository

Not pinned. Installing fetches whatever the repository holds at the time you run the command.

No human has reviewed this code. The checks below are a static scan of the files at one commit — nobody has run this skill or judged whether it works. A skill runs with whatever access you give your agent, so read the source before you install it.

Automated safety checks

scanned

This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.

  • Declares what it does: passed

    SKILL.md parses and declares a name and a description.

    SKILL.md exists, its frontmatter parses, and it declares a name and a description.

  • No undeclared network calls: passed

    Makes no network calls.

    Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.

  • No obfuscated payloads: passed

    No encoded or obfuscated payloads.

    No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.

  • No credential access: passed

    Reads no keys, tokens, keychains or credential files.

    Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.

  • No pipe-to-shell installers: passed

    No pipe-to-shell or download-and-run installers.

    No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.

  • Pinned to a commit: passed

    Scanned anthropics/claude-cookbooks at d7265d6ae9.

    The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.

Commit
d7265d6ae9
Manifest
skills/custom_skills/analyzing-financial-statements/SKILL.md
Scanned
3 files, 795 lines
This is a static scan, not a review. It reads the skill's files; it does not run them, and it cannot tell you whether the skill is any good or whether the code does what its description says. A skill runs with whatever access you give your agent.
What each check looks for →

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.